BEN vs. IVZ, AMG, CNS, AMP, CG, TPG, HLI, BAM, 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), The Carlyle Group (CG), TPG (TPG), Houlihan Lokey (HLI), Brookfield Asset Management (BAM), 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 business? We will contrast the two businesses based on the strength of their community ranking, institutional ownership, dividends, risk, earnings, analyst recommendations, media sentiment, valuation and profitability.
Invesco received 385 more outperform votes than Franklin Resources when rated by MarketBeat users. Likewise, 66.08% of users gave Invesco an outperform vote while only 40.78% of users gave Franklin Resources an outperform vote.
In the previous week, Invesco had 11 more articles in the media than Franklin Resources. MarketBeat recorded 21 mentions for Invesco and 10 mentions for Franklin Resources. Invesco's average media sentiment score of 0.34 beat Franklin Resources' score of 0.34 indicating that Franklin Resources is being referred to more favorably in the news media.
Invesco currently has a consensus price target of $16.79, indicating a potential upside of 4.95%. Franklin Resources has a consensus price target of $26.00, indicating a potential upside of 7.08%. Given Invesco's higher possible upside, analysts plainly believe Franklin Resources is more favorable than Invesco.
Invesco pays an annual dividend of $0.82 per share and has a dividend yield of 5.1%. Franklin Resources pays an annual dividend of $1.24 per share and has a dividend yield of 5.1%. Invesco pays out -109.3% 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. Invesco has raised its dividend for 4 consecutive years and Franklin Resources has raised its dividend for 1 consecutive years. Invesco is clearly the better dividend stock, given its higher yield and longer track record of dividend 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.
Invesco has a beta of 1.45, suggesting that its share price is 45% more volatile than the S&P 500. Comparatively, Franklin Resources has a beta of 1.44, suggesting that its share price is 44% more volatile than the S&P 500.
66.1% of Invesco shares are owned by institutional investors. Comparatively, 47.6% of Franklin Resources shares are owned by institutional investors. 2.0% of Invesco 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 endowments, large money managers and hedge funds believe a company is poised for long-term growth.
Franklin Resources has a net margin of 11.09% compared to Franklin Resources' net margin of -1.74%. Invesco's return on equity of 10.82% beat Franklin Resources' return on equity.
Summary
Franklin Resources beats Invesco 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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