BEN vs IVZ

For growth investors, Invesco Ltd.

(IVZ) is the stronger pick with 5. 1% revenue growth year-over-year, versus 3. 5% for Franklin Resources, Inc. (BEN). Franklin Resources, Inc. (BEN) offers the better valuation at 34. 2x trailing P/E (11. 4x forward), making it the more compelling value choice. Analysts rate Franklin Resources, Inc. (BEN) a "Hold" — based on 27 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On forward P/E, Invesco Ltd.

is actually cheaper at 10. 6x — notably different from the trailing picture, reflecting expected earnings growth.

Over the past 5 years, Invesco Ltd.

(IVZ) delivered a total return of +10. 6%, compared to +9. 7% for Franklin Resources, Inc. (BEN). Over 10 years, the gap is even starker: BEN returned +24. 7% versus IVZ's +23. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Franklin Resources, Inc.

(BEN) is the lower-risk stock at 1. 31β versus Invesco Ltd. 's 1. 67β — meaning IVZ is approximately 28% more volatile than BEN relative to the S&P 500. On balance sheet safety, Invesco Ltd. (IVZ) carries a lower debt/equity ratio of 78% versus 94% for Franklin Resources, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Invesco Ltd.

(IVZ) is pulling ahead at 5. 1% versus 3. 5% for Franklin Resources, Inc. (BEN). On earnings-per-share growth, the picture is similar: Franklin Resources, Inc. grew EPS 7. 1% year-over-year, compared to -235. 6% for Invesco Ltd.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Franklin Resources, Inc.

(BEN) is the more profitable company, earning 6. 0% net margin versus -4. 4% for Invesco Ltd. — meaning it keeps 6. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BEN leads at 6. 9% versus -10. 9% for IVZ. At the gross margin level — before operating expenses — BEN leads at 80. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, Invesco Ltd.

(IVZ) trades at 10. 6x forward P/E versus 11. 4x for Franklin Resources, Inc. — 0. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for IVZ: 8. 7% to $29. 72.

All stocks in this comparison pay dividends.

Franklin Resources, Inc. (BEN) offers the highest yield at 4. 3%, versus 3. 0% for Invesco Ltd. (IVZ).

For long-horizon retirement investors, Franklin Resources, Inc.

(BEN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (4. 3% yield). Invesco Ltd. (IVZ) carries a higher beta of 1. 67 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (BEN: +24. 7%, IVZ: +23. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.