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.

Compare

Total returnBEN vs SOFI

growth of $100 · dividends reinvested · last 6y
BEN +105.5%SOFI +61.1%BEN compounded faster
100200300Start $100202120222023202420252026$205$161
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

MetricBENSOFI
P/E ratio24.7938.15
Forward P/E11.8328.28
P/S ratio1.914.52
P/B ratio1.422.15
PEG ratio3.60N/A

Profitability

MetricBENSOFI
Gross margin73.80%76.02%
Operating margin9.34%12.56%
Net margin8.99%11.22%
ROE6.70%5.34%
ROIC1.38%3.79%

Dividends

MetricBENSOFI
Dividend yield3.94%N/A
Payout ratio143.96%N/A

Growth (annualized)

MetricBENSOFI
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.

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.