BEN vs IVZ
BEN: Franklin Resources is a global investment manager operating multiple asset management brands that generates revenue from managing and servicing client investments across equities, fixed income, alternatives, and multi-asset strategies. IVZ: Global asset management and investment solutions company delivering actively managed equities, fixed income, ETFs, and alternative products to institutional and retail clients.
Side-by-side fundamentals
| Metric | BEN | IVZ | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $32.38 | $30.50 | |
| Market cap as of 2026-07-23 | $17.1B | $13.4B | |
| P/E as of 2026-07-23 | 23.27 | n/a | |
| PEG as of 2026-07-23 | 1.72 | 0.51 | IVZ lower |
| Net margin as of 2026-07-23 | +8.1% | -11.9% | BEN higher |
| Gross margin as of 2026-07-23 | +36.3% | +66.5% | IVZ higher |
| Operating margin as of 2026-07-23 | +9.3% | -18.4% | BEN higher |
| ROE as of 2026-07-23 | +6.0% | -1.9% | BEN higher |
| ROA as of 2026-07-23 | +2.2% | -0.9% | BEN higher |
| Debt / equity as of 2026-07-23 | 1.19 | 0.77 | IVZ lower |
| Revenue growth (YoY) as of 2026-07-23 | +3.8% | -19.1% | BEN higher |
| Revenue CAGR (3y) SEC XBRL | +2.0% | +1.8% | BEN higher |
| Dividend yield as of 2026-07-23 | +4.0% | +2.9% | BEN higher |
| Dividend streak (yrs) SEC XBRL | 5 | 5 | Tie |
| Beta as of 2026-07-23 | 1.59 | 1.60 | |
| 1-year return as of 2026-07-22 close | +31.8% | +49.0% | IVZ higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.