BEN vs ZTO

Comparison between Franklin Resources Inc (BEN, Company) and ZTO Express (Cayman) Inc (ZTO, Company).

BEN is from the Financial Services sector, while ZTO is from the Industrials sector.

5-Year PerformanceBEN has outperformed ZTO, delivering a return of +6.1% compared to -3.0%

BEN vs ZTO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BEN(COMPANY)	ZTO(COMPANY)
Market Cap	$17B	$17B
Max Drawdown	74.00%	58.39%
Sharpe Ratio	1.64	1.06
5Y Beta	1.06	0.43
Industry	Asset Management	Integrated Freight & Logistics
P/E Ratio	23.42	13.40
Forward P/E	11.52	11.68
PEG Ratio	0.28	1.56
Dividend Yield	3.92%	3.05%
5Y Dividends CAGR	8.05%	32.99%
5Y EPS CAGR	-8.38%	15.55%
Debt to Equity	18.59%	16.47%
Free Cash Flow Yield	5.44%	5.55%

Market Cap

BEN

$17B

Winner

ZTO

$17B

Max Drawdown

BEN

74.00%

Winner

ZTO

58.39%

Sharpe Ratio

Winner

BEN

1.64

ZTO

1.06

5Y Beta

BEN

1.06

Winner

ZTO

0.43

Industry

BEN

Asset Management

ZTO

Integrated Freight & Logistics

P/E Ratio

BEN

23.42

Winner

ZTO

13.40

Forward P/E

Winner

BEN

11.52

ZTO

11.68

PEG Ratio

Winner

BEN

0.28

ZTO

1.56

Dividend Yield

Winner

BEN

3.92%

ZTO

3.05%

5Y Dividends CAGR

BEN

8.05%

Winner

ZTO

32.99%

5Y EPS CAGR

BEN

-8.38%

Winner

ZTO

15.55%

Debt to Equity

BEN

18.59%

Winner

ZTO

16.47%

Free Cash Flow Yield

BEN

5.44%

Winner

ZTO

5.55%

BEN vs ZTO - Historical Returns

Returns include dividend reinvestment.

Period	BEN	ZTO
1 month	+3.38%	-6.58%
3 months	+41.58%	-12.39%
6 months	+42.16%	+4.39%
1 year	+54.53%	+33.05%
5 years(CAGR)	+6.10%	-3.03%
10 years(CAGR)	+4.94%	+4.77%
Max(CAGR)	+7.01%	+4.77%

Winner

BEN

+3.38%

ZTO

-6.58%

Winner

BEN

+41.58%

ZTO

-12.39%

Winner

BEN

+42.16%

ZTO

+4.39%

Winner

BEN

+54.53%

ZTO

+33.05%

5Y(CAGR)

Winner

BEN

+6.10%

ZTO

-3.03%

10Y(CAGR)

Winner

BEN

+4.94%

ZTO

+4.77%

Max(CAGR)

Winner

BEN

+7.01%

ZTO

+4.77%

BEN vs ZTO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BEN	ZTO
2026	+40.81%	+4.14%
2025	+25.62%	+13.70%
2024	-26.74%	-1.13%
2023	+13.72%	-21.80%
2022	-17.27%	-1.94%
2021	+42.64%	+1.49%
2020	+2.85%	+24.28%
2019	-9.88%	+47.21%
2018	-23.15%	-2.31%
2017	+9.20%	+30.02%
2016	+11.67%	-27.16%
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 ZTO Drawdown Comparison

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

The maximum drawdown for ZTO was -57.05%, occurring on Feb 2, 2024. This drawdown has not yet recovered.

The current BEN drawdown is -5.31%. The current ZTO drawdown is -35.28%.

Rank	BEN	ZTO
#1	-72.80% Jul 17, 2007 - Jul 7, 2011	-57.05% Jun 19, 2020 - Feb 2, 2024
#2	-67.78% Dec 8, 2014 - Mar 23, 2020	-33.90% Oct 28, 2016 - Nov 6, 2017
#3	-40.33% Feb 1, 2001 - Oct 13, 2003	-33.35% Jul 16, 2018 - Sep 19, 2019
#4	-34.57% Jan 25, 2000 - Sep 1, 2000	-16.52% Nov 10, 2017 - May 16, 2018
#5	-33.99% Jul 7, 2011 - Oct 17, 2012	-14.73% Mar 10, 2020 - Apr 6, 2020
#6	-23.91% Oct 2, 2000 - Jan 29, 2001	-12.53% May 19, 2020 - Jun 10, 2020
#7	-21.44% Feb 27, 2006 - Sep 12, 2006	-10.47% Jun 12, 2018 - Jul 16, 2018
#8	-20.86% Jan 26, 2004 - Oct 28, 2004	-10.17% Jan 17, 2020 - Feb 12, 2020
#9	-20.23% May 17, 2013 - Dec 18, 2013	-9.83% Sep 19, 2019 - Oct 28, 2019
#10	-14.20% Jan 17, 2014 - Dec 5, 2014	-8.62% Nov 7, 2019 - Dec 18, 2019
#11	-12.03% Nov 1, 1999 - Jan 20, 2000	-7.33% Apr 30, 2020 - May 7, 2020
#12	-11.40% Feb 15, 2007 - Apr 10, 2007	-7.31% Feb 20, 2020 - Mar 4, 2020
#13	-11.07% Nov 12, 2003 - Dec 11, 2003	-3.86% Apr 16, 2020 - Apr 27, 2020
#14	-9.34% Mar 7, 2005 - May 18, 2005	-3.56% Apr 8, 2020 - Apr 16, 2020
#15	-8.85% Oct 31, 2006 - Dec 14, 2006	-3.04% Jan 2, 2020 - Jan 17, 2020

Correlation

Correlation between BEN and ZTO is -0.33 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.33

-101

Dividend Comparison (1999 - 2026)

BEN vs ZTO dividend yield comparison.

Year	BEN	ZTO
2026	1.00%	1.77%
2025	5.40%	3.11%
2024	7.69%	4.96%
2023	3.02%	1.74%
2022	4.44%	0.93%
2021	3.37%	0.89%
2020	4.36%	1.03%
2019	4.04%	1.03%
2018	13.32%	1.26%
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%