LPLA vs. MAR
LPLA (LPL Financial Holdings Inc.) and MAR (Marriott International, Inc.) are both stocks. LPLA operates in Capital Markets (Financial Services), while MAR operates in Lodging (Consumer Cyclical). Over the past 10 years, LPLA returned 29.01%/yr vs 20.49%/yr for MAR. At a 0.42 correlation, their price movements are largely independent.
Performance
LPLA vs. MAR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, LPLA achieves a -20.40% return, which is significantly lower than MAR's 26.66% return. Over the past 10 years, LPLA has outperformed MAR with an annualized return of 29.01%, while MAR has yielded a comparatively lower 20.49% annualized return.
LPLA
- 1D
- -1.65%
- 1M
- -6.42%
- YTD
- -20.40%
- 6M
- -22.85%
- 1Y
- -26.79%
- 3Y*
- 12.01%
- 5Y*
- 15.99%
- 10Y*
- 29.01%
MAR
- 1D
- -0.28%
- 1M
- 11.05%
- YTD
- 26.66%
- 6M
- 36.53%
- 1Y
- 48.66%
- 3Y*
- 31.04%
- 5Y*
- 23.16%
- 10Y*
- 20.49%
LPLA vs. MAR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LPLA LPL Financial Holdings Inc. | -20.40% | 9.76% | 44.12% | 5.88% | 35.69% | 54.63% | 14.58% | 52.95% | 8.53% | 66.03% |
MAR Marriott International, Inc. | 26.66% | 12.31% | 24.92% | 53.06% | -9.34% | 25.26% | -12.53% | 41.49% | -19.05% | 66.24% |
Correlation
The correlation between LPLA and MAR is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Nov 19, 2010 | 0.42 |
Over the past year, the correlation between LPLA and MAR has dropped to 0.10 - well below their long-term average of 0.42, suggesting their price drivers have been diverging.
Fundamentals
LPLA:
$11.30
MAR:
$12.66
LPLA:
25.11
MAR:
30.92
LPLA:
1.06
MAR:
0.81
LPLA:
1.24
MAR:
3.68
LPLA:
$18.26B
MAR:
$21.73B
LPLA:
$7.58B
MAR:
$1.31B
LPLA:
$2.23B
MAR:
$3.81B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
LPLA vs. MAR — Risk / Return Rank
LPLA
MAR
LPLA vs. MAR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LPL Financial Holdings Inc. (LPLA) and Marriott International, Inc. (MAR). 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 | MAR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.62 | ||
| Sortino ratioReturn per unit of downside risk | -3.69 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 1.32 | -0.43 |
| Calmar ratioReturn relative to maximum drawdown | -0.81 | 3.87 | -4.68 |
| Martin ratioReturn relative to average drawdown | -1.70 | 9.70 | -11.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| LPLA | MAR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.75 | 1.87 | -2.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.81 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.63 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.47 | 0.00 |
Drawdowns
LPLA vs. MAR - Drawdown Comparison
The maximum LPLA drawdown since its inception was -69.32%, smaller than the maximum MAR drawdown of -75.59%. Use the drawdown chart below to compare losses from any high point for LPLA and MAR.
Loading charts...
Drawdown Indicators
| LPLA | MAR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.32% | -75.59% | +6.27% |
Max Drawdown (1Y)Largest decline over 1 year | -33.12% | -12.65% | -20.47% |
Max Drawdown (3Y)Largest decline over 3 years | -33.18% | -30.50% | -2.68% |
Max Drawdown (5Y)Largest decline over 5 years | -33.18% | -30.50% | -2.68% |
Max Drawdown (10Y)Largest decline over 10 years | -60.34% | -61.26% | +0.92% |
Current DrawdownCurrent decline from peak | -28.63% | -0.28% | -28.35% |
Average DrawdownAverage peak-to-trough decline | -13.91% | -14.91% | +1.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.84% | 5.03% | +10.81% |
Volatility
LPLA vs. MAR - Volatility Comparison
LPL Financial Holdings Inc. (LPLA) has a higher volatility of 10.60% compared to Marriott International, Inc. (MAR) at 6.25%. This indicates that LPLA's price experiences larger fluctuations and is considered to be riskier than MAR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| LPLA | MAR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.60% | 6.25% | +4.35% |
Volatility (6M)Calculated over the trailing 6-month period | 27.76% | 19.86% | +7.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.06% | 26.15% | +9.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.03% | 28.82% | +7.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.12% | 32.89% | +5.23% |
Dividends
LPLA vs. MAR - Dividend Comparison
LPLA's dividend yield for the trailing twelve months is around 0.42%, less than MAR's 0.70% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPLA LPL Financial Holdings Inc. | 0.42% | 0.34% | 0.37% | 0.53% | 0.46% | 0.62% | 0.96% | 1.08% | 1.64% | 1.75% | 2.84% | 2.34% |
MAR Marriott International, Inc. | 0.70% | 0.85% | 0.86% | 0.87% | 0.67% | 0.00% | 0.36% | 1.22% | 1.44% | 0.95% | 1.39% | 1.42% |
Financials
LPLA vs. MAR - Financials Comparison
This section allows you to compare key financial metrics between LPL Financial Holdings Inc. and Marriott International, 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
Frequently Asked Questions
LPLA and MAR have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LPLA has higher volatility (10.60%) compared to MAR (6.25%). In terms of maximum drawdown, LPLA dropped -69.32% vs MAR's -75.59%.
MAR currently has the higher Sharpe Ratio (1.87 vs -0.75), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for LPLA and MAR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer