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BEN vs NVR

Comparison between Franklin Resources Inc (BEN, Company) and NVR Inc (NVR, Company).

BEN is from the Financial Services sector, while NVR is from the Consumer Cyclical sector.

5-Year PerformanceBEN has outperformed NVR, delivering a return of +5.7% compared to +3.7%

BEN vs NVR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
BEN
$17B
NVR
$17B
Max Drawdown
BEN
74.00%
Winner
NVR
65.93%
Sharpe Ratio
Winner
BEN
1.13
NVR
-1.00
5Y Beta
BEN
1.10
Winner
NVR
0.50
Industry
BEN
Asset Management
NVR
Residential Construction
P/E Ratio
BEN
21.37
Winner
NVR
16.03
Forward P/E
Winner
BEN
10.95
NVR
16.00
PEG Ratio
Winner
BEN
0.14
NVR
4.97
Dividend Yield
BEN
3.87%
NVR
N/A
5Y Dividends CAGR
BEN
-1.04%
NVR
N/A
5Y EPS CAGR
BEN
-8.66%
Winner
NVR
11.73%
Debt to Equity
BEN
20.46%
Winner
NVR
0.00%
Free Cash Flow Yield
BEN
1.36%
Winner
NVR
6.16%
P/S Ratio
BEN
1.84
Winner
NVR
1.75
P/B Ratio
Winner
BEN
1.45
NVR
4.95

BEN vs NVR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BEN
+2.17%
NVR
-1.11%
3M
BEN
+5.71%
Winner
NVR
+11.04%
6M
Winner
BEN
+28.28%
NVR
-15.98%
1Y
Winner
BEN
+39.06%
NVR
-23.06%
5Y(CAGR)
Winner
BEN
+5.75%
NVR
+3.73%
10Y(CAGR)
BEN
+4.45%
Winner
NVR
+13.98%
Max(CAGR)
BEN
+7.10%
Winner
NVR
+20.43%

BEN vs NVR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBENNVR
2026+45.69%-13.34%
2025+25.62%-8.73%
2024-26.74%+17.36%
2023+13.72%+52.54%
2022-17.27%-19.88%
2021+42.64%+46.24%
2020+2.85%+9.22%
2019-9.88%+57.32%
2018-23.15%-30.96%
2017+9.20%+112.62%
2016+11.67%+7.29%
2015-32.65%+31.23%
2014-0.61%+25.39%
2013+34.34%+10.31%
2012+31.10%+30.84%
2011-12.47%+0.15%
2010+3.87%-3.04%
2009+64.51%+57.61%
2008-43.34%-11.42%
2007+1.46%-13.60%
2006+15.47%-10.54%
2005+39.98%-5.33%
2004+34.28%+77.79%
2003+48.70%+38.28%
2002-2.38%+67.18%
2001-5.29%+74.96%
2000+21.06%+165.46%
1999-6.22%+10.07%

BEN vs NVR Drawdown Comparison

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

The maximum drawdown for NVR was -65.93%, occurring on Mar 3, 2009. Recovery took 1860 trading sessions.

The current BEN drawdown is -5.34%. The current NVR drawdown is -36.44%.

RankBENNVR
#1-72.80%
Jul 17, 2007 - Jul 7, 2011
-65.93%
Jul 28, 2005 - Dec 17, 2012
#2-67.78%
Dec 8, 2014 - Aug 3, 2026
-46.13%
Feb 20, 2020 - Aug 13, 2020
#3-40.33%
Feb 1, 2001 - Oct 13, 2003
-43.94%
Oct 18, 2024 - May 15, 2026
#4-34.57%
Jan 25, 2000 - Sep 1, 2000
-43.21%
Jan 19, 2018 - Sep 9, 2019
#5-33.99%
Jul 7, 2011 - Oct 17, 2012
-38.42%
Dec 29, 2021 - Apr 24, 2023
#6-23.91%
Oct 2, 2000 - Jan 29, 2001
-36.90%
May 2, 2002 - May 23, 2003
#7-21.44%
Feb 27, 2006 - Sep 12, 2006
-35.47%
May 10, 2001 - Dec 19, 2001
#8-20.86%
Jan 26, 2004 - Oct 28, 2004
-23.93%
Oct 14, 2003 - Sep 16, 2004
#9-20.23%
May 17, 2013 - Dec 18, 2013
-22.62%
Mar 28, 2013 - Jan 28, 2014
#10-14.20%
Jan 17, 2014 - Dec 5, 2014
-21.92%
Nov 7, 2000 - Dec 8, 2000
#11-12.03%
Nov 1, 1999 - Jan 20, 2000
-18.19%
Jul 8, 2016 - Jan 25, 2017
#12-11.40%
Feb 15, 2007 - Apr 10, 2007
-17.74%
Jan 8, 2001 - Feb 6, 2001
#13-11.07%
Nov 12, 2003 - Dec 11, 2003
-17.39%
Sep 1, 2023 - Dec 8, 2023
#14-9.34%
Mar 7, 2005 - May 18, 2005
-15.72%
Nov 19, 1999 - Mar 20, 2000
#15-8.85%
Oct 31, 2006 - Dec 14, 2006
-15.28%
Mar 4, 2014 - Oct 27, 2014

Correlation

Correlation between BEN and NVR is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.39
-101

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