ULS vs BEN

Comparison between UL Solutions Inc - Class A (ULS, Company) and Franklin Resources Inc (BEN, Company).

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

ULS vs BEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ULS(COMPANY)	BEN(COMPANY)
Market Cap	$17B	$17B
Max Drawdown	24.34%	74.00%
Sharpe Ratio	0.63	1.26
5Y Beta	0.65	1.05
Industry	Specialty Business Services	Asset Management
P/E Ratio	49.54	23.73
Forward P/E	36.76	11.20
PEG Ratio	3.29	0.29
Dividend Yield	0.62%	3.88%
5Y Dividends CAGR	N/A	-1.04%
5Y EPS CAGR	N/A	-8.38%
Debt to Equity	27.07%	18.59%
Free Cash Flow Yield	2.59%	5.36%
P/S Ratio	5.60	1.93
P/B Ratio	14.82	1.46

Market Cap

ULS

$17B

Winner

BEN

$17B

Max Drawdown

Winner

ULS

24.34%

BEN

74.00%

Sharpe Ratio

ULS

0.63

Winner

BEN

1.26

5Y Beta

Winner

ULS

0.65

BEN

1.05

Industry

ULS

Specialty Business Services

BEN

Asset Management

P/E Ratio

ULS

49.54

Winner

BEN

23.73

Forward P/E

ULS

36.76

Winner

BEN

11.20

PEG Ratio

ULS

3.29

Winner

BEN

0.29

Dividend Yield

ULS

0.62%

Winner

BEN

3.88%

5Y Dividends CAGR

ULS

N/A

BEN

-1.04%

5Y EPS CAGR

ULS

N/A

BEN

-8.38%

Debt to Equity

ULS

27.07%

Winner

BEN

18.59%

Free Cash Flow Yield

ULS

2.59%

Winner

BEN

5.36%

P/S Ratio

ULS

5.60

Winner

BEN

1.93

P/B Ratio

ULS

14.82

Winner

BEN

1.46

ULS vs BEN - Historical Returns

Returns include dividend reinvestment.

Period	ULS	BEN
1 month	-10.38%	+8.63%
3 months	+3.65%	+35.80%
6 months	+3.76%	+33.67%
1 year	+22.92%	+40.24%
5 years(CAGR)	N/A	+5.92%
10 years(CAGR)	N/A	+4.94%
Max(CAGR)	+51.68%	+7.08%

ULS

-10.38%

Winner

BEN

+8.63%

ULS

+3.65%

Winner

BEN

+35.80%

ULS

+3.76%

Winner

BEN

+33.67%

ULS

+22.92%

Winner

BEN

+40.24%

5Y(CAGR)

ULS

N/A

BEN

+5.92%

10Y(CAGR)

ULS

N/A

BEN

+4.94%

Max(CAGR)

Winner

ULS

+51.68%

BEN

+7.08%

ULS vs BEN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ULS	BEN
2026	+8.20%	+44.12%
2025	+60.07%	+25.62%
2024	+43.89%	-26.74%
2023	N/A	+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%

ULS vs BEN Drawdown Comparison

The maximum drawdown for ULS was -24.34%, occurring on Feb 12, 2026. Recovery took 95 trading sessions.

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

The current ULS drawdown is -16.68%. The current BEN drawdown is -3.08%.

Rank	ULS	BEN
#1	-24.34% Nov 28, 2025 - Apr 17, 2026	-72.80% Jul 17, 2007 - Jul 7, 2011
#2	-17.57% May 6, 2026 - Jul 8, 2026	-67.78% Dec 8, 2014 - Mar 23, 2020
#3	-14.40% Jul 30, 2025 - Oct 6, 2025	-40.33% Feb 1, 2001 - Oct 13, 2003
#4	-13.49% Aug 29, 2024 - Nov 25, 2024	-34.57% Jan 25, 2000 - Sep 1, 2000
#5	-12.01% Feb 13, 2025 - Apr 1, 2025	-33.99% Jul 7, 2011 - Oct 17, 2012
#6	-10.93% Nov 25, 2024 - Feb 5, 2025	-23.91% Oct 2, 2000 - Jan 29, 2001
#7	-8.90% May 23, 2024 - Jun 28, 2024	-21.44% Feb 27, 2006 - Sep 12, 2006
#8	-8.25% Apr 1, 2025 - Apr 24, 2025	-20.86% Jan 26, 2004 - Oct 28, 2004
#9	-5.35% Apr 20, 2026 - May 5, 2026	-20.23% May 17, 2013 - Dec 18, 2013
#10	-4.39% Jun 24, 2025 - Jul 7, 2025	-14.20% Jan 17, 2014 - Dec 5, 2014
#11	-4.21% Jul 7, 2025 - Jul 30, 2025	-12.03% Nov 1, 1999 - Jan 20, 2000
#12	-4.06% Apr 15, 2024 - Apr 30, 2024	-11.40% Feb 15, 2007 - Apr 10, 2007
#13	-3.96% Oct 28, 2025 - Nov 4, 2025	-11.07% Nov 12, 2003 - Dec 11, 2003
#14	-3.93% Aug 1, 2024 - Aug 13, 2024	-9.34% Mar 7, 2005 - May 18, 2005
#15	-3.93% Oct 8, 2025 - Oct 14, 2025	-8.85% Oct 31, 2006 - Dec 14, 2006

Correlation

Correlation between ULS and BEN is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (1999 - 2026)

ULS vs BEN dividend yield comparison.

Year	ULS	BEN
2026	0.33%	1.97%
2025	0.66%	5.40%
2024	0.75%	7.69%
2023	0.00%	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%