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MGRB vs BEN
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
MGRB vs BEN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Investment - Banking & Investment Services | Asset Management |
| Market Cap | $448M | $16.19B |
| Revenue (TTM) | $2.45B | $8.77B |
| Net Income (TTM) | $717M | $812M |
| Gross Margin | 86.0% | 80.3% |
| Operating Margin | 31.8% | 6.9% |
| Forward P/E | 0.5x | 11.4x |
| Total Debt | $2.69B | $13.30B |
| Cash & Equiv. | $586M | $3.57B |
MGRB vs BEN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Sep 20 | May 26 | Return |
|---|---|---|---|
| Affiliated Managers… (MGRB) | 100 | 65.5 | -34.5% |
| Franklin Resources,… (BEN) | 100 | 153.1 | +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.
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%
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%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 19.8% NII/revenue growth vs BEN's 3.5% | |
| Value | Lower P/E (0.5x vs 11.4x) | |
| Quality / Margins | Efficiency ratio 0.5% vs BEN's 0.7% (lower = leaner) | |
| Stability / Safety | Beta 0.74 vs BEN's 1.31, lower leverage | |
| Dividends | 4.3% yield, 6-year raise streak, vs MGRB's 0.2% | |
| Momentum (1Y) | +61.7% vs MGRB's +5.8% | |
| Efficiency (ROA) | Efficiency 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
Segment breakdown not available.
MGRB vs BEN — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
MGRB leads this category, winning 5 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
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%.
| Metric | ||
|---|---|---|
| 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% |
Valuation Metrics
MGRB leads this category, winning 6 of 6 comparable metrics.
Valuation 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.
| Metric | ||
|---|---|---|
| Market CapShares × price | $448M | $16.2B |
| Enterprise ValueMkt cap + debt − cash | $2.6B | $25.9B |
| Trailing P/EPrice ÷ TTM EPS | 0.74x | 34.24x |
| Forward P/EPrice ÷ next-FY EPS est. | 0.50x | 11.45x |
| PEG RatioP/E ÷ EPS growth rate | 0.02x | — |
| EV / EBITDAEnterprise value multiple | 2.69x | 22.82x |
| Price / SalesMarket cap ÷ Revenue | 0.18x | 1.85x |
| Price / BookPrice ÷ Book value/share | 0.13x | 1.13x |
| Price / FCFMarket cap ÷ FCF | 0.45x | 17.76x |
Profitability & Efficiency
MGRB leads this category, winning 8 of 9 comparable metrics.
Profitability & Efficiency
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.
| Metric | ||
|---|---|---|
| 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 0–9 | 8 | 6 |
| Debt / EquityFinancial leverage | 0.61x | 0.94x |
| 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 expense | 9.69x | 15.19x |
Total Returns (Dividends Reinvested)
BEN leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
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.
| Metric | ||
|---|---|---|
| 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% |
Risk & Volatility
Evenly matched — MGRB and BEN each lead in 1 of 2 comparable metrics.
Risk & Volatility
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.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.74x | 1.31x |
| 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 0–100 | 59.6 | 75.9 |
| Avg Volume (50D)Average daily shares traded | 15K | 5.1M |
Analyst Outlook
BEN leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
For income investors, BEN offers the higher dividend yield at 4.26% vs MGRB's 0.18%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Hold |
| Price TargetConsensus 12-month target | — | $28.75 |
| # AnalystsCovering analysts | — | 27 |
| Dividend YieldAnnual dividend ÷ price | +0.2% | +4.3% |
| Dividend StreakConsecutive years of raises | 0 | 6 |
| Dividend / ShareAnnual DPS | $0.03 | $1.33 |
| Buyback YieldShare repurchases ÷ mkt cap | +100.0% | +1.5% |
MGRB leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). BEN leads in 2 (Total Returns, Analyst Outlook). 1 tied.
MGRB vs BEN: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is 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.
02Which 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.
03Which 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.
04Which 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.
05Which 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.
06Which 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.
07Is 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.
08Which 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).
09Is 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.
10What 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.
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