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.
BEN
Franklin Resources, Inc.
$32.71Financial ServicesDelayed quote: Sep 23, 2026, 4:00 PM EDT
IVZ
Invesco Ltd.
$30.74Financial ServicesDelayed quote: Sep 23, 2026, 4:00 PM EDT
Total return — BEN vs IVZ
growth of $100 · dividends reinvested · last 10yBEN +38.4% (+3.3%/yr)IVZ +68.1% (+5.3%/yr)IVZ compounded faster over this window
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
| Metric | BEN | IVZ |
|---|---|---|
| P/E ratio | 21.81 | N/A |
| Forward P/E | 11.31 | 10.92 |
| P/S ratio | 1.82 | 1.97 |
| P/B ratio | 1.45 | 1.09 |
Profitability
| Metric | BEN | IVZ |
|---|---|---|
| Gross margin | 80.34% | 43.18% |
| Operating margin | 9.71% | -7.10% |
| Net margin | 9.56% | -0.93% |
| ROE | 7.59% | -0.52% |
Dividends
| Metric | BEN | IVZ |
|---|---|---|
| Dividend yield | 3.89% | 2.63% |
| Payout ratio | 87.33% | N/A |
Growth (annualized)
| Metric | BEN | IVZ |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Franklin Resources P/E ratioFranklin Resources dividend yieldInvesco dividend yieldFranklin Resources ROEInvesco ROEFranklin Resources operating marginInvesco operating marginFranklin Resources revenue growthInvesco revenue growth
Franklin Resources & Invesco appear in these rankings
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.