AMG
Price
$226.51
Change
+$2.13 (+0.95%)
Updated
Aug 26, 04:59 PM (EDT)
Capitalization
6.43B
75 days until earnings call
BEN
Price
$25.29
Change
-$0.08 (-0.32%)
Updated
Aug 26, 04:59 PM (EDT)
Capitalization
13.13B
69 days until earnings call
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AMG vs BEN

Header iconAMG vs BEN Comparison
Open Charts AMG vs BENBanner chart's image
Affiliated Managers Group
Price$226.51
Change+$2.13 (+0.95%)
Volume$1.5K
Capitalization6.43B
Franklin Resources
Price$25.29
Change-$0.08 (-0.32%)
Volume$56.83K
Capitalization13.13B
AMG vs BEN Comparison Chart in %
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AMG
Daily Signalchanged days ago
Gain/Loss if bought
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BEN
Daily Signalchanged days ago
Gain/Loss if bought
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AMG vs. BEN commentary
Aug 27, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AMG is a StrongBuy and BEN is a Buy.

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COMPARISON
Comparison
Aug 27, 2025
Stock price -- (AMG: $226.31 vs. BEN: $25.29)
Brand notoriety: AMG and BEN are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: AMG: 101% vs. BEN: 103%
Market capitalization -- AMG: $6.43B vs. BEN: $13.13B
AMG [@Investment Managers] is valued at $6.43B. BEN’s [@Investment Managers] market capitalization is $13.13B. The market cap for tickers in the [@Investment Managers] industry ranges from $176.5B to $0. The average market capitalization across the [@Investment Managers] industry is $7.63B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

AMG’s FA Score shows that 2 FA rating(s) are green whileBEN’s FA Score has 3 green FA rating(s).

  • AMG’s FA Score: 2 green, 3 red.
  • BEN’s FA Score: 3 green, 2 red.
According to our system of comparison, both AMG and BEN are a good buy in the long-term.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

AMG’s TA Score shows that 4 TA indicator(s) are bullish while BEN’s TA Score has 5 bullish TA indicator(s).

  • AMG’s TA Score: 4 bullish, 4 bearish.
  • BEN’s TA Score: 5 bullish, 3 bearish.
According to our system of comparison, BEN is a better buy in the short-term than AMG.

Price Growth

AMG (@Investment Managers) experienced а +3.98% price change this week, while BEN (@Investment Managers) price change was +1.89% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +1.79%. For the same industry, the average monthly price growth was +1.08%, and the average quarterly price growth was +17.64%.

Reported Earning Dates

AMG is expected to report earnings on Nov 10, 2025.

BEN is expected to report earnings on Nov 04, 2025.

Industries' Descriptions

@Investment Managers (+1.79% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
BEN($13.1B) has a higher market cap than AMG($6.43B). BEN has higher P/E ratio than AMG: BEN (49.59) vs AMG (16.58). BEN YTD gains are higher at: 28.498 vs. AMG (22.397). BEN has higher annual earnings (EBITDA): 1.13B vs. AMG (1.04B). BEN has more cash in the bank: 3.96B vs. AMG (361M). AMG has less debt than BEN: AMG (2.62B) vs BEN (13.2B). BEN has higher revenues than AMG: BEN (8.64B) vs AMG (2.03B).
AMGBENAMG / BEN
Capitalization6.43B13.1B49%
EBITDA1.04B1.13B93%
Gain YTD22.39728.49879%
P/E Ratio16.5849.5933%
Revenue2.03B8.64B24%
Total Cash361M3.96B9%
Total Debt2.62B13.2B20%
FUNDAMENTALS RATINGS
AMG vs BEN: Fundamental Ratings
AMG
BEN
OUTLOOK RATING
1..100
7254
VALUATION
overvalued / fair valued / undervalued
1..100
94
Overvalued
15
Undervalued
PROFIT vs RISK RATING
1..100
2261
SMR RATING
1..100
5789
PRICE GROWTH RATING
1..100
4114
P/E GROWTH RATING
1..100
124
SEASONALITY SCORE
1..100
8590

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

BEN's Valuation (15) in the Investment Managers industry is significantly better than the same rating for AMG (94). This means that BEN’s stock grew significantly faster than AMG’s over the last 12 months.

AMG's Profit vs Risk Rating (22) in the Investment Managers industry is somewhat better than the same rating for BEN (61). This means that AMG’s stock grew somewhat faster than BEN’s over the last 12 months.

AMG's SMR Rating (57) in the Investment Managers industry is in the same range as BEN (89). This means that AMG’s stock grew similarly to BEN’s over the last 12 months.

BEN's Price Growth Rating (14) in the Investment Managers industry is in the same range as AMG (41). This means that BEN’s stock grew similarly to AMG’s over the last 12 months.

BEN's P/E Growth Rating (4) in the Investment Managers industry is in the same range as AMG (12). This means that BEN’s stock grew similarly to AMG’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
AMGBEN
RSI
ODDS (%)
Bearish Trend 2 days ago
57%
Bearish Trend 2 days ago
74%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
56%
Bullish Trend 2 days ago
55%
Momentum
ODDS (%)
Bullish Trend 2 days ago
63%
Bullish Trend 2 days ago
75%
MACD
ODDS (%)
Bullish Trend 2 days ago
71%
Bearish Trend 2 days ago
70%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
65%
Bullish Trend 2 days ago
66%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
69%
Bullish Trend 2 days ago
66%
Advances
ODDS (%)
Bullish Trend 5 days ago
63%
Bullish Trend 14 days ago
65%
Declines
ODDS (%)
Bearish Trend 7 days ago
64%
Bearish Trend 6 days ago
71%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
56%
Bullish Trend 2 days ago
80%
Aroon
ODDS (%)
Bullish Trend 2 days ago
67%
Bullish Trend 7 days ago
52%
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AMG
Daily Signalchanged days ago
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BEN
Daily Signalchanged days ago
Gain/Loss if bought
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