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Franklin Resources Inc (BEN) vs Invesco Ltd. (IVZ)

Franklin Resources Inc and Invesco Ltd. are both Asset Management companies. Franklin Resources Inc is the larger, with a market value of $15.9B against $12.7B — 1.3× the size. Invesco Ltd. has negative trailing earnings, so its P/E is not meaningful; Franklin Resources Inc trades at 21.1×. Invesco Ltd. grew revenue faster over the last twelve months: 12.2% against 7.94%. Franklin Resources Inc has the higher net margin (8.14% vs −4.48%) and the higher return on invested capital (2.27% vs −1.34%). Both pay a dividend; Franklin Resources Inc yields more (4.26% vs 3.01%). Across the 20 metrics below, Franklin Resources Inc leads on 13 and Invesco Ltd. on 7.

Valuation

Metric BEN IVZ Asset Management median
P/E 21.07 n/m 13.99
P/S 1.71 1.84 2.76
P/B 1.24 1.20 0.85
Price to free cash flow 68.92 6.63 8.32
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 4.74% (2.41%) 4.72%
Free cash flow yield 1.45% 15.09% 4.44%

Profitability

Metric BEN IVZ Asset Management median
Gross margin 100.00% 66.01% 100.00%
Operating margin 9.71% (7.10%) 33.42%
Net margin 8.14% (4.48%) 13.37%
Free cash flow margin 2.48% 27.83% 12.36%
Return on equity 5.84% (2.81%) 4.79%
Return on assets 2.21% (1.10%) 1.55%
Return on invested capital 2.27% (1.34%) 2.97%

Growth

Metric BEN IVZ Asset Management median
Revenue growth (TTM) 7.94% 12.18% 7.42%
EPS growth (last fiscal year) 7.06% (235.59%) (6.67%)
Revenue growth, 5-year CAGR 9.52% 0.74% 12.51%
Net income growth, 5-year CAGR (9.65%) 0.00% 0.00%

Health

Metric BEN IVZ Asset Management median
Debt to equity 1.22 0.81 0.44
Current ratio 1.48 1.31 1.30
Net debt to EBITDA 7.18 7.77 1.02

Dividend

Metric BEN IVZ Asset Management median
Dividend yield 4.26% 3.01% 6.60%
Payout ratio 0.90 — 0.94

Size

Metric BEN IVZ Asset Management median
Market cap 15.94b 12.72b 694.86m

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