Franklin Resources Inc (BEN)vsBrookfield Corp (BN)
BEN
Franklin Resources Inc
$23.89
+0.93%
FINANCIAL SERVICES · Cap: $12.34B
BN
Brookfield Corp
$39.22
-0.58%
FINANCIAL SERVICES · Cap: $86.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Corp generates 778% more annual revenue ($77.66B vs $8.85B). BEN leads profitability with a 7.0% profit margin vs 1.7%. BEN appears more attractively valued with a PEG of 0.32. BN earns a higher WallStSmart Score of 64/100 (C+).
BEN
Buy64
out of 100
Grade: C+
BN
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.5%
Fair Value
$50.54
Current Price
$23.89
$26.65 discount
Margin of Safety
-103.3%
Fair Value
$22.93
Current Price
$39.22
$16.29 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 60.6% YoY
Earnings expanding 80.4% YoY
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 29.2%
Areas to Watch
3.4% revenue growth
ROE of 4.5% — below average capital efficiency
7.0% margin — thin
Negative free cash flow — burning cash
3.5% revenue growth
ROE of 1.9% — below average capital efficiency
1.7% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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 : BN
The strongest argument for BN centers on EPS Growth, Market Cap, Price/Book. PEG of 1.27 suggests the stock is reasonably priced for its growth.
Bear Case : BEN
The primary concerns for BEN are Revenue Growth, Return on Equity, Profit Margin.
Bear Case : BN
The primary concerns for BN are Revenue Growth, Return on Equity, Profit Margin. A P/E of 78.1x leaves little room for execution misses. Thin 1.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
BN carries more volatility with a beta of 1.86 — expect wider price swings.
BN is growing revenue faster at 3.5% — sustainability is the question.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BEN scores higher overall (64/100 vs 64/100). Both earn "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.
Brookfield Corp
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Brookfield Corporation is an alternative asset manager and REIT/Real Estate Investment Manager firm focuses on real estate, renewable power, infrastructure and venture capital and private equity assets. The company is headquartered in Toronto, Canada with additional offices across Northern America; South America; Europe; Middle East and Asia.
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