Compare Stocks

2 / 10
Try these comparisons:

Stock Comparison

MGRB vs BEN

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
MGRB
Affiliated Managers Group, Inc.

Investment - Banking & Investment Services

Financial ServicesNYSE • US
Market Cap$448M
5Y Perf.-34.5%
BEN
Franklin Resources, Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$16.19B
5Y Perf.+53.1%

MGRB vs BEN — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
MGRB logoMGRB
BEN logoBEN
IndustryInvestment - Banking & Investment ServicesAsset Management
Market Cap$448M$16.19B
Revenue (TTM)$2.45B$8.77B
Net Income (TTM)$717M$812M
Gross Margin86.0%80.3%
Operating Margin31.8%6.9%
Forward P/E0.5x11.4x
Total Debt$2.69B$13.30B
Cash & Equiv.$586M$3.57B

MGRB vs BENLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

MGRB
BEN
StockSep 20May 26Return
Affiliated Managers… (MGRB)10065.5-34.5%
Franklin Resources,… (BEN)100153.1+53.1%

Price return only. Dividends and distributions are not included.

Quick Verdict: MGRB vs BEN

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: MGRB 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.
MGRB
Affiliated Managers Group, Inc.
The Banking Pick

MGRB carries the broadest edge in this set and is the clearest fit for growth exposure and sleep-well-at-night.

  • Rev growth 19.8%, EPS growth 50.3%
  • Lower volatility, beta 0.74, Low D/E 60.9%
  • Beta 0.74, yield 0.2%
Best for: growth exposure and sleep-well-at-night
BEN
Franklin Resources, Inc.
The Banking Pick

BEN is the clearest fit if your priority is income & stability and long-term compounding.

  • Dividend streak 6 yrs, beta 1.31, yield 4.3%
  • 24.7% 10Y total return vs MGRB's -8.8%
  • 4.3% yield, 6-year raise streak, vs MGRB's 0.2%
Best for: income & stability and long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthMGRB logoMGRB19.8% NII/revenue growth vs BEN's 3.5%
ValueMGRB logoMGRBLower P/E (0.5x vs 11.4x)
Quality / MarginsMGRB logoMGRBEfficiency ratio 0.5% vs BEN's 0.7% (lower = leaner)
Stability / SafetyMGRB logoMGRBBeta 0.74 vs BEN's 1.31, lower leverage
DividendsBEN logoBEN4.3% yield, 6-year raise streak, vs MGRB's 0.2%
Momentum (1Y)BEN logoBEN+61.7% vs MGRB's +5.8%
Efficiency (ROA)MGRB logoMGRBEfficiency ratio 0.5% vs BEN's 0.7%

MGRB vs BEN — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

MGRBAffiliated Managers Group, Inc.

Segment breakdown not available.

BENFranklin Resources, Inc.
FY 2025
Investment Advisory, Management and Administrative Service
79.6%$7.0B
Sales And Distribution Fees
16.8%$1.5B
Shareholder Service
3.0%$265M
Service, Other
0.6%$50M

MGRB vs BEN — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLMGRBLAGGINGBEN

Income & Cash Flow (Last 12 Months)

MGRB leads this category, winning 5 of 5 comparable metrics.

BEN is the larger business by revenue, generating $8.8B annually — 3.6x MGRB's $2.4B. MGRB is the more profitable business, keeping 29.3% of every revenue dollar as net income compared to BEN's 6.0%.

MetricMGRB logoMGRBAffiliated Manage…BEN logoBENFranklin Resource…
RevenueTrailing 12 months$2.4B$8.8B
EBITDAEarnings before interest/tax$855M$1.2B
Net IncomeAfter-tax profit$717M$812M
Free Cash FlowCash after capex$978M$938M
Gross MarginGross profit ÷ Revenue+86.0%+80.3%
Operating MarginEBIT ÷ Revenue+31.8%+6.9%
Net MarginNet income ÷ Revenue+29.3%+6.0%
FCF MarginFCF ÷ Revenue+41.1%+10.4%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year+149.1%+100.0%
MGRB leads this category, winning 5 of 5 comparable metrics.

Valuation Metrics

MGRB leads this category, winning 6 of 6 comparable metrics.

At 0.7x trailing earnings, MGRB trades at a 98% valuation discount to BEN's 34.2x P/E. On an enterprise value basis, MGRB's 2.7x EV/EBITDA is more attractive than BEN's 22.8x.

