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BAM vs BEN
Which Stock Would AI Choose? Brookfield Asset Management (BAM) vs. Franklin Resources (BEN) Stock Comparison
Key Takeaways
- Franklin Resources (BEN) has delivered stronger year-to-date performance at 15.18% compared to Brookfield Asset Management's (BAM) 8.79%.
- BAM commands a much larger market capitalization of $77.9 billion versus BEN's $14.1 billion, reflecting greater scale.
- BEN provides a higher dividend yield of 4.87%, attracting income-oriented investors over BAM's 3.82%.
- Recent catalysts include BEN's Q1 earnings beat driving an 11.1% post-report surge and BAM's $1 billion notes issuance for expansion.
- Analyst price targets indicate potential upside for BAM (average $57.77) relative to BEN ($26.68).
Introduction
In the dynamic asset management industry, Brookfield Asset Management Ltd. (BAM) and Franklin Resources, Inc. (BEN) offer contrasting profiles for investors navigating current market conditions. BAM emphasizes alternative assets amid infrastructure and renewable booms, while BEN focuses on traditional funds with growing digital exposure. This stock comparison examines recent performance, growth drivers, and risk factors, aiding traders seeking relative outperformance or long-term investors assessing sector positioning in a rate-sensitive environment.
BAM Overview and Recent Performance
Brookfield Asset Management Ltd. (BAM) stands as one of the world's largest alternative asset managers, overseeing over $1 trillion in assets under management (AUM). Its portfolio spans real estate, infrastructure, renewable power, and private equity, capitalizing on long-term trends like energy transition and urbanization. In recent market activity, BAM shares have exhibited resilience, posting year-to-date gains of 8.79% and trading near $47.57 with a price-to-earnings (P/E) ratio of 30.89. Sentiment has been bolstered by a $1 billion long-term notes offering to support expansion and optimistic views from prominent investors on affiliated entities. However, with a beta of 1.24 and one-year returns at 6.14%, the stock reflects moderate volatility tied to macroeconomic shifts and interest rate dynamics.
BEN Overview and Recent Performance
Franklin Resources, Inc. (BEN), operating as Franklin Templeton, is a global investment management firm renowned for mutual funds, ETFs, and retirement services, managing substantial AUM through diversified strategies. Recent weeks have seen positive momentum, with shares up 11.1% following a Q1 earnings beat (EPS $0.70 vs. $0.55 expected) and expansions into digital assets. Trading around $27.12, BEN boasts a P/E of 25.11, year-to-date returns of 15.18%, and one-year gains of 52.92%, outperforming peers. A beta of 1.47 signals higher sensitivity to market swings, influenced by anticipated Q2 results and sustained dividend payouts.
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Head-to-Head Comparison
Both BAM and BEN thrive in asset management but diverge in focus: BAM's alternative assets provide growth via illiquid, high-return opportunities like infrastructure, contrasting BEN's liquid funds emphasizing retail accessibility and digital innovation. Momentum favors BEN with superior YTD and one-year returns, while BAM offers scale advantages and fundraising catalysts. Risk profiles show BEN's higher beta (1.47 vs. 1.24) amplifying market exposure, versus BAM's stability. Sector-wise, both benefit from fee growth, but sentiment tilts toward BEN on earnings momentum amid BAM's broader economic sensitivity.
Tickeron AI Verdict
Tickeron's AI currently favors BEN for its consistent recent momentum, including 15.18% YTD gains and strong post-earnings response, alongside a compelling dividend yield and upcoming catalysts like Q2 reporting. While BAM exhibits solid scale and analyst upside, BEN's relative outperformance suggests higher probability of near-term gains in the current environment, though volatility remains a factor.
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 disclaimer. 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 BAM is a Buy 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).
BAM’s FA Score shows that 2 FA rating(s) are green whileBEN’s FA Score has 2 green FA rating(s).
- BAM’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.
BAM’s TA Score shows that 3 TA indicator(s) are bullish while BEN’s TA Score has 3 bullish TA indicator(s).
- BAM’s TA Score: 3 bullish, 6 bearish.
- BEN’s TA Score: 3 bullish, 5 bearish.
Price Growth
BAM (@Investment Managers) experienced а -5.94% price change this week, while BEN (@Investment Managers) price change was +0.48% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.12%. For the same industry, the average monthly price growth was -4.07%, and the average quarterly price growth was -9.97%.
Reported Earning Dates
BEN is expected to report earnings on Jul 24, 2026.
Industries' Descriptions
@Investment Managers (-2.12% 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.
| BAM | BEN | BAM / BEN | |
| Capitalization | 70.9B | 17.3B | 410% |
| EBITDA | 3.46B | 1.83B | 189% |
| Gain YTD | -13.052 | 41.044 | -32% |
| P/E Ratio | 30.31 | 25.90 | 117% |
| Revenue | 4.77B | 9.03B | 53% |
| Total Cash | 1.1B | 3.57B | 31% |
| Total Debt | 3.83B | 15.4B | 25% |
BAM | BEN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 54 | 13 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 15 Undervalued | 11 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 72 | |
SMR RATING 1..100 | 32 | 84 | |
PRICE GROWTH RATING 1..100 | 61 | 10 | |
P/E GROWTH RATING 1..100 | 74 | 73 | |
SEASONALITY SCORE 1..100 | 50 | 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.
BEN's Valuation (11) in the Investment Managers industry is in the same range as BAM (15) in the null industry. This means that BEN’s stock grew similarly to BAM’s over the last 12 months.
BEN's Profit vs Risk Rating (72) in the Investment Managers industry is in the same range as BAM (100) in the null industry. This means that BEN’s stock grew similarly to BAM’s over the last 12 months.
BAM's SMR Rating (32) in the null industry is somewhat better than the same rating for BEN (84) in the Investment Managers industry. This means that BAM’s stock grew somewhat faster than BEN’s over the last 12 months.
BEN's Price Growth Rating (10) in the Investment Managers industry is somewhat better than the same rating for BAM (61) in the null industry. This means that BEN’s stock grew somewhat faster than BAM’s over the last 12 months.
BEN's P/E Growth Rating (73) in the Investment Managers industry is in the same range as BAM (74) in the null industry. This means that BEN’s stock grew similarly to BAM’s over the last 12 months.
| BAM | BEN | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 65% |
| Stochastic ODDS (%) | 1 day ago 72% | 1 day ago 64% |
| Momentum ODDS (%) | 1 day ago 63% | 1 day ago 59% |
| MACD ODDS (%) | 1 day ago 70% | 1 day ago 74% |
| TrendWeek ODDS (%) | 1 day ago 67% | 1 day ago 63% |
| TrendMonth ODDS (%) | 1 day ago 59% | 1 day ago 62% |
| Advances ODDS (%) | 12 days ago 60% | 1 day ago 61% |
| Declines ODDS (%) | 1 day ago 67% | 4 days ago 72% |
| BollingerBands ODDS (%) | 1 day ago 73% | 1 day ago 60% |
| Aroon ODDS (%) | 1 day ago 60% | 1 day ago 45% |
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BAM and
Correlation & Price change
A.I.dvisor indicates that over the last year, BAM has been closely correlated with BN. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if BAM jumps, then BN could also see price increases.
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.