TROW vs LPLA
Comparison between T. Rowe Price Group Inc (TROW, Company) and LPL Financial Holdings Inc (LPLA, Company).
Both TROW and LPLA are from the Financial Services sector.
5-Year PerformanceLPLA has outperformed TROW, delivering a return of +16.0% compared to -6.9%
TROW vs LPLA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TROW vs LPLA - Historical Returns
Returns include dividend reinvestment.
TROW vs LPLA - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | TROW | LPLA |
|---|---|---|
| 2026 | +5.02% | -20.91% |
| 2025 | -4.96% | +9.26% |
| 2024 | +9.47% | +42.17% |
| 2023 | +3.17% | +5.39% |
| 2022 | -41.61% | +33.43% |
| 2021 | +38.26% | +55.94% |
| 2020 | +24.50% | +12.56% |
| 2019 | +36.33% | +51.80% |
| 2018 | -8.12% | +8.40% |
| 2017 | +42.29% | +64.14% |
| 2016 | +10.49% | -13.85% |
| 2015 | -12.15% | -2.51% |
| 2014 | +6.26% | -3.43% |
| 2013 | +27.63% | +65.69% |
| 2012 | +17.36% | -2.00% |
| 2011 | -11.50% | -12.66% |
| 2010 | +21.08% | +13.13% |
| 2009 | +50.10% | N/A |
| 2008 | -38.51% | N/A |
| 2007 | +34.89% | N/A |
| 2006 | +21.42% | N/A |
| 2005 | +18.60% | N/A |
| 2004 | +30.46% | N/A |
| 2003 | +68.53% | N/A |
| 2002 | -19.30% | N/A |
| 2001 | -12.10% | N/A |
| 2000 | +21.93% | N/A |
| 1999 | -0.47% | N/A |
TROW vs LPLA Drawdown Comparison
The maximum drawdown for TROW was -67.45%, occurring on Mar 5, 2009. Recovery took 558 trading sessions.
The maximum drawdown for LPLA was -69.32%, occurring on Feb 12, 2016. Recovery took 888 trading sessions.
The current TROW drawdown is -40.57%. The current LPLA drawdown is -28.20%.
| Rank | TROW | LPLA |
|---|---|---|
| #1 | -67.45% Sep 19, 2008 - Dec 7, 2010 | -69.32% Mar 20, 2014 - Sep 27, 2017 |
| #2 | -58.20% Aug 31, 2021 - Apr 8, 2025 | -60.33% Jan 16, 2020 - Dec 3, 2020 |
| #3 | -54.10% Sep 14, 2000 - Dec 23, 2003 | -33.78% May 2, 2011 - Mar 15, 2012 |
| #4 | -38.06% Feb 19, 2020 - Jul 31, 2020 | -33.18% Jun 20, 2024 - Nov 6, 2024 |
| #5 | -34.39% Feb 18, 2011 - Jan 4, 2013 | -33.12% Jul 30, 2025 - May 28, 2026 |
| #6 | -31.38% Jun 12, 2018 - Nov 12, 2019 | -32.61% Nov 8, 2022 - Feb 26, 2024 |
| #7 | -30.15% Nov 16, 2007 - Sep 19, 2008 | -30.11% Apr 3, 2012 - May 9, 2013 |
| #8 | -28.76% Jan 25, 2000 - Jun 5, 2000 | -26.06% May 22, 2018 - Feb 1, 2019 |
| #9 | -22.18% Dec 23, 2014 - Jul 14, 2017 | -26.02% Feb 19, 2025 - May 13, 2025 |
| #10 | -19.32% Mar 5, 2004 - Oct 28, 2004 | -24.69% Feb 9, 2022 - Apr 8, 2022 |
| #11 | -17.90% Apr 26, 2006 - Aug 15, 2006 | -23.36% Apr 19, 2022 - Aug 4, 2022 |
| #12 | -16.45% Nov 22, 1999 - Jan 25, 2000 | -18.87% Jul 24, 2019 - Nov 7, 2019 |
| #13 | -15.62% Jun 19, 2000 - Sep 13, 2000 | -18.45% Apr 30, 2021 - Sep 27, 2021 |
| #14 | -15.00% Jan 26, 2018 - May 16, 2018 | -14.36% Mar 16, 2018 - May 8, 2018 |
| #15 | -14.97% Aug 8, 2007 - Oct 1, 2007 | -12.71% Feb 19, 2019 - May 3, 2019 |
Correlation
Correlation between TROW and LPLA is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
TROW vs LPLA dividend yield comparison.
| Year | TROW | LPLA |
|---|---|---|
| 2026 | 1.20% | 0.21% |
| 2025 | 4.96% | 0.34% |
| 2024 | 4.39% | 0.37% |
| 2023 | 4.53% | 0.53% |
| 2022 | 4.40% | 0.46% |
| 2021 | 3.72% | 0.62% |
| 2020 | 2.38% | 0.96% |
| 2019 | 2.50% | 1.08% |
| 2018 | 3.03% | 1.64% |
| 2017 | 2.17% | 1.75% |
| 2016 | 2.87% | 2.84% |
| 2015 | 5.71% | 2.34% |
| 2014 | 2.05% | 2.15% |
| 2013 | 1.81% | 1.38% |
| 2012 | 3.62% | 7.95% |
| 2011 | 2.18% | 0.00% |
| 2010 | 1.67% | 0.00% |
| 2009 | 1.88% | 0.00% |
| 2008 | 2.71% | 0.00% |
| 2007 | 1.23% | 0.00% |
| 2006 | 1.19% | 0.00% |
| 2005 | 1.35% | 0.00% |
| 2004 | 1.29% | 0.00% |
| 2003 | 1.48% | 0.00% |
| 2002 | 2.38% | 0.00% |
| 2001 | 1.76% | 0.00% |
| 2000 | 1.28% | 0.00% |
| 1999 | 0.35% | 0.00% |
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