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Franklin Resources (BEN) Competitors

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$21.64 -0.54 (-2.41%)
As of 03:12 PM Eastern
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BEN vs. STT, TROW, NTRS, ARCC, SEIC, IVZ, AMG, MAIN, CNS, and GBDC

Should you be buying Franklin Resources stock or one of its competitors? The main competitors of Franklin Resources include State Street (STT), T. Rowe Price Group (TROW), Northern Trust (NTRS), Ares Capital (ARCC), SEI Investments (SEIC), Invesco (IVZ), Affiliated Managers Group (AMG), Main Street Capital (MAIN), Cohen & Steers (CNS), and Golub Capital BDC (GBDC). These companies are all part of the "asset management & custody banks" industry.

Franklin Resources vs.

State Street (NYSE:STT) and Franklin Resources (NYSE:BEN) are both large-cap finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their risk, community ranking, dividends, earnings, media sentiment, profitability, analyst recommendations, institutional ownership and valuation.

State Street has a net margin of 12.14% compared to Franklin Resources' net margin of 4.32%. State Street's return on equity of 12.60% beat Franklin Resources' return on equity.

Company Net Margins Return on Equity Return on Assets
State Street12.14% 12.60% 0.83%
Franklin Resources 4.32%9.45%3.87%

State Street received 238 more outperform votes than Franklin Resources when rated by MarketBeat users. Likewise, 55.94% of users gave State Street an outperform vote while only 39.25% of users gave Franklin Resources an outperform vote.

CompanyUnderperformOutperform
State StreetOutperform Votes
687
55.94%
Underperform Votes
541
44.06%
Franklin ResourcesOutperform Votes
449
39.25%
Underperform Votes
695
60.75%

87.4% of State Street shares are held by institutional investors. Comparatively, 47.6% of Franklin Resources shares are held by institutional investors. 0.3% of State Street shares are held by company insiders. Comparatively, 22.9% of Franklin Resources shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

State Street pays an annual dividend of $3.04 per share and has a dividend yield of 3.1%. Franklin Resources pays an annual dividend of $1.28 per share and has a dividend yield of 5.8%. State Street pays out 34.1% of its earnings in the form of a dividend. Franklin Resources pays out 188.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. State Street has raised its dividend for 13 consecutive years and Franklin Resources has raised its dividend for 45 consecutive years. Franklin Resources is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

State Street has a beta of 1.42, suggesting that its stock price is 42% more volatile than the S&P 500. Comparatively, Franklin Resources has a beta of 1.39, suggesting that its stock price is 39% more volatile than the S&P 500.

State Street currently has a consensus target price of $102.15, suggesting a potential upside of 4.53%. Franklin Resources has a consensus target price of $20.25, suggesting a potential downside of 8.62%. Given State Street's stronger consensus rating and higher probable upside, equities analysts clearly believe State Street is more favorable than Franklin Resources.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
State Street
1 Sell rating(s)
6 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.38
Franklin Resources
5 Sell rating(s)
6 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
1.77

State Street has higher revenue and earnings than Franklin Resources. State Street 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
State Street$13.07B2.13$2.69B$8.9110.97
Franklin Resources$8.70B1.34$464.80M$0.6832.59

In the previous week, State Street had 13 more articles in the media than Franklin Resources. MarketBeat recorded 31 mentions for State Street and 18 mentions for Franklin Resources. Franklin Resources' average media sentiment score of 1.16 beat State Street's score of 1.03 indicating that Franklin Resources is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
State Street
21 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
4 Negative mention(s)
1 Very Negative mention(s)
Positive
Franklin Resources
7 Very Positive mention(s)
2 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

State Street beats Franklin Resources on 15 of the 21 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} 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 ResourcesInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$11.65B$11.68B$11.64B$19.70B
Dividend Yield5.77%24.46%5.46%3.84%
P/E Ratio34.0940.2722.8435.13
Price / Sales1.347.9627.5936.36
Price / Cash5.9917.7117.6217.51
Price / Book0.883.852.854.78
Net Income$464.80M$419.40M$1.04B$1.02B
7 Day Performance0.59%-0.06%1.72%1.62%
1 Month Performance27.65%13.41%9.94%13.00%
1 Year Performance-7.16%8.57%538.82%5.59%

Franklin Resources Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BEN
Franklin Resources
4.1657 of 5 stars
$21.64
-2.4%
$20.25
-6.4%
-7.4%$11.39B$8.70B33.339,800News Coverage
Positive News
STT
State Street
4.5756 of 5 stars
$95.86
+2.2%
$102.15
+6.6%
+26.7%$27.35B$13.07B11.6442,200Positive News
Dividend Announcement
TROW
T. Rowe Price Group
4.5135 of 5 stars
$96.82
+4.4%
$94.09
-2.8%
-17.1%$21.35B$7.11B10.587,870News Coverage
Positive News
NTRS
Northern Trust
3.5606 of 5 stars
$105.51
+4.9%
$110.83
+5.0%
+27.1%$20.52B$8.58B10.7923,600Positive News
ARCC
Ares Capital
2.3343 of 5 stars
$21.58
+2.5%
$22.00
+2.0%
+3.1%$14.86B$1.49B8.792,550Positive News
SEIC
SEI Investments
4.6126 of 5 stars
$83.53
+2.4%
$87.60
+4.9%
+25.9%$10.40B$2.16B18.914,840Positive News
Analyst Upgrade
Analyst Revision
Gap Up
IVZ
Invesco
4.9433 of 5 stars
$15.55
+4.8%
$17.25
+11.0%
-5.5%$6.96B$6.12B13.178,610News Coverage
Positive News
AMG
Affiliated Managers Group
4.3274 of 5 stars
$183.28
+2.3%
$192.40
+5.0%
+15.4%$5.28B$2.04B12.143,950Positive News
MAIN
Main Street Capital
1.4641 of 5 stars
$53.72
+1.5%
$52.60
-2.1%
+16.5%$4.76B$601.25M9.7490
CNS
Cohen & Steers
3.0466 of 5 stars
$82.59
+3.6%
$90.00
+9.0%
+10.2%$4.21B$549.97M27.77390Positive News
Gap Up
GBDC
Golub Capital BDC
1.9943 of 5 stars
$14.78
+2.2%
$15.50
+4.9%
-7.6%$3.93B$300.65M10.69N/ANews Coverage
Positive News

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This page (NYSE:BEN) was last updated on 5/21/2025 by MarketBeat.com Staff
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