BEN vs SAMG
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. SAMG: Silvercrest is a boutique wealth and asset management firm providing customized investment strategies and family office services to high-net-worth clients.
Side-by-side fundamentals
| Metric | BEN | SAMG | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $32.38 | $10.09 | |
| Market cap as of 2026-07-23 | $17.1B | $116M | |
| P/E as of 2026-07-23 | 23.27 | 43.71 | BEN lower |
| PEG as of 2026-07-23 | 1.72 | n/a | |
| Net margin as of 2026-07-23 | +8.1% | +2.1% | BEN higher |
| Gross margin as of 2026-07-23 | +36.3% | n/a | |
| Operating margin as of 2026-07-23 | +9.3% | +4.6% | BEN higher |
| ROE as of 2026-07-23 | +6.0% | +4.8% | BEN higher |
| ROA as of 2026-07-23 | +2.2% | +1.7% | BEN higher |
| Debt / equity as of 2026-07-23 | 1.19 | 0.22 | SAMG lower |
| Revenue growth (YoY) as of 2026-07-23 | +3.8% | +0.5% | BEN higher |
| Revenue CAGR (3y) SEC XBRL | +2.0% | +0.6% | BEN higher |
| Dividend yield as of 2026-07-23 | +4.0% | +8.6% | SAMG higher |
| Dividend streak (yrs) SEC XBRL | 5 | n/a | |
| Beta as of 2026-07-23 | 1.59 | 0.68 | |
| 1-year return as of 2026-07-22 close | +31.8% | -40.7% | BEN 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.