BEN vs. WBA
Compare and contrast key facts about Franklin Resources, Inc. (BEN) and Walgreens Boots Alliance, Inc. (WBA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BEN or WBA.
Key characteristics
| BEN | WBA | |
|---|---|---|
| YTD Return | -19.77% | -30.20% |
| 1Y Return | -8.95% | -45.28% |
| 3Y Return (Ann) | -3.93% | -26.63% |
| 5Y Return (Ann) | -3.09% | -15.81% |
| 10Y Return (Ann) | -3.99% | -9.61% |
| Sharpe Ratio | -0.29 | -1.21 |
| Daily Std Dev | 28.27% | 37.23% |
| Max Drawdown | -72.81% | -75.22% |
| Current Drawdown | -40.33% | -74.61% |
Fundamentals
| BEN | WBA | |
|---|---|---|
| Market Cap | $13.16B | $15.27B |
| EPS | $1.90 | -$7.00 |
| PE Ratio | 13.15 | 32.86 |
| PEG Ratio | 2.86 | 1.98 |
| Revenue (TTM) | $7.87B | $144.60B |
| Gross Profit (TTM) | $3.14B | $27.07B |
| EBITDA (TTM) | $1.89B | $3.71B |
Correlation
The correlation between BEN and WBA is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BEN vs. WBA - Performance Comparison
In the year-to-date period, BEN achieves a -19.77% return, which is significantly higher than WBA's -30.20% return. Over the past 10 years, BEN has outperformed WBA with an annualized return of -3.99%, while WBA has yielded a comparatively lower -9.61% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BEN vs. WBA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Resources, Inc. (BEN) and Walgreens Boots Alliance, Inc. (WBA). 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.
Dividends
BEN vs. WBA - Dividend Comparison
BEN's dividend yield for the trailing twelve months is around 5.22%, less than WBA's 9.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEN Franklin Resources, Inc. | 5.22% | 3.02% | 4.44% | 3.37% | 4.36% | 4.04% | 13.32% | 1.92% | 1.87% | 1.71% | 1.82% | 0.67% |
WBA Walgreens Boots Alliance, Inc. | 9.38% | 7.35% | 5.13% | 3.62% | 4.64% | 3.04% | 2.46% | 2.13% | 1.78% | 1.64% | 1.71% | 2.05% |
Drawdowns
BEN vs. WBA - Drawdown Comparison
The maximum BEN drawdown since its inception was -72.81%, roughly equal to the maximum WBA drawdown of -75.22%. Use the drawdown chart below to compare losses from any high point for BEN and WBA. For additional features, visit the drawdowns tool.
Volatility
BEN vs. WBA - Volatility Comparison
The current volatility for Franklin Resources, Inc. (BEN) is 9.15%, while Walgreens Boots Alliance, Inc. (WBA) has a volatility of 13.84%. This indicates that BEN experiences smaller price fluctuations and is considered to be less risky than WBA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BEN vs. WBA - Financials Comparison
This section allows you to compare key financial metrics between Franklin Resources, Inc. and Walgreens Boots Alliance, Inc.. 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