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.
Key characteristics
| LPLA | CBOE | |
|---|---|---|
| YTD Return | -4.96% | 17.66% |
| 1Y Return | -9.31% | 35.68% |
| 3Y Return (Ann) | 15.44% | 20.70% |
| 5Y Return (Ann) | 21.66% | 14.20% |
| 10Y Return (Ann) | 18.02% | 16.04% |
| Sharpe Ratio | -0.40 | 1.79 |
| Daily Std Dev | 30.57% | 20.06% |
| Max Drawdown | -69.32% | -43.23% |
| Current Drawdown | -25.27% | -2.55% |
Fundamentals
| LPLA | CBOE | |
|---|---|---|
| Market Cap | $16.51B | $21.65B |
| EPS | $12.83 | $7.23 |
| PE Ratio | 17.21 | 28.62 |
| PEG Ratio | 1.06 | 1.75 |
| Total Revenue (TTM) | $10.93B | $3.81B |
| Gross Profit (TTM) | $3.63B | $1.89B |
| EBITDA (TTM) | $2.31B | $1.30B |
Correlation
The correlation between LPLA and CBOE is 0.26, 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
In the year-to-date period, LPLA achieves a -4.96% return, which is significantly lower than CBOE's 17.66% return. Over the past 10 years, LPLA has outperformed CBOE with an annualized return of 18.02%, while CBOE has yielded a comparatively lower 16.04% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
LPLA vs. CBOE - Dividend Comparison
LPLA's dividend yield for the trailing twelve months is around 0.56%, less than CBOE's 1.10% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPLA LPL Financial Holdings Inc. | 0.56% | 0.53% | 0.46% | 0.62% | 0.96% | 1.08% | 1.64% | 1.75% | 2.84% | 2.34% | 2.15% | 1.38% |
CBOE Cboe Global Markets, Inc. | 1.10% | 1.18% | 1.56% | 1.38% | 1.68% | 1.12% | 1.19% | 0.83% | 1.30% | 1.36% | 1.23% | 2.22% |
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.
Volatility
LPLA vs. CBOE - Volatility Comparison
LPL Financial Holdings Inc. (LPLA) has a higher volatility of 7.64% compared to Cboe Global Markets, Inc. (CBOE) at 5.66%. This indicates that LPLA's price experiences larger fluctuations and is considered to be riskier than CBOE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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