Franklin Resources Inc (BEN)vsKKR & Co. Inc. (KKR)
BEN
Franklin Resources Inc
$33.65
-0.03%
FINANCIAL SERVICES · Cap: $17.60B
KKR
KKR & Co. Inc.
$101.08
+0.21%
FINANCIAL SERVICES · Cap: $93.16B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co. Inc. generates 177% more annual revenue ($25.83B vs $9.32B). KKR leads profitability with a 12.2% profit margin vs 8.7%. BEN appears more attractively valued with a PEG of 0.44. BEN earns a higher WallStSmart Score of 70/100 (B-).
BEN
Strong Buy70
out of 100
Grade: B-
KKR
Strong Buy66
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
Growing faster than its price suggests
Large-cap with strong market position
Strong operational efficiency at 20.6%
Earnings expanding 40.0% YoY
Generating 3.2B in free cash flow
Areas to Watch
ROE of 7.6% — below average capital efficiency
Elevated debt levels
Distress zone — elevated risk
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
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 : KKR
The strongest argument for KKR centers on PEG Ratio, Market Cap, Operating Margin. PEG of 0.46 suggests the stock is reasonably priced for its growth.
Bear Case : BEN
The primary concerns for BEN are Return on Equity, Debt/Equity, Altman Z-Score.
Bear Case : KKR
The primary concerns for KKR are P/E Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.63 is elevated, increasing financial risk.
Key Dynamics to Monitor
KKR carries more volatility with a beta of 1.79 — expect wider price swings.
BEN is growing revenue faster at 14.3% — sustainability is the question.
KKR generates stronger free cash flow (3.2B), providing more financial flexibility.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BEN scores higher overall (70/100 vs 66/100) and 14.3% revenue growth. 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.
KKR & Co. Inc.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
KKR & Co. Inc. is a leading global investment firm established in 1976, with a strong focus on private equity, credit, and real asset investments. The firm excels at identifying complex market opportunities and utilizes its extensive industry knowledge and global network to create sustainable long-term value across its portfolio. KKR is recognized for its commitment to sustainable investing, seamlessly integrating environmental, social, and governance (ESG) principles into its investment approach, thereby promoting responsible growth alongside financial performance. With a strategic emphasis on innovation and operational excellence, KKR remains a crucial player in the financial sector worldwide.
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