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.
Correlation
The correlation between BEN and WBA is 0.48, 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. WBA - Performance Comparison
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Key characteristics
BEN:
-0.10
WBA:
-0.45
BEN:
0.07
WBA:
-0.54
BEN:
1.01
WBA:
0.93
BEN:
-0.07
WBA:
-0.38
BEN:
-0.32
WBA:
-0.96
BEN:
12.50%
WBA:
34.84%
BEN:
34.38%
WBA:
62.46%
BEN:
-72.80%
WBA:
-87.93%
BEN:
-41.37%
WBA:
-83.06%
Fundamentals
BEN:
$11.36B
WBA:
$9.67B
BEN:
$0.69
WBA:
-$6.69
BEN:
0.50
WBA:
3.55
BEN:
1.31
WBA:
0.06
BEN:
0.92
WBA:
1.36
BEN:
$8.67B
WBA:
$151.95B
BEN:
$5.30B
WBA:
$26.43B
BEN:
$1.26B
WBA:
-$3.02B
Returns By Period
In the year-to-date period, BEN achieves a 8.30% return, which is significantly lower than WBA's 20.47% return. Over the past 10 years, BEN has outperformed WBA with an annualized return of -4.07%, while WBA has yielded a comparatively lower -15.33% annualized return.
BEN
8.30%
19.72%
2.76%
-3.31%
-1.01%
8.91%
-4.07%
WBA
20.47%
2.27%
35.42%
-28.00%
-31.82%
-18.19%
-15.33%
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Risk-Adjusted Performance
BEN vs. WBA — Risk-Adjusted Performance Rank
BEN
WBA
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.
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Dividends
BEN vs. WBA - Dividend Comparison
BEN's dividend yield for the trailing twelve months is around 5.83%, more than WBA's 4.45% 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% |
WBA Walgreens Boots Alliance, Inc. | 4.45% | 10.72% | 7.35% | 5.13% | 3.63% | 4.64% | 3.05% | 2.46% | 2.13% | 1.78% | 1.64% | 1.71% |
Drawdowns
BEN vs. WBA - Drawdown Comparison
The maximum BEN drawdown since its inception was -72.80%, smaller than the maximum WBA drawdown of -87.93%. Use the drawdown chart below to compare losses from any high point for BEN and WBA. For additional features, visit the drawdowns tool.
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Volatility
BEN vs. WBA - Volatility Comparison
Franklin Resources, Inc. (BEN) has a higher volatility of 8.59% compared to Walgreens Boots Alliance, Inc. (WBA) at 3.43%. This indicates that BEN's price experiences larger fluctuations and is considered to be riskier than WBA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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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
BEN vs. WBA - 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%.
WBA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Walgreens Boots Alliance, Inc. reported a gross profit of 6.93B and revenue of 38.59B. Therefore, the gross margin over that period was 18.0%.
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%.
WBA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Walgreens Boots Alliance, Inc. reported an operating income of -1.96B and revenue of 38.59B, resulting in an operating margin of -5.1%.
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%.
WBA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Walgreens Boots Alliance, Inc. reported a net income of -2.85B and revenue of 38.59B, resulting in a net margin of -7.4%.