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Franklin Resources (BEN) Competitors

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$20.50 -0.24 (-1.13%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$20.58 +0.08 (+0.39%)
As of 02/21/2025 07:18 PM Eastern
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BEN vs. STT, TROW, NTRS, ARCC, SEIC, IVZ, MAIN, AMG, CNS, and GBDC

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

Franklin Resources vs.

State Street (NYSE:STT) and Franklin Resources (NYSE:BEN) 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, earnings, valuation, media sentiment, analyst recommendations, risk, dividends, institutional ownership and profitability.

87.4% of State Street shares are held by institutional investors. Comparatively, 47.6% of Franklin Resources shares are held by institutional investors. 0.3% of State Street shares are held by company insiders. Comparatively, 22.9% of Franklin Resources shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

State Street received 233 more outperform votes than Franklin Resources when rated by MarketBeat users. Likewise, 55.97% of users gave State Street an outperform vote while only 39.52% of users gave Franklin Resources an outperform vote.

CompanyUnderperformOutperform
State StreetOutperform Votes
680
55.97%
Underperform Votes
535
44.03%
Franklin ResourcesOutperform Votes
447
39.52%
Underperform Votes
684
60.48%

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
State Street$12.92B2.20$2.69B$8.2411.98
Franklin Resources$8.74B1.23$464.80M$0.6531.53

State Street has a beta of 1.43, meaning that its stock price is 43% more volatile than the S&P 500. Comparatively, Franklin Resources has a beta of 1.42, meaning that its stock price is 42% more volatile than the S&P 500.

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
State Street12.14% 12.60% 0.83%
Franklin Resources 4.32%9.45%3.87%

In the previous week, State Street had 32 more articles in the media than Franklin Resources. MarketBeat recorded 41 mentions for State Street and 9 mentions for Franklin Resources. Franklin Resources' average media sentiment score of 0.99 beat State Street's score of 0.90 indicating that Franklin Resources is being referred to more favorably in the news media.

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

State Street pays an annual dividend of $3.04 per share and has a dividend yield of 3.1%. Franklin Resources pays an annual dividend of $1.28 per share and has a dividend yield of 6.2%. State Street pays out 36.9% of its earnings in the form of a dividend. Franklin Resources pays out 196.9% 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 has raised its dividend for 13 consecutive years and Franklin Resources has raised its dividend for 45 consecutive years. Franklin Resources is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

State Street presently has a consensus target price of $100.73, suggesting a potential upside of 2.02%. Franklin Resources has a consensus target price of $20.86, suggesting a potential upside of 1.80%. Given State Street's stronger consensus rating and higher probable upside, research analysts clearly believe State Street is more favorable than Franklin Resources.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
State Street
1 Sell rating(s)
7 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.40
Franklin Resources
4 Sell rating(s)
7 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.64

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 {thisCompany.Symbol} 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$10.77B$10.88B$11.58B$20.02B
Dividend Yield6.11%23.95%5.38%3.65%
P/E Ratio31.5334.0324.1234.88
Price / Sales1.234.4826.4315.59
Price / Cash6.0918.1618.1520.85
Price / Book0.813.892.594.92
Net Income$464.80M$412.04M$1.03B$1.02B
7 Day Performance-0.39%-2.93%-1.41%-1.05%
1 Month Performance3.34%-4.96%0.19%-1.39%
1 Year Performance-24.26%13.80%15.13%13.93%

Franklin Resources Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BEN
Franklin Resources
4.1431 of 5 stars
$20.50
-1.1%
$20.86
+1.8%
-24.3%$10.77B$8.74B31.5310,200
STT
State Street
4.8048 of 5 stars
$99.16
+0.1%
$100.73
+1.6%
+36.8%$29.07B$22.13B12.0346,000Dividend Announcement
Insider Trade
News Coverage
TROW
T. Rowe Price Group
4.3286 of 5 stars
$107.17
-0.1%
$115.09
+7.4%
-2.8%$23.81B$7.09B11.707,906Positive News
NTRS
Northern Trust
3.9287 of 5 stars
$110.77
-0.7%
$112.58
+1.6%
+41.4%$21.96B$16.06B11.3323,100Insider Trade
Positive News
ARCC
Ares Capital
2.8701 of 5 stars
$23.27
+0.8%
$22.94
-1.4%
+16.3%$15.63B$2.99B9.502,550Positive News
SEIC
SEI Investments
4.9688 of 5 stars
$82.28
-0.4%
$90.00
+9.4%
+21.0%$10.61B$2.13B18.625,089Analyst Revision
Positive News
IVZ
Invesco
4.9601 of 5 stars
$18.48
+0.3%
$19.94
+7.9%
+12.3%$8.31B$6.07B15.668,500
MAIN
Main Street Capital
2.2071 of 5 stars
$61.51
+1.0%
$48.80
-20.7%
+38.8%$5.42B$500.39M11.1490Positive News
AMG
Affiliated Managers Group
4.5442 of 5 stars
$169.73
+0.7%
$198.40
+16.9%
+6.3%$5.13B$2.04B11.244,000Ex-Dividend
CNS
Cohen & Steers
3.6074 of 5 stars
$85.18
+0.9%
$106.50
+25.0%
+21.2%$4.31B$517.42M28.68390Dividend Increase
Short Interest ↓
Gap Up
GBDC
Golub Capital BDC
1.9659 of 5 stars
$15.93
+0.1%
$16.38
+2.8%
-0.6%$4.23B$724.68M11.54N/APositive News

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This page (NYSE:BEN) was last updated on 2/22/2025 by MarketBeat.com Staff
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