Performance of BEN Franklin Resources | -22.7% in 12m
Compare BEN with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?
Compare Franklin Resources with its related Sector/Index XLF
Performance Duell BEN vs XLF
| TimeFrame | BEN | XLF |
|---|---|---|
| 1 Week | -5.48% | -3.17% |
| 1 Month | -12.2% | 6.72% |
| 3 Months | -16.5% | 7.69% |
| 6 Months | -29.5% | 9.90% |
| 12 Months | -22.7% | 30.74% |
| YTD | -33.0% | 18.20% |
| Rel. Perf. 1m | -1.80 | |
| Rel. Perf. 3m | -3.43 | |
| Rel. Perf. 6m | -4.35 | |
| Rel. Perf. 12m | -4.35 | |
| Spearman 1m | -0.79 | 0.92 |
| Spearman 3m | -0.45 | 0.86 |
Is Franklin Resources a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Franklin Resources is currently (September 2024)
neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 6.75 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of BEN as of September 2024 is 21.80. This means that BEN is currently undervalued and has a potential upside of +13.96% (Margin of Safety).
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of BEN as of September 2024 is 21.80. This means that BEN is currently undervalued and has a potential upside of +13.96% (Margin of Safety).
Is BEN a buy, sell or hold?
- Strong Buy: 0
- Buy: 1
- Hold: 6
- Sell: 3
- Strong Sell: 2
Values above 0%: BEN is performing better - Values below 0%: BEN is underperforming
Compare BEN with Broad Market Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.34% | -15.70% | -36.22% | -44.84% |
| US NASDAQ 100 | QQQ | 0.31% | -14.29% | -32.09% | -42.51% |
| US Dow Jones Industrial 30 | DIA | -2.66% | -16.01% | -34.84% | -41.16% |
| German DAX 40 | DBXD | -2.24% | -17.61% | -32.37% | -37.26% |
| UK FTSE 100 | ISFU | -3.23% | -18.48% | -41.86% | -40.82% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.80% | -9.90% | -23.27% | -11.75% |
| Hongkong Hang Seng | HSI | -3.26% | -16.98% | -30.05% | -16.82% |
| Japan Nikkei 225 | EXX7 | 1.64% | -17.89% | -19.41% | -28.52% |
| India NIFTY 50 | INDA | -3.38% | -14.82% | -37.98% | -46.97% |
| Brasil Bovespa | EWZ | -3.77% | -19.09% | -21.03% | -22.90% |
BEN Franklin Resources vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.41% | -12.80% | -36.91% | -47.18% |
| Consumer Discretionary | XLY | -2.96% | -17.60% | -31.53% | -28.75% |
| Consumer Staples | XLP | -6.06% | -18.28% | -41.36% | -40.81% |
| Energy | XLE | 0.29% | -11.09% | -29.86% | -20.52% |
| Financial | XLF | -2.31% | -18.93% | -39.44% | -53.40% |
| Health Care | XLV | -3.41% | -16.58% | -35.77% | -40.31% |
| Industrial | XLI | -1.24% | -15.36% | -33.75% | -43.73% |
| Materials | XLB | -0.82% | -13.80% | -31.64% | -34.31% |
| Real Estate | XLRE | -5.66% | -17.22% | -41.31% | -46.03% |
| Technology | XLK | 1.97% | -13.87% | -28.29% | -40.98% |
| Utilities | XLU | -4.98% | -16.38% | -51.66% | -46.42% |
| Aerospace & Defense | XAR | -0.27% | -16.21% | -34.01% | -49.00% |
| Biotech | XBI | -0.80% | -14.41% | -26.06% | -45.27% |
| Homebuilder | XHB | -1.08% | -15.63% | -37.38% | -60.26% |
| Retail | XRT | -0.50% | -11.70% | -26.29% | -41.31% |
Does Franklin Resources outperform its market, is BEN a Sector Leader?
No, over the last 12 months Franklin Resources (BEN) made -22.66%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 30.74%.
Over the last 3 months BEN made -16.46%, while XLF made 7.69%.
No, over the last 12 months Franklin Resources (BEN) made -22.66%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 30.74%.
Over the last 3 months BEN made -16.46%, while XLF made 7.69%.
| Period | BEN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -12.21% | 6.72% | 3.49% |
| 3 Months | -16.46% | 7.69% | 1.39% |
| 12 Months | -22.66% | 30.74% | 22.18% |