Powerpack

Unlock full stockrow access for only $9.90/month and boost yourself as an investor.

  • Full quarterly history

    Every quarter and TTM period we hold, not just the last 12.

  • Analyst estimates

    Three years of forward estimates and dividend forecasts.

  • Unlimited screener

    All results, unlimited saved screens, email when a screen changes.

  • Unlimited Excel

    Full workbooks and screener exports.

  • Unlimited follows

See Powerpack
Screener Weekly Summary Pricing

Franklin Resources Inc (BEN) vs Principal Financial Group, Inc. (PFG)

Franklin Resources Inc and Principal Financial Group, Inc. are both Asset Management companies. Principal Financial Group, Inc. is the larger, with a market value of $24.4B against $16.5B — 1.5× the size. Principal Financial Group, Inc. trades at the lower P/E: 16.1× against 22.5×. Franklin Resources Inc grew revenue faster over the last twelve months: 7.94% against 3.72%. Principal Financial Group, Inc. has the higher net margin (9.93% vs 8.14%) and the higher return on invested capital (10.3% vs 2.27%). Both pay a dividend; Franklin Resources Inc yields more (4.61% vs 3.35%). Across the 22 metrics below, Principal Financial Group, Inc. leads on 13 and Franklin Resources Inc on 9.

Valuation

Metric BEN PFG Asset Management median
P/E 22.46 16.07 14.62
P/S 1.82 1.58 2.97
P/B 1.32 2.03 0.94
Price to free cash flow 73.45 n/m 8.93
EV/EBITDA 21.51 12.81 10.32
EV/Sales 3.11 1.52 5.72
Earnings yield 4.45% 6.22% 4.53%
Free cash flow yield 1.36% (20.37%) 4.65%

Profitability

Metric BEN PFG Asset Management median
Gross margin 100.00% 47.67% 100.00%
Operating margin 9.71% 11.87% 33.03%
Net margin 8.14% 9.93% 13.53%
Free cash flow margin 2.48% 30.92% 12.44%
Return on equity 5.84% 13.18% 4.83%
Return on assets 2.21% 0.46% 1.57%
Return on invested capital 2.27% 10.34% 3.04%

Growth

Metric BEN PFG Asset Management median
Revenue growth (TTM) 7.94% 3.72% 6.97%
EPS growth (last fiscal year) 7.06% (21.41%) —
Revenue growth, 5-year CAGR 9.52% 1.17% 12.13%
Net income growth, 5-year CAGR (9.65%) (3.22%) 0.00%

Health

Metric BEN PFG Asset Management median
Debt to equity 1.22 0.36 0.42
Current ratio 1.48 0.24 1.28
Net debt to EBITDA 7.18 (0.28) 1.06

Dividend

Metric BEN PFG Asset Management median
Dividend yield 4.61% 3.35% 6.92%
Payout ratio 0.74 0.39 0.77

Size

Metric BEN PFG Asset Management median
Market cap 16.54b 24.44b 721.34m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack