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BEN vs STT

BEN: A global investment management powerhouse providing a diverse array of equity, fixed income, and alternative investment solutions to a broad client base. STT: A global leader in institutional financial services, providing asset servicing, investment management, and market solutions to the world's largest investors.

Side-by-side fundamentals

MetricBENSTTEdge
Price as of 2026-07-27 close$33.22$184.66
Market cap as of 2026-08-02$16.9B$50.7B
P/E as of 2026-08-0223.9814.75STT lower
PEG as of 2026-08-021.600.91STT lower
Net margin as of 2026-08-02+8.1%+20.5%STT higher
Gross margin as of 2026-08-02+36.3%n/a
Operating margin as of 2026-08-02+9.3%+25.0%STT higher
ROE as of 2026-08-02+6.0%+12.4%STT higher
ROA as of 2026-08-02+2.2%+0.9%BEN higher
Debt / equity as of 2026-08-021.191.08STT lower
Revenue growth (YoY) as of 2026-08-02+3.8%+181.2%STT higher
Revenue CAGR (3y) SEC XBRL+2.0%+4.7%STT higher
Dividend yield as of 2026-08-02+4.0%+2.0%BEN higher
Dividend streak (yrs) SEC XBRL55Tie
Beta as of 2026-08-021.591.43
1-year return as of 2026-07-27 close+33.8%+63.5%STT higher

Fundamentals: market data, as of 2026-08-02. Filings: SEC EDGAR. Prices are delayed daily-close data.

Last updated 2026-07-27.

Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.