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BEN vs TROW
Which Stock Would AI Choose? Franklin Resources (BEN) vs. T. Rowe Price (TROW) Stock Comparison
Key Takeaways
- BEN has delivered stronger year-to-date gains of 17.09% compared to TROW's modest 0.48% rise, highlighting superior recent momentum.
- Both stocks offer attractive dividends, with TROW at 5.13% and BEN at 4.79%, appealing to income-focused investors.
- BEN's one-year return stands at 55.70%, significantly outpacing TROW's 20.80%.
- TROW boasts a higher return on equity (ROE) of 18.79% versus BEN's 4.46%, indicating better profitability efficiency.
- Recent earnings for BEN showed an EPS beat in Q1 2026, boosting sentiment amid stable assets under management (AUM).
- TROW maintains lower debt-to-equity at 3.89% compared to BEN's 24.59%, suggesting a more conservative balance sheet.
Introduction
Franklin Resources (BEN) and T. Rowe Price Group (TROW) are prominent players in the asset management industry, managing billions in AUM (assets under management) through mutual funds, ETFs, and institutional portfolios. This comparison is particularly relevant for investors seeking exposure to financial services amid shifting market dynamics, such as interest rate environments and equity flows. Dividend-oriented traders may appreciate their high yields, while growth seekers could eye relative momentum. By examining recent performance, financial health, and market positioning, traders gain insights into potential trade-offs in this competitive sector.
BEN Overview and Recent Performance
Franklin Resources, Inc. (BEN), operating primarily through subsidiaries like Franklin Templeton, is a global investment manager offering equity, fixed income, and alternative strategies to individuals and institutions. In recent market activity, BEN shares have traded near their 52-week high of $28.32, with a current price around $27.57 and market cap of $14.36 billion. The stock's year-to-date gain of 17.09% reflects positive sentiment driven by a Q1 2026 earnings per share (EPS) of $0.70, surpassing estimates by 27%, alongside preliminary AUM of $1.68 trillion at March end. Broader influences include steady revenue of $8.85 billion (TTM) and a forward P/E of 10.48, though elevated trailing P/E signals earnings recovery expectations. Performance has been buoyed by favorable asset inflows and sector tailwinds in recent weeks.
TROW Overview and Recent Performance
T. Rowe Price Group, Inc. (TROW) specializes in active management of equity and fixed income funds, serving retail and institutional clients with a focus on long-term growth and retirement accounts. Shares recently closed at $101.36, within a 52-week range of $85.22-$118.22, supported by a $22.1 billion market cap. Year-to-date performance stands at 0.48%, lagging broader markets but with a solid one-year return of 20.80%. Key drivers include anticipation for upcoming quarterly results and reliable dividends, with TTM revenue at $7.31 billion and profit margins at 28.53%. Recent weeks have seen stable trading amid focus on AUM around $1.78 trillion and lower volatility, tempered by modest equity outflows in the sector.
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Head-to-Head Comparison
Both BEN and TROW operate fee-based models reliant on AUM growth, but BEN emphasizes global diversification and alternatives, while TROW prioritizes U.S.-centric active equities. Growth drivers differ: BEN benefits from recent M&A (mergers and acquisitions) integration and private credit expansion, contrasting TROW's steady retirement inflows. Recent momentum favors BEN with 55% one-year gains versus 21% for TROW. Risk profiles show TROW's edge in ROE (18.79%) and debt/equity (3.89%), though BEN's PEG ratio of 0.37 suggests undervaluation potential. Sector exposure is similar in financials, but sentiment leans positive for BEN post-earnings.
Tickeron AI Verdict
Tickeron’s AI currently leans toward BEN based on superior trend consistency, YTD outperformance, and recent earnings catalysts positioning it favorably relative to TROW. While TROW offers stability through higher margins and dividends, BEN's momentum and valuation metrics indicate higher probability of near-term upside in the current environment.
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 TROW 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 whileTROW’s FA Score has 1 green FA rating(s).
- BEN’s FA Score: 2 green, 3 red.
- TROW’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 TROW’s TA Score has 5 bullish TA indicator(s).
