Franklin Resources, Inc. (BEN) vs Invesco Ltd. (IVZ)

BEN leads on 8 of 12 compared metrics.

A side-by-side comparison of Franklin Resources, Inc. and Invesco Ltd. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 24, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — BEN vs IVZ

growth of $100 · last 30y
BEN +408.5%IVZ +1303.8%IVZ compounded faster
01k2k3kStart $100200120062011201620212026$508$1,404
BEN IVZ

BEN vs IVZ: by the numbers

  • BEN is the larger company ($16.88B vs $11.52B market cap).
  • BEN is profitable (8.99% net margin) while IVZ runs a net loss (-3.69%).
  • BEN grew revenue faster over the past five years (5.65% vs 1.21% CAGR).
  • BEN pays the higher dividend yield (4.00% vs 3.25%).

Which is better, BEN or IVZ?

Metric tally: BEN 8 · IVZ 4

It depends on what you're optimizing for:

GrowthBEN(faster 5Y revenue CAGR)
IncomeBEN(higher dividend yield)
QualityBEN(higher ROIC)

Metrics side by side

Valuation

MetricBENIVZ
P/E ratio24.25
Forward P/E11.8510.07
P/S ratio1.861.79
P/B ratio1.390.96
PEG ratio3.60

Profitability

MetricBENIVZ
Gross margin73.80%50.68%
Operating margin9.34%-9.71%
Net margin8.99%-3.69%
ROE6.70%-1.99%
ROIC1.38%-1.18%

Dividends

MetricBENIVZ
Dividend yield4.00%3.25%
Payout ratio142.86%

Growth (annualized)

MetricBENIVZ
Revenue CAGR (5Y)5.65%1.21%
EPS CAGR (5Y)-10.56%-1.77%
Total return CAGR (5Y)5.02%3.35%

Frequently asked

Which is better, BEN or IVZ?
It depends on your goal. growth: BEN (faster 5Y revenue CAGR); income: BEN (higher dividend yield); quality: BEN (higher ROIC). Across all compared metrics, BEN leads 8 to 4.
Which has grown faster, BEN or IVZ?
Over the past five years, BEN grew revenue faster — BEN at a 5.65% CAGR versus IVZ at 1.21%.
Does BEN or IVZ pay a bigger dividend?
BEN yields 4.00% and IVZ yields 3.25% based on trailing dividends and the latest price.
Is BEN or IVZ more profitable?
BEN runs the higher net margin — BEN at 8.99% versus IVZ at -3.69%.
Which has been the better investment, BEN or IVZ?
Over the past 10-year, IVZ delivered the higher annualized total return — BEN at 4.24% versus IVZ at 4.78%. 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 24, 2026.