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