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BEN vs BLK
Which Stock Would AI Choose? Franklin Resources (BEN) vs. BlackRock (BLK) Stock Comparison
Key Takeaways
- BlackRock (BLK) manages approximately $14 trillion in assets under management (AUM), dwarfing Franklin Resources' (BEN) $1.68 trillion.
- BLK reported 27% year-over-year quarterly revenue growth in recent results, compared to BEN's 3.4%.
- BEN offers a higher dividend yield at 4.87% versus BLK's 2.19%.
- Year-to-date, BEN has risen about 15%, outperforming BLK's roughly 2% gain.
- Both stocks exhibit similar volatility with betas around 1.5, but BLK shows superior profitability margins at 24% versus BEN's 7%.
- Analyst price targets suggest more upside for BLK at an average of $1,254, compared to BEN's $27.
Introduction
Franklin Resources (BEN) and BlackRock (BLK) are prominent players in the asset management industry, offering investors exposure to global investment management through mutual funds, ETFs, and alternative strategies. This comparison is particularly relevant for traders seeking relative performance insights in the financial sector amid volatile market conditions and shifting investor preferences toward passive and active products. By examining recent trends, financial metrics, and market positioning, investors can better assess which stock aligns with their portfolio strategy in the current environment.
BEN Overview and Recent Performance
Franklin Resources, Inc. (BEN), operating as Franklin Templeton, is a global investment management firm with approximately $1.68 trillion in AUM, focusing on mutual funds, ETFs, and private markets. In recent market activity, the stock has traded near its 52-week high of $28.32, reflecting a year-to-date gain of about 15% and positive momentum following a first-quarter earnings beat that included 56% earnings growth year-over-year. Sentiment has been supported by long-term inflows and expansions into digital assets and private credit, though some analysts cite profitability concerns and maintain cautious ratings. Trading volume remains elevated ahead of upcoming quarterly results, influencing short-term price behavior.
BLK Overview and Recent Performance
BlackRock, Inc. (BLK), the world's largest asset manager, oversees around $14 trillion in AUM, driven by its iShares ETF franchise and institutional services. Recent weeks have seen the stock consolidate after strong first-quarter results, with revenue up 27% and net income rising significantly on robust ETF inflows and performance fees, despite a modest year-to-date increase of 2%. Market sentiment benefits from record AUM levels and strategic moves like AI initiatives and crypto exposure, though bond market volatility has pressured prices. Analyst upgrades underscore confidence in ongoing growth.
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Head-to-Head Comparison
Both BEN and BLK operate in asset management, but BLK emphasizes scale through passive ETFs, while BEN blends active strategies and alternatives. Growth drivers favor BLK with superior AUM expansion and margins (24% profit margin vs. 7%), though BEN's lower forward P/E (10.3 vs. 19.7) suggests relative value. Recent momentum tilts to BEN on YTD gains, but BLK exhibits stronger catalysts like ETF inflows. Risk profiles align with comparable betas (~1.5) and debt/equity ratios (~24%), yet BLK benefits from diversified sector exposure. Market sentiment leans positive for BLK amid analyst optimism.
Tickeron AI Verdict
Tickeron's AI models would likely favor BLK in the current environment due to its trend consistency in AUM growth, higher profitability, and positioning in high-flow ETFs, offering greater stability and upside potential relative to BEN's shorter-term momentum and value appeal. This assessment reflects observable factors like recent inflows and revenue trajectories, though relative performance may shift with market dynamics.
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 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 4 TA indicator(s) are bullish while BLK’s TA Score has 6 bullish TA indicator(s).
- BEN’s TA Score: 4 bullish, 4 bearish.
- BLK’s TA Score: 6 bullish, 4 bearish.
Price Growth
BEN (@Investment Managers) experienced а +4.37% price change this week, while BLK (@Investment Managers) price change was +0.85% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.28%. For the same industry, the average monthly price growth was -2.46%, and the average quarterly price growth was -8.13%.
Reported Earning Dates
BEN is expected to report earnings on Jul 24, 2026.
BLK is expected to report earnings on Jul 21, 2026.
Industries' Descriptions
@Investment Managers (-2.28% 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 | 17.6B | 163B | 11% |
| EBITDA | 1.83B | 10.6B | 17% |
| Gain YTD | 44.102 | -0.634 | -6,957% |
| P/E Ratio | 25.90 | 26.47 | 98% |
| Revenue | 9.03B | 25.6B | 35% |
| Total Cash | 3.57B | 13.1B | 27% |
| Total Debt | 15.4B | 15B | 103% |
BEN | BLK | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 20 | 21 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 11 Undervalued | 73 Overvalued | |
PROFIT vs RISK RATING 1..100 | 67 | 59 | |
SMR RATING 1..100 | 85 | 66 | |
PRICE GROWTH RATING 1..100 | 11 | 35 | |
P/E GROWTH RATING 1..100 | 73 | 41 | |
SEASONALITY SCORE 1..100 | 50 | 85 |
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 somewhat better than the same rating for BLK (73). This means that BEN’s stock grew somewhat faster than BLK’s over the last 12 months.
BLK's Profit vs Risk Rating (59) in the Investment Managers industry is in the same range as BEN (67). 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 (11) in the Investment Managers industry is in the same range as BLK (35). This means that BEN’s stock grew similarly to BLK’s over the last 12 months.
BLK's P/E Growth Rating (41) in the Investment Managers industry is in the same range as BEN (73). This means that BLK’s stock grew similarly to BEN’s over the last 12 months.
| BEN | BLK | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 52% | 2 days ago 84% |
| Stochastic ODDS (%) | 2 days ago 58% | 2 days ago 53% |
| Momentum ODDS (%) | 2 days ago 67% | 2 days ago 62% |
| MACD ODDS (%) | 2 days ago 70% | 2 days ago 63% |
| TrendWeek ODDS (%) | 2 days ago 63% | 2 days ago 64% |
| TrendMonth ODDS (%) | 2 days ago 61% | 2 days ago 59% |
| Advances ODDS (%) | 8 days ago 61% | 8 days ago 59% |
| Declines ODDS (%) | 23 days ago 72% | 16 days ago 57% |
| BollingerBands ODDS (%) | 2 days ago 63% | 2 days ago 76% |
| Aroon ODDS (%) | 2 days ago 44% | 2 days ago 50% |
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