WallStSmart

Franklin Resources Inc (BEN)vsBlackRock Inc (BLK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BlackRock Inc generates 193% more annual revenue ($27.30B vs $9.32B). BLK leads profitability with a 24.1% profit margin vs 8.7%. BEN appears more attractively valued with a PEG of 0.44. BLK earns a higher WallStSmart Score of 78/100 (B+).

BEN

Strong Buy

70

out of 100

Grade: B-

Growth: 6.7Profit: 5.0Value: 7.0Quality: 4.5
Piotroski: 4/9Altman Z: 1.45

BLK

Strong Buy

78

out of 100

Grade: B+

Growth: 8.7Profit: 7.5Value: 6.3Quality: 5.0
Piotroski: 1/9Altman Z: 1.11

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BEN3 strengths · Avg: 10.0/10
PEG RatioValuation
0.4410/10

Growing faster than its price suggests

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

EPS GrowthGrowth
106.7%10/10

Earnings expanding 106.7% YoY

BLK6 strengths · Avg: 9.2/10
Operating MarginProfitability
35.1%10/10

Strong operational efficiency at 35.1%

Revenue GrowthGrowth
30.6%10/10

Revenue surging 30.6% year-over-year

Market CapQuality
$175.42B9/10

Large-cap with strong market position

Profit MarginProfitability
24.1%9/10

Keeps 24 of every $100 in revenue as profit

Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.898/10

Growing faster than its price suggests

Areas to Watch

BEN3 concerns · Avg: 2.7/10
Return on EquityProfitability
7.6%3/10

ROE of 7.6% — below average capital efficiency

Debt/EquityHealth
1.423/10

Elevated debt levels

Altman Z-ScoreHealth
1.452/10

Distress zone — elevated risk

BLK3 concerns · Avg: 3.0/10
P/E RatioValuation
25.4x4/10

Moderate valuation

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Altman Z-ScoreHealth
1.112/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : BEN

The strongest argument for BEN centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 14.3% demonstrates continued momentum. PEG of 0.44 suggests the stock is reasonably priced for its growth.

Bull Case : BLK

The strongest argument for BLK centers on Operating Margin, Revenue Growth, Market Cap. Profitability is solid with margins at 24.1% and operating margin at 35.1%. Revenue growth of 30.6% demonstrates continued momentum.

Bear Case : BEN

The primary concerns for BEN are Return on Equity, Debt/Equity, Altman Z-Score.

Bear Case : BLK

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

Key Dynamics to Monitor

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

BEN carries more volatility with a beta of 1.57 — expect wider price swings.

BLK is growing revenue faster at 30.6% — sustainability is the question.

BEN generates stronger free cash flow (562M), providing more financial flexibility.

Bottom Line

BLK scores higher overall (78/100 vs 70/100), backed by strong 24.1% margins and 30.6% revenue growth. Both earn "Strong Buy" and "Strong 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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