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Franklin Resources Inc (BEN) vs Pershing Square Inc. (PS)

Franklin Resources Inc and Pershing Square Inc. are both Asset Management companies. Pershing Square Inc. is the larger, with a market value of $20.1B against $16.4B — 1.2× the size. Franklin Resources Inc has the higher net margin (8.14% vs −67.6%) and the higher return on invested capital (2.27% vs −2.43%). Across the 11 metrics below, Franklin Resources Inc leads on 10 and Pershing Square Inc. on 1.

Valuation

Metric BEN PS Asset Management median
P/E 22.04 — 13.38
P/S 1.79 91.98 2.99
P/B 1.29 14.18 0.91
Price to free cash flow 72.07 n/m 7.79
EV/EBITDA — n/m —
EV/Sales — 81.89 —
Earnings yield 4.54% — 4.67%
Free cash flow yield 1.39% (0.40%) 4.85%

Profitability

Metric BEN PS Asset Management median
Gross margin 100.00% 100.00% 100.00%
Operating margin 9.71% (25.11%) 27.27%
Net margin 8.14% (67.64%) 11.89%
Free cash flow margin 2.48% (36.88%) 5.96%
Return on equity 5.84% 0.00% 4.57%
Return on assets 2.21% (16.21%) 1.40%
Return on invested capital 2.27% (2.43%) 2.12%

Growth

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

Health

Metric BEN PS Asset Management median
Debt to equity 1.22 0.00 0.40
Current ratio 1.48 0.04 1.23
Net debt to EBITDA 7.18 — 1.06

Dividend

Metric BEN PS Asset Management median
Dividend yield 4.07% — 6.43%
Payout ratio 0.90 — 0.91

Size

Metric BEN PS Asset Management median
Market cap 16.37b 20.14b 692.54m

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