BEN vs APG

Comparison between Franklin Resources Inc (BEN, Company) and APi Group Corporation (APG, Company).

BEN is from the Financial Services sector, while APG is from the Industrials sector.

5-Year PerformanceAPG has outperformed BEN, delivering a return of +23.8% compared to +7.1%

BEN vs APG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BEN(COMPANY)	APG(COMPANY)
Market Cap	$17B	$17B
Max Drawdown	74.00%	49.62%
Sharpe Ratio	1.23	0.41
5Y Beta	1.07	1.14
Industry	Asset Management	Engineering & Construction
P/E Ratio	22.95	62.27
Forward P/E	10.54	18.83
PEG Ratio	0.28	24.65
Dividend Yield	4.03%	N/A
5Y Dividends CAGR	-1.04%	N/A
5Y EPS CAGR	-8.38%	N/A
Debt to Equity	18.59%	79.17%
Free Cash Flow Yield	5.55%	4.05%

Market Cap

Winner

BEN

$17B

APG

$17B

Max Drawdown

BEN

74.00%

Winner

APG

49.62%

Sharpe Ratio

Winner

BEN

1.23

APG

0.41

5Y Beta

Winner

BEN

1.07

APG

1.14

Industry

BEN

Asset Management

APG

Engineering & Construction

P/E Ratio

Winner

BEN

22.95

APG

62.27

Forward P/E

Winner

BEN

10.54

APG

18.83

PEG Ratio

Winner

BEN

0.28

APG

24.65

Dividend Yield

BEN

4.03%

APG

N/A

5Y Dividends CAGR

BEN

-1.04%

APG

N/A

5Y EPS CAGR

BEN

-8.38%

APG

N/A

Debt to Equity

Winner

BEN

18.59%

APG

79.17%

Free Cash Flow Yield

Winner

BEN

5.55%

APG

4.05%

BEN vs APG - Historical Returns

Returns include dividend reinvestment.

Period	BEN	APG
1 month	-3.50%	-4.83%
3 months	+21.57%	-19.15%
6 months	+30.63%	-5.40%
1 year	+37.30%	+14.36%
5 years(CAGR)	+7.12%	+23.84%
10 years(CAGR)	+4.18%	N/A
Max(CAGR)	+6.93%	+32.25%

Winner

BEN

-3.50%

APG

-4.83%

Winner

BEN

+21.57%

APG

-19.15%

Winner

BEN

+30.63%

APG

-5.40%

Winner

BEN

+37.30%

APG

+14.36%

5Y(CAGR)

BEN

+7.12%

Winner

APG

+23.84%

10Y(CAGR)

BEN

+4.18%

APG

N/A

Max(CAGR)

BEN

+6.93%

Winner

APG

+32.25%

BEN vs APG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BEN	APG
2026	+38.91%	+1.54%
2025	+25.62%	+59.73%
2024	-26.74%	+9.40%
2023	+13.72%	+85.32%
2022	-17.27%	-26.95%
2021	+42.64%	+46.67%
2020	+2.85%	+74.52%
2019	-9.88%	N/A
2018	-23.15%	N/A
2017	+9.20%	N/A
2016	+11.67%	N/A
2015	-32.65%	N/A
2014	-0.61%	N/A
2013	+34.34%	N/A
2012	+31.10%	N/A
2011	-12.47%	N/A
2010	+3.87%	N/A
2009	+64.51%	N/A
2008	-43.34%	N/A
2007	+1.46%	N/A
2006	+15.47%	N/A
2005	+39.98%	N/A
2004	+34.28%	N/A
2003	+48.70%	N/A
2002	-2.38%	N/A
2001	-5.29%	N/A
2000	+21.06%	N/A
1999	-6.22%	N/A

BEN vs APG Drawdown Comparison

The maximum drawdown for BEN was -72.80%, occurring on Mar 6, 2009. Recovery took 1002 trading sessions.

The maximum drawdown for APG was -49.62%, occurring on Sep 30, 2022. Recovery took 371 trading sessions.

The current BEN drawdown is -6.58%. The current APG drawdown is -19.90%.

Rank	BEN	APG
#1	-72.80% Jul 17, 2007 - Jul 7, 2011	-49.62% Jan 4, 2022 - Jun 28, 2023
#2	-67.78% Dec 8, 2014 - Mar 23, 2020	-21.23% Feb 20, 2025 - May 2, 2025
#3	-40.33% Feb 1, 2001 - Oct 13, 2003	-21.15% Apr 27, 2026 - Jul 22, 2026
#4	-34.57% Jan 25, 2000 - Sep 1, 2000	-20.42% Apr 8, 2024 - Feb 19, 2025
#5	-33.99% Jul 7, 2011 - Oct 17, 2012	-20.41% Jun 18, 2020 - Jul 30, 2020
#6	-23.91% Oct 2, 2000 - Jan 29, 2001	-15.30% Jun 8, 2021 - Jul 29, 2021
#7	-21.44% Feb 27, 2006 - Sep 12, 2006	-14.79% Apr 9, 2021 - Jun 7, 2021
#8	-20.86% Jan 26, 2004 - Oct 28, 2004	-13.82% Aug 1, 2023 - Nov 17, 2023
#9	-20.23% May 17, 2013 - Dec 18, 2013	-13.72% Sep 3, 2021 - Nov 10, 2021
#10	-14.20% Jan 17, 2014 - Dec 5, 2014	-13.65% Feb 10, 2026 - Apr 14, 2026
#11	-12.03% Nov 1, 1999 - Jan 20, 2000	-12.60% Apr 29, 2020 - May 22, 2020
#12	-11.40% Feb 15, 2007 - Apr 10, 2007	-12.02% Dec 28, 2023 - Feb 8, 2024
#13	-11.07% Nov 12, 2003 - Dec 11, 2003	-10.87% Aug 19, 2020 - Nov 10, 2020
#14	-9.34% Mar 7, 2005 - May 18, 2005	-10.85% Nov 12, 2021 - Dec 31, 2021
#15	-8.85% Oct 31, 2006 - Dec 14, 2006	-9.19% Mar 17, 2021 - Mar 31, 2021