BEN vs. IVZ, AMG, CNS, AMP, TPG, BAM, CG, HLI, EVR, and HLNE
Should you be buying Franklin Resources stock or one of its competitors? The main competitors of Franklin Resources include Invesco (IVZ), Affiliated Managers Group (AMG), Cohen & Steers (CNS), Ameriprise Financial (AMP), TPG (TPG), Brookfield Asset Management (BAM), The Carlyle Group (CG), Houlihan Lokey (HLI), Evercore (EVR), and Hamilton Lane (HLNE). These companies are all part of the "investment advice" industry.
Franklin Resources (NYSE:BEN) and Invesco (NYSE:IVZ) are both finance companies, but which is the better investment? We will compare the two companies based on the strength of their media sentiment, institutional ownership, community ranking, valuation, earnings, risk, dividends, profitability and analyst recommendations.
Franklin Resources pays an annual dividend of $1.24 per share and has a dividend yield of 5.0%. Invesco pays an annual dividend of $0.80 per share and has a dividend yield of 5.5%. Franklin Resources pays out 65.3% of its earnings in the form of a dividend. Invesco pays out -106.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Invesco is clearly the better dividend stock, given its higher yield and lower payout ratio.
47.6% of Franklin Resources shares are owned by institutional investors. Comparatively, 66.1% of Invesco shares are owned by institutional investors. 24.1% of Franklin Resources shares are owned by insiders. Comparatively, 2.0% of Invesco shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.
Invesco received 385 more outperform votes than Franklin Resources when rated by MarketBeat users. Likewise, 66.19% of users gave Invesco an outperform vote while only 40.93% of users gave Franklin Resources an outperform vote.
In the previous week, Invesco had 20 more articles in the media than Franklin Resources. MarketBeat recorded 29 mentions for Invesco and 9 mentions for Franklin Resources. Franklin Resources' average media sentiment score of 0.36 beat Invesco's score of -0.02 indicating that Franklin Resources is being referred to more favorably in the media.
Franklin Resources presently has a consensus price target of $27.50, indicating a potential upside of 10.04%. Invesco has a consensus price target of $16.79, indicating a potential upside of 14.46%. Given Invesco's stronger consensus rating and higher possible upside, analysts plainly believe Invesco is more favorable than Franklin Resources.
Franklin Resources has a net margin of 12.30% compared to Invesco's net margin of -1.74%. Franklin Resources' return on equity of 11.15% beat Invesco's return on equity.
Franklin Resources has a beta of 1.4, meaning that its stock price is 40% more volatile than the S&P 500. Comparatively, Invesco has a beta of 1.44, meaning that its stock price is 44% more volatile than the S&P 500.
Franklin Resources has higher revenue and earnings than Invesco. Invesco is trading at a lower price-to-earnings ratio than Franklin Resources, indicating that it is currently the more affordable of the two stocks.
Summary
Franklin Resources and Invesco tied by winning 10 of the 20 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding BEN and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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