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PTC vs BEN

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

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

5-Year PerformanceBEN has outperformed PTC, delivering a return of +3.1% compared to +2.3%

PTC vs BEN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
PTC
$16B
BEN
$16B
Max Drawdown
PTC
94.98%
Winner
BEN
74.00%
Sharpe Ratio
PTC
-0.23
Winner
BEN
1.74
5Y Beta
Winner
PTC
0.93
BEN
1.06
Industry
PTC
Software - Application
BEN
Asset Management
P/E Ratio
Winner
PTC
19.98
BEN
22.08
Forward P/E
PTC
18.42
Winner
BEN
11.85
PEG Ratio
Winner
PTC
0.18
BEN
0.27
Dividend Yield
PTC
N/A
BEN
4.26%
5Y Dividends CAGR
PTC
N/A
BEN
8.05%
5Y EPS CAGR
Winner
PTC
46.28%
BEN
-8.38%
Debt to Equity
PTC
31.17%
Winner
BEN
18.59%
Free Cash Flow Yield
PTC
5.46%
Winner
BEN
5.77%
P/S Ratio
PTC
5.69
Winner
BEN
1.79
P/B Ratio
PTC
4.28
Winner
BEN
1.33

PTC vs BEN - Historical Returns

Returns include dividend reinvestment.

1M
PTC
+1.61%
Winner
BEN
+24.76%
3M
PTC
-8.19%
Winner
BEN
+13.71%
6M
PTC
-16.73%
Winner
BEN
+43.54%
1Y
PTC
-10.98%
Winner
BEN
+57.32%
5Y(CAGR)
PTC
+2.26%
Winner
BEN
+3.08%
10Y(CAGR)
Winner
PTC
+15.22%
BEN
+3.51%
Max(CAGR)
PTC
+4.32%
Winner
BEN
+6.78%

PTC vs BEN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPTCBEN
2026-13.79%+32.24%
2025-4.81%+25.62%
2024+9.04%-26.74%
2023+46.23%+13.72%
2022-2.39%-17.27%
2021+2.51%+42.64%
2020+56.62%+2.85%
2019-8.58%-9.88%
2018+35.55%-23.15%
2017+30.30%+9.20%
2016+37.18%+11.67%
2015-4.73%-32.65%
2014+5.62%-0.61%
2013+52.02%+34.34%
2012+20.37%+31.10%
2011-20.54%-12.47%
2010+35.15%+3.87%
2009+28.36%+64.51%
2008-29.29%-43.34%
2007+0.11%+1.46%
2006+15.14%+15.47%
2005+7.77%+39.98%
2004+49.11%+34.28%
2003+79.91%+48.70%
2002-67.73%-2.38%
2001-42.40%-5.29%
2000-46.52%+21.06%
1999+41.45%-6.22%

PTC vs BEN Drawdown Comparison

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

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

The current PTC drawdown is -32.27%. The current BEN drawdown is -11.07%.

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

Correlation

Correlation between PTC and BEN is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.35
-101

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