BEN
Franklin Resources, Inc.
Asset Management
Market Cap$16.19B
5Y Perf.+65.1%
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Stock Comparison
BEN vs DHIL
Revenue, margins, valuation, and 5-year total return — side by side.
DHIL
Diamond Hill Investment Group, Inc.
Asset Management
Market Cap$473M
5Y Perf.+64.0%
BEN vs DHIL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | BEN | DHIL |
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $16.19B | $473M |
| Revenue (TTM) | $8.77B | $158M |
| Net Income (TTM) | $812M | $49M |
| Gross Margin | 80.3% | 96.0% |
| Operating Margin | 6.9% | 38.4% |
| Forward P/E | 11.4x | 9.5x |
| Total Debt | $13.30B | $6.40B |
| Cash & Equiv. | $3.57B | $42M |
BEN vs DHIL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
BEN
DHIL
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Franklin Resources,… (BEN) | 100 | 165.1 | +65.1% |
| Diamond Hill Invest… (DHIL) | 100 | 164.0 | +64.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BEN vs DHIL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: DHIL leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Franklin Resources, Inc. is the stronger pick specifically for dividend income and shareholder returns and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
BEN
Franklin Resources, Inc.
The Banking Pick
BEN is the clearest fit if your priority is dividends and momentum.
- 4.3% yield, 6-year raise streak, vs DHIL's 5.7%
- +61.7% vs DHIL's +35.2%
Best for: dividends and momentum
DHIL
Diamond Hill Investment Group, Inc.
The Banking Pick
DHIL carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 1 yrs, beta 0.57, yield 5.7%
- Rev growth 4.5%, EPS growth 14.4%
- 52.8% 10Y total return vs BEN's 24.7%
Best for: income & stability and growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | DHIL | 4.5% NII/revenue growth vs BEN's 3.5% |
| Value | DHIL | Lower P/E (9.5x vs 11.4x) |
| Quality / Margins | DHIL | Efficiency ratio 0.6% vs BEN's 0.7% (lower = leaner) |
| Stability / Safety | DHIL | Beta 0.57 vs BEN's 1.31 |
| Dividends | BEN | 4.3% yield, 6-year raise streak, vs DHIL's 5.7% |
| Momentum (1Y) | BEN | +61.7% vs DHIL's +35.2% |
| Efficiency (ROA) | DHIL | Efficiency ratio 0.6% vs BEN's 0.7% |
BEN vs DHIL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
BEN vs DHIL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLDHILLAGGINGBEN
BENFranklin Resources, I…
2leads
DHILDiamond Hill Investme…
3leads
6 Total Categories
CATEGORYLEADERvs BENMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
DHIL3/5
Valuation MetricsMultiples, price ratios, and targets
BEN3/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
DHIL5/7
Total Returns1Y, 3Y, 5Y total returns with dividends
BEN4/6
Risk & VolatilityBeta, volatility, and downside exposure
DHIL2/2
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
DHIL leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
BEN is the larger business by revenue, generating $8.8B annually — 55.6x DHIL's $158M. DHIL is the more profitable business, keeping 30.9% of every revenue dollar as net income compared to BEN's 6.0%.
| Metric | BENFranklin Resource… | DHILDiamond Hill Inve… |
|---|---|---|
| RevenueTrailing 12 months | $8.8B | $158M |
| EBITDAEarnings before interest/tax | $1.2B | $62M |
| Net IncomeAfter-tax profit | $812M | $49M |
| Free Cash FlowCash after capex | $938M | $44.5B |
| Gross MarginGross profit ÷ Revenue | +80.3% | +96.0% |
| Operating MarginEBIT ÷ Revenue | +6.9% | +38.4% |
| Net MarginNet income ÷ Revenue | +6.0% | +30.9% |
| FCF MarginFCF ÷ Revenue | +10.4% | -57.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +100.0% | +25.3% |
DHIL leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
BEN leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
At 9.8x trailing earnings, DHIL trades at a 71% valuation discount to BEN's 34.2x P/E. On an enterprise value basis, BEN's 22.8x EV/EBITDA is more attractive than DHIL's 110.4x.
