ALTI vs BEN

For growth investors, Franklin Resources, Inc.

(BEN) is the stronger pick with 3. 5% revenue growth year-over-year, versus -16. 2% for AlTi Global, Inc. (ALTI). Franklin Resources, Inc. (BEN) offers the better valuation at 33. 5x trailing P/E (11. 2x forward), making it the more compelling value choice. Analysts rate AlTi Global, Inc. (ALTI) a "Strong Buy" — based on 1 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, Franklin Resources, Inc.

is actually cheaper at 11. 2x.

Over the past 5 years, Franklin Resources, Inc.

(BEN) delivered a total return of +7. 4%, compared to -60. 6% for AlTi Global, Inc. (ALTI). Over 10 years, the gap is even starker: BEN returned +23. 5% versus ALTI's -60. 8%. 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), AlTi Global, Inc.

(ALTI) is the lower-risk stock at 1. 12β versus Franklin Resources, Inc. 's 1. 31β — meaning BEN is approximately 16% more volatile than ALTI relative to the S&P 500. On balance sheet safety, AlTi Global, Inc. (ALTI) carries a lower debt/equity ratio of 6% versus 94% for Franklin Resources, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Franklin Resources, Inc.

(BEN) is pulling ahead at 3. 5% versus -16. 2% for AlTi Global, Inc. (ALTI). On earnings-per-share growth, the picture is similar: AlTi Global, Inc. grew EPS 52. 2% year-over-year, compared to 7. 1% for Franklin Resources, Inc.. 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 -49. 8% for AlTi Global, Inc. — 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 -42. 0% for ALTI. 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, Franklin Resources, Inc.

(BEN) trades at 11. 2x forward P/E versus 13. 6x for AlTi Global, Inc. — 2. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ALTI: 135. 6% to $9. 00.

All stocks in this comparison pay dividends.

Franklin Resources, Inc. (BEN) offers the highest yield at 4. 3%, versus 2. 2% for AlTi Global, Inc. (ALTI).

For long-horizon retirement investors, AlTi Global, Inc.

(ALTI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 12), 2. 2% yield). Both have compounded well over 10 years (ALTI: -60. 8%, BEN: +23. 5%), 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.

In terms of investment character: ALTI is a small-cap quality compounder stock; BEN is a mid-cap income-oriented stock. 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.