TW vs LPLA

Comparison between Tradeweb Markets Inc Cls A (TW, Company) and LPL Financial Holdings Inc (LPLA, Company).

Both TW and LPLA are from the Financial Services sector.

5-Year PerformanceLPLA has outperformed TW, delivering a return of +14.6% compared to +5.9%

TW vs LPLA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TW(COMPANY)	LPLA(COMPANY)
Market Cap	$23B	$23B
Max Drawdown	48.81%	70.50%
Sharpe Ratio	-1.16	-0.73
5Y Beta	0.41	1.12
Industry	Capital Markets	Capital Markets
P/E Ratio	32.81	24.12
Forward P/E	32.15	11.40
PEG Ratio	0.64	0.43
Dividend Yield	0.47%	0.42%
5Y Dividends CAGR	14.14%	8.45%
5Y EPS CAGR	N/A	13.86%
Debt to Equity	0.00%	126.32%
Free Cash Flow Yield	5.12%	-4.74%
P/S Ratio	10.80	1.27
P/B Ratio	3.43	3.99

Market Cap

$23B

Winner

LPLA

$23B

Max Drawdown

Winner

48.81%

LPLA

70.50%

Sharpe Ratio

-1.16

Winner

LPLA

-0.73

5Y Beta

Winner

0.41

LPLA

1.12

Industry

Capital Markets

LPLA

Capital Markets

P/E Ratio

32.81

Winner

LPLA

24.12

Forward P/E

32.15

Winner

LPLA

11.40

PEG Ratio

0.64

Winner

LPLA

0.43

Dividend Yield

Winner

0.47%

LPLA

0.42%

5Y Dividends CAGR

Winner

14.14%

LPLA

8.45%

5Y EPS CAGR

N/A

LPLA

13.86%

Debt to Equity

Winner

0.00%

LPLA

126.32%

Free Cash Flow Yield

Winner

5.12%

LPLA

-4.74%

P/S Ratio

10.80

Winner

LPLA

1.27

P/B Ratio

Winner

3.43

LPLA

3.99

TW vs LPLA - Historical Returns

Returns include dividend reinvestment.

Period	TW	LPLA
1 month	-7.74%	-11.66%
3 months	-11.43%	-9.75%
6 months	-0.50%	-16.25%
1 year	-27.00%	-23.59%
5 years(CAGR)	+5.91%	+14.63%
10 years(CAGR)	N/A	+28.90%
Max(CAGR)	+16.92%	+17.12%

Winner

-7.74%

LPLA

-11.66%

-11.43%

Winner

LPLA

-9.75%

Winner

-0.50%

LPLA

-16.25%

-27.00%

Winner

LPLA

-23.59%

5Y(CAGR)

+5.91%

Winner

LPLA

+14.63%

10Y(CAGR)

N/A

LPLA

+28.90%

Max(CAGR)

+16.92%

Winner

LPLA

+17.12%

TW vs LPLA - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	TW	LPLA
2026	-0.37%	-20.33%
2025	-17.80%	+9.26%
2024	+47.17%	+42.17%
2023	+39.73%	+5.39%
2022	-32.39%	+33.43%
2021	+61.51%	+55.94%
2020	+34.39%	+12.56%
2019	+30.14%	+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%

TW vs LPLA Drawdown Comparison

The maximum drawdown for TW was -48.64%, occurring on Oct 11, 2022. Recovery took 532 trading sessions.

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

The current TW drawdown is -28.79%. The current LPLA drawdown is -27.67%.

Rank	TW	LPLA
#1	-48.64% Dec 28, 2021 - Feb 9, 2024	-69.32% Mar 20, 2014 - Sep 27, 2017
#2	-33.05% Apr 3, 2025 - Feb 3, 2026	-60.33% Jan 16, 2020 - Dec 3, 2020
#3	-30.13% Mar 3, 2020 - Apr 16, 2020	-33.78% May 2, 2011 - Mar 15, 2012
#4	-26.88% Jul 23, 2019 - Feb 19, 2020	-33.18% Jun 20, 2024 - Nov 6, 2024
#5	-24.03% Jun 2, 2020 - Dec 17, 2020	-32.61% Nov 8, 2022 - Feb 26, 2024
#6	-11.45% Dec 18, 2020 - Feb 18, 2021	-30.11% Apr 3, 2012 - May 9, 2013
#7	-10.37% May 9, 2024 - Aug 8, 2024	-28.68% Jul 30, 2025 - May 20, 2026
#8	-9.40% Nov 26, 2024 - Mar 3, 2025	-26.06% May 22, 2018 - Feb 1, 2019
#9	-9.15% Aug 27, 2021 - Oct 29, 2021	-26.02% Feb 19, 2025 - May 13, 2025
#10	-8.87% May 31, 2019 - Jul 3, 2019	-24.69% Feb 9, 2022 - Apr 8, 2022
#11	-7.62% Apr 27, 2020 - May 8, 2020	-23.36% Apr 19, 2022 - Aug 4, 2022
#12	-7.47% Apr 15, 2019 - May 10, 2019	-18.87% Jul 24, 2019 - Nov 7, 2019
#13	-6.96% Mar 26, 2024 - May 6, 2024	-18.45% Apr 30, 2021 - Sep 27, 2021
#14	-6.75% Feb 21, 2020 - Mar 3, 2020	-14.36% Mar 16, 2018 - May 8, 2018
#15	-6.05% Oct 14, 2024 - Nov 22, 2024	-12.71% Feb 19, 2019 - May 3, 2019

Correlation

Correlation between TW and LPLA is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2012 - 2026)

TW vs LPLA dividend yield comparison.

Year	TW	LPLA
2026	0.13%	0.10%
2025	0.45%	0.34%
2024	0.31%	0.37%
2023	0.40%	0.53%
2022	0.49%	0.46%
2021	0.32%	0.62%
2020	0.51%	0.96%
2019	0.52%	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%