BEN vs INVH

Comparison between Franklin Resources Inc (BEN, Company) and Invitation Homes Inc (INVH, Company).

BEN is from the Financial Services sector, while INVH is from the Real Estate sector.

5-Year PerformanceBEN has outperformed INVH, delivering a return of +5.9% compared to -2.6%

BEN vs INVH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BEN(COMPANY)	INVH(COMPANY)
Market Cap	$17B	$18B
Max Drawdown	74.00%	50.54%
Sharpe Ratio	1.26	-0.27
5Y Beta	1.05	0.38
Industry	Asset Management	Reit - Residential
P/E Ratio	23.73	30.86
Forward P/E	11.20	36.10
PEG Ratio	0.29	1.33
Dividend Yield	3.88%	3.98%
5Y Dividends CAGR	-1.04%	18.25%
5Y EPS CAGR	-8.38%	21.63%
Debt to Equity	18.59%	96.82%
Free Cash Flow Yield	5.36%	6.81%
P/S Ratio	1.93	6.35
P/B Ratio	1.46	1.94

Market Cap

BEN

$17B

Winner

INVH

$18B

Max Drawdown

BEN

74.00%

Winner

INVH

50.54%

Sharpe Ratio

Winner

BEN

1.26

INVH

-0.27

5Y Beta

BEN

1.05

Winner

INVH

0.38

Industry

BEN

Asset Management

INVH

Reit - Residential

P/E Ratio

Winner

BEN

23.73

INVH

30.86

Forward P/E

Winner

BEN

11.20

INVH

36.10

PEG Ratio

Winner

BEN

0.29

INVH

1.33

Dividend Yield

BEN

3.88%

Winner

INVH

3.98%

5Y Dividends CAGR

BEN

-1.04%

Winner

INVH

18.25%

5Y EPS CAGR

BEN

-8.38%

Winner

INVH

21.63%

Debt to Equity

Winner

BEN

18.59%

INVH

96.82%

Free Cash Flow Yield

BEN

5.36%

Winner

INVH

6.81%

P/S Ratio

Winner

BEN

1.93

INVH

6.35

P/B Ratio

Winner

BEN

1.46

INVH

1.94

BEN vs INVH - Historical Returns

Returns include dividend reinvestment.

Period	BEN	INVH
1 month	+8.63%	+0.65%
3 months	+35.80%	+14.92%
6 months	+33.67%	+14.20%
1 year	+40.24%	-4.55%
5 years(CAGR)	+5.92%	-2.63%
10 years(CAGR)	+4.94%	+7.01%
Max(CAGR)	+7.08%	+7.01%

Winner

BEN

+8.63%

INVH

+0.65%

Winner

BEN

+35.80%

INVH

+14.92%

Winner

BEN

+33.67%

INVH

+14.20%

Winner

BEN

+40.24%

INVH

-4.55%

5Y(CAGR)

Winner

BEN

+5.92%

INVH

-2.63%

10Y(CAGR)

BEN

+4.94%

Winner

INVH

+7.01%

Max(CAGR)

Winner

BEN

+7.08%

INVH

+7.01%

BEN vs INVH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BEN	INVH
2026	+44.12%	+9.17%
2025	+25.62%	-8.13%
2024	-26.74%	-4.58%
2023	+13.72%	+21.23%
2022	-17.27%	-32.45%
2021	+42.64%	+61.66%
2020	+2.85%	+2.97%
2019	-9.88%	+55.21%
2018	-23.15%	-12.80%
2017	+9.20%	+19.02%
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 INVH Drawdown Comparison

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

The maximum drawdown for INVH was -50.54%, occurring on Mar 23, 2020. Recovery took 279 trading sessions.

The current BEN drawdown is -3.08%. The current INVH drawdown is -23.62%.

Rank	BEN	INVH
#1	-72.80% Jul 17, 2007 - Jul 7, 2011	-50.54% Feb 18, 2020 - Mar 26, 2021
#2	-67.78% Dec 8, 2014 - Mar 23, 2020	-38.45% Dec 31, 2021 - Mar 20, 2026
#3	-40.33% Feb 1, 2001 - Oct 13, 2003	-18.47% Sep 21, 2018 - Mar 14, 2019
#4	-34.57% Jan 25, 2000 - Sep 1, 2000	-14.73% Dec 15, 2017 - Sep 11, 2018
#5	-33.99% Jul 7, 2011 - Oct 17, 2012	-9.75% Sep 2, 2021 - Dec 6, 2021
#6	-23.91% Oct 2, 2000 - Jan 29, 2001	-7.31% Oct 21, 2019 - Jan 22, 2020
#7	-21.44% Feb 27, 2006 - Sep 12, 2006	-5.86% Aug 17, 2017 - Nov 10, 2017
#8	-20.86% Jan 26, 2004 - Oct 28, 2004	-5.02% Jun 2, 2017 - Aug 11, 2017
#9	-20.23% May 17, 2013 - Dec 18, 2013	-4.72% Jun 19, 2019 - Jul 9, 2019
#10	-14.20% Jan 17, 2014 - Dec 5, 2014	-4.63% Sep 3, 2019 - Sep 20, 2019
#11	-12.03% Nov 1, 1999 - Jan 20, 2000	-3.99% Jul 27, 2021 - Aug 30, 2021
#12	-11.40% Feb 15, 2007 - Apr 10, 2007	-3.83% Nov 10, 2017 - Dec 14, 2017
#13	-11.07% Nov 12, 2003 - Dec 11, 2003	-3.81% Apr 15, 2019 - Apr 26, 2019
#14	-9.34% Mar 7, 2005 - May 18, 2005	-3.79% Jun 10, 2021 - Jul 6, 2021
#15	-8.85% Oct 31, 2006 - Dec 14, 2006	-3.53% Jul 10, 2019 - Aug 16, 2019

Correlation

Correlation between BEN and INVH is -0.04 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.04

-101

Dividend Comparison (1999 - 2026)

BEN vs INVH dividend yield comparison.

Year	BEN	INVH
2026	1.97%	2.03%
2025	5.40%	4.21%
2024	7.69%	3.53%
2023	3.02%	3.87%
2022	4.44%	2.97%
2021	3.37%	1.50%
2020	4.36%	2.02%
2019	4.04%	1.74%
2018	13.32%	2.19%
2017	1.92%	0.93%
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%