MetricMGRB logoMGRBAffiliated Manage…BEN logoBENFranklin Resource…
Market CapShares × price$448M$16.2B
Enterprise ValueMkt cap + debt − cash$2.6B$25.9B
Trailing P/EPrice ÷ TTM EPS0.74x34.24x
Forward P/EPrice ÷ next-FY EPS est.0.50x11.45x
PEG RatioP/E ÷ EPS growth rate0.02x
EV / EBITDAEnterprise value multiple2.69x22.82x
Price / SalesMarket cap ÷ Revenue0.18x1.85x
Price / BookPrice ÷ Book value/share0.13x1.13x
Price / FCFMarket cap ÷ FCF0.45x17.76x
MGRB leads this category, winning 6 of 6 comparable metrics.

Profitability & Efficiency

MGRB leads this category, winning 8 of 9 comparable metrics.

MGRB delivers a 16.0% return on equity — every $100 of shareholder capital generates $16 in annual profit, vs $6 for BEN. MGRB carries lower financial leverage with a 0.61x debt-to-equity ratio, signaling a more conservative balance sheet compared to BEN's 0.94x. On the Piotroski fundamental quality scale (0–9), MGRB scores 8/9 vs BEN's 6/9, reflecting strong financial health.

MetricMGRB logoMGRBAffiliated Manage…BEN logoBENFranklin Resource…
ROE (TTM)Return on equity+16.0%+5.6%
ROA (TTM)Return on assets+8.0%+2.5%
ROICReturn on invested capital+8.1%+1.6%
ROCEReturn on capital employed+8.6%+2.0%
Piotroski ScoreFundamental quality 0–986
Debt / EquityFinancial leverage0.61x0.94x
Net DebtTotal debt minus cash$2.1B$9.7B
Cash & Equiv.Liquid assets$586M$3.6B
Total DebtShort + long-term debt$2.7B$13.3B
Interest CoverageEBIT ÷ Interest expense9.69x15.19x
MGRB leads this category, winning 8 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

BEN leads this category, winning 6 of 6 comparable metrics.

A $10,000 investment in BEN five years ago would be worth $10,965 today (with dividends reinvested), compared to $8,769 for MGRB. Over the past 12 months, BEN leads with a +61.7% total return vs MGRB's +5.8%. The 3-year compound annual growth rate (CAGR) favors BEN at 11.3% vs MGRB's 3.2% — a key indicator of consistent wealth creation.

MetricMGRB logoMGRBAffiliated Manage…BEN logoBENFranklin Resource…
YTD ReturnYear-to-date-0.4%+32.3%
1-Year ReturnPast 12 months+5.8%+61.7%
3-Year ReturnCumulative with dividends+10.0%+37.8%
5-Year ReturnCumulative with dividends-12.3%+9.7%
10-Year ReturnCumulative with dividends-8.8%+24.7%
CAGR (3Y)Annualised 3-year return+3.2%+11.3%
BEN leads this category, winning 6 of 6 comparable metrics.

Risk & Volatility

Evenly matched — MGRB and BEN each lead in 1 of 2 comparable metrics.

MGRB is the less volatile stock with a 0.74 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. BEN currently trades 99.1% from its 52-week high vs MGRB's 87.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricMGRB logoMGRBAffiliated Manage…BEN logoBENFranklin Resource…
Beta (5Y)Sensitivity to S&P 5000.74x1.31x
52-Week HighHighest price in past year$19.10$31.44
52-Week LowLowest price in past year$6.94$19.79
% of 52W HighCurrent price vs 52-week peak+87.9%+99.1%
RSI (14)Momentum oscillator 0–10059.675.9
Avg Volume (50D)Average daily shares traded15K5.1M
Evenly matched — MGRB and BEN each lead in 1 of 2 comparable metrics.

Analyst Outlook

BEN leads this category, winning 2 of 2 comparable metrics.

For income investors, BEN offers the higher dividend yield at 4.26% vs MGRB's 0.18%.

MetricMGRB logoMGRBAffiliated Manage…BEN logoBENFranklin Resource…
Analyst RatingConsensus buy/hold/sellHold
Price TargetConsensus 12-month target$28.75
# AnalystsCovering analysts27
Dividend YieldAnnual dividend ÷ price+0.2%+4.3%
Dividend StreakConsecutive years of raises06
Dividend / ShareAnnual DPS$0.03$1.33
Buyback YieldShare repurchases ÷ mkt cap+100.0%+1.5%
BEN leads this category, winning 2 of 2 comparable metrics.
Key Takeaway

MGRB leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). BEN leads in 2 (Total Returns, Analyst Outlook). 1 tied.

