BEN vs CGABL

Comparison between Franklin Resources Inc (BEN, Company) and Carlyle Finance LLC (CGABL, Company).

5-Year PerformanceBEN has outperformed CGABL, delivering a return of +3.1% compared to -1.4%

BEN vs CGABL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BEN(COMPANY)	CGABL(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	74.00%	42.06%
Sharpe Ratio	1.74	0.28
5Y Beta	1.06	0.22
Industry	Asset Management	N/A
P/E Ratio	22.08	N/A
Forward P/E	11.85	N/A
PEG Ratio	0.27	N/A
Dividend Yield	4.26%	N/A
5Y Dividends CAGR	8.05%	N/A
5Y EPS CAGR	-8.38%	N/A
Debt to Equity	18.59%	N/A
Free Cash Flow Yield	5.77%	N/A
P/S Ratio	1.79	N/A
P/B Ratio	1.33	N/A

Market Cap

Winner

BEN

$16B

CGABL

$16B

Max Drawdown

BEN

74.00%

Winner

CGABL

42.06%

Sharpe Ratio

Winner

BEN

1.74

CGABL

0.28

5Y Beta

BEN

1.06

Winner

CGABL

0.22

Industry

BEN

Asset Management

CGABL

N/A

P/E Ratio

BEN

22.08

CGABL

N/A

Forward P/E

BEN

11.85

CGABL

N/A

PEG Ratio

BEN

0.27

CGABL

N/A

Dividend Yield

BEN

4.26%

CGABL

N/A

5Y Dividends CAGR

BEN

8.05%

CGABL

N/A

5Y EPS CAGR

BEN

-8.38%

CGABL

N/A

Debt to Equity

BEN

18.59%

CGABL

N/A

Free Cash Flow Yield

BEN

5.77%

CGABL

N/A

P/S Ratio

BEN

1.79

CGABL

N/A

P/B Ratio

BEN

1.33

CGABL

N/A

BEN vs CGABL - Historical Returns

Returns include dividend reinvestment.

Period	BEN	CGABL
1 month	+24.76%	-0.12%
3 months	+13.71%	+0.11%
6 months	+43.54%	-0.34%
1 year	+57.32%	+7.08%
5 years(CAGR)	+3.08%	-1.37%
10 years(CAGR)	+3.51%	N/A
Max(CAGR)	+6.78%	-1.37%

Winner

BEN

+24.76%

CGABL

-0.12%

Winner

BEN

+13.71%

CGABL

+0.11%

Winner

BEN

+43.54%

CGABL

-0.34%

Winner

BEN

+57.32%

CGABL

+7.08%

5Y(CAGR)

Winner

BEN

+3.08%

CGABL

-1.37%

10Y(CAGR)

BEN

+3.51%

CGABL

N/A

Max(CAGR)

Winner

BEN

+6.78%

CGABL

-1.37%

BEN vs CGABL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BEN	CGABL
2026	+32.24%	+2.01%
2025	+25.62%	-0.24%
2024	-26.74%	-6.85%
2023	+13.72%	+31.66%
2022	-17.27%	-31.67%
2021	+42.64%	+3.94%
2020	+2.85%	N/A
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 CGABL Drawdown Comparison

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

The maximum drawdown for CGABL was -37.82%, occurring on Nov 2, 2022. This drawdown has not yet recovered.

The current BEN drawdown is -11.07%. The current CGABL drawdown is -13.76%.

Rank	BEN	CGABL
#1	-72.80% Jul 17, 2007 - Jul 7, 2011	-37.82% Sep 7, 2021 - Nov 2, 2022
#2	-67.78% Dec 8, 2014 - Mar 23, 2020	-1.76% Jul 7, 2021 - Aug 3, 2021
#3	-40.33% Feb 1, 2001 - Oct 13, 2003	-0.89% Aug 30, 2021 - Sep 1, 2021
#4	-34.57% Jan 25, 2000 - Sep 1, 2000	-0.67% Jun 11, 2021 - Jun 18, 2021
#5	-33.99% Jul 7, 2011 - Oct 17, 2012	-0.60% Aug 13, 2021 - Aug 17, 2021
#6	-23.91% Oct 2, 2000 - Jan 29, 2001	-0.50% Aug 18, 2021 - Aug 25, 2021
#7	-21.44% Feb 27, 2006 - Sep 12, 2006	-0.43% Jun 1, 2021 - Jun 10, 2021
#8	-20.86% Jan 26, 2004 - Oct 28, 2004	-0.43% Jun 18, 2021 - Jul 2, 2021
#9	-20.23% May 17, 2013 - Dec 18, 2013	-0.39% May 24, 2021 - Jun 1, 2021
#10	-14.20% Jan 17, 2014 - Dec 5, 2014	-0.38% Aug 25, 2021 - Aug 30, 2021
#11	-12.03% Nov 1, 1999 - Jan 20, 2000	-0.04% Aug 4, 2021 - Aug 9, 2021
#12	-11.40% Feb 15, 2007 - Apr 10, 2007	N/A
#13	-11.07% Nov 12, 2003 - Dec 11, 2003	N/A
#14	-9.34% Mar 7, 2005 - May 18, 2005	N/A
#15	-8.85% Oct 31, 2006 - Dec 14, 2006	N/A

Correlation

Correlation between BEN and CGABL is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44

-101

Dividend Comparison (1999 - 2026)

BEN vs CGABL dividend yield comparison.

Year	BEN	CGABL
2026	1.06%	3.37%
2025	5.40%	6.76%
2024	7.69%	6.49%
2023	3.02%	5.62%
2022	4.44%	7.14%
2021	3.37%	2.34%
2020	4.36%	0.00%
2019	4.04%	0.00%
2018	13.32%	0.00%
2017	1.92%	0.00%
2016	1.87%	0.00%
2015	1.71%	0.00%
2014	1.82%	0.00%
2013	0.72%	0.00%
2012	3.26%	0.00%
2011	3.14%	0.00%
2010	0.82%	0.00%
2009	3.65%	0.00%
2008	1.27%	0.00%
2007	0.57%	0.00%
2006	0.46%	0.00%
2005	2.57%	0.00%
2004	0.51%	0.00%
2003	0.60%	0.00%
2002	0.84%	0.00%
2001	0.75%	0.00%
2000	0.64%	0.00%
1999	0.19%	0.00%