WSM vs LPLA
Comparison between Williams-Sonoma Inc (WSM, Company) and LPL Financial Holdings Inc (LPLA, Company).
WSM is from the Consumer Cyclical sector, while LPLA is from the Financial Services sector.
5-Year PerformanceWSM has outperformed LPLA, delivering a return of +25.1% compared to +19.0%
WSM vs LPLA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WSM vs LPLA - Historical Returns
Returns include dividend reinvestment.
WSM vs LPLA - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WSM | LPLA |
|---|---|---|
| 2026 | +17.57% | -10.41% |
| 2025 | -3.34% | +9.26% |
| 2024 | +85.14% | +42.17% |
| 2023 | +81.63% | +5.39% |
| 2022 | -30.37% | +33.43% |
| 2021 | +66.81% | +55.94% |
| 2020 | +43.90% | +12.56% |
| 2019 | +50.97% | +51.80% |
| 2018 | -1.32% | +8.40% |
| 2017 | +7.75% | +64.14% |
| 2016 | -13.46% | -13.85% |
| 2015 | -20.56% | -2.51% |
| 2014 | +31.26% | -3.43% |
| 2013 | +31.09% | +65.69% |
| 2012 | +21.28% | -2.00% |
| 2011 | +8.57% | -12.66% |
| 2010 | +74.88% | +13.13% |
| 2009 | +160.07% | N/A |
| 2008 | -67.59% | N/A |
| 2007 | -16.38% | N/A |
| 2006 | -27.32% | N/A |
| 2005 | +19.86% | N/A |
| 2004 | +2.67% | N/A |
| 2003 | +23.04% | N/A |
| 2002 | +32.28% | N/A |
| 2001 | +98.43% | N/A |
| 2000 | -54.15% | N/A |
| 1999 | -14.12% | N/A |
WSM vs LPLA Drawdown Comparison
The maximum drawdown for WSM was -89.01%, occurring on Nov 20, 2008. Recovery took 1314 trading sessions.
The maximum drawdown for LPLA was -69.32%, occurring on Feb 12, 2016. Recovery took 888 trading sessions.
The current WSM drawdown is -8.68%. The current LPLA drawdown is -18.67%.
| Rank | WSM | LPLA |
|---|---|---|
| #1 | -89.01% Jan 11, 2006 - Mar 31, 2011 | -69.32% Mar 20, 2014 - Sep 27, 2017 |
| #2 | -72.65% Dec 7, 1999 - May 17, 2002 | -60.33% Jan 16, 2020 - Dec 3, 2020 |
| #3 | -60.60% Aug 18, 2015 - May 29, 2020 | -33.78% May 2, 2011 - Mar 15, 2012 |
| #4 | -51.91% Nov 16, 2021 - Jan 23, 2024 | -33.18% Jun 20, 2024 - Nov 6, 2024 |
| #5 | -39.15% May 28, 2002 - Oct 27, 2003 | -33.12% Jul 30, 2025 - May 28, 2026 |
| #6 | -36.79% Feb 18, 2025 - Jan 21, 2026 | -32.61% Nov 8, 2022 - Feb 26, 2024 |
| #7 | -36.04% May 10, 2011 - Sep 13, 2012 | -30.11% Apr 3, 2012 - May 9, 2013 |
| #8 | -23.29% Feb 6, 2026 - Jun 12, 2026 | -26.06% May 22, 2018 - Feb 1, 2019 |
| #9 | -22.50% Nov 12, 2003 - Sep 29, 2004 | -26.02% Feb 19, 2025 - May 13, 2025 |
| #10 | -20.87% Jul 16, 2024 - Nov 20, 2024 | -24.69% Feb 9, 2022 - Apr 8, 2022 |
| #11 | -19.31% May 10, 2021 - Aug 26, 2021 | -23.36% Apr 19, 2022 - Aug 4, 2022 |
| #12 | -18.73% Nov 15, 2004 - Jun 16, 2005 | -18.87% Jul 24, 2019 - Nov 7, 2019 |
| #13 | -18.65% Jul 28, 2005 - Jan 11, 2006 | -18.45% Apr 30, 2021 - Sep 27, 2021 |
| #14 | -15.85% Aug 27, 2014 - Nov 20, 2014 | -14.36% Mar 16, 2018 - May 8, 2018 |
| #15 | -15.76% Jan 27, 2021 - Mar 18, 2021 | -12.71% Feb 19, 2019 - May 3, 2019 |
Correlation
Correlation between WSM and LPLA is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2006 - 2026)
WSM vs LPLA dividend yield comparison.
| Year | WSM | LPLA |
|---|---|---|
| 2026 | 1.00% | 0.19% |
| 2025 | 1.43% | 0.34% |
| 2024 | 1.16% | 0.37% |
| 2023 | 1.72% | 0.53% |
| 2022 | 2.65% | 0.46% |
| 2021 | 1.43% | 0.62% |
| 2020 | 1.93% | 0.96% |
| 2019 | 2.55% | 1.08% |
| 2018 | 3.33% | 1.64% |
| 2017 | 2.98% | 1.75% |
| 2016 | 3.02% | 2.84% |
| 2015 | 2.36% | 2.34% |
| 2014 | 1.72% | 2.15% |
| 2013 | 1.97% | 1.38% |
| 2012 | 2.01% | 7.95% |
| 2011 | 1.71% | 0.00% |
| 2010 | 1.54% | 0.00% |
| 2009 | 2.31% | 0.00% |
| 2008 | 6.04% | 0.00% |
| 2007 | 1.72% | 0.00% |
| 2006 | 0.95% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks