Is BEN or SOFI cheaper?

On trailing earnings, BEN is cheaper: BEN trades at a 23.98 P/E and SOFI at 37.47.

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 (4.05% yield) while SOFI does not currently pay one.

Is BEN or SOFI more profitable?

SOFI runs the higher net margin — BEN at 8.99% versus SOFI at 11.22%.

Which has been the better investment, BEN or SOFI?

Over the past 5-year, BEN delivered the higher annualized total return — BEN at 3.57% versus SOFI at -5.84%. Past performance doesn't predict future results.

Franklin Resources, Inc. (BEN) vs SoFi Technologies, Inc. (SOFI)

BEN leads on 9 of 13 compared metrics.

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 June 13, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

BEN

Franklin Resources, Inc.

$16.70B

$32.13Financial Services

SOFI

SoFi Technologies, Inc.

$21.27B

$16.58Financial Services

Total return — BEN vs SOFI

growth of $100 · last 6y

BEN +46.1%SOFI +58.2%SOFI compounded faster

BEN SOFI

BEN vs SOFI: by the numbers

•SOFI is the larger company ($21.27B vs $16.70B market cap).
•BEN trades at the lower earnings multiple (23.98 vs 37.47 P/E).
•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 (4.05% yield) while SOFI does not currently pay one.

Which is better, BEN or SOFI?

Metric tally: BEN 9 · SOFI 4

It depends on what you're optimizing for:

ValueBEN(lower P/E)

GrowthSOFI(faster 5Y revenue CAGR)

QualityBEN(higher ROIC)

Valuation

Metric	BEN	SOFI
P/E ratio	23.98●	37.47
Forward P/E	11.73●	27.78
P/S ratio	1.84●	4.44
P/B ratio	1.37●	2.11
PEG ratio	3.21	—
EV / EBITDA	16.11●	23.54
FCF yield	5.58%	—

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%●	0.95%

Dividends

Metric	BEN	SOFI
Dividend yield	4.05%	—
Payout ratio	142.86%	—

Growth (annualized)

Metric	BEN	SOFI
Revenue CAGR (5Y)	5.65%	43.20%●
EPS CAGR (5Y)	-10.56%●	-15.53%
FCF CAGR (5Y)	-8.27%	—
Total return CAGR (5Y)	3.38%●	-5.84%

Frequently asked

Which is better, BEN or SOFI?: It depends on your goal. value: BEN (lower P/E); growth: SOFI (faster 5Y revenue CAGR); quality: BEN (higher ROIC). Across all compared metrics, BEN leads 9 to 4.
Is BEN or SOFI cheaper?: On trailing earnings, BEN is cheaper: BEN trades at a 23.98 P/E and SOFI at 37.47.
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 (4.05% yield) while SOFI does not currently pay one.
Is BEN or SOFI more profitable?: SOFI runs the higher net margin — BEN at 8.99% versus SOFI at 11.22%.
Which has been the better investment, BEN or SOFI?: Over the past 5-year, BEN delivered the higher annualized total return — BEN at 3.57% versus SOFI at -5.84%. Past performance doesn't predict future results.

Go deeper

Full BEN analysis Full SOFI analysis Interactive comparison tool

BEN & SOFI appear in these rankings

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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 13, 2026.