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BEN vs CG
Which Stock Would AI Choose? Franklin Resources (BEN) vs. Carlyle Group (CG) Stock Comparison
Key Takeaways
- BEN has outperformed CG in recent market activity, gaining approximately 18% over the past month compared to CG's 4% rise.
- Both stocks show solid year-to-date gains around 15-18%, reflecting resilience in the asset management sector amid volatile markets.
- BEN's assets under management (AUM) stand at $1.68 trillion, dwarfing CG's $477 billion, though CG benefits from growth in fee-earning AUM.
- CG exhibits higher profitability with a 20% profit margin versus BEN's 7%, driven by alternative assets.
- Recent inflows support both, with BEN reporting $5 billion long-term net inflows in March and CG strong fee-related earnings growth.
Introduction
Franklin Resources (BEN) and Carlyle Group (CG) represent key players in asset management, with BEN focusing on traditional mutual funds and ETFs, and CG specializing in alternatives like private equity. This stock comparison analyzes their recent performance, business models, and market positioning amid shifting investor preferences toward diversified strategies. Traders seeking momentum plays and long-term investors eyeing sector exposure will find value in understanding relative strengths, such as inflow trends and valuation metrics, in today's dynamic financial landscape.
BEN Overview and Recent Performance
Franklin Resources, Inc. (BEN), operating as Franklin Templeton, manages $1.68 trillion in AUM as of late March 2026, spanning equities, fixed income, and multi-asset solutions. Recent market activity has driven a monthly stock gain of about 18%, supported by year-to-date returns near 15% and a one-year surge over 50%. Positive long-term net inflows of $5 billion in March, excluding outflows at subsidiary Western Asset Management, countered market headwinds, bolstering sentiment ahead of Q2 earnings. Trading at a trailing P/E of 25 with a 4.9% dividend yield, BEN reflects stability in traditional asset gathering despite broader sector pressures.
CG Overview and Recent Performance
The Carlyle Group Inc. (CG) oversees $477 billion in AUM as of year-end 2025, emphasizing private equity, credit, and infrastructure with $337 billion in fee-earning assets. The stock has advanced 4% over the past month and 18% year-to-date, though three-month returns lag at -21% due to volatility in alternatives. Strong fee-related earnings growth of 12% year-over-year and record inflows underscore operational momentum, with a trailing P/E of 22 and 2.9% yield. Recent AUM expansion reflects fundraising success, enhancing positioning amid rising demand for non-traditional investments.
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Head-to-Head Comparison
BEN and CG operate in asset management but diverge in focus: BEN's scale favors broad retail flows in liquid assets, while CG's alternatives yield higher margins (20% vs. 7%) via performance fees. Growth drivers contrast—BEN via steady inflows, CG through fundraising in private credit. Recent momentum tilts to BEN, but CG's lower forward P/E (10.5 vs. BEN's 10.3) suggests value. Risks include BEN's exposure to fixed income outflows and CG's higher beta (2.0 vs. 1.5), amplifying volatility. Sector sentiment favors alternatives, yet BEN's dividend edge appeals to income seekers.
Tickeron AI Verdict
Tickeron's AI currently leans toward BEN based on superior recent trend consistency, robust AUM inflows, and relative price stability versus CG's volatility. Observable catalysts like pre-earnings momentum position BEN favorably in the near term, though CG's fee growth offers longer-horizon potential.
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 BEN is a Buy and CG 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 whileCG’s FA Score has 1 green FA rating(s).
- BEN’s FA Score: 2 green, 3 red.
- CG’s FA Score: 1 green, 4 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 CG’s TA Score has 5 bullish TA indicator(s).
- BEN’s TA Score: 4 bullish, 4 bearish.
- CG’s TA Score: 5 bullish, 4 bearish.
Price Growth
BEN (@Investment Managers) experienced а +4.37% price change this week, while CG (@Investment Managers) price change was -3.61% 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.
CG is expected to report earnings on Jul 23, 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 | CG | BEN / CG | |
| Capitalization | 17.6B | 16B | 110% |
| EBITDA | 1.83B | N/A | - |
| Gain YTD | 44.102 | -23.553 | -187% |
| P/E Ratio | 25.90 | 30.53 | 85% |
| Revenue | 9.03B | 2.9B | 311% |
| Total Cash | 3.57B | N/A | - |
| Total Debt | 15.4B | 14.6B | 105% |
BEN | CG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 20 | 15 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 11 Undervalued | 64 Fair valued | |
PROFIT vs RISK RATING 1..100 | 67 | 81 | |
SMR RATING 1..100 | 85 | 70 | |
PRICE GROWTH RATING 1..100 | 11 | 70 | |
P/E GROWTH RATING 1..100 | 73 | 11 | |
SEASONALITY SCORE 1..100 | 50 | 90 |
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 CG (64). This means that BEN’s stock grew somewhat faster than CG’s over the last 12 months.
BEN's Profit vs Risk Rating (67) in the Investment Managers industry is in the same range as CG (81). This means that BEN’s stock grew similarly to CG’s over the last 12 months.
CG's SMR Rating (70) in the Investment Managers industry is in the same range as BEN (85). This means that CG’s stock grew similarly to BEN’s over the last 12 months.
BEN's Price Growth Rating (11) in the Investment Managers industry is somewhat better than the same rating for CG (70). This means that BEN’s stock grew somewhat faster than CG’s over the last 12 months.
CG's P/E Growth Rating (11) in the Investment Managers industry is somewhat better than the same rating for BEN (73). This means that CG’s stock grew somewhat faster than BEN’s over the last 12 months.
| BEN | CG | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 52% | 2 days ago 73% |
| Stochastic ODDS (%) | 2 days ago 58% | 2 days ago 74% |
| Momentum ODDS (%) | 2 days ago 67% | 2 days ago 69% |
| MACD ODDS (%) | 2 days ago 70% | 2 days ago 72% |
| TrendWeek ODDS (%) | 2 days ago 63% | 2 days ago 72% |
| TrendMonth ODDS (%) | 2 days ago 61% | 2 days ago 71% |
| Advances ODDS (%) | 8 days ago 61% | 8 days ago 69% |
| Declines ODDS (%) | 23 days ago 72% | 2 days ago 70% |
| BollingerBands ODDS (%) | 2 days ago 63% | 2 days ago 71% |
| Aroon ODDS (%) | 2 days ago 44% | 2 days ago 73% |
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