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BEN vs BLK
Which Stock Would AI Choose? Franklin Resources (BEN) vs. BlackRock (BLK) Stock Comparison
Key Takeaways
- Franklin Resources (BEN) has delivered stronger year-to-date stock performance compared to BlackRock (BLK), with notable outperformance relative to the broader market.
- Both companies operate as major asset managers, but BlackRock (BLK) maintains significantly larger scale in assets under management (AUM).
- Franklin Resources (BEN) reported consistent long-term net inflows in recent months, supporting AUM growth to approximately $1.79 trillion.
- BlackRock (BLK) posted robust quarterly revenue growth and ETF inflows earlier in 2026, though its stock has shown more modest recent momentum.
- Franklin Resources (BEN) offers a higher dividend yield, providing a contrast in shareholder return profiles versus BlackRock (BLK).
- Market sentiment has favored Franklin Resources (BEN) amid positive earnings trends and inflows, while BlackRock (BLK) benefits from its dominant position in index and ETF products.
Introduction
Franklin Resources (BEN) and BlackRock (BLK) represent two leading players in the global asset management industry, making them relevant for comparison by investors seeking exposure to financial services and wealth management sectors. Both firms generate revenue primarily through management fees tied to AUM, exposing them to market volatility, investor flows, and economic cycles. This analysis appeals to institutional and retail investors evaluating relative performance, dividend characteristics, and positioning within a recovering or uncertain market environment. Traders monitoring sector rotation or AI-driven strategies may also find the contrast useful for assessing momentum and stability factors.
Franklin Resources (BEN) Overview and Recent Performance
Franklin Resources, Inc., operating as Franklin Templeton, is a global investment manager with a diversified platform spanning public and private markets. The firm serves clients across more than 150 countries and has emphasized product breadth in recent periods. In recent market activity, the stock has shown positive momentum, with year-to-date returns significantly exceeding the S&P 500 benchmark. Preliminary AUM reached $1.79 trillion at the end of June 2026, reflecting long-term net inflows of $9 billion in the month and $18 billion for the quarter. Recent quarterly results highlighted improved net income and operating income, driven by inflows and market gains, which supported sentiment. Broader performance over recent weeks has benefited from these operational positives amid a favorable environment for active and specialized managers.
BlackRock (BLK) Overview and Recent Performance
BlackRock, Inc. is the world's largest asset manager, with a strong emphasis on index funds, ETFs, and technology platforms such as Aladdin. The company serves a broad institutional and retail client base globally. In recent market activity, the stock has posted more measured gains, with year-to-date performance lagging the S&P 500. Earlier 2026 quarterly results demonstrated solid revenue expansion, supported by higher advisory fees, performance fees, and technology revenue. Net inflows remained positive, particularly in ETFs, contributing to AUM stability at a scale exceeding $10 trillion. Sentiment in recent weeks has reflected resilience in core businesses despite broader market pressures, with ongoing product innovation and capital return initiatives providing additional context for positioning.
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Head-to-Head Comparison
Franklin Resources (BEN) and BlackRock (BLK) differ markedly in scale, with BlackRock (BLK) commanding substantially larger AUM that provides economies of scale and pricing power in passive products. Franklin Resources (BEN) operates with greater agility in active and specialized strategies, which has translated into stronger recent net inflows and stock momentum. Growth drivers for Franklin Resources (BEN) center on diversified inflows and earnings expansion, while BlackRock (BLK) benefits from ETF leadership and technology revenue. Recent momentum favors Franklin Resources (BEN) on a relative performance basis, though BlackRock (BLK) maintains broader sector exposure through index dominance. Risk factors include fee pressure for both, with BlackRock (BLK) more sensitive to equity market levels and Franklin Resources (BEN) exposed to active management outflows. Market sentiment has tilted toward Franklin Resources (BEN) amid its outperformance, creating a trade-off between BlackRock (BLK)'s stability at scale and Franklin Resources (BEN)'s higher yield and recent acceleration.
