Franklin Resources (BEN) Competitors

$24.99
-0.10 (-0.40%)
(As of 04/26/2024 ET)

BEN vs. IVZ, AMG, CNS, AMP, TPG, BAM, CG, HLI, EVR, and HLNE

Should you be buying Franklin Resources stock or one of its competitors? The main competitors of Franklin Resources include Invesco (IVZ), Affiliated Managers Group (AMG), Cohen & Steers (CNS), Ameriprise Financial (AMP), TPG (TPG), Brookfield Asset Management (BAM), The Carlyle Group (CG), Houlihan Lokey (HLI), Evercore (EVR), and Hamilton Lane (HLNE). These companies are all part of the "investment advice" industry.

Franklin Resources vs.

Invesco (NYSE:IVZ) and Franklin Resources (NYSE:BEN) are both finance companies, but which is the better business? We will compare the two companies based on the strength of their media sentiment, valuation, dividends, community ranking, institutional ownership, analyst recommendations, risk, earnings and profitability.

66.1% of Invesco shares are owned by institutional investors. Comparatively, 47.6% of Franklin Resources shares are owned by institutional investors. 2.0% of Invesco shares are owned by company insiders. Comparatively, 24.1% of Franklin Resources shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Franklin Resources has higher revenue and earnings than Invesco. Invesco is trading at a lower price-to-earnings ratio than Franklin Resources, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Invesco$5.72B1.15-$96.90M-$0.75-19.56
Franklin Resources$7.85B1.68$882.80M$1.9013.15

Invesco received 385 more outperform votes than Franklin Resources when rated by MarketBeat users. Likewise, 66.19% of users gave Invesco an outperform vote while only 40.93% of users gave Franklin Resources an outperform vote.

CompanyUnderperformOutperform
InvescoOutperform Votes
832
66.19%
Underperform Votes
425
33.81%
Franklin ResourcesOutperform Votes
447
40.93%
Underperform Votes
645
59.07%

Invesco pays an annual dividend of $0.80 per share and has a dividend yield of 5.5%. Franklin Resources pays an annual dividend of $1.24 per share and has a dividend yield of 5.0%. Invesco pays out -106.7% of its earnings in the form of a dividend. Franklin Resources pays out 65.3% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Invesco has raised its dividend for 3 consecutive years and Franklin Resources has raised its dividend for 1 consecutive years. Invesco is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Invesco currently has a consensus target price of $16.79, suggesting a potential upside of 14.46%. Franklin Resources has a consensus target price of $27.50, suggesting a potential upside of 10.04%. Given Franklin Resources' stronger consensus rating and higher probable upside, research analysts clearly believe Invesco is more favorable than Franklin Resources.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Invesco
0 Sell rating(s)
9 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.18
Franklin Resources
2 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.71

Franklin Resources has a net margin of 12.30% compared to Franklin Resources' net margin of -1.74%. Invesco's return on equity of 11.15% beat Franklin Resources' return on equity.

Company Net Margins Return on Equity Return on Assets
Invesco-1.74% 7.11% 3.11%
Franklin Resources 12.30%11.15%4.69%

Invesco has a beta of 1.44, suggesting that its stock price is 44% more volatile than the S&P 500. Comparatively, Franklin Resources has a beta of 1.4, suggesting that its stock price is 40% more volatile than the S&P 500.

In the previous week, Invesco had 19 more articles in the media than Franklin Resources. MarketBeat recorded 28 mentions for Invesco and 9 mentions for Franklin Resources. Invesco's average media sentiment score of 0.40 beat Franklin Resources' score of -0.02 indicating that Franklin Resources is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Invesco
5 Very Positive mention(s)
3 Positive mention(s)
7 Neutral mention(s)
4 Negative mention(s)
1 Very Negative mention(s)
Neutral
Franklin Resources
4 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Invesco beats Franklin Resources on 11 of the 21 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding BEN and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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BEN vs. The Competition

MetricFranklin ResourcesAsset Management IndustryFinancial SectorNYSE Exchange
Market Cap$13.16B$850.41M$3.93B$17.47B
Dividend Yield4.94%12.61%4.59%3.55%
P/E Ratio13.151,001.15451.7525.14
Price / Sales1.682,283.482,170.3310.49
Price / Cash6.8556.1748.7017.65
Price / Book0.991.601.484.87
Net Income$882.80M$57.52M$551.74M$964.96M
7 Day Performance-0.64%1.11%1.05%1.90%
1 Month Performance-9.55%-0.62%-0.06%-3.08%
1 Year Performance-6.12%2.98%7.84%96.69%

Franklin Resources Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IVZ
Invesco
4.4926 of 5 stars
$15.59
+1.4%
$17.46
+12.0%
-14.9%$7.00B$5.72B-21.068,500Earnings Report
Dividend Increase
Analyst Report
Short Interest ↑
AMG
Affiliated Managers Group
4.179 of 5 stars
$161.63
+2.0%
$171.20
+5.9%
+13.1%$5.25B$2.06B9.324,000News Coverage
Positive News
CNS
Cohen & Steers
1.9517 of 5 stars
$69.72
-3.7%
$67.00
-3.9%
+18.8%$3.45B$489.64M27.13405Short Interest ↑
High Trading Volume
AMP
Ameriprise Financial
4.9486 of 5 stars
$421.33
+1.0%
$441.00
+4.7%
+35.6%$42.21B$15.54B17.7713,800Earnings Report
Dividend Increase
Analyst Report
Short Interest ↓
Analyst Revision
TPG
TPG
4.3045 of 5 stars
$43.20
+1.7%
$39.96
-7.5%
+53.7%$15.75B$2.39B-1,079.731,850Short Interest ↓
BAM
Brookfield Asset Management
4.3335 of 5 stars
$39.05
+1.9%
$42.20
+8.1%
+19.5%$16.13B$4.06B34.562,400Positive News
CG
The Carlyle Group
4.0326 of 5 stars
$45.20
+2.5%
$43.07
-4.7%
+55.3%$16.37B$2.96B-26.752,200Upcoming Earnings
HLI
Houlihan Lokey
4.4748 of 5 stars
$127.98
+3.4%
$123.33
-3.6%
+37.9%$8.84B$1.81B31.762,610News Coverage
EVR
Evercore
4.0413 of 5 stars
$192.15
+3.1%
$180.67
-6.0%
+65.6%$7.43B$2.43B30.312,195Earnings Report
Dividend Increase
Short Interest ↑
Analyst Revision
News Coverage
HLNE
Hamilton Lane
4.3939 of 5 stars
$111.48
+1.3%
$109.67
-1.6%
+57.4%$6.02B$528.75M34.30600Positive News

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This page (NYSE:BEN) was last updated on 4/28/2024 by MarketBeat.com Staff

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