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BEN vs VCTR
Which Stock Would AI Choose? Franklin Resources, Inc. (BEN) vs. Victory Capital Holdings, Inc. (VCTR) Stock Comparison
Key Takeaways
- VCTR leads year-to-date (YTD) performance with 18.7% gains compared to BEN's 15.2%.
- BEN provides a higher dividend yield at 4.87% versus VCTR's 2.64%, appealing to income-focused investors.
- Both stocks trade at similar forward price-to-earnings (P/E) ratios around 10-11, suggesting comparable future earnings valuations.
- BEN surged over 11% in recent weeks following a Q1 earnings beat and digital-asset expansion.
- VCTR demonstrates lower beta (1.05 vs. BEN's 1.47), indicating reduced volatility relative to the market.
- In the asset management sector, relative performance highlights VCTR's momentum edge amid steady market positioning.
Introduction
Franklin Resources, Inc. (BEN) and Victory Capital Holdings, Inc. (VCTR) are prominent asset management firms navigating a competitive financial services landscape. This stock comparison evaluates their business models, recent market performance, and key metrics, aiding investors and traders assessing sector exposure. With both benefiting from institutional demand for diversified funds and ETFs (exchange-traded funds), the analysis highlights contrasts in growth trajectories, dividend profiles, and risk factors. Professionals seeking momentum plays or value opportunities in asset management will find insights into relative performance and current positioning relevant for portfolio decisions.
BEN Overview and Recent Performance
Franklin Resources, Inc. (BEN), founded in 1947 and headquartered in San Mateo, California, is a global asset manager offering equity, fixed income, balanced, and multi-asset mutual funds to individuals, institutions, and pension plans. It invests across public equity, fixed income, and alternative markets, with a market capitalization of approximately $14.1 billion.
In recent market activity, BEN shares rose over 11% following a first-quarter earnings beat, where earnings per share (EPS) reached $0.70 against expectations of $0.55, and revenue hit $2.33 billion. Expansion into digital assets has bolstered sentiment, pushing the stock near its 52-week high of $28.32 from a low of $18.17. However, mixed analyst views, including Barclays' Underweight rating, reflect caution amid a trailing P/E of 25.11 and beta of 1.47, contributing to volatile price behavior in recent weeks.
VCTR Overview and Recent Performance
Victory Capital Holdings, Inc. (VCTR), based in San Antonio, Texas, operates as an asset manager providing specialized strategies including mutual funds, ETFs, institutional accounts, and alternative investments to institutions, intermediaries, and retail investors. With a market cap of about $4.7 billion, it also offers fund administration and distribution services.
Recent weeks have seen VCTR maintain steady upward momentum, trading near its 52-week high of $77.78 from $55.27, supported by a trailing P/E of 18.22 and lower beta of 1.05. Year-to-date gains stand at 18.7%, outpacing broader indices. Analyst updates, such as JPMorgan's Neutral rating with a $72 price target, underscore stable sentiment ahead of upcoming earnings, with influences from strong quarterly revenue trends driving consistent performance.
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Head-to-Head Comparison
Both BEN and VCTR operate in asset management, but BEN's larger scale and global reach contrast with VCTR's emphasis on diverse products like ETFs and 529 plans. Growth drivers differ: VCTR benefits from consistent momentum and lower volatility, while BEN leverages recent catalysts like earnings beats. Risk factors include BEN's higher beta exposing it to market swings versus VCTR's stability. Sector exposure overlaps in financial services, but sentiment tilts toward VCTR's steady highs amid trade-offs in dividend appeal and valuation multiples for stock comparison.
Tickeron AI Verdict
Tickeron’s AI would currently favor VCTR with higher probability due to superior YTD trend consistency, lower beta for stability, and positioning near 52-week highs, alongside favorable risk-adjusted momentum in recent market activity. BEN offers value through dividends and catalysts but trails in relative performance metrics.
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 VCTR is a StrongBuy.
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 whileVCTR’s FA Score has 3 green FA rating(s).
- BEN’s FA Score: 2 green, 3 red.
- VCTR’s FA Score: 3 green, 2 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 3 TA indicator(s) are bullish while VCTR’s TA Score has 3 bullish TA indicator(s).
