Franklin Resources Inc (BEN)vsKKR & Co. Inc. (KKR)
BEN
Franklin Resources Inc
$31.33
-2.00%
FINANCIAL SERVICES · Cap: $16.70B
KKR
KKR & Co. Inc.
$95.48
+1.95%
FINANCIAL SERVICES · Cap: $88.07B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co. Inc. generates 181% more annual revenue ($25.35B vs $9.03B). KKR leads profitability with a 11.7% profit margin vs 8.1%. BEN appears more attractively valued with a PEG of 0.40. BEN earns a higher WallStSmart Score of 70/100 (B-).
BEN
Strong Buy70
out of 100
Grade: B-
KKR
Hold48
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 87.2% YoY
Large-cap with strong market position
Growing faster than its price suggests
Generating 1.9B in free cash flow
Areas to Watch
ROE of 6.7% — below average capital efficiency
Elevated debt levels
Negative free cash flow — burning cash
Distress zone — elevated risk
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Revenue declined 6.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : BEN
The strongest argument for BEN centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.40 suggests the stock is reasonably priced for its growth.
Bull Case : KKR
The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.52 suggests the stock is reasonably priced for its growth.
Bear Case : BEN
The primary concerns for BEN are Return on Equity, Debt/Equity, Free Cash Flow.
Bear Case : KKR
The primary concerns for KKR are P/E Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.80 is elevated, increasing financial risk.
Key Dynamics to Monitor
BEN profiles as a value stock while KKR is a declining play — different risk/reward profiles.
KKR carries more volatility with a beta of 1.85 — expect wider price swings.
BEN is growing revenue faster at 8.7% — sustainability is the question.
KKR generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
BEN scores higher overall (70/100 vs 48/100). Both earn "Strong Buy" and "Hold" 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.
KKR & Co. Inc.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
KKR & Co. Inc., established in 1976, is a leading global investment firm recognized for its expertise across private equity, credit, and real asset investments. Utilizing its extensive industry knowledge and global reach, KKR strategically identifies and seizes complex market opportunities, thereby generating sustainable long-term value for its portfolio companies. The firm's strong emphasis on sustainable investing is evidenced by its rigorous integration of environmental, social, and governance (ESG) criteria in its investment processes, ensuring not only robust financial performance but also responsible market growth. KKR's dedication to innovation and operational excellence solidifies its status as a pivotal player in the global financial landscape.
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