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APAM vs BEN
Which Stock Would AI Choose? Artisan Partners Asset Management (APAM) vs. Franklin Resources (BEN) Stock Comparison
Key Takeaways
- BEN has outperformed APAM year-to-date with approximately 15% gains compared to 4%, driven by recent earnings beats and market momentum.
- APAM offers a higher dividend yield around 8.7%, appealing to income-focused investors, versus BEN's 4.9%.
- Both stocks trade at discounts to broader market multiples, with APAM's P/E ratio near 9.3 and BEN's at 25.1, reflecting differing growth profiles.
- BEN boasts a larger market capitalization of about $14 billion compared to APAM's $2.7 billion, indicating greater scale.
- Recent market activity shows BEN benefiting from digital asset expansion, while APAM maintains stability amid analyst adjustments.
Introduction
Asset management firms like APAM (Artisan Partners Asset Management Inc.) and BEN (Franklin Resources, Inc.) operate in a competitive landscape shaped by interest rates, investor flows, and market volatility. This comparison analyzes their recent stock performance, business models, and market positioning to aid traders seeking relative value plays and long-term investors evaluating dividend sustainability and growth potential. With both exposed to equity and fixed-income AUM (assets under management), understanding their contrasts helps navigate current sector dynamics.
APAM Overview and Recent Performance
Artisan Partners Asset Management Inc. (APAM) is a boutique firm specializing in active investment strategies across global equities and fixed income, managing specialized funds with a focus on high-conviction portfolios. In recent market activity, APAM shares have traded in the mid-to-upper $30s range, near the middle of their 52-week spectrum from about $35 to $48.50. Year-to-date gains hover around 4%, reflecting steady but modest momentum amid broader sector pressures on active management fees. Sentiment has been influenced by solid profitability metrics, including a trailing P/E of 9.3 and robust profit margins over 24%, alongside a high dividend yield supporting income appeal. Recent analyst updates, such as price target adjustments, underscore cautious optimism tied to AUM stability and fee pressures.
BEN Overview and Recent Performance
Franklin Resources, Inc. (BEN), operating as Franklin Templeton, provides a broad array of mutual funds, ETFs, and alternative investments, with significant exposure to fixed income and emerging markets. Shares have shown stronger recent momentum, trading around $27 within a 52-week range of $18 to $28.30, bolstered by year-to-date returns near 15% and over 50% annually. Key drivers include a recent quarterly earnings beat, with EPS of $0.70 surpassing estimates by 27%, and strategic moves into digital assets, lifting shares over 11% post-report. Despite lower margins around 7%, scale advantages and revenue growth have supported positive sentiment, though upcoming earnings loom as a focal point.
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Head-to-Head Comparison
Both APAM and BEN thrive on AUM growth and fee income within asset management, but differ in scale and diversification: BEN's $14 billion market cap dwarfs APAM's $2.7 billion, enabling broader ETF and alternative offerings versus APAM's niche active equity focus. Growth drivers favor BEN with recent revenue expansion and digital initiatives, while APAM emphasizes superior ROE (return on equity) near 50%. Momentum tilts to BEN's double-digit YTD gains; risk profiles align with betas around 1.5-1.7, though APAM's higher leverage poses trade-offs. Market sentiment reflects BEN's catalysts amid sector rotation, contrasting APAM's value-oriented stability.
Tickeron AI Verdict
Tickeron's AI tools currently lean toward BEN based on superior trend consistency, recent earnings momentum, and relative outperformance in recent weeks. Factors like expanded digital exposure and higher YTD positioning suggest probabilistic edge for near-term upside, though APAM's yield and valuation provide counterbalance in risk-averse scenarios.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
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 APAM is a Hold and BEN is a Buy.
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).
APAM’s FA Score shows that 2 FA rating(s) are green whileBEN’s FA Score has 2 green FA rating(s).
- APAM’s FA Score: 2 green, 3 red.
- BEN’s FA Score: 2 green, 3 red.
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.
