BEN vs IREN

Comparison between Franklin Resources Inc (BEN, Company) and Iris Energy Ltd (IREN, Company).

Both BEN and IREN are from the Financial Services sector.

5-Year PerformanceIREN has outperformed BEN, delivering a return of +15.6% compared to +4.7%

BEN vs IREN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BEN(COMPANY)	IREN(COMPANY)
Market Cap	$17B	$17B
Max Drawdown	74.00%	95.73%
Sharpe Ratio	1.43	1.86
5Y Beta	1.05	2.73
Industry	Asset Management	Capital Markets
P/E Ratio	23.01	606.41
Forward P/E	10.86	136.99
PEG Ratio	0.28	4.05
Dividend Yield	3.85%	N/A
5Y Dividends CAGR	8.05%	N/A
5Y EPS CAGR	-8.38%	N/A
Debt to Equity	18.59%	0.00%
Free Cash Flow Yield	5.53%	-8.70%
P/S Ratio	1.87	22.99
P/B Ratio	1.39	6.75

Market Cap

Winner

BEN

$17B

IREN

$17B

Max Drawdown

Winner

BEN

74.00%

IREN

95.73%

Sharpe Ratio

BEN

1.43

Winner

IREN

1.86

5Y Beta

Winner

BEN

1.05

IREN

2.73

Industry

BEN

Asset Management

IREN

Capital Markets

P/E Ratio

Winner

BEN

23.01

IREN

606.41

Forward P/E

Winner

BEN

10.86

IREN

136.99

PEG Ratio

Winner

BEN

0.28

IREN

4.05

Dividend Yield

BEN

3.85%

IREN

N/A

5Y Dividends CAGR

BEN

8.05%

IREN

N/A

5Y EPS CAGR

BEN

-8.38%

IREN

N/A

Debt to Equity

BEN

18.59%

Winner

IREN

0.00%

Free Cash Flow Yield

Winner

BEN

5.53%

IREN

-8.70%

P/S Ratio

Winner

BEN

1.87

IREN

22.99

P/B Ratio

Winner

BEN

1.39

IREN

6.75

BEN vs IREN - Historical Returns

Returns include dividend reinvestment.

Period	BEN	IREN
1 month	+3.11%	-20.14%
3 months	+38.60%	+15.23%
6 months	+38.83%	+13.72%
1 year	+48.60%	+302.19%
5 years(CAGR)	+4.70%	+15.65%
10 years(CAGR)	+5.23%	N/A
Max(CAGR)	+6.95%	+15.65%

Winner

BEN

+3.11%

IREN

-20.14%

Winner

BEN

+38.60%

IREN

+15.23%

Winner

BEN

+38.83%

IREN

+13.72%

BEN

+48.60%

Winner

IREN

+302.19%

5Y(CAGR)

BEN

+4.70%

Winner

IREN

+15.65%

10Y(CAGR)

BEN

+5.23%

IREN

N/A

Max(CAGR)

BEN

+6.95%

Winner

IREN

+15.65%

BEN vs IREN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BEN	IREN
2026	+39.12%	+11.80%
2025	+25.62%	+261.09%
2024	-26.74%	+44.41%
2023	+13.72%	+500.84%
2022	-17.27%	-91.79%
2021	+42.64%	-33.87%
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 IREN Drawdown Comparison

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

The maximum drawdown for IREN was -95.73%, occurring on Dec 28, 2022. Recovery took 946 trading sessions.

The current BEN drawdown is -6.44%. The current IREN drawdown is -37.52%.

Rank	BEN	IREN
#1	-72.80% Jul 17, 2007 - Jul 7, 2011	-95.73% Nov 19, 2021 - Aug 29, 2025
#2	-67.78% Dec 8, 2014 - Mar 23, 2020	-58.62% Nov 5, 2025 - Mar 30, 2026
#3	-40.33% Feb 1, 2001 - Oct 13, 2003	-25.49% Oct 14, 2025 - Nov 5, 2025
#4	-34.57% Jan 25, 2000 - Sep 1, 2000	-11.20% Sep 24, 2025 - Oct 3, 2025
#5	-33.99% Jul 7, 2011 - Oct 17, 2012	-10.24% Sep 2, 2025 - Sep 9, 2025
#6	-23.91% Oct 2, 2000 - Jan 29, 2001	-6.39% Oct 9, 2025 - Oct 13, 2025
#7	-21.44% Feb 27, 2006 - Sep 12, 2006	-4.29% Nov 17, 2021 - Nov 19, 2021
#8	-20.86% Jan 26, 2004 - Oct 28, 2004	-4.17% Sep 17, 2025 - Sep 19, 2025
#9	-20.23% May 17, 2013 - Dec 18, 2013	-2.58% Oct 7, 2025 - Oct 9, 2025
#10	-14.20% Jan 17, 2014 - Dec 5, 2014	-2.32% Sep 10, 2025 - Sep 12, 2025
#11	-12.03% Nov 1, 1999 - Jan 20, 2000	-1.86% Sep 15, 2025 - Sep 17, 2025
#12	-11.40% Feb 15, 2007 - Apr 10, 2007	-0.31% Sep 22, 2025 - Sep 24, 2025
#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