| Metric | BENFranklin Resource… | DHILDiamond Hill Inve… |
|---|---|---|
| Market CapShares × price | $16.2B | $473M |
| Enterprise ValueMkt cap + debt − cash | $25.9B | $6.8B |
| Trailing P/EPrice ÷ TTM EPS | 34.24x | 9.77x |
| Forward P/EPrice ÷ next-FY EPS est. | 11.45x | 9.48x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.18x |
| EV / EBITDAEnterprise value multiple | 22.82x | 110.39x |
| Price / SalesMarket cap ÷ Revenue | 1.85x | 3.00x |
| Price / BookPrice ÷ Book value/share | 1.13x | 2.70x |
| Price / FCFMarket cap ÷ FCF | 17.76x | — |
BEN leads this category, winning 3 of 5 comparable metrics.
Profitability & Efficiency
DHIL leads this category, winning 5 of 7 comparable metrics.
Profitability & Efficiency
DHIL delivers a 27.0% return on equity — every $100 of shareholder capital generates $27 in annual profit, vs $6 for BEN. BEN carries lower financial leverage with a 0.94x debt-to-equity ratio, signaling a more conservative balance sheet compared to DHIL's 36.26x.
| Metric | BENFranklin Resource… | DHILDiamond Hill Inve… |
|---|---|---|
| ROE (TTM)Return on equity | +5.6% | +27.0% |
| ROA (TTM)Return on assets | +2.5% | +19.5% |
| ROICReturn on invested capital | +1.6% | +1.3% |
| ROCEReturn on capital employed | +2.0% | +26.0% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 |
| Debt / EquityFinancial leverage | 0.94x | 36.26x |
| Net DebtTotal debt minus cash | $9.7B | $6.4B |
| Cash & Equiv.Liquid assets | $3.6B | $42M |
| Total DebtShort + long-term debt | $13.3B | $6.4B |
| Interest CoverageEBIT ÷ Interest expense | 15.19x | — |
DHIL leads this category, winning 5 of 7 comparable metrics.
Total Returns (Dividends Reinvested)
BEN leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in DHIL five years ago would be worth $12,868 today (with dividends reinvested), compared to $10,965 for BEN. Over the past 12 months, BEN leads with a +61.7% total return vs DHIL's +35.2%. The 3-year compound annual growth rate (CAGR) favors BEN at 11.3% vs DHIL's 7.0% — a key indicator of consistent wealth creation.
| Metric | BENFranklin Resource… | DHILDiamond Hill Inve… |
|---|---|---|
| YTD ReturnYear-to-date | +32.3% | +2.8% |
| 1-Year ReturnPast 12 months | +61.7% | +35.2% |
| 3-Year ReturnCumulative with dividends | +37.8% | +22.4% |
| 5-Year ReturnCumulative with dividends | +9.7% | +28.7% |
| 10-Year ReturnCumulative with dividends | +24.7% | +52.8% |
| CAGR (3Y)Annualised 3-year return | +11.3% | +7.0% |
BEN leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
DHIL leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
DHIL is the less volatile stock with a 0.57 beta — it tends to amplify market swings less than BEN's 1.31 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | BENFranklin Resource… | DHILDiamond Hill Inve… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.31x | 0.57x |
| 52-Week HighHighest price in past year | $31.44 | $175.03 |
| 52-Week LowLowest price in past year | $19.79 | $114.11 |
| % of 52W HighCurrent price vs 52-week peak | +99.1% | +100.0% |
| RSI (14)Momentum oscillator 0–100 | 75.9 | 70.5 |
| Avg Volume (50D)Average daily shares traded | 5.1M | 23K |
DHIL leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — BEN and DHIL each lead in 1 of 2 comparable metrics.
