BEN vs. IVZ, AMG, AMP, BAM, OWL, CG, TPG, HLI, JHG, and EVR
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), Ameriprise Financial (AMP), Brookfield Asset Management (BAM), Blue Owl Capital (OWL), The Carlyle Group (CG), TPG (TPG), Houlihan Lokey (HLI), Janus Henderson Group (JHG), and Evercore (EVR). These companies are all part of the "investment advice" industry.
Franklin Resources vs.
Franklin Resources (NYSE:BEN) and Invesco (NYSE:IVZ) are both finance companies, but which is the better business? We will compare the two companies based on the strength of their earnings, risk, institutional ownership, community ranking, profitability, valuation, analyst recommendations, media sentiment and dividends.
Franklin Resources pays an annual dividend of $1.20 per share and has a dividend yield of 4.8%. Invesco pays an annual dividend of $0.80 per share and has a dividend yield of 5.2%. Franklin Resources pays out 72.3% of its earnings in the form of a dividend. Invesco pays out 58.0% 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 is clearly the better dividend stock, given its higher yield and lower payout ratio.
45.5% of Franklin Resources shares are owned by institutional investors. Comparatively, 69.4% of Invesco shares are owned by institutional investors. 23.4% of Franklin Resources shares are owned by insiders. Comparatively, 2.0% of Invesco shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.
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.
Franklin Resources currently has a consensus target price of $24.55, indicating a potential downside of 1.90%. Invesco has a consensus target price of $17.55, indicating a potential upside of 14.93%. Given Invesco's stronger consensus rating and higher probable upside, analysts clearly believe Invesco is more favorable than Franklin Resources.
Invesco has a net margin of 14.87% compared to Franklin Resources' net margin of 10.79%. Franklin Resources' return on equity of 11.21% beat Invesco's return on equity.
Invesco received 381 more outperform votes than Franklin Resources when rated by MarketBeat users. Likewise, 68.52% of users gave Invesco an outperform vote while only 41.68% of users gave Franklin Resources an outperform vote.
In the previous week, Invesco had 5 more articles in the media than Franklin Resources. MarketBeat recorded 17 mentions for Invesco and 12 mentions for Franklin Resources. Franklin Resources' average media sentiment score of 0.49 beat Invesco's score of 0.46 indicating that Franklin Resources is being referred to more favorably in the media.
Franklin Resources has a beta of 1.26, indicating that its share price is 26% more volatile than the S&P 500. Comparatively, Invesco has a beta of 1.35, indicating that its share price is 35% more volatile than the S&P 500.
Summary
Invesco beats Franklin Resources on 11 of the 20 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.
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.
Franklin Resources Competitors List
Related Companies and Tools
