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Franklin Resources (BEN) Competitors

Franklin Resources logo
$18.79 +0.04 (+0.21%)
As of 04/30/2025 03:59 PM Eastern

BEN vs. STT, TROW, NTRS, ARCC, SEIC, IVZ, MAIN, AMG, GBDC, and CNS

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), Main Street Capital (MAIN), Affiliated Managers Group (AMG), Golub Capital BDC (GBDC), and Cohen & Steers (CNS). 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 finance companies, but which is the superior business? We will compare the two companies based on the strength of their risk, media sentiment, community ranking, valuation, earnings, dividends, institutional ownership, profitability and analyst recommendations.

In the previous week, State Street had 21 more articles in the media than Franklin Resources. MarketBeat recorded 34 mentions for State Street and 13 mentions for Franklin Resources. State Street's average media sentiment score of 1.13 beat Franklin Resources' score of 0.85 indicating that State Street is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
State Street
23 Very Positive mention(s)
0 Positive mention(s)
10 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Franklin Resources
8 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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 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 1.36, suggesting that its stock price is 36% more volatile than the S&P 500.

State Street presently has a consensus price target of $102.15, indicating a potential upside of 15.97%. Franklin Resources has a consensus price target of $18.96, indicating a potential upside of 0.90%. Given State Street's stronger consensus rating and higher possible 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)
7 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.58

State Street received 240 more outperform votes than Franklin Resources when rated by MarketBeat users. Likewise, 55.94% of users gave State Street an outperform vote while only 39.28% of users gave Franklin Resources an outperform vote.

CompanyUnderperformOutperform
State StreetOutperform Votes
687
55.94%
Underperform Votes
541
44.06%
Franklin ResourcesOutperform Votes
447
39.28%
Underperform Votes
691
60.72%

State Street pays an annual dividend of $3.04 per share and has a dividend yield of 3.5%. Franklin Resources pays an annual dividend of $1.28 per share and has a dividend yield of 6.8%. State Street pays out 34.1% of its earnings in the form of a dividend. Franklin Resources pays out 196.9% 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.

87.4% of State Street shares are owned by institutional investors. Comparatively, 47.6% of Franklin Resources shares are owned by institutional investors. 0.3% of State Street shares are owned by company insiders. Comparatively, 22.9% of Franklin Resources shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

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$13.07B1.95$2.69B$8.919.89
Franklin Resources$8.74B1.13$464.80M$0.6528.91

Summary

State Street beats Franklin Resources on 16 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$9.87B$10.59B$11.12B$18.97B
Dividend Yield6.84%24.58%5.79%4.02%
P/E Ratio28.9136.3122.0032.71
Price / Sales1.137.7126.1027.84
Price / Cash5.9917.7117.6017.53
Price / Book0.743.652.654.47
Net Income$464.80M$411.75M$1.03B$1.02B
7 Day Performance0.11%1.86%0.57%0.50%
1 Month Performance-2.61%-0.50%-0.43%-2.83%
1 Year Performance-17.48%4.23%537.91%4.36%

Franklin Resources Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BEN
Franklin Resources
4.3127 of 5 stars
$18.79
+0.2%
$18.96
+0.9%
-17.8%$9.87B$8.74B28.919,800Upcoming Earnings
Short Interest ↓
Positive News
STT
State Street
4.9476 of 5 stars
$79.92
-1.6%
$102.15
+27.8%
+21.5%$23.06B$13.07B9.7042,200Positive News
TROW
T. Rowe Price Group
4.6772 of 5 stars
$83.19
-3.4%
$96.00
+15.4%
-19.2%$18.49B$7.09B9.087,870Upcoming Earnings
Positive News
NTRS
Northern Trust
3.9829 of 5 stars
$85.95
-2.7%
$113.08
+31.6%
+14.1%$16.82B$8.29B8.7923,600Short Interest ↑
Positive News
ARCC
Ares Capital
2.1332 of 5 stars
$19.81
-2.9%
$22.61
+14.1%
+0.2%$13.56B$1.71B8.092,550Earnings Report
Dividend Announcement
Analyst Forecast
Short Interest ↑
SEIC
SEI Investments
4.8804 of 5 stars
$69.25
-3.4%
$86.80
+25.3%
+18.7%$8.79B$2.13B15.674,840Analyst Revision
Positive News
IVZ
Invesco
4.8987 of 5 stars
$12.39
-3.2%
$17.03
+37.5%
-1.8%$5.55B$6.07B10.508,610Short Interest ↑
MAIN
Main Street Capital
1.4727 of 5 stars
$51.65
-3.1%
$52.60
+1.8%
+7.9%$4.57B$601.25M9.3690Upcoming Earnings
News Coverage
AMG
Affiliated Managers Group
4.4577 of 5 stars
$151.80
-2.7%
$192.40
+26.7%
+6.0%$4.37B$2.04B10.053,950Upcoming Earnings
Positive News
GBDC
Golub Capital BDC
1.9547 of 5 stars
$13.82
-2.2%
$15.83
+14.6%
-17.6%$3.67B$309.01M10.01N/AUpcoming Earnings
Analyst Forecast
News Coverage
CNS
Cohen & Steers
3.6595 of 5 stars
$70.81
-4.6%
$90.00
+27.1%
+10.6%$3.61B$536.76M23.84390

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This page (NYSE:BEN) was last updated on 5/1/2025 by MarketBeat.com Staff
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