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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 $23.3B against $15.9B — 1.5× the size. Principal Financial Group, Inc. trades at the lower P/E: 15.2× against 21.1×. 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 (4.26% vs 2.99%). Across the 20 metrics below, Principal Financial Group, Inc. leads on 11 and Franklin Resources Inc on 9.

Valuation

Metric BEN PFG Asset Management median
P/E 21.07 15.24 13.99
P/S 1.71 1.50 2.76
P/B 1.24 1.93 0.85
Price to free cash flow 68.92 n/m 8.32
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 4.74% 6.56% 4.72%
Free cash flow yield 1.45% (21.48%) 4.44%

Profitability

Metric BEN PFG Asset Management median
Gross margin 100.00% 47.67% 100.00%
Operating margin 9.71% 11.87% 33.42%
Net margin 8.14% 9.93% 13.37%
Free cash flow margin 2.48% 30.92% 12.36%
Return on equity 5.84% 13.18% 4.79%
Return on assets 2.21% 0.46% 1.55%
Return on invested capital 2.27% 10.34% 2.97%

Growth

Metric BEN PFG Asset Management median
Revenue growth (TTM) 7.94% 3.72% 7.42%
EPS growth (last fiscal year) 7.06% (21.41%) (6.67%)
Revenue growth, 5-year CAGR 9.52% 1.17% 12.51%
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 0.44
Current ratio 1.48 0.24 1.30
Net debt to EBITDA 7.18 (0.28) 1.02

Dividend

Metric BEN PFG Asset Management median
Dividend yield 4.26% 2.99% 6.60%
Payout ratio 0.90 0.46 0.94

Size

Metric BEN PFG Asset Management median
Market cap 15.94b 23.33b 694.86m

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