Franklin Resources Inc (BEN)vsBerkshire Hathaway Inc (BRK-A)
BEN
Franklin Resources Inc
$33.65
-0.03%
FINANCIAL SERVICES · Cap: $17.60B
BRK-A
Berkshire Hathaway Inc
$766,000.00
+0.62%
FINANCIAL SERVICES · Cap: $1.09T
Smart Verdict
WallStSmart Research — data-driven comparison
Berkshire Hathaway Inc generates 4026% more annual revenue ($384.69B vs $9.32B). BRK-A leads profitability with a 22.3% profit margin vs 8.7%. BEN appears more attractively valued with a PEG of 0.44. BRK-A earns a higher WallStSmart Score of 74/100 (B).
BEN
Strong Buy70
out of 100
Grade: B-
BRK-A
Strong Buy74
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 106.7% YoY
Mega-cap, among the largest globally
Reasonable price relative to book value
Strong operational efficiency at 32.6%
Earnings expanding 107.8% YoY
Keeps 22 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Areas to Watch
ROE of 7.6% — below average capital efficiency
Elevated debt levels
Distress zone — elevated risk
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : BEN
The strongest argument for BEN centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 14.3% demonstrates continued momentum. PEG of 0.44 suggests the stock is reasonably priced for its growth.
Bull Case : BRK-A
The strongest argument for BRK-A centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 22.3% and operating margin at 32.6%.
Bear Case : BEN
The primary concerns for BEN are Return on Equity, Debt/Equity, Altman Z-Score.
Bear Case : BRK-A
The primary concerns for BRK-A are PEG Ratio.
Key Dynamics to Monitor
BEN profiles as a value stock while BRK-A is a mature play — different risk/reward profiles.
BEN carries more volatility with a beta of 1.57 — expect wider price swings.
BEN is growing revenue faster at 14.3% — sustainability is the question.
BRK-A generates stronger free cash flow (5.6B), providing more financial flexibility.
Bottom Line
BRK-A scores higher overall (74/100 vs 70/100), backed by strong 22.3% margins. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Franklin Resources Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Franklin Resources Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc.
Berkshire Hathaway Inc
FINANCIAL SERVICES · INSURANCE - DIVERSIFIED · USA
Berkshire Hathaway Inc. is an American multinational conglomerate holding company headquartered in Omaha, Nebraska, United States. The company wholly owns GEICO, Duracell, Dairy Queen, BNSF, Lubrizol, Fruit of the Loom, Helzberg Diamonds, Long & Foster, FlightSafety International, Pampered Chef, Forest River, and NetJets, and also owns 38.6% of Pilot Flying J; and significant minority holdings in public companies Kraft Heinz Company (26.7%), American Express (18.8%), The Coca-Cola Company (9.32%), Bank of America (11.9%), and Apple (6.3%).
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