SN vs BEN

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

SN is from the Consumer Cyclical sector, while BEN is from the Financial Services sector.

SN vs BEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SN(COMPANY)	BEN(COMPANY)
Market Cap	$17B	$16B
Max Drawdown	42.64%	74.00%
Sharpe Ratio	0.64	1.63
5Y Beta	1.74	1.06
Industry	Furnishings, Fixtures & Appliances	Asset Management
P/E Ratio	23.54	22.44
Forward P/E	18.83	12.05
PEG Ratio	0.40	0.27
Dividend Yield	N/A	4.19%
5Y Dividends CAGR	N/A	8.05%
5Y EPS CAGR	15.84%	-8.38%
Debt to Equity	26.29%	18.59%
Free Cash Flow Yield	2.94%	5.67%

Market Cap

Winner

$17B

BEN

$16B

Max Drawdown

Winner

42.64%

BEN

74.00%

Sharpe Ratio

0.64

Winner

BEN

1.63

5Y Beta

1.74

Winner

BEN

1.06

Industry

Furnishings, Fixtures & Appliances

BEN

Asset Management

P/E Ratio

23.54

Winner

BEN

22.44

Forward P/E

18.83

Winner

BEN

12.05

PEG Ratio

0.40

Winner

BEN

0.27

Dividend Yield

N/A

BEN

4.19%

5Y Dividends CAGR

N/A

BEN

8.05%

5Y EPS CAGR

Winner

15.84%

BEN

-8.38%

Debt to Equity

26.29%

Winner

BEN

18.59%

Free Cash Flow Yield

2.94%

Winner

BEN

5.67%

SN vs BEN - Historical Returns

Returns include dividend reinvestment.

Period	SN	BEN
1 month	+0.15%	+14.89%
3 months	-4.82%	+21.02%
6 months	+21.62%	+44.59%
1 year	+23.39%	+50.63%
5 years(CAGR)	N/A	+3.44%
10 years(CAGR)	N/A	+3.32%
Max(CAGR)	+44.52%	+6.85%

+0.15%

Winner

BEN

+14.89%

-4.82%

Winner

BEN

+21.02%

+21.62%

Winner

BEN

+44.59%

+23.39%

Winner

BEN

+50.63%

5Y(CAGR)

N/A

BEN

+3.44%

10Y(CAGR)

N/A

BEN

+3.32%

Max(CAGR)

Winner

+44.52%

BEN

+6.85%

SN vs BEN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SN	BEN
2026	+2.72%	+34.95%
2025	+15.29%	+25.62%
2024	+93.02%	-26.74%
2023	+23.72%	+13.72%
2022	N/A	-17.27%
2021	N/A	+42.64%
2020	N/A	+2.85%
2019	N/A	-9.88%
2018	N/A	-23.15%
2017	N/A	+9.20%
2016	N/A	+11.67%
2015	N/A	-32.65%
2014	N/A	-0.61%
2013	N/A	+34.34%
2012	N/A	+31.10%
2011	N/A	-12.47%
2010	N/A	+3.87%
2009	N/A	+64.51%
2008	N/A	-43.34%
2007	N/A	+1.46%
2006	N/A	+15.47%
2005	N/A	+39.98%
2004	N/A	+34.28%
2003	N/A	+48.70%
2002	N/A	-2.38%
2001	N/A	-5.29%
2000	N/A	+21.06%
1999	N/A	-6.22%

SN vs BEN Drawdown Comparison

The maximum drawdown for SN was -42.64%, occurring on Apr 8, 2025. Recovery took 105 trading sessions.

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

The current SN drawdown is -11.03%. The current BEN drawdown is -9.25%.

Rank	SN	BEN
#1	-42.64% Feb 13, 2025 - Jul 17, 2025	-72.80% Jul 17, 2007 - Jul 7, 2011
#2	-36.42% Jul 31, 2023 - Sep 19, 2023	-67.78% Dec 8, 2014 - Mar 23, 2020
#3	-30.23% Sep 4, 2025 - Jan 8, 2026	-40.33% Feb 1, 2001 - Oct 13, 2003
#4	-25.74% Feb 17, 2026 - Mar 30, 2026	-34.57% Jan 25, 2000 - Sep 1, 2000
#5	-19.81% Oct 28, 2024 - Jan 22, 2025	-33.99% Jul 7, 2011 - Oct 17, 2012
#6	-13.44% Oct 2, 2023 - Nov 22, 2023	-23.91% Oct 2, 2000 - Jan 29, 2001
#7	-11.33% Jun 17, 2024 - Aug 8, 2024	-21.44% Feb 27, 2006 - Sep 12, 2006
#8	-10.90% Jan 16, 2026 - Feb 12, 2026	-20.86% Jan 26, 2004 - Oct 28, 2004
#9	-9.25% Dec 27, 2023 - Feb 12, 2024	-20.23% May 17, 2013 - Dec 18, 2013
#10	-6.66% Jul 25, 2025 - Aug 13, 2025	-14.20% Jan 17, 2014 - Dec 5, 2014
#11	-5.49% Apr 8, 2024 - Apr 29, 2024	-12.03% Nov 1, 1999 - Jan 20, 2000
#12	-4.87% Nov 28, 2023 - Dec 1, 2023	-11.40% Feb 15, 2007 - Apr 10, 2007
#13	-4.84% Dec 1, 2023 - Dec 14, 2023	-11.07% Nov 12, 2003 - Dec 11, 2003
#14	-4.76% Jun 5, 2024 - Jun 17, 2024	-9.34% Mar 7, 2005 - May 18, 2005
#15	-4.63% Feb 6, 2025 - Feb 13, 2025	-8.85% Oct 31, 2006 - Dec 14, 2006

Correlation

Correlation between SN and BEN is 0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

0.16

-101

Dividend Comparison (1999 - 2026)

SN vs BEN dividend yield comparison.

Year	SN	BEN
2026	0.00%	1.04%
2025	0.00%	5.40%
2024	0.00%	7.69%
2023	2.11%	3.02%
2022	0.00%	4.44%
2021	0.00%	3.37%
2020	0.00%	4.36%
2019	0.00%	4.04%
2018	0.00%	13.32%
2017	0.00%	1.92%
2016	0.00%	1.87%
2015	0.00%	1.71%
2014	0.00%	1.82%
2013	0.00%	0.72%
2012	0.00%	3.26%
2011	0.00%	3.14%
2010	0.00%	0.82%
2009	0.00%	3.65%
2008	0.00%	1.27%
2007	0.00%	0.57%
2006	0.00%	0.46%
2005	0.00%	2.57%
2004	0.00%	0.51%
2003	0.00%	0.60%
2002	0.00%	0.84%
2001	0.00%	0.75%
2000	0.00%	0.64%
1999	0.00%	0.19%