Franklin Resources, Inc. (BEN) vs Principal Financial Group, Inc. (PFG)
PFG leads on 8 of 14 compared metrics.
A side-by-side comparison of Franklin Resources, Inc. and Principal Financial Group, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 18, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
BEN
Franklin Resources, Inc.
$33.05Financial Services
PFG
Principal Financial Group, Inc.
$109.57Financial Services
Total return — BEN vs PFG
growth of $100 · last 25yBEN +208.0%PFG +421.8%PFG compounded faster
BEN PFG
BEN vs PFG: by the numbers
- •PFG is the larger company ($23.67B vs $17.17B market cap).
- •PFG trades at the lower earnings multiple (15.70 vs 24.66 P/E).
- •PFG converts more revenue to profit (10.03% vs 8.99% net margin).
- •BEN grew revenue faster over the past five years (5.65% vs 2.90% CAGR).
- •BEN pays the higher dividend yield (3.93% vs 2.91%).
Which is better, BEN or PFG?
Metric tally: BEN 6 · PFG 8It depends on what you're optimizing for:
ValuePFG(lower P/E)
GrowthBEN(faster 5Y revenue CAGR)
IncomeBEN(higher dividend yield)
QualityBEN(higher ROIC)
Metrics side by side
Valuation
| Metric | BEN | PFG |
|---|---|---|
| P/E ratio | 24.66 | 15.70● |
| Forward P/E | 12.06 | 11.74● |
| P/S ratio | 1.90 | 1.56● |
| P/B ratio | 1.41● | 2.04 |
| PEG ratio | 3.21● | 16.88 |
Profitability
| Metric | BEN | PFG |
|---|---|---|
| Gross margin | 73.80%● | 48.68% |
| Operating margin | 9.34% | 12.36%● |
| Net margin | 8.99% | 10.03%● |
| ROE | 6.70% | 13.12%● |
| ROIC | 1.38%● | 0.37% |
Dividends
| Metric | BEN | PFG |
|---|---|---|
| Dividend yield | 3.93%● | 2.91% |
| Payout ratio | 142.86% | 59.96% |
Growth (annualized)
| Metric | BEN | PFG |
|---|---|---|
| Revenue CAGR (5Y) | 5.65%● | 2.90% |
| EPS CAGR (5Y) | -10.56% | 0.93%● |
| Total return CAGR (5Y) | 6.10% | 17.00%● |
Frequently asked
- Which is better, BEN or PFG?
- It depends on your goal. value: PFG (lower P/E); growth: BEN (faster 5Y revenue CAGR); income: BEN (higher dividend yield); quality: BEN (higher ROIC). Across all compared metrics, PFG leads 8 to 6.
- Is BEN or PFG cheaper?
- On trailing earnings, PFG is cheaper: BEN trades at a 24.66 P/E and PFG at 15.70.
- Which has grown faster, BEN or PFG?
- Over the past five years, BEN grew revenue faster — BEN at a 5.65% CAGR versus PFG at 2.90%.
- Does BEN or PFG pay a bigger dividend?
- BEN yields 3.93% and PFG yields 2.91% based on trailing dividends and the latest price.
- Is BEN or PFG more profitable?
- PFG runs the higher net margin — BEN at 8.99% versus PFG at 10.03%.
- Which has been the better investment, BEN or PFG?
- Over the past 10-year, PFG delivered the higher annualized total return — BEN at 4.00% versus PFG at 14.14%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Franklin Resources P/E ratioPrincipal Financial P/E ratioFranklin Resources dividend yieldPrincipal Financial dividend yieldFranklin Resources ROEPrincipal Financial ROEFranklin Resources operating marginPrincipal Financial operating marginFranklin Resources revenue growthPrincipal Financial revenue growthFranklin Resources free cash flowPrincipal Financial free cash flow
Franklin Resources & Principal Financial 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 18, 2026.