Analyst Outlook
For income investors, DHIL offers the higher dividend yield at 5.71% vs BEN's 4.26%.
| Metric | BENFranklin Resource… | DHILDiamond Hill Inve… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | — |
| Price TargetConsensus 12-month target | $28.75 | — |
| # AnalystsCovering analysts | 27 | — |
| Dividend YieldAnnual dividend ÷ price | +4.3% | +5.7% |
| Dividend StreakConsecutive years of raises | 6 | 1 |
| Dividend / ShareAnnual DPS | $1.33 | $9.98 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.5% | +3.6% |
Evenly matched — BEN and DHIL each lead in 1 of 2 comparable metrics.
Key Takeaway
DHIL leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BEN leads in 2 (Valuation Metrics, Total Returns). 1 tied.
Best OverallDiamond Hill Investment Gro… (DHIL)Leads 3 of 6 categories
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BEN vs DHIL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is BEN or DHIL a better buy right now?
For growth investors, Diamond Hill Investment Group, Inc.
(DHIL) is the stronger pick with 4. 5% revenue growth year-over-year, versus 3. 5% for Franklin Resources, Inc. (BEN). Diamond Hill Investment Group, Inc. (DHIL) offers the better valuation at 9. 8x trailing P/E (9. 5x 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.
02Which has the better valuation — BEN or DHIL?
On trailing P/E, Diamond Hill Investment Group, Inc.
(DHIL) is the cheapest at 9. 8x versus Franklin Resources, Inc. at 34. 2x. On forward P/E, Diamond Hill Investment Group, Inc. is actually cheaper at 9. 5x.
03Which is the better long-term investment — BEN or DHIL?
Over the past 5 years, Diamond Hill Investment Group, Inc.
(DHIL) delivered a total return of +28. 7%, compared to +9. 7% for Franklin Resources, Inc. (BEN). Over 10 years, the gap is even starker: DHIL returned +52. 8% versus BEN's +24. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BEN or DHIL?
By beta (market sensitivity over 5 years), Diamond Hill Investment Group, Inc.
(DHIL) is the lower-risk stock at 0. 57β versus Franklin Resources, Inc. 's 1. 31β — meaning BEN is approximately 129% more volatile than DHIL relative to the S&P 500. On balance sheet safety, Franklin Resources, Inc. (BEN) carries a lower debt/equity ratio of 94% versus 36% for Diamond Hill Investment Group, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — BEN or DHIL?
By revenue growth (latest reported year), Diamond Hill Investment Group, Inc.
(DHIL) is pulling ahead at 4. 5% versus 3. 5% for Franklin Resources, Inc. (BEN). On earnings-per-share growth, the picture is similar: Diamond Hill Investment Group, Inc. grew EPS 14. 4% 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.
06Which has better profit margins — BEN or DHIL?
Diamond Hill Investment Group, Inc.
(DHIL) is the more profitable company, earning 30. 9% net margin versus 6. 0% for Franklin Resources, Inc. — meaning it keeps 30. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DHIL leads at 38. 4% versus 6. 9% for BEN. At the gross margin level — before operating expenses — DHIL leads at 96. 0%, 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.
07Is BEN or DHIL more undervalued right now?
On forward earnings alone, Diamond Hill Investment Group, Inc.
(DHIL) trades at 9. 5x forward P/E versus 11. 4x for Franklin Resources, Inc. — 2. 0x cheaper on a one-year earnings basis.
08Which pays a better dividend — BEN or DHIL?
All stocks in this comparison pay dividends.
Diamond Hill Investment Group, Inc. (DHIL) offers the highest yield at 5. 7%, versus 4. 3% for Franklin Resources, Inc. (BEN).
09Is BEN or DHIL better for a retirement portfolio?
For long-horizon retirement investors, Diamond Hill Investment Group, Inc.
(DHIL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 57), 5. 7% yield). Both have compounded well over 10 years (DHIL: +52. 8%, BEN: +24. 7%), 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.
10What are the main differences between BEN and DHIL?
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: BEN is a mid-cap income-oriented stock; DHIL is a small-cap deep-value 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.
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Revenue Growth>
%
(BEN: 3.5% · DHIL: 4.5%)Net Margin>
%
(BEN: 6.0% · DHIL: 30.9%)P/E Ratio<
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