APAM’s TA Score shows that 4 TA indicator(s) are bullish while BEN’s TA Score has 3 bullish TA indicator(s).
- APAM’s TA Score: 4 bullish, 5 bearish.
- BEN’s TA Score: 3 bullish, 4 bearish.
Price Growth
APAM (@Investment Managers) experienced а -3.52% price change this week, while BEN (@Investment Managers) price change was +2.55% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +1.75%. For the same industry, the average monthly price growth was -0.79%, and the average quarterly price growth was -7.30%.
Reported Earning Dates
APAM is expected to report earnings on Aug 04, 2026.
BEN is expected to report earnings on Jul 24, 2026.
Industries' Descriptions
@Investment Managers (+1.75% 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.
| APAM | BEN | APAM / BEN | |
| Capitalization | 2.55B | 16.7B | 15% |
| EBITDA | 496M | 1.83B | 27% |
| Gain YTD | -6.706 | 36.457 | -18% |
| P/E Ratio | 8.99 | 24.53 | 37% |
| Revenue | 1.22B | 9.03B | 14% |
| Total Cash | 300M | 3.57B | 8% |
| Total Debt | 309M | 15.4B | 2% |
APAM | BEN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 77 | 82 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 4 Undervalued | 11 Undervalued | |
PROFIT vs RISK RATING 1..100 | 88 | 76 | |
SMR RATING 1..100 | 16 | 85 | |
PRICE GROWTH RATING 1..100 | 59 | 13 | |
P/E GROWTH RATING 1..100 | 76 | 77 | |
SEASONALITY SCORE 1..100 | 85 | 50 |
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.
APAM's Valuation (4) in the Investment Managers industry is in the same range as BEN (11). This means that APAM’s stock grew similarly to BEN’s over the last 12 months.
BEN's Profit vs Risk Rating (76) in the Investment Managers industry is in the same range as APAM (88). This means that BEN’s stock grew similarly to APAM’s over the last 12 months.
APAM's SMR Rating (16) in the Investment Managers industry is significantly better than the same rating for BEN (85). This means that APAM’s stock grew significantly faster than BEN’s over the last 12 months.
BEN's Price Growth Rating (13) in the Investment Managers industry is somewhat better than the same rating for APAM (59). This means that BEN’s stock grew somewhat faster than APAM’s over the last 12 months.
APAM's P/E Growth Rating (76) in the Investment Managers industry is in the same range as BEN (77). This means that APAM’s stock grew similarly to BEN’s over the last 12 months.
| APAM | BEN | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 83% |
| Stochastic ODDS (%) | 2 days ago 60% | 2 days ago 54% |
| Momentum ODDS (%) | 2 days ago 67% | 2 days ago 68% |
| MACD ODDS (%) | 2 days ago 70% | 2 days ago 70% |
| TrendWeek ODDS (%) | 2 days ago 65% | 2 days ago 63% |
| TrendMonth ODDS (%) | 2 days ago 58% | 2 days ago 61% |
| Advances ODDS (%) | 2 days ago 58% | 2 days ago 61% |
| Declines ODDS (%) | 6 days ago 68% | 13 days ago 72% |
| BollingerBands ODDS (%) | 2 days ago 56% | N/A |
| Aroon ODDS (%) | 2 days ago 48% | 2 days ago 55% |
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BEN and
Correlation & Price change
A.I.dvisor indicates that over the last year, BEN has been closely correlated with AMP. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if BEN jumps, then AMP could also see price increases.
| Ticker / NAME | Correlation To BEN | 1D Price Change % | ||
|---|---|---|---|---|
| BEN | 100% | +1.01% | ||
| AMP - BEN | 68% Closely correlated | +1.94% | ||
| TROW - BEN | 65% Loosely correlated | +1.27% | ||
| BLK - BEN | 63% Loosely correlated | +1.52% | ||
| CG - BEN | 62% Loosely correlated | +2.69% | ||
| APAM - BEN | 62% Loosely correlated | +1.13% | ||
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