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HOLX vs BEN

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

HOLX is from the Healthcare sector, while BEN is from the Financial Services sector.

5-Year PerformanceBEN has outperformed HOLX, delivering a return of +4.7% compared to +0.8%

HOLX vs BEN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
HOLX
$17B
BEN
$17B
Max Drawdown
Winner
HOLX
73.65%
BEN
74.00%
Sharpe Ratio
HOLX
0.82
Winner
BEN
1.43
5Y Beta
HOLX
N/A
BEN
1.05
Industry
HOLX
Medical Instruments & Supplies
BEN
Asset Management
P/E Ratio
HOLX
30.86
Winner
BEN
23.01
Forward P/E
HOLX
16.84
Winner
BEN
10.86
PEG Ratio
HOLX
16.78
Winner
BEN
0.28
Dividend Yield
HOLX
N/A
BEN
3.85%
5Y Dividends CAGR
HOLX
N/A
BEN
8.05%
5Y EPS CAGR
HOLX
N/A
BEN
-8.38%
Debt to Equity
HOLX
47.83%
Winner
BEN
18.59%
Free Cash Flow Yield
Winner
HOLX
6.10%
BEN
5.53%
P/S Ratio
HOLX
N/A
BEN
1.87
P/B Ratio
HOLX
N/A
BEN
1.39

HOLX vs BEN - Historical Returns

Returns include dividend reinvestment.

1M
HOLX
+0.36%
Winner
BEN
+3.11%
3M
HOLX
+1.40%
Winner
BEN
+38.60%
6M
HOLX
+12.23%
Winner
BEN
+38.83%
1Y
HOLX
+24.06%
Winner
BEN
+48.60%
5Y(CAGR)
HOLX
+0.84%
Winner
BEN
+4.70%
10Y(CAGR)
Winner
HOLX
+7.99%
BEN
+5.23%
Max(CAGR)
Winner
HOLX
+18.36%
BEN
+6.95%

HOLX vs BEN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHOLXBEN
2026+1.94%+39.12%
2025+3.83%+25.62%
2024-0.51%-26.74%
2023-5.43%+13.72%
2022+2.34%-17.27%
2021+4.70%+42.64%
2020+39.87%+2.85%
2019+35.89%-9.88%
2018-4.13%-23.15%
2017+6.48%+9.20%
2016+6.05%+11.67%
2015+46.66%-32.65%
2014+21.88%-0.61%
2013+9.18%+34.34%
2012+12.16%+31.10%
2011-8.42%-12.47%
2010+25.97%+3.87%
2009+11.54%+64.51%
2008-61.28%-43.34%
2007+43.57%+1.46%
2006+29.36%+15.47%
2005+178.82%+39.98%
2004+55.73%+34.28%
2003+37.89%+48.70%
2002+24.59%-2.38%
2001+85.80%-5.29%
2000-11.45%+21.06%
1999+62.83%-6.22%

HOLX vs BEN Drawdown Comparison

The maximum drawdown for HOLX was -73.65%, occurring on Mar 9, 2009. Recovery took 1868 trading sessions.

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

The current HOLX drawdown is -13.30%. The current BEN drawdown is -6.44%.

RankHOLXBEN
#1-73.65%
Dec 26, 2007 - May 29, 2015
-72.80%
Jul 17, 2007 - Jul 7, 2011
#2-59.24%
Mar 8, 2000 - Nov 6, 2001
-67.78%
Dec 8, 2014 - Mar 23, 2020
#3-58.65%
May 2, 2002 - Dec 29, 2003
-40.33%
Feb 1, 2001 - Oct 13, 2003
#4-46.24%
Jan 29, 2020 - Jun 19, 2020
-34.57%
Jan 25, 2000 - Sep 1, 2000
#5-39.85%
May 1, 2023 - May 5, 2025
-33.99%
Jul 7, 2011 - Oct 17, 2012
#6-35.83%
Mar 31, 2006 - Jan 31, 2007
-23.91%
Oct 2, 2000 - Jan 29, 2001
#7-28.37%
Jan 25, 2000 - Mar 7, 2000
-21.44%
Feb 27, 2006 - Sep 12, 2006
#8-27.71%
Feb 4, 2021 - Feb 2, 2023
-20.86%
Jan 26, 2004 - Oct 28, 2004
#9-24.46%
Aug 17, 2015 - Apr 3, 2017
-20.23%
May 17, 2013 - Dec 18, 2013
#10-22.78%
Jun 22, 2017 - Feb 22, 2019
-14.20%
Jan 17, 2014 - Dec 5, 2014
#11-22.75%
Jun 30, 2004 - Nov 11, 2004
-12.03%
Nov 1, 1999 - Jan 20, 2000
#12-22.45%
May 2, 2007 - Oct 1, 2007
-11.40%
Feb 15, 2007 - Apr 10, 2007
#13-22.22%
Dec 6, 1999 - Jan 20, 2000
-11.07%
Nov 12, 2003 - Dec 11, 2003
#14-21.44%
Aug 5, 2020 - Nov 4, 2020
-9.34%
Mar 7, 2005 - May 18, 2005
#15-19.47%
Feb 25, 2005 - Jun 2, 2005
-8.85%
Oct 31, 2006 - Dec 14, 2006

Correlation

Correlation between HOLX and BEN is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54
-101

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