StockComparison Logo
vs

BEN vs TPG

Comparison between Franklin Resources Inc (BEN, Company) and TPG Inc - Class A (TPG, Company).

Both BEN and TPG are from the Financial Services sector.

5-Year PerformanceTPG has outperformed BEN, delivering a return of +12.6% compared to +6.6%

BEN vs TPG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
BEN
$18B
TPG
$18B
Max Drawdown
BEN
74.00%
Winner
TPG
46.79%
Sharpe Ratio
Winner
BEN
1.25
TPG
-0.22
5Y Beta
Winner
BEN
1.10
TPG
1.57
Industry
BEN
Asset Management
TPG
Asset Management
P/E Ratio
Winner
BEN
22.23
TPG
82.34
Forward P/E
Winner
BEN
11.70
TPG
15.82
PEG Ratio
Winner
BEN
0.14
TPG
0.34
Dividend Yield
BEN
3.66%
Winner
TPG
4.57%
5Y Dividends CAGR
BEN
-1.04%
TPG
N/A
5Y EPS CAGR
BEN
-8.66%
TPG
N/A
Debt to Equity
BEN
20.46%
Winner
TPG
17.23%
Free Cash Flow Yield
BEN
1.31%
Winner
TPG
6.09%
P/S Ratio
Winner
BEN
1.90
TPG
4.93
P/B Ratio
Winner
BEN
1.55
TPG
6.18

BEN vs TPG - Historical Returns

Returns include dividend reinvestment.

1M
BEN
-1.28%
Winner
TPG
+13.90%
3M
Winner
BEN
+10.20%
TPG
+9.21%
6M
Winner
BEN
+28.01%
TPG
-9.42%
1Y
Winner
BEN
+42.07%
TPG
-15.81%
5Y(CAGR)
BEN
+6.57%
Winner
TPG
+12.65%
10Y(CAGR)
BEN
+4.36%
TPG
N/A
Max(CAGR)
BEN
+7.12%
Winner
TPG
+12.65%

BEN vs TPG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBENTPG
2026+46.29%-24.20%
2025+25.62%+3.61%
2024-26.74%+60.72%
2023+13.72%+59.39%
2022-17.27%-15.14%
2021+42.64%N/A
2020+2.85%N/A
2019-9.88%N/A
2018-23.15%N/A
2017+9.20%N/A
2016+11.67%N/A
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 TPG Drawdown Comparison

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

The maximum drawdown for TPG was -44.80%, occurring on Apr 6, 2026. This drawdown has not yet recovered.

The current BEN drawdown is -4.95%. The current TPG drawdown is -28.45%.

RankBENTPG
#1-72.80%
Jul 17, 2007 - Jul 7, 2011		-44.80%
Jan 6, 2026 - Apr 6, 2026
#2-67.78%
Dec 8, 2014 - Aug 3, 2026		-43.82%
Nov 25, 2024 - Jan 6, 2026
#3-40.33%
Feb 1, 2001 - Oct 13, 2003		-38.11%
Nov 11, 2022 - Dec 14, 2023
#4-34.57%
Jan 25, 2000 - Sep 1, 2000		-31.12%
Feb 2, 2022 - Nov 9, 2022
#5-33.99%
Jul 7, 2011 - Oct 17, 2012		-15.77%
Jul 31, 2024 - Aug 27, 2024
#6-23.91%
Oct 2, 2000 - Jan 29, 2001		-14.33%
Mar 21, 2024 - Jul 15, 2024
#7-21.44%
Feb 27, 2006 - Sep 12, 2006		-11.68%
Dec 26, 2023 - Feb 9, 2024
#8-20.86%
Jan 26, 2004 - Oct 28, 2004		-11.64%
Oct 24, 2024 - Nov 21, 2024
#9-20.23%
May 17, 2013 - Dec 18, 2013		-7.06%
Jan 13, 2022 - Feb 1, 2022
#10-14.20%
Jan 17, 2014 - Dec 5, 2014		-4.89%
Feb 12, 2024 - Mar 1, 2024
#11-12.03%
Nov 1, 1999 - Jan 20, 2000		-3.62%
Aug 27, 2024 - Sep 11, 2024
#12-11.40%
Feb 15, 2007 - Apr 10, 2007		-3.56%
Mar 7, 2024 - Mar 21, 2024
#13-11.07%
Nov 12, 2003 - Dec 11, 2003		-3.06%
Jul 23, 2024 - Jul 26, 2024
#14-9.34%
Mar 7, 2005 - May 18, 2005		-2.98%
Sep 19, 2024 - Oct 4, 2024
#15-8.85%
Oct 31, 2006 - Dec 14, 2006		-2.76%
Oct 4, 2024 - Oct 11, 2024

Correlation

Correlation between BEN and TPG is 0.03 which considered as a very weak or no correlation - the stocks move independently of each other.

0.03
-101

Dividend Comparison (1999 - 2026)

BEN vs TPG dividend yield comparison.

YearBENTPG
20261.94%2.47%
20255.40%3.10%
20247.69%3.33%
20233.02%3.24%
20224.44%3.92%
20213.37%0.00%
20204.36%0.00%
20194.04%0.00%
201813.32%0.00%
20171.92%0.00%
20161.87%0.00%
20151.71%0.00%
20141.82%0.00%
20130.72%0.00%
20123.26%0.00%
20113.14%0.00%
20100.82%0.00%
20093.65%0.00%
20081.27%0.00%
20070.57%0.00%
20060.46%0.00%
20052.57%0.00%
20040.51%0.00%
20030.60%0.00%
20020.84%0.00%
20010.75%0.00%
20000.64%0.00%
19990.19%0.00%

Select Stocks to Compare

Popular: BEN vs SPYTPG vs SPY