Franklin Resources Inc (BEN)vsBlackstone Group Inc (BX)
BEN
Franklin Resources Inc
$31.33
-2.00%
FINANCIAL SERVICES · Cap: $16.70B
BX
Blackstone Group Inc
$118.59
+1.58%
FINANCIAL SERVICES · Cap: $140.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Blackstone Group Inc generates 59% more annual revenue ($14.40B vs $9.03B). BX leads profitability with a 21.2% profit margin vs 8.1%. BEN appears more attractively valued with a PEG of 0.40. BEN earns a higher WallStSmart Score of 70/100 (B-).
BEN
Strong Buy70
out of 100
Grade: B-
BX
Buy61
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 87.2% YoY
Every $100 of equity generates 36 in profit
Strong operational efficiency at 38.0%
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Areas to Watch
ROE of 6.7% — below average capital efficiency
Elevated debt levels
Negative free cash flow — burning cash
Distress zone — elevated risk
Expensive relative to growth rate
Moderate valuation
Trading at 11.1x book value
3.9% earnings growth
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 : BX
The strongest argument for BX centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 21.2% and operating margin at 38.0%.
Bear Case : BEN
The primary concerns for BEN are Return on Equity, Debt/Equity, Free Cash Flow.
Bear Case : BX
The primary concerns for BX are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 1.69 is elevated, increasing financial risk.
Key Dynamics to Monitor
BEN profiles as a value stock while BX is a mature play — different risk/reward profiles.
BX carries more volatility with a beta of 1.63 — expect wider price swings.
BEN is growing revenue faster at 8.7% — sustainability is the question.
BX generates stronger free cash flow (958M), providing more financial flexibility.
Bottom Line
BEN scores higher overall (70/100 vs 61/100). 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.
Blackstone Group Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Blackstone Group Inc. is an alternative asset management company specializing in real estate, private equity, hedge fund solutions, credit, secondary funds of funds, public debt and equity strategies and multiple asset classes. The company is headquartered in New York, New York with additional offices across Asia, Europe and North America.
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