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GL vs BEN

Comparison between Globe Life Inc (GL, Company) and Franklin Resources Inc (BEN, Company).

Both GL and BEN are from the Financial Services sector.

5-Year PerformanceGL has outperformed BEN, delivering a return of +13.8% compared to +7.1%

GL vs BEN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
GL
$17B
BEN
$17B
Max Drawdown
GL
75.74%
Winner
BEN
74.00%
Sharpe Ratio
Winner
GL
1.50
BEN
1.23
5Y Beta
Winner
GL
0.65
BEN
1.07
Industry
GL
Insurance - Life
BEN
Asset Management
P/E Ratio
Winner
GL
14.81
BEN
22.95
Forward P/E
GL
11.74
Winner
BEN
10.54
PEG Ratio
GL
0.95
Winner
BEN
0.28
Dividend Yield
GL
0.62%
Winner
BEN
4.03%
5Y Dividends CAGR
Winner
GL
9.28%
BEN
-1.04%
5Y EPS CAGR
Winner
GL
13.91%
BEN
-8.38%
Debt to Equity
GL
45.67%
Winner
BEN
18.59%
Free Cash Flow Yield
Winner
GL
7.26%
BEN
5.55%
P/S Ratio
GL
2.36
BEN
N/A
P/B Ratio
GL
2.35
BEN
N/A

GL vs BEN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
GL
-2.45%
BEN
-3.50%
3M
GL
+11.24%
Winner
BEN
+21.57%
6M
GL
+25.77%
Winner
BEN
+30.63%
1Y
Winner
GL
+38.08%
BEN
+37.30%
5Y(CAGR)
Winner
GL
+13.81%
BEN
+7.12%
10Y(CAGR)
Winner
GL
+11.54%
BEN
+4.18%
Max(CAGR)
Winner
GL
+10.85%
BEN
+6.93%

GL vs BEN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearGLBEN
2026+24.26%+38.91%
2025+25.67%+25.62%
2024-7.79%-26.74%
2023+2.58%+13.72%
2022+28.00%-17.27%
2021+2.26%+42.64%
2020-9.35%+2.85%
2019+38.91%-9.88%
2018-16.77%-23.15%
2017+23.65%+9.20%
2016+31.89%+11.67%
2015+6.30%-32.65%
2014+5.78%-0.61%
2013+50.21%+34.34%
2012+19.51%+31.10%
2011+8.35%-12.47%
2010+34.65%+3.87%
2009-0.88%+64.51%
2008-24.10%-43.34%
2007-5.54%+1.46%
2006+14.96%+15.47%
2005-1.46%+39.98%
2004+26.49%+34.28%
2003+22.94%+48.70%
2002-4.92%-2.38%
2001+8.04%-5.29%
2000+37.67%+21.06%
1999-7.92%-6.22%

GL vs BEN Drawdown Comparison

The maximum drawdown for GL was -75.34%, occurring on Mar 6, 2009. Recovery took 969 trading sessions.

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

The current GL drawdown is -7.47%. The current BEN drawdown is -6.58%.

RankGLBEN
#1-75.34%
May 30, 2007 - Apr 1, 2011
-72.80%
Jul 17, 2007 - Jul 7, 2011
#2-61.62%
Feb 28, 2024 - Feb 28, 2025
-67.78%
Dec 8, 2014 - Mar 23, 2020
#3-47.69%
Feb 20, 2020 - Oct 13, 2022
-40.33%
Feb 1, 2001 - Oct 13, 2003
#4-46.96%
Nov 16, 1999 - Nov 16, 2000
-34.57%
Jan 25, 2000 - Sep 1, 2000
#5-27.32%
Aug 24, 2001 - Oct 13, 2003
-33.99%
Jul 7, 2011 - Oct 17, 2012
#6-26.52%
Apr 4, 2011 - Jan 20, 2012
-23.91%
Oct 2, 2000 - Jan 29, 2001
#7-23.90%
Jan 26, 2018 - Jul 15, 2019
-21.44%
Feb 27, 2006 - Sep 12, 2006
#8-22.67%
Aug 10, 2015 - Jul 15, 2016
-20.86%
Jan 26, 2004 - Oct 28, 2004
#9-18.45%
Dec 11, 2000 - Jul 2, 2001
-20.23%
May 17, 2013 - Dec 18, 2013
#10-16.19%
Jan 6, 2023 - Nov 30, 2023
-14.20%
Jan 17, 2014 - Dec 5, 2014
#11-14.70%
Apr 2, 2025 - Jul 25, 2025
-12.03%
Nov 1, 1999 - Jan 20, 2000
#12-11.97%
Dec 15, 2004 - Mar 15, 2006
-11.40%
Feb 15, 2007 - Apr 10, 2007
#13-10.87%
Sep 23, 2025 - Feb 5, 2026
-11.07%
Nov 12, 2003 - Dec 11, 2003
#14-10.14%
Mar 16, 2012 - Jun 29, 2012
-9.34%
Mar 7, 2005 - May 18, 2005
#15-9.73%
Apr 5, 2004 - Jun 8, 2004
-8.85%
Oct 31, 2006 - Dec 14, 2006

Correlation

Correlation between GL and BEN is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55
-101

Dividend Comparison (1999 - 2026)

GL vs BEN dividend yield comparison.

YearGLBEN
20260.54%2.04%
20250.75%5.40%
20240.85%7.69%
20230.73%3.02%
20220.68%4.44%
20210.83%3.37%
20200.77%4.36%
20190.64%4.04%
20180.85%13.32%
20170.65%1.92%
20160.75%1.87%
20150.71%1.71%
20140.78%1.82%
20131.06%0.72%
20121.10%3.26%
20110.94%3.14%
20101.02%0.82%
20090.96%3.65%
20081.54%1.27%
20070.86%0.57%
20060.75%0.46%
20050.79%2.57%
20040.77%0.51%
20030.83%0.60%
20020.99%0.84%
20010.92%0.75%
20000.94%0.64%
19990.00%0.19%

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