Franklin Resources, Inc. (BEN) vs Everest Group, Ltd. (EG)

EG leads on 12 of 14 compared metrics.

A side-by-side comparison of Franklin Resources, Inc. and Everest Group, Ltd. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 25, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — BEN vs EG

growth of $100 · last 30y
BEN +399.8%EG +1272.1%EG compounded faster
05001k2kStart $100200120062011201620212026$500$1,372
BEN EG

BEN vs EG: by the numbers

  • BEN is the larger company ($17.22B vs $13.57B market cap).
  • EG trades at the lower earnings multiple (6.98 vs 24.25 P/E).
  • EG converts more revenue to profit (11.86% vs 8.99% net margin).
  • EG grew revenue faster over the past five years (10.61% vs 5.65% CAGR).
  • BEN pays the higher dividend yield (4.00% vs 2.33%).

Which is better, BEN or EG?

Metric tally: BEN 2 · EG 12

It depends on what you're optimizing for:

ValueEG(lower P/E)
GrowthEG(faster 5Y revenue CAGR)
IncomeBEN(higher dividend yield)
QualityEG(higher ROIC)

Metrics side by side

Valuation

MetricBENEG
P/E ratio24.256.98
Forward P/E11.856.57
P/S ratio1.860.81
P/B ratio1.390.90
PEG ratio3.600.47

Profitability

MetricBENEG
Gross margin73.80%28.48%
Operating margin9.34%14.23%
Net margin8.99%11.86%
ROE6.70%13.30%
ROIC1.38%8.05%

Dividends

MetricBENEG
Dividend yield4.00%2.33%
Payout ratio142.86%21.13%

Growth (annualized)

MetricBENEG
Revenue CAGR (5Y)5.65%10.61%
EPS CAGR (5Y)-10.56%24.21%
Total return CAGR (5Y)4.98%8.33%

Frequently asked

Which is better, BEN or EG?
It depends on your goal. value: EG (lower P/E); growth: EG (faster 5Y revenue CAGR); income: BEN (higher dividend yield); quality: EG (higher ROIC). Across all compared metrics, EG leads 12 to 2.
Is BEN or EG cheaper?
On trailing earnings, EG is cheaper: BEN trades at a 24.25 P/E and EG at 6.98.
Which has grown faster, BEN or EG?
Over the past five years, EG grew revenue faster — BEN at a 5.65% CAGR versus EG at 10.61%.
Does BEN or EG pay a bigger dividend?
BEN yields 4.00% and EG yields 2.33% based on trailing dividends and the latest price.
Is BEN or EG more profitable?
EG runs the higher net margin — BEN at 8.99% versus EG at 11.86%.
Which has been the better investment, BEN or EG?
Over the past 10-year, EG delivered the higher annualized total return — BEN at 4.42% versus EG at 9.59%. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 25, 2026.