LPLA vs. CBOE
Compare and contrast key facts about LPL Financial Holdings Inc. (LPLA) and Cboe Global Markets, Inc. (CBOE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LPLA or CBOE.
Correlation
The correlation between LPLA and CBOE is 0.31, 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.
Performance
LPLA vs. CBOE - Performance Comparison
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Key characteristics
LPLA:
0.94
CBOE:
1.26
LPLA:
1.38
CBOE:
1.74
LPLA:
1.20
CBOE:
1.21
LPLA:
1.04
CBOE:
1.89
LPLA:
2.40
CBOE:
5.23
LPLA:
14.41%
CBOE:
5.22%
LPLA:
39.37%
CBOE:
22.59%
LPLA:
-69.32%
CBOE:
-43.23%
LPLA:
-5.89%
CBOE:
-1.08%
Fundamentals
LPLA:
$26.68B
CBOE:
$24.26B
LPLA:
$14.04
CBOE:
$7.63
LPLA:
23.76
CBOE:
30.36
LPLA:
1.44
CBOE:
1.75
LPLA:
2.21
CBOE:
5.60
LPLA:
9.10
CBOE:
5.32
LPLA:
$9.55B
CBOE:
$4.33B
LPLA:
$2.75B
CBOE:
$2.44B
LPLA:
$1.80B
CBOE:
$1.40B
Returns By Period
In the year-to-date period, LPLA achieves a 10.49% return, which is significantly lower than CBOE's 18.94% return. Over the past 10 years, LPLA has outperformed CBOE with an annualized return of 26.13%, while CBOE has yielded a comparatively lower 16.32% annualized return.
LPLA
10.49%
13.03%
15.65%
36.72%
41.39%
26.13%
CBOE
18.94%
12.58%
18.40%
28.22%
20.08%
16.32%
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Risk-Adjusted Performance
LPLA vs. CBOE — Risk-Adjusted Performance Rank
LPLA
CBOE
LPLA vs. CBOE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LPL Financial Holdings Inc. (LPLA) and Cboe Global Markets, Inc. (CBOE). 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.
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Dividends
LPLA vs. CBOE - Dividend Comparison
LPLA's dividend yield for the trailing twelve months is around 0.33%, less than CBOE's 1.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPLA LPL Financial Holdings Inc. | 0.33% | 0.37% | 0.53% | 0.46% | 0.62% | 0.96% | 1.08% | 1.64% | 1.75% | 2.84% | 2.34% | 2.15% |
CBOE Cboe Global Markets, Inc. | 1.05% | 1.21% | 1.18% | 1.56% | 1.38% | 1.68% | 1.12% | 1.19% | 0.83% | 1.30% | 1.36% | 1.23% |
Drawdowns
LPLA vs. CBOE - Drawdown Comparison
The maximum LPLA drawdown since its inception was -69.32%, which is greater than CBOE's maximum drawdown of -43.23%. Use the drawdown chart below to compare losses from any high point for LPLA and CBOE. For additional features, visit the drawdowns tool.
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Volatility
LPLA vs. CBOE - Volatility Comparison
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Financials
LPLA vs. CBOE - Financials Comparison
This section allows you to compare key financial metrics between LPL Financial Holdings Inc. and Cboe Global Markets, 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. CBOE - Profitability Comparison
LPLA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, LPL Financial Holdings Inc. reported a gross profit of 905.20M and revenue of 3.51B. Therefore, the gross margin over that period was 25.8%.
CBOE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Cboe Global Markets, Inc. reported a gross profit of 1.13B and revenue of 1.20B. Therefore, the gross margin over that period was 94.8%.
LPLA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, LPL Financial Holdings Inc. reported an operating income of 460.52M and revenue of 3.51B, resulting in an operating margin of 13.1%.
CBOE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Cboe Global Markets, Inc. reported an operating income of 353.90M and revenue of 1.20B, resulting in an operating margin of 29.6%.
LPLA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, LPL Financial Holdings Inc. reported a net income of 270.75M and revenue of 3.51B, resulting in a net margin of 7.7%.
CBOE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Cboe Global Markets, Inc. reported a net income of 250.60M and revenue of 1.20B, resulting in a net margin of 21.0%.