Tickeron AI Verdict
Based on observable factors such as trend consistency in inflows, relative stock momentum, and positioning within the asset management sector, Tickeron’s AI would currently assign a higher probabilistic preference to Franklin Resources (BEN). The stock’s stronger year-to-date performance and sustained positive flows provide a clearer signal of near-term stability compared to BlackRock (BLK)’s more tempered recent results, though both remain subject to broader market influences.
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.
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 BEN is a Buy and BLK is a Hold.
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).
BEN’s FA Score shows that 2 FA rating(s) are green whileBLK’s FA Score has 0 green FA rating(s).
- BEN’s FA Score: 2 green, 3 red.
- BLK’s FA Score: 0 green, 5 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.
BEN’s TA Score shows that 2 TA indicator(s) are bullish while BLK’s TA Score has 4 bullish TA indicator(s).
- BEN’s TA Score: 2 bullish, 6 bearish.
- BLK’s TA Score: 4 bullish, 5 bearish.
Price Growth
BEN (@Investment Managers) experienced а -4.67% price change this week, while BLK (@Investment Managers) price change was +2.01% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.61%. For the same industry, the average monthly price growth was -2.43%, and the average quarterly price growth was -11.98%.
Reported Earning Dates
BEN is expected to report earnings on Jul 31, 2026.
BLK is expected to report earnings on Jul 15, 2026.
Industries' Descriptions
@Investment Managers (-2.61% 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.
| BEN | BLK | BEN / BLK | |
| Capitalization | 17.1B | 160B | 11% |
| EBITDA | 1.83B | 10.6B | 17% |
| Gain YTD | 40.829 | -2.540 | -1,607% |
| P/E Ratio | 25.06 | 25.96 | 97% |
| Revenue | 9.03B | 25.6B | 35% |
| Total Cash | 276M | 13.1B | 2% |
| Total Debt | 15.4B | 15B | 103% |
BEN | BLK | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 20 | 13 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 10 Undervalued | 70 Overvalued | |
PROFIT vs RISK RATING 1..100 | 72 | 62 | |
SMR RATING 1..100 | 85 | 66 | |
PRICE GROWTH RATING 1..100 | 8 | 53 | |
P/E GROWTH RATING 1..100 | 82 | 55 | |
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 (10) in the Investment Managers industry is somewhat better than the same rating for BLK (70). This means that BEN’s stock grew somewhat faster than BLK’s over the last 12 months.
BLK's Profit vs Risk Rating (62) in the Investment Managers industry is in the same range as BEN (72). This means that BLK’s stock grew similarly to BEN’s over the last 12 months.
BLK's SMR Rating (66) in the Investment Managers industry is in the same range as BEN (85). This means that BLK’s stock grew similarly to BEN’s over the last 12 months.
BEN's Price Growth Rating (8) in the Investment Managers industry is somewhat better than the same rating for BLK (53). This means that BEN’s stock grew somewhat faster than BLK’s over the last 12 months.
BLK's P/E Growth Rating (55) in the Investment Managers industry is in the same range as BEN (82). This means that BLK’s stock grew similarly to BEN’s over the last 12 months.
| BEN | BLK | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 61% | 1 day ago 84% |
| Stochastic ODDS (%) | 1 day ago 70% | 1 day ago 50% |
| Momentum ODDS (%) | 1 day ago 69% | 1 day ago 69% |
| MACD ODDS (%) | 1 day ago 67% | 1 day ago 63% |
| TrendWeek ODDS (%) | 1 day ago 69% | 1 day ago 64% |
| TrendMonth ODDS (%) | 1 day ago 63% | 1 day ago 58% |
| Advances ODDS (%) | 9 days ago 61% | 5 days ago 58% |
| Declines ODDS (%) | 1 day ago 71% | 7 days ago 58% |
| BollingerBands ODDS (%) | 1 day ago 77% | N/A |
| Aroon ODDS (%) | 1 day ago 57% | 1 day ago 50% |
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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.