Best OverallAffiliated Managers Group, … (MGRB)Leads 3 of 6 categories
Loading custom metrics...

MGRB vs BEN: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is MGRB or BEN a better buy right now?

For growth investors, Affiliated Managers Group, Inc.

(MGRB) is the stronger pick with 19. 8% revenue growth year-over-year, versus 3. 5% for Franklin Resources, Inc. (BEN). Affiliated Managers Group, Inc. (MGRB) offers the better valuation at 0. 7x trailing P/E (0. 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.

02

Which has the better valuation — MGRB or BEN?

On trailing P/E, Affiliated Managers Group, Inc.

(MGRB) is the cheapest at 0. 7x versus Franklin Resources, Inc. at 34. 2x. On forward P/E, Affiliated Managers Group, Inc. is actually cheaper at 0. 5x.

03

Which is the better long-term investment — MGRB or BEN?

Over the past 5 years, Franklin Resources, Inc.

(BEN) delivered a total return of +9. 7%, compared to -12. 3% for Affiliated Managers Group, Inc. (MGRB). Over 10 years, the gap is even starker: BEN returned +24. 7% versus MGRB's -8. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — MGRB or BEN?

By beta (market sensitivity over 5 years), Affiliated Managers Group, Inc.

(MGRB) is the lower-risk stock at 0. 74β versus Franklin Resources, Inc. 's 1. 31β — meaning BEN is approximately 76% more volatile than MGRB relative to the S&P 500. On balance sheet safety, Affiliated Managers Group, Inc. (MGRB) carries a lower debt/equity ratio of 61% versus 94% for Franklin Resources, Inc. — giving it more financial flexibility in a downturn.

05

Which is growing faster — MGRB or BEN?

By revenue growth (latest reported year), Affiliated Managers Group, Inc.

(MGRB) is pulling ahead at 19. 8% versus 3. 5% for Franklin Resources, Inc. (BEN). On earnings-per-share growth, the picture is similar: Affiliated Managers Group, Inc. grew EPS 50. 3% 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.

06

Which has better profit margins — MGRB or BEN?

Affiliated Managers Group, Inc.

(MGRB) is the more profitable company, earning 29. 3% net margin versus 6. 0% for Franklin Resources, Inc. — meaning it keeps 29. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MGRB leads at 31. 8% versus 6. 9% for BEN. At the gross margin level — before operating expenses — MGRB leads at 86. 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.

07

Is MGRB or BEN more undervalued right now?

On forward earnings alone, Affiliated Managers Group, Inc.

(MGRB) trades at 0. 5x forward P/E versus 11. 4x for Franklin Resources, Inc. — 10. 9x cheaper on a one-year earnings basis.

08

Which pays a better dividend — MGRB or BEN?

All stocks in this comparison pay dividends.

Franklin Resources, Inc. (BEN) offers the highest yield at 4. 3%, versus 0. 2% for Affiliated Managers Group, Inc. (MGRB).

09

Is MGRB or BEN better for a retirement portfolio?

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). Both have compounded well over 10 years (BEN: +24. 7%, MGRB: -8. 8%), 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.

10

What are the main differences between MGRB and BEN?

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: MGRB is a small-cap high-growth stock; BEN is a mid-cap income-oriented stock. BEN pays a dividend while MGRB does not, making them suitable for different income and tax situations. 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.

Find Stocks Like These

Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.

Stocks Like

MGRB

High-Growth Quality Leader

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 9%
  • Net Margin > 17%
Run This Screen
Stocks Like

BEN

Income & Dividend Stock

  • Sector: Financial Services
  • Market Cap > $100B
  • Net Margin > 5%
  • Dividend Yield > 1.7%
Run This Screen
Custom Screen

Beat Both

Find stocks that outperform MGRB and BEN on the metrics below

Revenue Growth>
%
(MGRB: 19.8% · BEN: 3.5%)
Net Margin>
%
(MGRB: 29.3% · BEN: 6.0%)
P/E Ratio<
x
(MGRB: 0.7x · BEN: 34.2x)

You Might Also Compare

Based on how these companies actually compete and overlap — not just which sector they're filed under.