TMUSI vs LPLA

Comparison between TMobile US Inc 5.500 Senior Notes due June 2070 (TMUSI, Company) and LPL Financial Holdings Inc (LPLA, Company).

TMUSI vs LPLA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TMUSI(COMPANY)	LPLA(COMPANY)
Market Cap	$23B	$24B
Max Drawdown	13.54%	70.50%
Sharpe Ratio	-0.49	-0.60
5Y Beta	0.24	1.06
Industry	N/A	Capital Markets
P/E Ratio	2.28	24.98
Forward P/E	N/A	12.24
Dividend Yield	3.00%	0.40%
5Y Dividends CAGR	N/A	3.71%
5Y EPS CAGR	31.09%	13.86%
Debt to Equity	4.01%	126.32%
Free Cash Flow Yield	77.01%	-4.58%

Market Cap

TMUSI

$23B

Winner

LPLA

$24B

Max Drawdown

Winner

TMUSI

13.54%

LPLA

70.50%

Sharpe Ratio

Winner

TMUSI

-0.49

LPLA

-0.60

5Y Beta

Winner

TMUSI

0.24

LPLA

1.06

Industry

TMUSI

N/A

LPLA

Capital Markets

P/E Ratio

Winner

TMUSI

2.28

LPLA

24.98

Forward P/E

TMUSI

N/A

LPLA

12.24

Dividend Yield

Winner

TMUSI

3.00%

LPLA

0.40%

5Y Dividends CAGR

TMUSI

N/A

LPLA

3.71%

5Y EPS CAGR

Winner

TMUSI

31.09%

LPLA

13.86%

Debt to Equity

Winner

TMUSI

4.01%

LPLA

126.32%

Free Cash Flow Yield

Winner

TMUSI

77.01%

LPLA

-4.58%

TMUSI vs LPLA - Historical Returns

Returns include dividend reinvestment.

Period	TMUSI	LPLA
1 month	-3.13%	-0.46%
3 months	-1.70%	+2.12%
6 months	-5.80%	-16.50%
1 year	-3.33%	-22.21%
5 years(CAGR)	N/A	+17.47%
10 years(CAGR)	N/A	+29.70%
Max(CAGR)	-3.83%	+17.20%

TMUSI

-3.13%

Winner

LPLA

-0.46%

TMUSI

-1.70%

Winner

LPLA

+2.12%

Winner

TMUSI

-5.80%

LPLA

-16.50%

Winner

TMUSI

-3.33%

LPLA

-22.21%

5Y(CAGR)

TMUSI

N/A

LPLA

+17.47%

10Y(CAGR)

TMUSI

N/A

LPLA

+29.70%

Max(CAGR)

TMUSI

-3.83%

Winner

LPLA

+17.20%

TMUSI vs LPLA - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	TMUSI	LPLA
2026	-7.01%	-18.55%
2025	+3.16%	+9.26%
2024	N/A	+42.17%
2023	N/A	+5.39%
2022	N/A	+33.43%
2021	N/A	+55.94%
2020	N/A	+12.56%
2019	N/A	+51.80%
2018	N/A	+8.40%
2017	N/A	+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%

TMUSI vs LPLA Drawdown Comparison

The maximum drawdown for TMUSI was -10.81%, occurring on Jun 9, 2026. 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 TMUSI drawdown is -9.57%. The current LPLA drawdown is -26.06%.

Rank	TMUSI	LPLA
#1	-10.81% Sep 10, 2025 - Jun 9, 2026	-69.32% Mar 20, 2014 - Sep 27, 2017
#2	-5.38% Aug 20, 2025 - Sep 10, 2025	-60.33% Jan 16, 2020 - Dec 3, 2020
#3	-0.30% Aug 13, 2025 - Aug 18, 2025	-33.78% May 2, 2011 - Mar 15, 2012
#4	N/A	-33.18% Jun 20, 2024 - Nov 6, 2024
#5	N/A	-33.12% Jul 30, 2025 - May 28, 2026
#6	N/A	-32.61% Nov 8, 2022 - Feb 26, 2024
#7	N/A	-30.11% Apr 3, 2012 - May 9, 2013
#8	N/A	-26.06% May 22, 2018 - Feb 1, 2019
#9	N/A	-26.02% Feb 19, 2025 - May 13, 2025
#10	N/A	-24.69% Feb 9, 2022 - Apr 8, 2022
#11	N/A	-23.36% Apr 19, 2022 - Aug 4, 2022
#12	N/A	-18.87% Jul 24, 2019 - Nov 7, 2019
#13	N/A	-18.45% Apr 30, 2021 - Sep 27, 2021
#14	N/A	-14.36% Mar 16, 2018 - May 8, 2018
#15	N/A	-12.71% Feb 19, 2019 - May 3, 2019

Correlation

Correlation between TMUSI and LPLA is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2012 - 2026)

TMUSI vs LPLA dividend yield comparison.

Year	TMUSI	LPLA
2026	3.27%	0.20%
2025	1.48%	0.34%
2024	0.00%	0.37%
2023	0.00%	0.53%
2022	0.00%	0.46%
2021	0.00%	0.62%
2020	0.00%	0.96%
2019	0.00%	1.08%
2018	0.00%	1.64%
2017	0.00%	1.75%
2016	0.00%	2.84%
2015	0.00%	2.34%
2014	0.00%	2.15%
2013	0.00%	1.38%
2012	0.00%	7.95%