WallStSmart

Franklin Resources Inc (BEN)vsBlackRock Inc (BLK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BlackRock Inc generates 174% more annual revenue ($24.22B vs $8.85B). BLK leads profitability with a 22.9% profit margin vs 7.0%. BEN appears more attractively valued with a PEG of 0.32. BLK earns a higher WallStSmart Score of 70/100 (B-).

BEN

Buy

64

out of 100

Grade: C+

Growth: 6.0Profit: 5.0Value: 10.0Quality: 6.3
Piotroski: 4/9Altman Z: 1.45

BLK

Strong Buy

70

out of 100

Grade: B-

Growth: 6.0Profit: 7.5Value: 7.3Quality: 4.8
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BENUndervalued (+45.5%)

Margin of Safety

+45.5%

Fair Value

$50.54

Current Price

$23.89

$26.65 discount

UndervaluedFair: $50.54Overvalued
BLKSignificantly Overvalued (-308.5%)

Margin of Safety

-308.5%

Fair Value

$240.24

Current Price

$981.35

$741.11 premium

UndervaluedFair: $240.24Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BEN3 strengths · Avg: 10.0/10
PEG RatioValuation
0.3210/10

Growing faster than its price suggests

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

EPS GrowthGrowth
60.6%10/10

Earnings expanding 60.6% YoY

BLK6 strengths · Avg: 8.7/10
Operating MarginProfitability
36.7%10/10

Strong operational efficiency at 36.7%

Market CapQuality
$151.82B9/10

Large-cap with strong market position

Profit MarginProfitability
22.9%9/10

Keeps 23 of every $100 in revenue as profit

PEG RatioValuation
0.998/10

Growing faster than its price suggests

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
23.4%8/10

Revenue surging 23.4% year-over-year

Areas to Watch

BEN4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.4%4/10

3.4% revenue growth

Return on EquityProfitability
4.5%3/10

ROE of 4.5% — below average capital efficiency

Profit MarginProfitability
7.0%3/10

7.0% margin — thin

Free Cash FlowQuality
$-264.40M2/10

Negative free cash flow — burning cash

BLK3 concerns · Avg: 3.0/10
P/E RatioValuation
27.6x4/10

Moderate valuation

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-31.7%2/10

Earnings declined 31.7%

Comparative Analysis Report

WallStSmart Research

Bull Case : BEN

The strongest argument for BEN centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.32 suggests the stock is reasonably priced for its growth.

Bull Case : BLK

The strongest argument for BLK centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 22.9% and operating margin at 36.7%. Revenue growth of 23.4% demonstrates continued momentum.

Bear Case : BEN

The primary concerns for BEN are Revenue Growth, Return on Equity, Profit Margin.

Bear Case : BLK

The primary concerns for BLK are P/E Ratio, Piotroski F-Score, EPS Growth.

Key Dynamics to Monitor

BEN profiles as a value stock while BLK is a growth play — different risk/reward profiles.

BLK carries more volatility with a beta of 1.49 — expect wider price swings.

BLK is growing revenue faster at 23.4% — sustainability is the question.

BLK generates stronger free cash flow (2.2B), providing more financial flexibility.

Bottom Line

BLK scores higher overall (70/100 vs 64/100), backed by strong 22.9% margins and 23.4% revenue growth. BEN offers better value entry with a 45.5% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Franklin Resources Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Franklin Resources Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc.

BlackRock Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

BlackRock, Inc. is an American multinational investment management corporation based in New York City.

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