BEN vs WHG
BEN: A global investment management powerhouse providing a diverse array of equity, fixed income, and alternative investment solutions to a broad client base. WHG: A boutique asset manager offering actively-managed, outcome-oriented strategies and wealth services to institutional and private clients.
Side-by-side fundamentals
| Metric | BEN | WHG | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $32.40 | $19.20 | |
| Market cap | $16.5B | $182M | |
| P/E as of 2026-10-08 | 20.62 | 23.34 | BEN lower |
| Net margin FY2025, SEC XBRL | +6.0% | +7.2% | WHG higher |
| Operating margin FY2025, SEC XBRL | +6.9% | +5.1% | BEN higher |
| ROE FY2025, SEC XBRL | +4.3% | +5.6% | WHG higher |
| ROA FY2025, SEC XBRL | +1.6% | +4.4% | WHG higher |
| Debt / equity as of 2026-09-03 | 1.34 | 0.00 | WHG lower |
| Revenue growth (YoY) as of 2026-09-03 | +7.9% | +6.6% | BEN higher |
| Revenue CAGR (3y) SEC XBRL | +2.0% | +12.5% | WHG higher |
| Dividend yield as of 2026-09-03 | +4.0% | +3.2% | BEN higher |
| Dividend streak (yrs) SEC XBRL | 7 | 1 | BEN higher |
| Beta as of 2026-09-03 | 1.11 | 0.45 | |
| 1-year return as of 2026-10-08 close | +37.3% | +15.4% | BEN higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
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.