BEN vs DUKB

Comparison between Franklin Resources Inc (BEN, Company) and Duke Energy Corp (DUKB, Company).

5-Year PerformanceBEN has outperformed DUKB, delivering a return of +6.6% compared to +1.8%

BEN vs DUKB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BEN(COMPANY)	DUKB(COMPANY)
Market Cap	$18B	$18B
Max Drawdown	74.00%	23.80%
Sharpe Ratio	1.25	-0.83
5Y Beta	1.10	0.14
Industry	Asset Management	N/A
P/E Ratio	22.23	3.44
Forward P/E	11.70	N/A
PEG Ratio	0.14	0.47
Dividend Yield	3.66%	5.72%
5Y Dividends CAGR	-1.04%	4.55%
5Y EPS CAGR	-8.66%	28.45%
Debt to Equity	20.46%	161.36%
Free Cash Flow Yield	1.31%	-18.67%
P/S Ratio	1.90	N/A
P/B Ratio	1.55	N/A

Market Cap

Winner

BEN

$18B

DUKB

$18B

Max Drawdown

BEN

74.00%

Winner

DUKB

23.80%

Sharpe Ratio

Winner

BEN

1.25

DUKB

-0.83

5Y Beta

BEN

1.10

Winner

DUKB

0.14

Industry

BEN

Asset Management

DUKB

N/A

P/E Ratio

BEN

22.23

Winner

DUKB

3.44

Forward P/E

BEN

11.70

DUKB

N/A

PEG Ratio

Winner

BEN

0.14

DUKB

0.47

Dividend Yield

BEN

3.66%

Winner

DUKB

5.72%

5Y Dividends CAGR

BEN

-1.04%

Winner

DUKB

4.55%

5Y EPS CAGR

BEN

-8.66%

Winner

DUKB

28.45%

Debt to Equity

Winner

BEN

20.46%

DUKB

161.36%

Free Cash Flow Yield

Winner

BEN

1.31%

DUKB

-18.67%

P/S Ratio

BEN

1.90

DUKB

N/A

P/B Ratio

BEN

1.55

DUKB

N/A

BEN vs DUKB - Historical Returns

Returns include dividend reinvestment.

Period	BEN	DUKB
1 month	-1.28%	-3.29%
3 months	+10.20%	-4.50%
6 months	+28.01%	-5.12%
1 year	+42.07%	-0.88%
5 years(CAGR)	+6.57%	+1.84%
10 years(CAGR)	+4.36%	N/A
Max(CAGR)	+7.12%	+4.33%

Winner

BEN

-1.28%

DUKB

-3.29%

Winner

BEN

+10.20%

DUKB

-4.50%

Winner

BEN

+28.01%

DUKB

-5.12%

Winner

BEN

+42.07%

DUKB

-0.88%

5Y(CAGR)

Winner

BEN

+6.57%

DUKB

+1.84%

10Y(CAGR)

BEN

+4.36%

DUKB

N/A

Max(CAGR)

Winner

BEN

+7.12%

DUKB

+4.33%

BEN vs DUKB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BEN	DUKB
2026	+46.29%	-5.66%
2025	+25.62%	+9.08%
2024	-26.74%	+5.91%
2023	+13.72%	+7.60%
2022	-17.27%	-9.54%
2021	+42.64%	-0.58%
2020	+2.85%	+10.55%
2019	-9.88%	+18.32%
2018	-23.15%	-2.96%
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 DUKB Drawdown Comparison

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

The maximum drawdown for DUKB was -18.73%, occurring on Mar 18, 2020. Recovery took 76 trading sessions.

The current BEN drawdown is -4.95%. The current DUKB drawdown is -6.44%.

Rank	BEN	DUKB
#1	-72.80% Jul 17, 2007 - Jul 7, 2011	-18.73% Feb 11, 2020 - Jun 1, 2020
#2	-67.78% Dec 8, 2014 - Aug 3, 2026	-12.56% Sep 20, 2023 - Jan 19, 2024
#3	-40.33% Feb 1, 2001 - Oct 13, 2003	-11.78% Dec 30, 2020 - Jun 7, 2023
#4	-34.57% Jan 25, 2000 - Sep 1, 2000	-7.17% Mar 21, 2024 - Jun 27, 2024
#5	-33.99% Jul 7, 2011 - Oct 17, 2012	-7.12% Oct 16, 2024 - Mar 17, 2025
#6	-23.91% Oct 2, 2000 - Jan 29, 2001	-6.73% Dec 11, 2025 - Jul 29, 2026
#7	-21.44% Feb 27, 2006 - Sep 12, 2006	-5.90% Sep 28, 2018 - Jan 8, 2019
#8	-20.86% Jan 26, 2004 - Oct 28, 2004	-4.55% Sep 4, 2019 - Jan 3, 2020
#9	-20.23% May 17, 2013 - Dec 18, 2013	-4.19% Mar 20, 2025 - May 19, 2025
#10	-14.20% Jan 17, 2014 - Dec 5, 2014	-4.12% Jun 30, 2023 - Sep 20, 2023
#11	-12.03% Nov 1, 1999 - Jan 20, 2000	-4.04% May 19, 2025 - Aug 19, 2025
#12	-11.40% Feb 15, 2007 - Apr 10, 2007	-4.00% Jun 4, 2020 - Jul 16, 2020
#13	-11.07% Nov 12, 2003 - Dec 11, 2003	-3.77% Sep 17, 2025 - Dec 11, 2025
#14	-9.34% Mar 7, 2005 - May 18, 2005	-2.66% Jul 30, 2019 - Aug 14, 2019
#15	-8.85% Oct 31, 2006 - Dec 14, 2006	-2.63% Oct 9, 2020 - Nov 4, 2020

Correlation

Correlation between BEN and DUKB is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

0.29

-101

Dividend Comparison (1999 - 2026)

BEN vs DUKB dividend yield comparison.

Year	BEN	DUKB
2026	1.94%	3.11%
2025	5.40%	5.72%
2024	7.69%	5.95%
2023	3.02%	5.99%
2022	4.44%	6.17%
2021	3.37%	5.27%
2020	4.36%	4.89%
2019	4.04%	5.20%
2018	13.32%	1.45%
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%