MUSA vs. LPLA
MUSA (Murphy USA Inc.) and LPLA (LPL Financial Holdings Inc.) are both stocks. MUSA operates in Specialty Retail (Consumer Cyclical), while LPLA operates in Capital Markets (Financial Services). Over the past 10 years, MUSA returned 24.92%/yr vs 30.16%/yr for LPLA. At a 0.21 correlation, their price movements are largely independent.
Performance
MUSA vs. LPLA - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, MUSA achieves a 54.70% return, which is significantly higher than LPLA's -17.05% return. Over the past 10 years, MUSA has underperformed LPLA with an annualized return of 24.92%, while LPLA has yielded a comparatively higher 30.16% annualized return.
MUSA
- 1D
- 0.07%
- 1M
- 10.96%
- YTD
- 54.70%
- 6M
- 53.60%
- 1Y
- 55.66%
- 3Y*
- 29.75%
- 5Y*
- 35.86%
- 10Y*
- 24.92%
LPLA
- 1D
- 3.58%
- 1M
- -1.25%
- YTD
- -17.05%
- 6M
- -22.23%
- 1Y
- -20.67%
- 3Y*
- 14.39%
- 5Y*
- 16.84%
- 10Y*
- 30.16%
MUSA vs. LPLA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MUSA Murphy USA Inc. | 54.70% | -19.15% | 41.27% | 28.20% | 41.02% | 53.33% | 12.06% | 52.66% | -4.63% | 30.73% |
LPLA LPL Financial Holdings Inc. | -17.05% | 9.76% | 44.12% | 5.88% | 35.69% | 54.63% | 14.58% | 52.95% | 8.53% | 66.03% |
Correlation
The correlation between MUSA and LPLA is -0.04, 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 | -0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Aug 19, 2013 | 0.21 |
The correlation between MUSA and LPLA shifts across timeframes, from -0.04 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.
Fundamentals
MUSA:
$11.65B
LPLA:
$23.78B
MUSA:
$28.85
LPLA:
$11.30
MUSA:
21.58
LPLA:
26.17
MUSA:
1.17
LPLA:
1.10
MUSA:
0.61
LPLA:
1.29
MUSA:
17.68
LPLA:
4.18
MUSA:
$19.68B
LPLA:
$18.26B
MUSA:
$487.10M
LPLA:
$7.58B
MUSA:
$1.06B
LPLA:
$2.23B
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
MUSA vs. LPLA — Risk / Return Rank
MUSA
LPLA
MUSA vs. LPLA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Murphy USA Inc. (MUSA) and LPL Financial Holdings Inc. (LPLA). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MUSA | LPLA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.91 | ||
| Sortino ratioReturn per unit of downside risk | +2.49 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 0.92 | +0.34 |
| Calmar ratioReturn relative to maximum drawdown | 2.59 | -0.66 | +3.25 |
| Martin ratioReturn relative to average drawdown | 5.33 | -1.35 | +6.68 |
Loading charts...
Drawdowns
MUSA vs. LPLA - Drawdown Comparison
The maximum MUSA drawdown since its inception was -35.54%, smaller than the maximum LPLA drawdown of -69.32%. Use the drawdown chart below to compare losses from any high point for MUSA and LPLA.
Loading charts...
Drawdown Indicators
| MUSA | LPLA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.54% | -69.32% | +33.78% |
Max Drawdown (1Y)Largest decline over 1 year | -19.72% | -33.12% | +13.40% |
Max Drawdown (3Y)Largest decline over 3 years | -35.54% | -33.18% | -2.36% |
Max Drawdown (5Y)Largest decline over 5 years | -35.54% | -33.18% | -2.36% |
Max Drawdown (10Y)Largest decline over 10 years | -35.54% | -60.34% | +24.80% |
Current DrawdownCurrent decline from peak | 0.00% | -25.63% | +25.63% |
Average DrawdownAverage peak-to-trough decline | -9.97% | -13.92% | +3.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.58% | 16.17% | -6.59% |
Volatility
MUSA vs. LPLA - Volatility Comparison
Murphy USA Inc. (MUSA) has a higher volatility of 12.62% compared to LPL Financial Holdings Inc. (LPLA) at 9.76%. This indicates that MUSA's price experiences larger fluctuations and is considered to be riskier than LPLA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| MUSA | LPLA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.62% | 9.76% | +2.86% |
Volatility (6M)Calculated over the trailing 6-month period | 30.21% | 27.80% | +2.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.13% | 36.17% | +2.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.42% | 36.05% | -5.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.33% | 38.10% | -6.77% |
Dividends
MUSA vs. LPLA - Dividend Comparison
MUSA's dividend yield for the trailing twelve months is around 0.39%, less than LPLA's 0.41% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPLA LPL Financial Holdings Inc. | 0.41% | 0.34% | 0.37% | 0.53% | 0.46% | 0.62% | 0.96% | 1.08% | 1.64% | 1.75% | 2.84% | 2.34% |
MUSA Murphy USA Inc. | 0.39% | 0.53% | 0.36% | 0.43% | 0.45% | 0.52% | 0.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
MUSA vs. LPLA - Financials Comparison
This section allows you to compare key financial metrics between Murphy USA Inc. and LPL Financial Holdings 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
MUSA vs. LPLA - Profitability Comparison
MUSA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Murphy USA Inc. reported a gross profit of 0.00 and revenue of 4.82B. Therefore, the gross margin over that period was 0.0%.
LPLA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, LPL Financial Holdings Inc. reported a gross profit of 4.52B and revenue of 4.94B. Therefore, the gross margin over that period was 91.5%.
MUSA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Murphy USA Inc. reported an operating income of 205.20M and revenue of 4.82B, resulting in an operating margin of 4.3%.
LPLA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, LPL Financial Holdings Inc. reported an operating income of 0.00 and revenue of 4.94B, resulting in an operating margin of 0.0%.
MUSA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Murphy USA Inc. reported a net income of 136.30M and revenue of 4.82B, resulting in a net margin of 2.8%.
LPLA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, LPL Financial Holdings Inc. reported a net income of 356.40M and revenue of 4.94B, resulting in a net margin of 7.2%.
Frequently Asked Questions
MUSA and LPLA have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MUSA has higher volatility (12.62%) compared to LPLA (9.76%). In terms of maximum drawdown, MUSA dropped -35.54% vs LPLA's -69.32%.
MUSA currently has the higher Sharpe Ratio (1.31 vs -0.60), 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 MUSA and LPLA
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