OKTA vs LPLA

Comparison between Okta Inc - Class A (OKTA, Company) and LPL Financial Holdings Inc (LPLA, Company).

OKTA is from the Technology sector, while LPLA is from the Financial Services sector.

5-Year PerformanceLPLA has outperformed OKTA, delivering a return of +20.2% compared to -9.6%

OKTA vs LPLA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OKTA(COMPANY)	LPLA(COMPANY)
Market Cap	$27B	$26B
Max Drawdown	84.57%	70.50%
Sharpe Ratio	1.05	-0.30
5Y Beta	1.17	1.06
Industry	Software - Infrastructure	Capital Markets
P/E Ratio	107.64	27.97
Forward P/E	39.06	13.05
PEG Ratio	1.32	0.48
Dividend Yield	N/A	0.36%
5Y Dividends CAGR	N/A	3.71%
5Y EPS CAGR	N/A	13.86%
Debt to Equity	5.07%	126.32%
Free Cash Flow Yield	3.43%	-4.09%
P/S Ratio	8.97	1.44
P/B Ratio	3.52	4.52

Market Cap

Winner

OKTA

$27B

LPLA

$26B

Max Drawdown

OKTA

84.57%

Winner

LPLA

70.50%

Sharpe Ratio

Winner

OKTA

1.05

LPLA

-0.30

5Y Beta

OKTA

1.17

Winner

LPLA

1.06

Industry

OKTA

Software - Infrastructure

LPLA

Capital Markets

P/E Ratio

OKTA

107.64

Winner

LPLA

27.97

Forward P/E

OKTA

39.06

Winner

LPLA

13.05

PEG Ratio

OKTA

1.32

Winner

LPLA

0.48

Dividend Yield

OKTA

N/A

LPLA

0.36%

5Y Dividends CAGR

OKTA

N/A

LPLA

3.71%

5Y EPS CAGR

OKTA

N/A

LPLA

13.86%

Debt to Equity

Winner

OKTA

5.07%

LPLA

126.32%

Free Cash Flow Yield

Winner

OKTA

3.43%

LPLA

-4.09%

P/S Ratio

OKTA

8.97

Winner

LPLA

1.44

P/B Ratio

Winner

OKTA

3.52

LPLA

4.52

OKTA vs LPLA - Historical Returns

Returns include dividend reinvestment.

Period	OKTA	LPLA
1 month	+25.97%	+11.57%
3 months	+95.89%	+1.50%
6 months	+69.21%	-10.44%
1 year	+54.82%	-13.28%
5 years(CAGR)	-9.64%	+20.19%
10 years(CAGR)	+21.95%	+31.20%
Max(CAGR)	+21.95%	+17.92%

Winner

OKTA

+25.97%

LPLA

+11.57%

Winner

OKTA

+95.89%

LPLA

+1.50%

Winner

OKTA

+69.21%

LPLA

-10.44%

Winner

OKTA

+54.82%

LPLA

-13.28%

5Y(CAGR)

OKTA

-9.64%

Winner

LPLA

+20.19%

10Y(CAGR)

OKTA

+21.95%

Winner

LPLA

+31.20%

Max(CAGR)

Winner

OKTA

+21.95%

LPLA

+17.92%

OKTA vs LPLA - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	OKTA	LPLA
2026	+77.44%	-9.13%
2025	+9.69%	+9.26%
2024	-9.43%	+42.17%
2023	+30.17%	+5.39%
2022	-69.31%	+33.43%
2021	-10.57%	+55.94%
2020	+116.74%	+12.56%
2019	+82.37%	+51.80%
2018	+141.12%	+8.40%
2017	+8.93%	+64.14%
2016	N/A	-13.85%
2015	N/A	-2.51%
2014	N/A	-3.43%
2013	N/A	+65.69%
2012	N/A	-2.00%
2011	N/A	-12.66%
2010	N/A	+13.13%

OKTA vs LPLA Drawdown Comparison

The maximum drawdown for OKTA was -84.57%, occurring on Nov 4, 2022. This drawdown has not yet recovered.

The maximum drawdown for LPLA was -69.32%, occurring on Feb 12, 2016. Recovery took 888 trading sessions.

The current OKTA drawdown is -49.14%. The current LPLA drawdown is -17.50%.

Rank	OKTA	LPLA
#1	-84.57% Feb 12, 2021 - Nov 4, 2022	-69.32% Mar 20, 2014 - Sep 27, 2017
#2	-35.53% Sep 12, 2018 - Jan 17, 2019	-60.33% Jan 16, 2020 - Dec 3, 2020
#3	-31.63% Jul 26, 2019 - Apr 15, 2020	-33.78% May 2, 2011 - Mar 15, 2012
#4	-19.63% Jun 19, 2017 - Sep 8, 2017	-33.18% Jun 20, 2024 - Nov 6, 2024
#5	-19.34% Nov 24, 2017 - Feb 13, 2018	-33.12% Jul 30, 2025 - May 28, 2026
#6	-17.45% Oct 13, 2020 - Dec 8, 2020	-32.61% Nov 8, 2022 - Feb 26, 2024
#7	-16.24% Sep 2, 2020 - Oct 6, 2020	-30.11% Apr 3, 2012 - May 9, 2013
#8	-16.06% Dec 22, 2020 - Feb 10, 2021	-26.06% May 22, 2018 - Feb 1, 2019
#9	-15.78% Jun 4, 2018 - Jul 25, 2018	-26.02% Feb 19, 2025 - May 13, 2025
#10	-14.09% Jul 26, 2018 - Aug 23, 2018	-24.69% Feb 9, 2022 - Apr 8, 2022
#11	-12.96% Apr 27, 2017 - Jun 8, 2017	-23.36% Apr 19, 2022 - Aug 4, 2022
#12	-12.65% Jun 1, 2020 - Jul 1, 2020	-18.87% Jul 24, 2019 - Nov 7, 2019
#13	-12.30% Jun 8, 2017 - Jun 19, 2017	-18.45% Apr 30, 2021 - Sep 27, 2021
#14	-12.28% Sep 8, 2017 - Nov 24, 2017	-14.36% Mar 16, 2018 - May 8, 2018
#15	-12.25% Aug 5, 2020 - Aug 26, 2020	-12.71% Feb 19, 2019 - May 3, 2019