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Franklin Resources (BEN) Competitors

Franklin Resources logo
$22.59 +0.05 (+0.22%)
As of 03:58 PM Eastern

BEN vs. STT, NTRS, TROW, ARCC, SEIC, IVZ, AMG, MAIN, 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), Northern Trust (NTRS), T. Rowe Price Group (TROW), Ares Capital (ARCC), SEI Investments (SEIC), Invesco (IVZ), Affiliated Managers Group (AMG), Main Street Capital (MAIN), Golub Capital BDC (GBDC), and Cohen & Steers (CNS). These companies are all part of the "asset management & custody banks" industry.

Franklin Resources vs. Its Competitors

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

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

Franklin Resources pays an annual dividend of $1.28 per share and has a dividend yield of 5.7%. State Street pays an annual dividend of $3.04 per share and has a dividend yield of 3.1%. 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 pays out 34.1% of its earnings in the form of a dividend. Franklin Resources has raised its dividend for 45 consecutive years and State Street has raised its dividend for 13 consecutive years. Franklin Resources is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

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
Franklin Resources$8.70B1.36$464.80M$0.6833.22
State Street$13.07B2.13$2.69B$8.9110.95

Franklin Resources presently has a consensus price target of $20.25, suggesting a potential downside of 10.36%. State Street has a consensus price target of $102.54, suggesting a potential upside of 5.14%. Given State Street's stronger consensus rating and higher possible upside, analysts clearly believe State Street is more favorable than Franklin Resources.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Franklin Resources
5 Sell rating(s)
6 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
1.77
State Street
1 Sell rating(s)
6 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.43

In the previous week, State Street had 11 more articles in the media than Franklin Resources. MarketBeat recorded 21 mentions for State Street and 10 mentions for Franklin Resources. Franklin Resources' average media sentiment score of 1.16 beat State Street's score of 0.88 indicating that Franklin Resources is being referred to more favorably in the media.

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

State Street received 240 more outperform votes than Franklin Resources when rated by MarketBeat users. Likewise, 55.97% of users gave State Street an outperform vote while only 39.25% of users gave Franklin Resources an outperform vote.

CompanyUnderperformOutperform
Franklin ResourcesOutperform Votes
449
39.25%
Underperform Votes
695
60.75%
State StreetOutperform Votes
689
55.97%
Underperform Votes
542
44.03%

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
Franklin Resources4.32% 9.45% 3.87%
State Street 12.14%12.60%0.83%

Franklin Resources has a beta of 1.43, indicating that its stock price is 43% more volatile than the S&P 500. Comparatively, State Street has a beta of 1.44, indicating that its stock price is 44% more volatile than the S&P 500.

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 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 ResourcesInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$11.87B$11.60B$11.73B$19.87B
Dividend Yield5.89%24.41%5.66%3.83%
P/E Ratio34.7539.7823.0535.60
Price / Sales1.367.7926.8643.81
Price / Cash5.9917.7117.6017.51
Price / Book0.893.792.894.85
Net Income$464.80M$419.40M$1.04B$1.02B
7 Day Performance3.93%2.29%1.53%1.94%
1 Month Performance4.17%0.40%1.45%3.02%
1 Year Performance0.04%13.17%540.37%9.87%

Franklin Resources Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BEN
Franklin Resources
4.2554 of 5 stars
$22.59
+0.2%
$20.25
-10.4%
+0.4%$11.87B$8.70B34.759,800Positive News
STT
State Street
4.7644 of 5 stars
$96.13
-0.2%
$104.23
+8.4%
+36.9%$27.41B$13.07B11.6742,200Analyst Revision
NTRS
Northern Trust
3.1445 of 5 stars
$106.31
-0.4%
$110.83
+4.3%
+35.8%$20.68B$8.58B10.8723,600Positive News
TROW
T. Rowe Price Group
4.6285 of 5 stars
$92.09
-1.6%
$94.09
+2.2%
-16.9%$20.29B$7.11B10.057,870Positive News
Insider Trade
Analyst Revision
ARCC
Ares Capital
2.6456 of 5 stars
$21.98
-0.3%
$22.00
+0.1%
+4.8%$15.25B$1.49B8.972,550Positive News
SEIC
SEI Investments
4.8502 of 5 stars
$84.67
-0.7%
$87.60
+3.5%
+28.2%$10.54B$2.16B19.164,840Positive News
Ex-Dividend
IVZ
Invesco
4.9821 of 5 stars
$14.37
-0.7%
$17.25
+20.1%
+0.5%$6.43B$6.12B12.178,610Positive News
Analyst Forecast
AMG
Affiliated Managers Group
4.2063 of 5 stars
$179.50
+2.0%
$192.40
+7.2%
+19.1%$5.10B$2.04B11.893,950
MAIN
Main Street Capital
1.1694 of 5 stars
$56.17
-1.2%
$52.80
-6.0%
+17.9%$5.00B$607.66M10.1890
GBDC
Golub Capital BDC
1.844 of 5 stars
$15.15
-0.4%
$15.50
+2.3%
-3.4%$4.03B$300.65M10.97N/APositive News
CNS
Cohen & Steers
3.3876 of 5 stars
$75.63
-1.6%
$90.00
+19.0%
+8.8%$3.86B$549.97M25.46390Positive News

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This page (NYSE:BEN) was last updated on 6/12/2025 by MarketBeat.com Staff
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