BEN vs PTC

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

BEN is from the Financial Services sector, while PTC is from the Technology sector.

5-Year PerformanceBEN has outperformed PTC, delivering a return of +3.4% compared to +1.3%

BEN vs PTC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BEN(COMPANY)	PTC(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	74.00%	94.98%
Sharpe Ratio	1.63	-0.46
5Y Beta	1.06	0.92
Industry	Asset Management	Software - Application
P/E Ratio	22.44	13.42
Forward P/E	12.05	20.88
PEG Ratio	0.27	0.07
Dividend Yield	4.19%	N/A
5Y Dividends CAGR	8.05%	N/A
5Y EPS CAGR	-8.38%	41.11%
Debt to Equity	18.59%	31.04%
Free Cash Flow Yield	5.67%	5.65%

Market Cap

Winner

BEN

$16B

PTC

$16B

Max Drawdown

Winner

BEN

74.00%

PTC

94.98%

Sharpe Ratio

Winner

BEN

1.63

PTC

-0.46

5Y Beta

BEN

1.06

Winner

PTC

0.92

Industry

BEN

Asset Management

PTC

Software - Application

P/E Ratio

BEN

22.44

Winner

PTC

13.42

Forward P/E

Winner

BEN

12.05

PTC

20.88

PEG Ratio

BEN

0.27

Winner

PTC

0.07

Dividend Yield

BEN

4.19%

PTC

N/A

5Y Dividends CAGR

BEN

8.05%

PTC

N/A

5Y EPS CAGR

BEN

-8.38%

Winner

PTC

41.11%

Debt to Equity

Winner

BEN

18.59%

PTC

31.04%

Free Cash Flow Yield

Winner

BEN

5.67%

PTC

5.65%

BEN vs PTC - Historical Returns

Returns include dividend reinvestment.

Period	BEN	PTC
1 month	+14.89%	+4.29%
3 months	+21.02%	-9.15%
6 months	+44.59%	-17.99%
1 year	+50.63%	-16.99%
5 years(CAGR)	+3.44%	+1.34%
10 years(CAGR)	+3.32%	+14.75%
Max(CAGR)	+6.85%	+4.19%

Winner

BEN

+14.89%

PTC

+4.29%

Winner

BEN

+21.02%

PTC

-9.15%

Winner

BEN

+44.59%

PTC

-17.99%

Winner

BEN

+50.63%

PTC

-16.99%

5Y(CAGR)

Winner

BEN

+3.44%

PTC

+1.34%

10Y(CAGR)

BEN

+3.32%

Winner

PTC

+14.75%

Max(CAGR)

Winner

BEN

+6.85%

PTC

+4.19%

BEN vs PTC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BEN	PTC
2026	+34.95%	-16.37%
2025	+25.62%	-4.81%
2024	-26.74%	+9.04%
2023	+13.72%	+46.23%
2022	-17.27%	-2.39%
2021	+42.64%	+2.51%
2020	+2.85%	+56.62%
2019	-9.88%	-8.58%
2018	-23.15%	+35.55%
2017	+9.20%	+30.30%
2016	+11.67%	+37.18%
2015	-32.65%	-4.73%
2014	-0.61%	+5.62%
2013	+34.34%	+52.02%
2012	+31.10%	+20.37%
2011	-12.47%	-20.54%
2010	+3.87%	+35.15%
2009	+64.51%	+28.36%
2008	-43.34%	-29.29%
2007	+1.46%	+0.11%
2006	+15.47%	+15.14%
2005	+39.98%	+7.77%
2004	+34.28%	+49.11%
2003	+48.70%	+79.91%
2002	-2.38%	-67.73%
2001	-5.29%	-42.40%
2000	+21.06%	-46.52%
1999	-6.22%	+41.45%

BEN vs PTC Drawdown Comparison

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

The maximum drawdown for PTC was -94.98%, occurring on Oct 10, 2002. Recovery took 4611 trading sessions.

The current BEN drawdown is -9.25%. The current PTC drawdown is -34.30%.

Rank	BEN	PTC
#1	-72.80% Jul 17, 2007 - Jul 7, 2011	-94.98% Dec 16, 1999 - Apr 17, 2018
#2	-67.78% Dec 8, 2014 - Mar 23, 2020	-54.37% Sep 28, 2018 - Nov 27, 2020
#3	-40.33% Feb 1, 2001 - Oct 13, 2003	-38.37% Aug 27, 2025 - Apr 10, 2026
#4	-34.57% Jan 25, 2000 - Sep 1, 2000	-36.07% Jul 23, 2021 - Nov 14, 2023
#5	-33.99% Jul 7, 2011 - Oct 17, 2012	-32.27% Dec 11, 2024 - Jul 9, 2025
#6	-23.91% Oct 2, 2000 - Jan 29, 2001	-19.14% Nov 18, 1999 - Dec 3, 1999
#7	-21.44% Feb 27, 2006 - Sep 12, 2006	-19.00% Feb 19, 2021 - Apr 13, 2021
#8	-20.86% Jan 26, 2004 - Oct 28, 2004	-15.82% Apr 26, 2021 - Jul 23, 2021
#9	-20.23% May 17, 2013 - Dec 18, 2013	-13.41% Mar 22, 2024 - Nov 6, 2024
#10	-14.20% Jan 17, 2014 - Dec 5, 2014	-9.21% Jul 9, 2025 - Jul 31, 2025
#11	-12.03% Nov 1, 1999 - Jan 20, 2000	-8.78% Jun 20, 2018 - Sep 4, 2018
#12	-11.40% Feb 15, 2007 - Apr 10, 2007	-8.15% Dec 6, 1999 - Dec 10, 1999
#13	-11.07% Nov 12, 2003 - Dec 11, 2003	-7.68% Jan 22, 2021 - Jan 28, 2021
#14	-9.34% Mar 7, 2005 - May 18, 2005	-6.06% Aug 4, 2025 - Aug 27, 2025
#15	-8.85% Oct 31, 2006 - Dec 14, 2006	-5.72% Dec 28, 2023 - Jan 22, 2024