LPLA vs. AXON
Compare and contrast key facts about LPL Financial Holdings Inc. (LPLA) and Axon Enterprise, Inc. (AXON).
Performance
LPLA vs. AXON - Performance Comparison
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LPLA vs. AXON - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LPLA LPL Financial Holdings Inc. | -15.69% | 9.76% | 44.12% | 5.88% | 35.69% | 54.63% | 14.58% | 52.95% | 8.53% | 66.03% |
AXON Axon Enterprise, Inc. | -25.22% | -4.44% | 130.06% | 55.69% | 5.69% | 28.13% | 67.21% | 67.50% | 65.09% | 9.32% |
Fundamentals
LPLA:
$24.19B
AXON:
$35.17B
LPLA:
$10.85
AXON:
$1.54
LPLA:
27.71
AXON:
276.29
LPLA:
1.17
AXON:
0.08
LPLA:
1.41
AXON:
12.39
LPLA:
4.53
AXON:
10.85
LPLA:
$16.99B
AXON:
$2.78B
LPLA:
$7.34B
AXON:
$1.66B
LPLA:
$2.10B
AXON:
$156.73M
Returns By Period
In the year-to-date period, LPLA achieves a -15.69% return, which is significantly higher than AXON's -25.22% return. Over the past 10 years, LPLA has underperformed AXON with an annualized return of 29.76%, while AXON has yielded a comparatively higher 36.40% annualized return.
LPLA
- 1D
- 0.22%
- 1M
- 0.25%
- YTD
- -15.69%
- 6M
- -9.42%
- 1Y
- -7.73%
- 3Y*
- 14.63%
- 5Y*
- 16.53%
- 10Y*
- 29.76%
AXON
- 1D
- 2.32%
- 1M
- -21.70%
- YTD
- -25.22%
- 6M
- -40.82%
- 1Y
- -19.25%
- 3Y*
- 23.61%
- 5Y*
- 24.31%
- 10Y*
- 36.40%
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Return for Risk
LPLA vs. AXON — Risk / Return Rank
LPLA
AXON
LPLA vs. AXON - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LPL Financial Holdings Inc. (LPLA) and Axon Enterprise, Inc. (AXON). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| LPLA | AXON | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.20 | -0.36 | +0.16 |
Sortino ratioReturn per unit of downside risk | -0.02 | -0.21 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.00 | 0.97 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | -0.36 | -0.38 | +0.02 |
Martin ratioReturn relative to average drawdown | -0.85 | -0.79 | -0.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LPLA | AXON | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.20 | -0.36 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.52 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.75 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.51 | -0.02 |
Correlation
The correlation between LPLA and AXON is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
LPLA vs. AXON - Dividend Comparison
LPLA's dividend yield for the trailing twelve months is around 0.40%, while AXON has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPLA LPL Financial Holdings Inc. | 0.40% | 0.34% | 0.37% | 0.53% | 0.46% | 0.62% | 0.96% | 1.08% | 1.64% | 1.75% | 2.84% | 2.34% |
AXON Axon Enterprise, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LPLA vs. AXON - Drawdown Comparison
The maximum LPLA drawdown since its inception was -69.32%, smaller than the maximum AXON drawdown of -91.78%. Use the drawdown chart below to compare losses from any high point for LPLA and AXON.
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Drawdown Indicators
| LPLA | AXON | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.32% | -91.78% | +22.46% |
Max Drawdown (1Y)Largest decline over 1 year | -28.62% | -54.11% | +25.49% |
Max Drawdown (5Y)Largest decline over 5 years | -33.18% | -56.40% | +23.22% |
Max Drawdown (10Y)Largest decline over 10 years | -60.34% | -58.54% | -1.80% |
Current DrawdownCurrent decline from peak | -24.41% | -51.24% | +26.83% |
Average DrawdownAverage peak-to-trough decline | -13.79% | -43.52% | +29.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.25% | 26.11% | -13.86% |
Volatility
LPLA vs. AXON - Volatility Comparison
The current volatility for LPL Financial Holdings Inc. (LPLA) is 8.69%, while Axon Enterprise, Inc. (AXON) has a volatility of 14.24%. This indicates that LPLA experiences smaller price fluctuations and is considered to be less risky than AXON based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPLA | AXON | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.69% | 14.24% | -5.55% |
Volatility (6M)Calculated over the trailing 6-month period | 27.00% | 38.56% | -11.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.90% | 53.05% | -14.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.56% | 46.98% | -11.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.27% | 48.53% | -10.26% |
Financials
LPLA vs. AXON - Financials Comparison
This section allows you to compare key financial metrics between LPL Financial Holdings Inc. and Axon Enterprise, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
LPLA vs. AXON - Profitability Comparison
LPLA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, LPL Financial Holdings Inc. reported a gross profit of 4.49B and revenue of 4.93B. Therefore, the gross margin over that period was 91.0%.
AXON - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Axon Enterprise, Inc. reported a gross profit of 461.30M and revenue of 796.72M. Therefore, the gross margin over that period was 57.9%.
LPLA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, LPL Financial Holdings Inc. reported an operating income of 0.00 and revenue of 4.93B, resulting in an operating margin of 0.0%.
AXON - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Axon Enterprise, Inc. reported an operating income of -53.12M and revenue of 796.72M, resulting in an operating margin of -6.7%.
LPLA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, LPL Financial Holdings Inc. reported a net income of 300.72M and revenue of 4.93B, resulting in a net margin of 6.1%.
AXON - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Axon Enterprise, Inc. reported a net income of 2.75M and revenue of 796.72M, resulting in a net margin of 0.3%.