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Franklin Resources Inc (BEN) vs Carlyle Group Inc. (CG)

Franklin Resources Inc and Carlyle Group Inc. are both Asset Management companies. Franklin Resources Inc is the larger, with a market value of $15.9B against $13.1B — 1.2× the size. Franklin Resources Inc trades at the lower P/E: 21.1× against 36.0×. Franklin Resources Inc grew revenue faster over the last twelve months: 7.94% against −41.9%. Carlyle Group Inc. has the higher net margin (10.1% vs 8.14%) and the higher return on invested capital (4.40% vs 2.27%). Both pay a dividend; Franklin Resources Inc yields more (4.26% vs 3.85%). Across the 19 metrics below, Franklin Resources Inc leads on 12 and Carlyle Group Inc. on 7.

Valuation

Metric BEN CG Asset Management median
P/E 21.07 36.02 13.99
P/S 1.71 3.60 2.76
P/B 1.24 1.80 0.85
Price to free cash flow 68.92 n/m 8.32
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 4.74% 2.78% 4.72%
Free cash flow yield 1.45% (36.43%) 4.44%

Profitability

Metric BEN CG Asset Management median
Gross margin 100.00% 100.00% 100.00%
Operating margin 9.71% 39.60% 33.42%
Net margin 8.14% 10.08% 13.37%
Free cash flow margin 2.48% (114.16%) 12.36%
Return on equity 5.84% 5.22% 4.79%
Return on assets 2.21% 1.37% 1.55%
Return on invested capital 2.27% 4.40% 2.97%

Growth

Metric BEN CG Asset Management median
Revenue growth (TTM) 7.94% (41.88%) 7.42%
EPS growth (last fiscal year) 7.06% (21.30%) (6.67%)
Revenue growth, 5-year CAGR 9.52% 10.25% 12.51%
Net income growth, 5-year CAGR (9.65%) 18.36% 0.00%

Health

Metric BEN CG Asset Management median
Debt to equity 1.22 1.91 0.44
Current ratio 1.48 2.35 1.30
Net debt to EBITDA 7.18 (0.47) 1.02

Dividend

Metric BEN CG Asset Management median
Dividend yield 4.26% 3.85% 6.60%
Payout ratio 0.90 1.46 0.94

Size

Metric BEN CG Asset Management median
Market cap 15.94b 13.12b 694.86m

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