BEN vs PFGC

Comparison between Franklin Resources Inc (BEN, Company) and Performance Food Group Company (PFGC, Company).

BEN is from the Financial Services sector, while PFGC is from the Consumer Defensive sector.

5-Year PerformancePFGC has outperformed BEN, delivering a return of +18.4% compared to +5.9%

BEN vs PFGC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BEN(COMPANY)	PFGC(COMPANY)
Market Cap	$17B	$17B
Max Drawdown	74.00%	78.85%
Sharpe Ratio	1.26	0.81
5Y Beta	1.05	0.77
Industry	Asset Management	Food Distribution
P/E Ratio	23.73	52.77
Forward P/E	11.20	23.75
PEG Ratio	0.29	0.66
Dividend Yield	3.88%	N/A
5Y Dividends CAGR	-1.04%	N/A
5Y EPS CAGR	-8.38%	N/A
Debt to Equity	18.59%	108.40%
Free Cash Flow Yield	5.36%	4.67%
P/S Ratio	1.93	0.28
P/B Ratio	1.46	3.71

Market Cap

Winner

BEN

$17B

PFGC

$17B

Max Drawdown

Winner

BEN

74.00%

PFGC

78.85%

Sharpe Ratio

Winner

BEN

1.26

PFGC

0.81

5Y Beta

BEN

1.05

Winner

PFGC

0.77

Industry

BEN

Asset Management

PFGC

Food Distribution

P/E Ratio

Winner

BEN

23.73

PFGC

52.77

Forward P/E

Winner

BEN

11.20

PFGC

23.75

PEG Ratio

Winner

BEN

0.29

PFGC

0.66

Dividend Yield

BEN

3.88%

PFGC

N/A

5Y Dividends CAGR

BEN

-1.04%

PFGC

N/A

5Y EPS CAGR

BEN

-8.38%

PFGC

N/A

Debt to Equity

Winner

BEN

18.59%

PFGC

108.40%

Free Cash Flow Yield

Winner

BEN

5.36%

PFGC

4.67%

P/S Ratio

BEN

1.93

Winner

PFGC

0.28

P/B Ratio

Winner

BEN

1.46

PFGC

3.71

BEN vs PFGC - Historical Returns

Returns include dividend reinvestment.

Period	BEN	PFGC
1 month	+8.63%	+12.53%
3 months	+35.80%	+27.37%
6 months	+33.67%	+24.69%
1 year	+40.24%	+25.36%
5 years(CAGR)	+5.92%	+18.44%
10 years(CAGR)	+4.94%	+15.11%
Max(CAGR)	+7.08%	+17.92%

BEN

+8.63%

Winner

PFGC

+12.53%

Winner

BEN

+35.80%

PFGC

+27.37%

Winner

BEN

+33.67%

PFGC

+24.69%

Winner

BEN

+40.24%

PFGC

+25.36%

5Y(CAGR)

BEN

+5.92%

Winner

PFGC

+18.44%

10Y(CAGR)

BEN

+4.94%

Winner

PFGC

+15.11%

Max(CAGR)

BEN

+7.08%

Winner

PFGC

+17.92%

BEN vs PFGC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BEN	PFGC
2026	+44.12%	+28.75%
2025	+25.62%	+6.98%
2024	-26.74%	+21.17%
2023	+13.72%	+21.55%
2022	-17.27%	+25.87%
2021	+42.64%	-1.25%
2020	+2.85%	-7.71%
2019	-9.88%	+62.71%
2018	-23.15%	-3.96%
2017	+9.20%	+39.66%
2016	+11.67%	+7.10%
2015	-32.65%	+20.52%
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 PFGC Drawdown Comparison

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

The maximum drawdown for PFGC was -78.85%, occurring on Mar 18, 2020. Recovery took 260 trading sessions.

The current BEN drawdown is -3.08%. The current PFGC drawdown is -1.85%.

Rank	BEN	PFGC
#1	-72.80% Jul 17, 2007 - Jul 7, 2011	-78.85% Feb 10, 2020 - Feb 22, 2021
#2	-67.78% Dec 8, 2014 - Mar 23, 2020	-34.96% Mar 12, 2021 - Nov 30, 2022
#3	-40.33% Feb 1, 2001 - Oct 13, 2003	-27.17% Jul 20, 2018 - Feb 13, 2019
#4	-34.57% Jan 25, 2000 - Sep 1, 2000	-26.70% Jul 26, 2016 - May 11, 2017
#5	-33.99% Jul 7, 2011 - Oct 17, 2012	-25.47% Sep 17, 2025 - Jun 26, 2026
#6	-23.91% Oct 2, 2000 - Jan 29, 2001	-21.24% Jan 30, 2025 - Jul 11, 2025
#7	-21.44% Feb 27, 2006 - Sep 12, 2006	-20.48% Mar 4, 2024 - Sep 23, 2024
#8	-20.86% Jan 26, 2004 - Oct 28, 2004	-19.13% Dec 17, 2015 - Apr 20, 2016
#9	-20.23% May 17, 2013 - Dec 18, 2013	-17.14% Jan 23, 2018 - May 9, 2018
#10	-14.20% Jan 17, 2014 - Dec 5, 2014	-15.41% Aug 18, 2023 - Nov 22, 2023
#11	-12.03% Nov 1, 1999 - Jan 20, 2000	-13.83% Feb 1, 2023 - Apr 28, 2023
#12	-11.40% Feb 15, 2007 - Apr 10, 2007	-12.65% May 5, 2016 - Jul 8, 2016
#13	-11.07% Nov 12, 2003 - Dec 11, 2003	-12.54% Apr 28, 2023 - Aug 17, 2023
#14	-9.34% Mar 7, 2005 - May 18, 2005	-11.26% Aug 22, 2019 - Nov 25, 2019
#15	-8.85% Oct 31, 2006 - Dec 14, 2006	-10.52% Jul 25, 2017 - Sep 6, 2017