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Franklin Resources (BEN) Competitors

$23.60
+0.54 (+2.34%)
(As of 05/31/2024 ET)

BEN vs. BK, AMP, TROW, STT, NTRS, ARCC, SEIC, IVZ, AMG, and MAIN

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

Franklin Resources vs.

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

Bank of New York Mellon has higher revenue and earnings than Franklin Resources. Franklin Resources is trading at a lower price-to-earnings ratio than Bank of New York Mellon, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Bank of New York Mellon$33.81B1.32$3.29B$4.1014.54
Franklin Resources$7.85B1.58$882.80M$1.7513.49

Bank of New York Mellon received 434 more outperform votes than Franklin Resources when rated by MarketBeat users. Likewise, 67.15% of users gave Bank of New York Mellon an outperform vote while only 40.78% of users gave Franklin Resources an outperform vote.

CompanyUnderperformOutperform
Bank of New York MellonOutperform Votes
881
67.15%
Underperform Votes
431
32.85%
Franklin ResourcesOutperform Votes
447
40.78%
Underperform Votes
649
59.22%

Franklin Resources has a net margin of 11.09% compared to Franklin Resources' net margin of 9.48%. Franklin Resources' return on equity of 11.80% beat Bank of New York Mellon's return on equity.

Company Net Margins Return on Equity Return on Assets
Bank of New York Mellon9.48% 11.80% 1.02%
Franklin Resources 11.09%10.82%4.51%

Bank of New York Mellon currently has a consensus price target of $60.17, indicating a potential upside of 0.93%. Franklin Resources has a consensus price target of $26.00, indicating a potential upside of 10.17%. Given Bank of New York Mellon's higher probable upside, analysts clearly believe Franklin Resources is more favorable than Bank of New York Mellon.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Bank of New York Mellon
0 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.56
Franklin Resources
3 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.63

Bank of New York Mellon has a beta of 1.11, indicating that its share price is 11% more volatile than the S&P 500. Comparatively, Franklin Resources has a beta of 1.44, indicating that its share price is 44% more volatile than the S&P 500.

In the previous week, Franklin Resources had 1 more articles in the media than Bank of New York Mellon. MarketBeat recorded 7 mentions for Franklin Resources and 6 mentions for Bank of New York Mellon. Franklin Resources' average media sentiment score of 1.42 beat Bank of New York Mellon's score of 1.03 indicating that Bank of New York Mellon is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Bank of New York Mellon
5 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Franklin Resources
6 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

85.3% of Bank of New York Mellon shares are owned by institutional investors. Comparatively, 47.6% of Franklin Resources shares are owned by institutional investors. 0.1% of Bank of New York Mellon shares are owned by company insiders. Comparatively, 24.1% of Franklin Resources shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Bank of New York Mellon pays an annual dividend of $1.68 per share and has a dividend yield of 2.8%. Franklin Resources pays an annual dividend of $1.24 per share and has a dividend yield of 5.3%. Bank of New York Mellon pays out 41.0% of its earnings in the form of a dividend. Franklin Resources pays out 70.9% 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. Bank of New York Mellon has raised its dividend for 13 consecutive years and Franklin Resources has raised its dividend for 1 consecutive years.

Summary

Bank of New York Mellon beats Franklin Resources on 13 of the 21 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.
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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$12.42B$9.28B$9.72B$17.79B
Dividend Yield5.38%24.06%5.96%3.55%
P/E Ratio13.4944.7945.5125.81
Price / Sales1.585.31109.7811.40
Price / Cash6.3015.8416.4118.95
Price / Book0.913.433.305.90
Net Income$882.80M$308.03M$1.01B$976.46M
7 Day Performance1.16%-2.00%0.39%0.62%
1 Month Performance3.65%1.06%3.04%4.79%
1 Year Performance-3.36%21.79%17.32%24.00%

Franklin Resources Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BK
Bank of New York Mellon
4.628 of 5 stars
$59.61
+2.0%
$60.17
+0.9%
+44.5%$44.58B$33.81B14.5453,400Positive News
AMP
Ameriprise Financial
4.8804 of 5 stars
$436.58
+1.4%
$450.88
+3.3%
+43.7%$43.36B$15.94B14.8613,800Short Interest ↑
Positive News
High Trading Volume
TROW
T. Rowe Price Group
4.6685 of 5 stars
$117.83
+2.0%
$112.10
-4.9%
+8.7%$25.80B$6.46B13.997,906Positive News
High Trading Volume
STT
State Street
4.6038 of 5 stars
$75.59
+1.8%
$84.04
+11.2%
+8.7%$22.37B$18.37B14.1646,000Short Interest ↑
High Trading Volume
NTRS
Northern Trust
2.4063 of 5 stars
$84.24
+1.6%
$84.92
+0.8%
+15.3%$16.96B$12.12B18.6023,100Positive News
High Trading Volume
ARCC
Ares Capital
1.5842 of 5 stars
$21.57
+0.7%
$21.50
-0.3%
+13.4%$13.26B$2.61B7.39N/APositive News
SEIC
SEI Investments
4.2289 of 5 stars
$67.71
+1.1%
$71.00
+4.9%
+17.8%$8.80B$1.92B18.505,089Dividend Increase
Positive News
IVZ
Invesco
4.0311 of 5 stars
$15.72
+2.3%
$16.79
+6.8%
+6.6%$6.91B$5.72B-20.968,500Analyst Downgrade
AMG
Affiliated Managers Group
4.4072 of 5 stars
$162.60
+1.3%
$173.80
+6.9%
+14.9%$5.18B$2.06B9.024,000Short Interest ↓
Analyst Revision
MAIN
Main Street Capital
0.877 of 5 stars
$48.98
+1.1%
$47.67
-2.7%
+22.8%$4.15B$500.39M8.94100

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This page (NYSE:BEN) was last updated on 6/2/2024 by MarketBeat.com Staff

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