- BEN’s TA Score: 3 bullish, 4 bearish.
- VCTR’s TA Score: 3 bullish, 4 bearish.
Price Growth
BEN (@Investment Managers) experienced а +2.55% price change this week, while VCTR (@Investment Managers) price change was -2.49% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +1.75%. For the same industry, the average monthly price growth was -0.79%, and the average quarterly price growth was -7.30%.
Reported Earning Dates
BEN is expected to report earnings on Jul 24, 2026.
VCTR is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Investment Managers (+1.75% 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 | VCTR | BEN / VCTR | |
| Capitalization | 16.7B | 5.31B | 315% |
| EBITDA | 1.83B | 655M | 279% |
| Gain YTD | 36.457 | 36.207 | 101% |
| P/E Ratio | 24.53 | 19.07 | 129% |
| Revenue | 9.03B | 1.48B | 612% |
| Total Cash | 3.57B | N/A | - |
| Total Debt | 15.4B | 1.01B | 1,522% |
BEN | VCTR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 84 | 63 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 11 Undervalued | 13 Undervalued | |
PROFIT vs RISK RATING 1..100 | 76 | 10 | |
SMR RATING 1..100 | 85 | 52 | |
PRICE GROWTH RATING 1..100 | 12 | 43 | |
P/E GROWTH RATING 1..100 | 77 | 26 | |
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 VCTR (13). This means that BEN’s stock grew similarly to VCTR’s over the last 12 months.
VCTR's Profit vs Risk Rating (10) in the Investment Managers industry is significantly better than the same rating for BEN (76). This means that VCTR’s stock grew significantly faster than BEN’s over the last 12 months.
VCTR's SMR Rating (52) in the Investment Managers industry is somewhat better than the same rating for BEN (85). This means that VCTR’s stock grew somewhat faster than BEN’s over the last 12 months.
BEN's Price Growth Rating (12) in the Investment Managers industry is in the same range as VCTR (43). This means that BEN’s stock grew similarly to VCTR’s over the last 12 months.
VCTR's P/E Growth Rating (26) in the Investment Managers industry is somewhat better than the same rating for BEN (77). This means that VCTR’s stock grew somewhat faster than BEN’s over the last 12 months.
| BEN | VCTR | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 83% | 3 days ago 62% |
| Stochastic ODDS (%) | 3 days ago 54% | 3 days ago 51% |
| Momentum ODDS (%) | 3 days ago 68% | 3 days ago 74% |
| MACD ODDS (%) | 3 days ago 70% | 3 days ago 65% |
| TrendWeek ODDS (%) | 3 days ago 63% | 3 days ago 63% |
| TrendMonth ODDS (%) | 3 days ago 61% | 3 days ago 64% |
| Advances ODDS (%) | 3 days ago 61% | 13 days ago 73% |
| Declines ODDS (%) | 14 days ago 72% | 3 days ago 64% |
| BollingerBands ODDS (%) | N/A | N/A |
| Aroon ODDS (%) | 3 days ago 55% | 3 days ago 65% |
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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% | +1.01% | ||
| AMP - BEN | 68% Closely correlated | +1.94% | ||
| TROW - BEN | 65% Loosely correlated | +1.27% | ||
| BLK - BEN | 63% Loosely correlated | +1.52% | ||
| APAM - BEN | 62% Loosely correlated | +1.13% | ||
| CG - BEN | 62% Loosely correlated | +2.69% | ||
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VCTR and
Correlation & Price change
A.I.dvisor indicates that over the last year, VCTR has been loosely correlated with BAM. These tickers have moved in lockstep 63% of the time. This A.I.-generated data suggests there is some statistical probability that if VCTR jumps, then BAM could also see price increases.
| Ticker / NAME | Correlation To VCTR | 1D Price Change % | ||
|---|---|---|---|---|
| VCTR | 100% | -1.83% | ||
| BAM - VCTR | 63% Loosely correlated | +1.09% | ||
| BLK - VCTR | 60% Loosely correlated | +1.52% | ||
| BEN - VCTR | 60% Loosely correlated | +1.01% | ||
| KKR - VCTR | 56% Loosely correlated | +0.99% | ||
| APAM - VCTR | 56% Loosely correlated | +1.13% | ||
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