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).
BEN
Franklin Resources, Inc.
$32.49Financial Services
IVZ
Invesco Ltd.
$25.97Financial Services
Total return — BEN vs IVZ
growth of $100 · last 30yBEN +408.5%IVZ +1303.8%IVZ compounded faster
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 4It depends on what you're optimizing for:
GrowthBEN(faster 5Y revenue CAGR)
IncomeBEN(higher dividend yield)
QualityBEN(higher ROIC)
Metrics side by side
Valuation
| Metric | BEN | IVZ |
|---|---|---|
| P/E ratio | 24.25 | — |
| Forward P/E | 11.85 | 10.07● |
| P/S ratio | 1.86 | 1.79● |
| P/B ratio | 1.39 | 0.96● |
| PEG ratio | 3.60 | — |
Profitability
| Metric | BEN | IVZ |
|---|---|---|
| Gross margin | 73.80%● | 50.68% |
| Operating margin | 9.34%● | -9.71% |
| Net margin | 8.99%● | -3.69% |
| ROE | 6.70%● | -1.99% |
| ROIC | 1.38%● | -1.18% |
Dividends
| Metric | BEN | IVZ |
|---|---|---|
| Dividend yield | 4.00%● | 3.25% |
| Payout ratio | 142.86% | — |
Growth (annualized)
| Metric | BEN | IVZ |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Franklin Resources P/E ratioInvesco P/E ratioFranklin Resources dividend yieldInvesco dividend yieldFranklin Resources ROEInvesco ROEFranklin Resources operating marginInvesco operating marginFranklin Resources revenue growthInvesco revenue growthFranklin Resources free cash flowInvesco free cash flow
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 June 24, 2026.