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BEN vs KIM

Comparison between Franklin Resources Inc (BEN, Company) and Kimco Realty Corporation (KIM, Company).

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

5-Year PerformanceKIM has outperformed BEN, delivering a return of +8.0% compared to +3.4%

BEN vs KIM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
BEN
$16B
KIM
$16B
Max Drawdown
Winner
BEN
74.00%
KIM
86.95%
Sharpe Ratio
Winner
BEN
1.54
KIM
1.03
5Y Beta
BEN
1.06
Winner
KIM
0.61
Industry
BEN
Asset Management
KIM
Reit - Retail
P/E Ratio
Winner
BEN
22.10
KIM
26.08
Forward P/E
Winner
BEN
11.74
KIM
32.36
PEG Ratio
Winner
BEN
0.27
KIM
0.41
Dividend Yield
BEN
4.17%
Winner
KIM
4.28%
5Y Dividends CAGR
BEN
8.05%
Winner
KIM
18.65%
5Y EPS CAGR
Winner
BEN
-8.38%
KIM
-15.37%
Debt to Equity
BEN
18.59%
Winner
KIM
0.00%
Free Cash Flow Yield
BEN
5.76%
Winner
KIM
7.10%
P/S Ratio
Winner
BEN
1.80
KIM
7.43
P/B Ratio
Winner
BEN
1.32
KIM
1.52

BEN vs KIM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BEN
+12.84%
KIM
+2.29%
3M
Winner
BEN
+16.19%
KIM
+4.14%
6M
Winner
BEN
+47.09%
KIM
+21.29%
1Y
Winner
BEN
+51.61%
KIM
+22.58%
5Y(CAGR)
BEN
+3.40%
Winner
KIM
+7.98%
10Y(CAGR)
BEN
+3.58%
Winner
KIM
+3.73%
Max(CAGR)
BEN
+6.77%
Winner
KIM
+8.08%

BEN vs KIM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBENKIM
2026+32.16%+21.53%
2025+25.62%-7.49%
2024-26.74%+15.19%
2023+13.72%+5.65%
2022-17.27%-10.54%
2021+42.64%+77.51%
2020+2.85%-19.32%
2019-9.88%+50.49%
2018-23.15%-13.05%
2017+9.20%-24.40%
2016+11.67%+1.38%
2015-32.65%+8.04%
2014-0.61%+32.30%
2013+34.34%+5.34%
2012+31.10%+21.03%
2011-12.47%-7.63%
2010+3.87%+37.72%
2009+64.51%-19.52%
2008-43.34%-46.82%
2007+1.46%-16.33%
2006+15.47%+42.03%
2005+39.98%+16.39%
2004+34.28%+35.26%
2003+48.70%+51.95%
2002-2.38%-1.45%
2001-5.29%+18.99%
2000+21.06%+39.39%
1999-6.22%+1.58%

BEN vs KIM Drawdown Comparison

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

The maximum drawdown for KIM was -85.66%, occurring on Mar 30, 2009. Recovery took 3817 trading sessions.

The current BEN drawdown is -11.13%. The current KIM drawdown is -0.33%.

RankBENKIM
#1-72.80%
Jul 17, 2007 - Jul 7, 2011
-85.66%
Feb 21, 2007 - Apr 19, 2022
#2-67.78%
Dec 8, 2014 - Mar 23, 2020
-33.66%
Apr 28, 2022 - Sep 11, 2024
#3-40.33%
Feb 1, 2001 - Oct 13, 2003
-25.89%
Nov 27, 2024 - Apr 17, 2026
#4-34.57%
Jan 25, 2000 - Sep 1, 2000
-20.79%
Apr 1, 2004 - Sep 3, 2004
#5-33.99%
Jul 7, 2011 - Oct 17, 2012
-15.35%
Apr 12, 2002 - Feb 14, 2003
#6-23.91%
Oct 2, 2000 - Jan 29, 2001
-15.12%
Mar 29, 2006 - Aug 22, 2006
#7-21.44%
Feb 27, 2006 - Sep 12, 2006
-14.00%
Aug 2, 2005 - Dec 23, 2005
#8-20.86%
Jan 26, 2004 - Oct 28, 2004
-11.20%
Nov 3, 1999 - Jan 6, 2000
#9-20.23%
May 17, 2013 - Dec 18, 2013
-10.77%
Aug 21, 2001 - Oct 9, 2001
#10-14.20%
Jan 17, 2014 - Dec 5, 2014
-10.28%
Dec 30, 2004 - May 18, 2005
#11-12.03%
Nov 1, 1999 - Jan 20, 2000
-9.97%
Dec 6, 2001 - Apr 10, 2002
#12-11.40%
Feb 15, 2007 - Apr 10, 2007
-7.86%
Jan 10, 2000 - Mar 16, 2000
#13-11.07%
Nov 12, 2003 - Dec 11, 2003
-7.84%
Jan 3, 2001 - Apr 26, 2001
#14-9.34%
Mar 7, 2005 - May 18, 2005
-7.03%
Jul 25, 2000 - Dec 5, 2000
#15-8.85%
Oct 31, 2006 - Dec 14, 2006
-6.74%
Sep 4, 2003 - Nov 6, 2003

Correlation

Correlation between BEN and KIM is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63
-101

Dividend Comparison (1999 - 2026)

BEN vs KIM dividend yield comparison.

YearBENKIM
20261.06%1.08%
20255.40%4.98%
20247.69%4.14%
20233.02%4.79%
20224.44%3.97%
20213.37%2.76%
20204.36%3.60%
20194.04%5.41%
201813.32%7.65%
20171.92%6.01%
20161.87%4.11%
20151.71%3.68%
20141.82%3.64%
20130.72%4.33%
20123.26%4.04%
20113.14%4.50%
20100.82%3.66%
20093.65%5.32%
20081.27%9.19%
20070.57%4.18%
20060.46%3.07%
20052.57%3.96%
20040.51%4.00%
20030.60%4.89%
20020.84%6.85%
20010.75%6.00%
20000.64%6.16%
19990.19%1.95%

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