BEN vs PR

Comparison between Franklin Resources Inc (BEN, Company) and Permian Resources Corp - Class A (PR, Company).

BEN is from the Financial Services sector, while PR is from the Energy sector.

5-Year PerformancePR has outperformed BEN, delivering a return of +39.5% compared to +8.4%

BEN vs PR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BEN(COMPANY)	PR(COMPANY)
Market Cap	$17B	$17B
Max Drawdown	74.00%	98.91%
Sharpe Ratio	1.61	1.38
5Y Beta	1.09	0.88
Industry	Asset Management	Oil & Gas E&p
P/E Ratio	22.96	23.06
Forward P/E	11.06	10.71
PEG Ratio	0.28	1.24
Dividend Yield	3.87%	2.86%
5Y Dividends CAGR	-1.04%	N/A
5Y EPS CAGR	-8.38%	37.44%
Debt to Equity	18.59%	31.30%
Free Cash Flow Yield	5.54%	20.91%
P/S Ratio	1.86	3.52
P/B Ratio	1.43	1.46

Market Cap

BEN

$17B

Winner

$17B

Max Drawdown

Winner

BEN

74.00%

98.91%

Sharpe Ratio

Winner

BEN

1.61

1.38

5Y Beta

BEN

1.09

Winner

0.88

Industry

BEN

Asset Management

Oil & Gas E&p

P/E Ratio

Winner

BEN

22.96

23.06

Forward P/E

BEN

11.06

Winner

10.71

PEG Ratio

Winner

BEN

0.28

1.24

Dividend Yield

Winner

BEN

3.87%

2.86%

5Y Dividends CAGR

BEN

-1.04%

N/A

5Y EPS CAGR

BEN

-8.38%

Winner

37.44%

Debt to Equity

Winner

BEN

18.59%

31.30%

Free Cash Flow Yield

BEN

5.54%

Winner

20.91%

P/S Ratio

Winner

BEN

1.86

3.52

P/B Ratio

Winner

BEN

1.43

1.46

BEN vs PR - Historical Returns

Returns include dividend reinvestment.

Period	BEN	PR
1 month	+4.87%	+12.64%
3 months	+21.64%	-8.19%
6 months	+31.62%	+25.50%
1 year	+49.82%	+55.58%
5 years(CAGR)	+8.39%	+39.49%
10 years(CAGR)	+5.20%	+7.63%
Max(CAGR)	+7.33%	+8.79%

BEN

+4.87%

Winner

+12.64%

Winner

BEN

+21.64%

-8.19%

Winner

BEN

+31.62%

+25.50%

BEN

+49.82%

Winner

+55.58%

5Y(CAGR)

BEN

+8.39%

Winner

+39.49%

10Y(CAGR)

BEN

+5.20%

Winner

+7.63%

Max(CAGR)

BEN

+7.33%

Winner

+8.79%

BEN vs PR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BEN	PR
2026	+53.91%	+44.76%
2025	+25.62%	-1.47%
2024	-26.74%	+11.19%
2023	+13.72%	+61.20%
2022	-17.27%	+46.41%
2021	+42.64%	+304.05%
2020	+2.85%	-68.02%
2019	-9.88%	-59.12%
2018	-23.15%	-44.90%
2017	+9.20%	+1.59%
2016	+11.67%	+97.20%
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 PR Drawdown Comparison

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

The maximum drawdown for PR was -98.91%, occurring on Apr 1, 2020. Recovery took 1873 trading sessions.

The current PR drawdown is -8.19%.

Rank	BEN	PR
#1	-72.80% Jul 17, 2007 - Jul 7, 2011	-98.91% Oct 3, 2018 - Mar 19, 2026
#2	-67.78% Dec 8, 2014 - Aug 3, 2026	-28.93% Apr 11, 2017 - Nov 3, 2017
#3	-40.33% Feb 1, 2001 - Oct 13, 2003	-25.02% Jan 23, 2018 - Sep 28, 2018
#4	-34.57% Jan 25, 2000 - Sep 1, 2000	-19.70% May 4, 2026 - Jul 1, 2026
#5	-33.99% Jul 7, 2011 - Oct 17, 2012	-17.99% Oct 5, 2016 - Nov 30, 2016
#6	-23.91% Oct 2, 2000 - Jan 29, 2001	-14.86% Dec 21, 2016 - Apr 11, 2017
#7	-21.44% Feb 27, 2006 - Sep 12, 2006	-10.42% Nov 7, 2017 - Jan 22, 2018
#8	-20.86% Jan 26, 2004 - Oct 28, 2004	-10.30% Mar 27, 2026 - May 1, 2026
#9	-20.23% May 17, 2013 - Dec 18, 2013	-8.40% Jun 16, 2016 - Jul 25, 2016
#10	-14.20% Jan 17, 2014 - Dec 5, 2014	-5.06% Sep 9, 2016 - Sep 29, 2016
#11	-12.03% Nov 1, 1999 - Jan 20, 2000	-3.72% Aug 12, 2016 - Aug 30, 2016
#12	-11.40% Feb 15, 2007 - Apr 10, 2007	-2.65% Dec 15, 2016 - Dec 21, 2016
#13	-11.07% Nov 12, 2003 - Dec 11, 2003	-1.93% Dec 6, 2016 - Dec 12, 2016
#14	-9.34% Mar 7, 2005 - May 18, 2005	-1.66% May 2, 2016 - Jun 16, 2016
#15	-8.85% Oct 31, 2006 - Dec 14, 2006	-1.25% Dec 13, 2016 - Dec 15, 2016

Correlation

Correlation between BEN and PR is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60

-101

Dividend Comparison (1999 - 2026)

BEN vs PR dividend yield comparison.

Year	BEN	PR
2026	1.85%	1.56%
2025	5.40%	4.28%
2024	7.69%	5.91%
2023	3.02%	2.72%
2022	4.44%	0.53%
2021	3.37%	0.00%
2020	4.36%	0.00%
2019	4.04%	0.00%
2018	13.32%	0.00%
2017	1.92%	0.00%
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%