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Franklin Resources (BEN) Competitors

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$17.62 +0.08 (+0.43%)
Closing price 03:59 PM Eastern
Extended Trading
$17.78 +0.16 (+0.88%)
As of 06:15 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 finance companies, but which is the better investment? We will compare the two companies based on the strength of their media sentiment, analyst recommendations, valuation, dividends, community ranking, profitability, earnings, institutional ownership and risk.

State Street currently has a consensus target price of $103.69, indicating a potential upside of 27.40%. Franklin Resources has a consensus target price of $18.96, indicating a potential upside of 7.57%. Given State Street's stronger consensus rating and higher probable upside, research analysts plainly 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)
6 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.38
Franklin Resources
5 Sell rating(s)
7 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.58

State Street received 238 more outperform votes than Franklin Resources when rated by MarketBeat users. Likewise, 55.92% of users gave State Street an outperform vote while only 39.28% of users gave Franklin Resources an outperform vote.

CompanyUnderperformOutperform
State StreetOutperform Votes
685
55.92%
Underperform Votes
540
44.08%
Franklin ResourcesOutperform Votes
447
39.28%
Underperform Votes
691
60.72%

In the previous week, State Street had 15 more articles in the media than Franklin Resources. MarketBeat recorded 50 mentions for State Street and 35 mentions for Franklin Resources. State Street's average media sentiment score of 1.25 beat Franklin Resources' score of 0.18 indicating that State Street is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
State Street
24 Very Positive mention(s)
3 Positive mention(s)
16 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive
Franklin Resources
13 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
7 Negative mention(s)
2 Very Negative mention(s)
Neutral

State Street has a beta of 1.42, indicating that its stock price is 42% more volatile than the S&P 500. Comparatively, Franklin Resources has a beta of 1.36, indicating that its stock price is 36% more volatile than the S&P 500.

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 large money managers, hedge funds and endowments believe a company is poised for long-term growth.

State Street pays an annual dividend of $3.04 per share and has a dividend yield of 3.7%. Franklin Resources pays an annual dividend of $1.28 per share and has a dividend yield of 7.3%. 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 increased its dividend for 13 consecutive years and Franklin Resources has increased 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 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%

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$12.92B1.82$2.69B$8.249.88
Franklin Resources$8.74B1.06$464.80M$0.6527.12

Summary

State Street beats Franklin Resources on 16 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$9.26B$9.97B$10.83B$18.42B
Dividend Yield7.22%24.86%6.00%4.22%
P/E Ratio27.1234.6421.6731.10
Price / Sales1.067.2425.4326.57
Price / Cash5.9917.7117.6117.54
Price / Book0.703.422.564.30
Net Income$464.80M$411.75M$1.03B$1.02B
7 Day Performance-0.46%5.16%2.71%2.90%
1 Month Performance-10.94%-6.82%-3.76%-7.77%
1 Year Performance-28.95%0.83%535.17%2.31%

Franklin Resources Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BEN
Franklin Resources
3.9174 of 5 stars
$17.63
+0.4%
$18.96
+7.6%
-28.9%$9.26B$8.74B27.129,800Analyst Forecast
Analyst Revision
STT
State Street
4.9864 of 5 stars
$81.18
+2.2%
$102.43
+26.2%
+9.1%$23.43B$12.92B9.8542,200Earnings Report
Analyst Revision
News Coverage
Positive News
TROW
T. Rowe Price Group
4.7963 of 5 stars
$89.45
+0.8%
$100.55
+12.4%
-23.9%$19.88B$7.09B9.777,870Analyst Forecast
Analyst Revision
News Coverage
NTRS
Northern Trust
4.704 of 5 stars
$90.14
+2.1%
$112.31
+24.6%
+9.9%$17.64B$8.29B9.2223,600Upcoming Earnings
Short Interest ↓
Positive News
ARCC
Ares Capital
3.4272 of 5 stars
$20.07
+0.8%
$22.81
+13.7%
-0.7%$13.74B$1.71B8.192,550Analyst Forecast
Positive News
SEIC
SEI Investments
4.4155 of 5 stars
$73.24
+1.2%
$86.80
+18.5%
+7.6%$9.30B$2.13B16.574,840Upcoming Earnings
Analyst Downgrade
Short Interest ↑
Analyst Revision
News Coverage
IVZ
Invesco
4.9707 of 5 stars
$13.05
+2.1%
$17.97
+37.7%
-16.6%$5.84B$6.07B11.068,610Upcoming Earnings
Analyst Forecast
Short Interest ↓
MAIN
Main Street Capital
1.3764 of 5 stars
$53.24
+2.7%
$52.25
-1.9%
+12.9%$4.71B$601.25M9.6490Analyst Forecast
News Coverage
AMG
Affiliated Managers Group
4.5098 of 5 stars
$159.65
+1.2%
$192.40
+20.5%
-2.5%$4.67B$2.04B10.573,950Short Interest ↓
News Coverage
Positive News
CNS
Cohen & Steers
3.0383 of 5 stars
$74.49
+1.3%
$90.00
+20.8%
+9.5%$3.80B$536.76M25.08390Earnings Report
News Coverage
Positive News
Gap Down
GBDC
Golub Capital BDC
2.6011 of 5 stars
$13.78
+0.7%
$15.83
+14.9%
-16.9%$3.66B$309.01M9.99N/AShort Interest ↑
Positive News

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This page (NYSE:BEN) was last updated on 4/17/2025 by MarketBeat.com Staff
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