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Franklin Resources Inc (BEN) vs Equitable Holdings, Inc. (EQH)

Franklin Resources Inc and Equitable Holdings, Inc. are both Asset Management companies. Franklin Resources Inc is the larger, with a market value of $16.4B against $14.2B — 1.2× the size. Equitable Holdings, Inc. trades at the lower P/E: 9.5× against 22.0×. Equitable Holdings, Inc. grew revenue faster over the last twelve months: 8.69% against 7.94%. Equitable Holdings, Inc. has the higher net margin (11.1% vs 8.14%) and the lower return on invested capital (0.00% vs 2.27%). Both pay a dividend; Franklin Resources Inc yields more (4.07% vs 2.15%). Across the 20 metrics below, Equitable Holdings, Inc. leads on 11 and Franklin Resources Inc on 9.

Valuation

Metric BEN EQH Asset Management median
P/E 22.04 9.52 13.38
P/S 1.79 1.10 2.99
P/B 1.29 n/m 0.91
Price to free cash flow 72.07 5.56 7.79
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 4.54% 10.50% 4.67%
Free cash flow yield 1.39% 17.98% 4.85%

Profitability

Metric BEN EQH Asset Management median
Gross margin 100.00% 58.26% 100.00%
Operating margin 9.71% 17.98% 27.27%
Net margin 8.14% 11.11% 11.89%
Free cash flow margin 2.48% 20.08% 5.96%
Return on equity 5.84% (406.73%) 4.57%
Return on assets 2.21% 0.45% 1.40%
Return on invested capital 2.27% 0.00% 2.12%

Growth

Metric BEN EQH Asset Management median
Revenue growth (TTM) 7.94% 8.69% 7.26%
EPS growth (last fiscal year) 7.06% (227.78%) (5.64%)
Revenue growth, 5-year CAGR 9.52% (1.24%) 11.84%
Net income growth, 5-year CAGR (9.65%) 0.00% 0.00%

Health

Metric BEN EQH Asset Management median
Debt to equity 1.22 (40.48) 0.40
Current ratio 1.48 0.12 1.23
Net debt to EBITDA 7.18 60.82 1.06

Dividend

Metric BEN EQH Asset Management median
Dividend yield 4.07% 2.15% 6.43%
Payout ratio 0.90 0.21 0.91

Size

Metric BEN EQH Asset Management median
Market cap 16.37b 14.21b 692.54m

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