BEN PEER ANALYSIS

Franklin Resources Inc — metric-by-metric comparison with peers and the industry median

BENFranklin Resources Inc

🇺🇸 USA · US · Financial Services · Asset Management

Value it Duel

Overall Profile & Returns

· Asset Management

Position Within Industry

0 = weak quartile, 100 = strong quartile

BENIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	BEN	CVC	IGM	INDU-C	HEDEF	AFI	Ind. Median
P/E	23.06	12.41	16.39	5.66●	183.76	31.89	19.08
P/B	1.47	9.07	2.10	1.11	49.37	1.06●	2.10
EV/EBITDA	16.76	10.79	15.12	5.80●	123.99	—	10.38
P/S	—	—	—	—	—	—	27.64

Financial Health
Metric	BEN	CVC	IGM	INDU-C	HEDEF	AFI	Ind. Median
Current Ratio	17.14●	12.44	1.36	1.94	0.04	3.65	3.81
Debt/Equity	127.0%	110.2%	81.9%	3.6%	0.3%●	—	18.1%
NetDebt/EBITDA	6.69	0.73	3.74	0.17	0.00●	—	0.18

Profitability
Metric	BEN	CVC	IGM	INDU-C	HEDEF	AFI	Ind. Median
Net Margin	9.0%	63.6%	30.0%	99.3%●	63.1%	85.0%	16.7%
ROE	6.6%	90.9%●	13.7%	21.6%	37.6%	3.3%	9.4%
ROA	2.5%	22.6%	5.5%	20.7%	31.1%●	2.7%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	BEN	CVC	IGM	INDU-C	HEDEF	AFI	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	100.8%	425.1%	21.9%	930.1%●	—	-7.6%	14.6%
Div. Yield	3.8%	3.6%	2.9%	1.7%	0.0%	3.9%●	1.4%
Payout	84.3%	40.1%	46.2%	8.9%	0.0%	107.4%	11.6%

Valuation
Metric	BEN	CG	CRBG	EQH	PFG	IVZ	Ind. Median
P/E	23.06	28.93	59.16	—	16.04●	—	19.08
P/B	1.47	2.93	1.34	48.84	2.10	1.01●	2.10
EV/EBITDA	16.76	27.32	15.80	-47.50●	-1.49	16.60	10.38
P/S	—	—	—	—	—	—	27.64

Financial Health
Metric	BEN	CG	CRBG	EQH	PFG	IVZ	Ind. Median
Current Ratio	17.14●	10.83	—	0.56	0.23	0.53	3.81
Debt/Equity	127.0%	270.5%	101.1%	2,537.4%	33.4%●	86.0%	18.1%
NetDebt/EBITDA	6.69	11.71	6.66	-68.53●	-14.51	7.29	0.18

Profitability
Metric	BEN	CG	CRBG	EQH	PFG	IVZ	Ind. Median
Net Margin	9.0%	13.7%●	3.9%	-7.3%	10.0%	-3.7%	16.7%
ROE	6.6%	10.0%	2.2%	-61.5%	13.5%●	-1.8%	9.4%
ROA	2.5%●	2.0%	0.1%	-0.3%	0.5%	-0.9%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	BEN	CG	CRBG	EQH	PFG	IVZ	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	100.8%●	-49.6%	-64.4%	—	42.6%	—	14.6%
Div. Yield	3.8%●	3.3%	3.4%	1.8%	2.9%	3.2%	1.4%
Payout	84.3%	92.4%	200.8%	-45.9%	44.4%	-231.6%	11.6%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 7, 26. This content is for informational purposes only and is not investment advice.