Franklin Resources, Inc. (BEN) vs SoFi Technologies, Inc. (SOFI)
A side-by-side comparison of Franklin Resources, Inc. and SoFi Technologies, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 28, 2026. Differences are shown without an overall score or investment verdict.
BEN
Franklin Resources, Inc.
$33.33Financial ServicesDelayed quote: Jul 28, 2026, 4:00 PM EDT
SOFI
SoFi Technologies, Inc.
$16.74Financial ServicesDelayed quote: Jul 28, 2026, 4:00 PM EDT
Total return — BEN vs SOFI
growth of $100 · dividends reinvested · last 6yBEN +105.5%SOFI +61.1%BEN compounded faster
BEN SOFI
BEN vs SOFI: by the numbers
- •SOFI is the larger company ($21.47B vs $17.32B market cap).
- •BEN trades at the lower trailing earnings multiple (24.79 vs 38.15 P/E), one valuation lens rather than an overall verdict.
- •SOFI converts more revenue to profit (11.22% vs 8.99% net margin).
- •SOFI grew revenue faster over the past five years (43.20% vs 5.65% CAGR).
- •BEN pays a dividend (3.94% yield), while SOFI has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | BEN | SOFI |
|---|---|---|
| P/E ratio | 24.79 | 38.15 |
| Forward P/E | 11.83 | 28.28 |
| P/S ratio | 1.91 | 4.52 |
| P/B ratio | 1.42 | 2.15 |
| PEG ratio | 3.60 | N/A |
Profitability
| Metric | BEN | SOFI |
|---|---|---|
| Gross margin | 73.80% | 76.02% |
| Operating margin | 9.34% | 12.56% |
| Net margin | 8.99% | 11.22% |
| ROE | 6.70% | 5.34% |
| ROIC | 1.38% | 3.79% |
Dividends
| Metric | BEN | SOFI |
|---|---|---|
| Dividend yield | 3.94% | N/A |
| Payout ratio | 143.96% | N/A |
Growth (annualized)
| Metric | BEN | SOFI |
|---|---|---|
| Revenue CAGR (5Y) | 5.65% | 43.20% |
| EPS CAGR (5Y) | -10.56% | N/A |
| Total return CAGR (5Y) | 7.64% | 1.73% |
Frequently asked
- Which has the lower trailing P/E, BEN or SOFI?
- BEN has the lower trailing P/E: BEN trades at 24.79 and SOFI at 38.15. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, BEN or SOFI?
- Over the past five years, SOFI grew revenue faster — BEN at a 5.65% CAGR versus SOFI at 43.20%.
- Does BEN or SOFI pay a bigger dividend?
- BEN pays a dividend (3.94% yield), while SOFI has no payments in the available dividend history.
- Is BEN or SOFI more profitable?
- SOFI runs the higher net margin — BEN at 8.99% versus SOFI at 11.22%.
- How have BEN and SOFI total returns compared?
- Over the past 5 years, BEN delivered 3.64% and SOFI delivered 1.73% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Franklin Resources P/E ratioSoFi Technologies P/E ratioFranklin Resources dividend yieldSoFi Technologies dividend yieldFranklin Resources ROESoFi Technologies ROEFranklin Resources operating marginSoFi Technologies operating marginFranklin Resources revenue growthSoFi Technologies revenue growthFranklin Resources free cash flowSoFi Technologies free cash flow
Franklin Resources & SoFi Technologies 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 July 28, 2026.