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 superior stock? We will compare the two businesses based on the strength of their risk, institutional ownership, media sentiment, community ranking, earnings, dividends, analyst recommendations, valuation and profitability.
Invesco currently has a consensus target price of $17.46, suggesting a potential upside of 18.52%. Franklin Resources has a consensus target price of $27.50, suggesting a potential upside of 7.67%. 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 -1.70%. Invesco's return on equity of 11.15% beat Franklin Resources' return on equity.
In the previous week, Invesco had 4 more articles in the media than Franklin Resources. MarketBeat recorded 16 mentions for Invesco and 12 mentions for Franklin Resources. Invesco's average media sentiment score of 0.56 beat Franklin Resources' score of 0.53 indicating that Franklin Resources is being referred to more favorably in the news media.
Invesco received 384 more outperform votes than Franklin Resources when rated by MarketBeat users. Likewise, 66.37% of users gave Invesco an outperform vote while only 40.93% of users gave Franklin Resources an outperform vote.
66.1% of Invesco shares are held by institutional investors. Comparatively, 47.6% of Franklin Resources shares are held by institutional investors. 2.0% of Invesco shares are held by company insiders. Comparatively, 24.1% 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 stock 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 pays an annual dividend of $0.80 per share and has a dividend yield of 5.4%. Franklin Resources pays an annual dividend of $1.24 per share and has a dividend yield of 4.9%. Invesco pays out -108.1% 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 increased its dividend for 3 consecutive years and Franklin Resources has increased 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 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.
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.
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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