- BEN’s TA Score: 4 bullish, 4 bearish.
- TROW’s TA Score: 5 bullish, 4 bearish.
Price Growth
BEN (@Investment Managers) experienced а +4.37% price change this week, while TROW (@Investment Managers) price change was -0.57% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.08%. For the same industry, the average monthly price growth was -2.27%, and the average quarterly price growth was -7.83%.
Reported Earning Dates
BEN is expected to report earnings on Jul 24, 2026.
TROW is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Investment Managers (-2.08% 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 | TROW | BEN / TROW | |
| Capitalization | 17.6B | 23.1B | 76% |
| EBITDA | 1.83B | 3.17B | 58% |
| Gain YTD | 44.102 | 8.335 | 529% |
| P/E Ratio | 25.90 | 11.59 | 224% |
| Revenue | 9.03B | 7.41B | 122% |
| Total Cash | 3.57B | 2.11B | 169% |
| Total Debt | 15.4B | 438M | 3,516% |
BEN | TROW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 20 | 29 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 11 Undervalued | 87 Overvalued | |
PROFIT vs RISK RATING 1..100 | 67 | 100 | |
SMR RATING 1..100 | 85 | 46 | |
PRICE GROWTH RATING 1..100 | 11 | 23 | |
P/E GROWTH RATING 1..100 | 73 | 43 | |
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 significantly better than the same rating for TROW (87). This means that BEN’s stock grew significantly faster than TROW’s over the last 12 months.
BEN's Profit vs Risk Rating (67) in the Investment Managers industry is somewhat better than the same rating for TROW (100). This means that BEN’s stock grew somewhat faster than TROW’s over the last 12 months.
TROW's SMR Rating (46) in the Investment Managers industry is somewhat better than the same rating for BEN (85). This means that TROW’s stock grew somewhat faster than BEN’s over the last 12 months.
BEN's Price Growth Rating (11) in the Investment Managers industry is in the same range as TROW (23). This means that BEN’s stock grew similarly to TROW’s over the last 12 months.
TROW's P/E Growth Rating (43) in the Investment Managers industry is in the same range as BEN (73). This means that TROW’s stock grew similarly to BEN’s over the last 12 months.
| BEN | TROW | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 52% | 2 days ago 63% |
| Stochastic ODDS (%) | 2 days ago 58% | 2 days ago 58% |
| Momentum ODDS (%) | 2 days ago 67% | 2 days ago 61% |
| MACD ODDS (%) | 2 days ago 70% | 2 days ago 63% |
| TrendWeek ODDS (%) | 2 days ago 63% | 2 days ago 63% |
| TrendMonth ODDS (%) | 2 days ago 61% | 2 days ago 59% |
| Advances ODDS (%) | 8 days ago 61% | 8 days ago 58% |
| Declines ODDS (%) | 23 days ago 72% | 6 days ago 63% |
| BollingerBands ODDS (%) | 2 days ago 63% | 2 days ago 53% |
| Aroon ODDS (%) | 2 days ago 44% | 2 days ago 47% |
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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% | +2.66% | ||
| AMP - BEN | 68% Closely correlated | +0.85% | ||
| TROW - BEN | 65% Loosely correlated | +0.32% | ||
| BLK - BEN | 63% Loosely correlated | +0.16% | ||
| APAM - BEN | 62% Loosely correlated | +0.28% | ||
| CG - BEN | 62% Loosely correlated | -0.51% | ||
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TROW and
Correlation & Price change
A.I.dvisor indicates that over the last year, TROW has been closely correlated with PFG. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if TROW jumps, then PFG could also see price increases.
| Ticker / NAME | Correlation To TROW | 1D Price Change % | ||
|---|---|---|---|---|
| TROW | 100% | +0.32% | ||
| PFG - TROW | 72% Closely correlated | +1.52% | ||
| APAM - TROW | 66% Closely correlated | +0.28% | ||
| CG - TROW | 61% Loosely correlated | -0.51% | ||
| IVZ - TROW | 60% Loosely correlated | +2.27% | ||
| BLK - TROW | 60% Loosely correlated | +0.16% | ||
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