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

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 September 13, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnBEN vs IVZ

growth of $100 · dividends reinvested · last 10y
BEN +38.4% (+3.3%/yr)IVZ +68.1% (+5.3%/yr)IVZ compounded faster over this window
50100150Start $10020182020202220242026$138$168
BEN IVZ

BEN vs IVZ: by the numbers

  • BEN is the larger company ($17.00B vs $13.63B market cap).
  • BEN is profitable (9.56% net margin) while IVZ runs a net loss (-0.93%).
  • BEN grew revenue faster over the past five years (3.44% vs 1.18% CAGR).
  • BEN pays the higher dividend yield (3.89% vs 2.63%).

Metrics side by side

Valuation

MetricBENIVZ
P/E ratio21.81N/A
Forward P/E11.3110.92
P/S ratio1.821.97
P/B ratio1.451.09

Profitability

MetricBENIVZ
Gross margin80.34%43.18%
Operating margin9.71%-7.10%
Net margin9.56%-0.93%
ROE7.59%-0.52%

Dividends

MetricBENIVZ
Dividend yield3.89%2.63%
Payout ratio87.33%N/A

Growth (annualized)

MetricBENIVZ
Revenue CAGR (5Y)3.44%1.18%
EPS CAGR (5Y)-10.56%-1.77%
Total return CAGR (5Y)6.58%10.21%

Frequently asked

Which has grown faster, BEN or IVZ?
Over the past five years, BEN grew revenue faster — BEN at a 3.44% CAGR versus IVZ at 1.18%.
Does BEN or IVZ pay a bigger dividend?
BEN yields 3.89% and IVZ yields 2.63% based on trailing dividends and the latest price.
Is BEN or IVZ more profitable?
BEN runs the higher net margin — BEN at 9.56% versus IVZ at -0.93%.
How have BEN and IVZ total returns compared?
Over the past 10 years, BEN delivered 3.56% and IVZ delivered 5.12% annualized total return. 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 September 13, 2026.