BEN vs. MCK
Compare and contrast key facts about Franklin Resources, Inc. (BEN) and McKesson Corporation (MCK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BEN or MCK.
Correlation
The correlation between BEN and MCK is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BEN vs. MCK - Performance Comparison
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Key characteristics
BEN:
-0.10
MCK:
1.02
BEN:
0.07
MCK:
1.35
BEN:
1.01
MCK:
1.22
BEN:
-0.07
MCK:
1.11
BEN:
-0.32
MCK:
2.73
BEN:
12.50%
MCK:
9.73%
BEN:
34.38%
MCK:
27.77%
BEN:
-72.80%
MCK:
-82.83%
BEN:
-41.37%
MCK:
-2.17%
Fundamentals
BEN:
$11.36B
MCK:
$89.84B
BEN:
$0.69
MCK:
$25.73
BEN:
31.32
MCK:
27.93
BEN:
0.50
MCK:
1.14
BEN:
1.31
MCK:
0.25
BEN:
0.92
MCK:
5.04
BEN:
$8.67B
MCK:
$359.05B
BEN:
$5.30B
MCK:
$13.13B
BEN:
$1.26B
MCK:
$5.13B
Returns By Period
In the year-to-date period, BEN achieves a 8.30% return, which is significantly lower than MCK's 24.83% return. Over the past 10 years, BEN has underperformed MCK with an annualized return of -4.07%, while MCK has yielded a comparatively higher 12.32% annualized return.
BEN
8.30%
19.72%
2.76%
-3.31%
-1.01%
8.91%
-4.07%
MCK
24.83%
2.23%
13.36%
28.09%
30.13%
37.54%
12.32%
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Risk-Adjusted Performance
BEN vs. MCK — Risk-Adjusted Performance Rank
BEN
MCK
BEN vs. MCK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Resources, Inc. (BEN) and McKesson Corporation (MCK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
BEN vs. MCK - Dividend Comparison
BEN's dividend yield for the trailing twelve months is around 5.83%, more than MCK's 0.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEN Franklin Resources, Inc. | 5.83% | 7.69% | 3.02% | 4.44% | 3.37% | 4.36% | 4.04% | 13.32% | 1.92% | 1.87% | 1.71% | 1.82% |
MCK McKesson Corporation | 0.39% | 0.47% | 0.50% | 0.54% | 0.72% | 0.95% | 1.16% | 1.32% | 0.80% | 0.80% | 0.53% | 0.46% |
Drawdowns
BEN vs. MCK - Drawdown Comparison
The maximum BEN drawdown since its inception was -72.80%, smaller than the maximum MCK drawdown of -82.83%. Use the drawdown chart below to compare losses from any high point for BEN and MCK. For additional features, visit the drawdowns tool.
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Volatility
BEN vs. MCK - Volatility Comparison
Franklin Resources, Inc. (BEN) has a higher volatility of 8.59% compared to McKesson Corporation (MCK) at 7.23%. This indicates that BEN's price experiences larger fluctuations and is considered to be riskier than MCK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
BEN vs. MCK - Financials Comparison
This section allows you to compare key financial metrics between Franklin Resources, Inc. and McKesson Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BEN vs. MCK - Profitability Comparison
BEN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Franklin Resources, Inc. reported a gross profit of 1.01B and revenue of 2.11B. Therefore, the gross margin over that period was 47.8%.
MCK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, McKesson Corporation reported a gross profit of 3.64B and revenue of 90.82B. Therefore, the gross margin over that period was 4.0%.
BEN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Franklin Resources, Inc. reported an operating income of 145.60M and revenue of 2.11B, resulting in an operating margin of 6.9%.
MCK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, McKesson Corporation reported an operating income of 1.59B and revenue of 90.82B, resulting in an operating margin of 1.8%.
BEN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Franklin Resources, Inc. reported a net income of 151.40M and revenue of 2.11B, resulting in a net margin of 7.2%.
MCK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, McKesson Corporation reported a net income of 1.26B and revenue of 90.82B, resulting in a net margin of 1.4%.