Franklin Resources Inc (BEN)vsBerkshire Hathaway Inc (BRK-A)
BEN
Franklin Resources Inc
$29.97
+1.77%
FINANCIAL SERVICES · Cap: $15.30B
BRK-A
Berkshire Hathaway Inc
$712,064.33
-0.13%
FINANCIAL SERVICES · Cap: $1.02T
Smart Verdict
WallStSmart Research — data-driven comparison
Berkshire Hathaway Inc generates 4014% more annual revenue ($371.44B vs $9.03B). BRK-A leads profitability with a 18.0% profit margin vs 8.1%. BEN appears more attractively valued with a PEG of 0.40. BEN earns a higher WallStSmart Score of 66/100 (B-).
BEN
Strong Buy66
out of 100
Grade: B-
BRK-A
Buy51
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 88.5% YoY
Mega-cap, among the largest globally
Reasonable price relative to book value
Strong operational efficiency at 33.0%
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Generating 5.0B in free cash flow
Areas to Watch
ROE of 6.7% — below average capital efficiency
Negative free cash flow — burning cash
Distress zone — elevated risk
Weak financial health signals
Expensive relative to growth rate
Revenue declined 0.7%
Earnings declined 2.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : BEN
The strongest argument for BEN centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.40 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 18.0% and operating margin at 33.0%.
Bear Case : BEN
The primary concerns for BEN are Return on Equity, Free Cash Flow, Altman Z-Score.
Bear Case : BRK-A
The primary concerns for BRK-A are Piotroski F-Score, PEG Ratio, Revenue Growth.
Key Dynamics to Monitor
BEN profiles as a value stock while BRK-A is a declining play — different risk/reward profiles.
BEN carries more volatility with a beta of 1.47 — expect wider price swings.
BEN is growing revenue faster at 8.7% — sustainability is the question.
BRK-A generates stronger free cash flow (5.0B), providing more financial flexibility.
Bottom Line
BEN scores higher overall (66/100 vs 51/100). Both earn "Strong Buy" and "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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