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WMG vs BEN

Comparison between Warner Music Group Corp - Class A (WMG, Company) and Franklin Resources Inc (BEN, Company).

WMG is from the Communication Services sector, while BEN is from the Financial Services sector.

5-Year PerformanceBEN has outperformed WMG, delivering a return of +4.0% compared to +2.0%

WMG vs BEN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
WMG
$17B
BEN
$17B
Max Drawdown
Winner
WMG
54.88%
BEN
74.00%
Sharpe Ratio
WMG
0.87
Winner
BEN
1.56
5Y Beta
Winner
WMG
0.62
BEN
1.06
Industry
WMG
Entertainment
BEN
Asset Management
P/E Ratio
WMG
57.10
Winner
BEN
22.71
Forward P/E
WMG
22.22
Winner
BEN
11.81
PEG Ratio
WMG
0.88
Winner
BEN
0.27
Dividend Yield
WMG
2.29%
Winner
BEN
4.02%
5Y Dividends CAGR
Winner
WMG
31.12%
BEN
8.05%
5Y EPS CAGR
WMG
N/A
BEN
-8.38%
Debt to Equity
WMG
639.43%
Winner
BEN
18.59%
Free Cash Flow Yield
WMG
4.37%
Winner
BEN
5.61%
P/S Ratio
WMG
2.39
Winner
BEN
1.84
P/B Ratio
WMG
23.58
Winner
BEN
1.33

WMG vs BEN - Historical Returns

Returns include dividend reinvestment.

1M
WMG
+14.25%
Winner
BEN
+17.22%
3M
Winner
WMG
+18.15%
BEN
+16.13%
6M
WMG
+16.67%
Winner
BEN
+53.26%
1Y
WMG
+29.33%
Winner
BEN
+52.01%
5Y(CAGR)
WMG
+1.99%
Winner
BEN
+3.99%
10Y(CAGR)
WMG
N/A
BEN
+3.91%
Max(CAGR)
WMG
+4.37%
Winner
BEN
+6.89%

WMG vs BEN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWMGBEN
2026+14.27%+36.18%
2025+0.36%+25.62%
2024-11.54%-26.74%
2023+3.44%+13.72%
2022-16.76%-17.27%
2021+18.81%+42.64%
2020+27.17%+2.85%
2019N/A-9.88%
2018N/A-23.15%
2017N/A+9.20%
2016N/A+11.67%
2015N/A-32.65%
2014N/A-0.61%
2013N/A+34.34%
2012N/A+31.10%
2011N/A-12.47%
2010N/A+3.87%
2009N/A+64.51%
2008N/A-43.34%
2007N/A+1.46%
2006N/A+15.47%
2005N/A+39.98%
2004N/A+34.28%
2003N/A+48.70%
2002N/A-2.38%
2001N/A-5.29%
2000N/A+21.06%
1999N/A-6.22%

WMG vs BEN Drawdown Comparison

The maximum drawdown for WMG was -54.04%, occurring on Oct 10, 2022. This drawdown has not yet recovered.

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

The current WMG drawdown is -23.04%. The current BEN drawdown is -8.42%.

RankWMGBEN
#1-54.04%
Oct 28, 2021 - Oct 10, 2022
-72.80%
Jul 17, 2007 - Jul 7, 2011
#2-19.83%
Jun 19, 2020 - Dec 9, 2020
-67.78%
Dec 8, 2014 - Mar 23, 2020
#3-17.91%
Feb 10, 2021 - Apr 27, 2021
-40.33%
Feb 1, 2001 - Oct 13, 2003
#4-14.36%
Apr 27, 2021 - Sep 8, 2021
-34.57%
Jan 25, 2000 - Sep 1, 2000
#5-9.42%
Jan 22, 2021 - Feb 10, 2021
-33.99%
Jul 7, 2011 - Oct 17, 2012
#6-8.76%
Sep 21, 2021 - Oct 8, 2021
-23.91%
Oct 2, 2000 - Jan 29, 2001
#7-8.18%
Dec 23, 2020 - Jan 20, 2021
-21.44%
Feb 27, 2006 - Sep 12, 2006
#8-6.28%
Jun 9, 2020 - Jun 15, 2020
-20.86%
Jan 26, 2004 - Oct 28, 2004
#9-2.78%
Sep 17, 2021 - Sep 21, 2021
-20.23%
May 17, 2013 - Dec 18, 2013
#10-2.16%
Dec 10, 2020 - Dec 17, 2020
-14.20%
Jan 17, 2014 - Dec 5, 2014
#11-1.72%
Sep 14, 2021 - Sep 17, 2021
-12.03%
Nov 1, 1999 - Jan 20, 2000
#12-0.87%
Oct 20, 2021 - Oct 27, 2021
-11.40%
Feb 15, 2007 - Apr 10, 2007
#13-0.80%
Oct 14, 2021 - Oct 18, 2021
-11.07%
Nov 12, 2003 - Dec 11, 2003
#14-0.60%
Jun 3, 2020 - Jun 8, 2020
-9.34%
Mar 7, 2005 - May 18, 2005
#15-0.34%
Jun 15, 2020 - Jun 17, 2020
-8.85%
Oct 31, 2006 - Dec 14, 2006

Correlation

Correlation between WMG and BEN is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53
-101

Dividend Comparison (1999 - 2026)

WMG vs BEN dividend yield comparison.

YearWMGBEN
20260.55%1.03%
20252.41%5.40%
20242.26%7.69%
20231.84%3.02%
20221.77%4.44%
20211.25%3.37%
20200.63%4.36%
20190.00%4.04%
20180.00%13.32%
20170.00%1.92%
20160.00%1.87%
20150.00%1.71%
20140.00%1.82%
20130.00%0.72%
20120.00%3.26%
20110.00%3.14%
20100.00%0.82%
20090.00%3.65%
20080.00%1.27%
20070.00%0.57%
20060.00%0.46%
20050.00%2.57%
20040.00%0.51%
20030.00%0.60%
20020.00%0.84%
20010.00%0.75%
20000.00%0.64%
19990.00%0.19%

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