LPLA vs. RJF
Compare and contrast key facts about LPL Financial Holdings Inc. (LPLA) and Raymond James Financial, Inc. (RJF).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LPLA or RJF.
Key characteristics
| LPLA | RJF | |
|---|---|---|
| YTD Return | -4.96% | 12.29% |
| 1Y Return | -9.31% | 23.28% |
| 3Y Return (Ann) | 15.44% | 14.84% |
| 5Y Return (Ann) | 21.66% | 19.14% |
| 10Y Return (Ann) | 18.02% | 14.81% |
| Sharpe Ratio | -0.40 | 0.81 |
| Daily Std Dev | 30.57% | 22.77% |
| Max Drawdown | -69.32% | -69.68% |
| Current Drawdown | -25.27% | -4.02% |
Fundamentals
| LPLA | RJF | |
|---|---|---|
| Market Cap | $16.51B | $25.56B |
| EPS | $12.83 | $8.87 |
| PE Ratio | 17.21 | 13.99 |
| PEG Ratio | 1.06 | 1.42 |
| Total Revenue (TTM) | $10.93B | $13.35B |
| Gross Profit (TTM) | $3.63B | $12.03B |
| EBITDA (TTM) | $2.31B | $5.38B |
Correlation
The correlation between LPLA and RJF is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
LPLA vs. RJF - Performance Comparison
In the year-to-date period, LPLA achieves a -4.96% return, which is significantly lower than RJF's 12.29% return. Over the past 10 years, LPLA has outperformed RJF with an annualized return of 18.02%, while RJF has yielded a comparatively lower 14.81% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
LPLA vs. RJF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LPL Financial Holdings Inc. (LPLA) and Raymond James Financial, Inc. (RJF). 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. RJF - Dividend Comparison
LPLA's dividend yield for the trailing twelve months is around 0.56%, less than RJF's 1.42% 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% |
RJF Raymond James Financial, Inc. | 1.42% | 1.53% | 1.67% | 1.04% | 1.16% | 1.93% | 1.48% | 0.74% | 1.18% | 1.28% | 1.15% | 1.11% |
Drawdowns
LPLA vs. RJF - Drawdown Comparison
The maximum LPLA drawdown since its inception was -69.32%, roughly equal to the maximum RJF drawdown of -69.68%. Use the drawdown chart below to compare losses from any high point for LPLA and RJF. For additional features, visit the drawdowns tool.
Volatility
LPLA vs. RJF - Volatility Comparison
LPL Financial Holdings Inc. (LPLA) has a higher volatility of 7.64% compared to Raymond James Financial, Inc. (RJF) at 4.64%. This indicates that LPLA's price experiences larger fluctuations and is considered to be riskier than RJF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
LPLA vs. RJF - Financials Comparison
This section allows you to compare key financial metrics between LPL Financial Holdings Inc. and Raymond James Financial, 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