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Stock Comparison

SII vs BEN vs JPM

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

Live fundamentals10-year financials5-year price chart
SII
Sprott Inc.

Asset Management

Financial ServicesNYSE • CA
Market Cap$3.06B
5Y Perf.+229.1%
BEN
Franklin Resources, Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$16.70B
5Y Perf.+53.2%
JPM
JPMorgan Chase & Co.

Banks - Diversified

Financial ServicesNYSE • US
Market Cap$896.00B
5Y Perf.+241.0%

SII vs BEN vs JPM — Key Financials

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

Company Snapshot
SII logoSII
BEN logoBEN
JPM logoJPM
IndustryAsset ManagementAsset ManagementBanks - Diversified
Market Cap$3.06B$16.70B$896.00B
Revenue (TTM)$386M$9.03B$280.33B
Net Income (TTM)$84M$812M$57.05B
Gross Margin83.4%73.8%60.0%
Operating Margin30.5%9.3%25.9%
Forward P/E25.3x11.7x14.4x
Total Debt$0.00$13.30B$942.38B
Cash & Equiv.$118M$3.57B$343.34B

SII vs BEN vs JPMLong-Term Stock Performance

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

SII
BEN
JPM
StockJun 20Jun 26Return
Sprott Inc. (SII)100329.1+229.1%
Franklin Resources,… (BEN)100153.2+53.2%
JPMorgan Chase & Co. (JPM)100341.0+241.0%

Price return only. Dividends and distributions are not included.

Quick Verdict: SII vs BEN vs JPM

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

Bottom line: JPM leads in 3 of 7 categories, making it the strongest pick for profitability and margin quality and capital preservation and lower volatility. Sprott Inc. is the stronger pick specifically for growth and revenue expansion and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
🥇JPM emerged as the overall leader. Track its performance:
SII
Sprott Inc.
The Banking Pick

SII is the clearest fit if your priority is growth exposure and long-term compounding.

  • Rev growth 75.2%, EPS growth 38.7%
  • 5.6% 10Y total return vs JPM's 465.8%
  • 75.2% NII/revenue growth vs JPM's 3.3%
Best for: growth exposure and long-term compounding
BEN
Franklin Resources, Inc.
The Banking Pick

BEN is the clearest fit if your priority is sleep-well-at-night and defensive.

  • Lower volatility, beta 1.32, Low D/E 93.7%, current ratio 2.71x
  • Beta 1.32, yield 4.1%, current ratio 2.71x
  • Lower P/E (11.7x vs 25.3x)
Best for: sleep-well-at-night and defensive
JPM
JPMorgan Chase & Co.
The Banking Pick

JPM has the current edge in this matchup, primarily because of its strength in income & stability and valuation efficiency.

  • Dividend streak 15 yrs, beta 0.94, yield 1.9%
  • PEG 0.81 vs SII's 1.32
  • NIM 2.2% vs SII's 1.1%
Best for: income & stability and valuation efficiency
See the full category breakdown
CategoryWinnerWhy
GrowthSII logoSII75.2% NII/revenue growth vs JPM's 3.3%
ValueBEN logoBENLower P/E (11.7x vs 25.3x)
Quality / MarginsJPM logoJPMEfficiency ratio 0.3% vs BEN's 0.7% (lower = leaner)
Stability / SafetyJPM logoJPMBeta 0.94 vs SII's 1.51
DividendsBEN logoBEN4.1% yield, 2-year raise streak, vs JPM's 1.9%
Momentum (1Y)SII logoSII+89.8% vs JPM's +21.8%
Efficiency (ROA)JPM logoJPMEfficiency ratio 0.3% vs BEN's 0.7%

SII vs BEN vs JPM — Revenue Breakdown by Segment

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

SIISprott 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
JPMJPMorgan Chase & Co.
FY 2025
Commercial And Investment Bank
43.0%$78.5B
Consumer & Community Banking
41.7%$76.0B
Asset and Wealth Management Segment
13.2%$24.1B
Segment Reporting, Reconciling Item, Corporate Nonsegment
3.9%$7.0B
Segment Reconciling Items
-1.7%$-3,134,000,000

SII vs BEN vs JPM — Financial Metrics

Side-by-side numbers across 3 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLSIILAGGINGBEN

Income & Cash Flow (Last 12 Months)

SII leads this category, winning 4 of 5 comparable metrics.

JPM is the larger business by revenue, generating $280.3B annually — 726.1x SII's $386M. SII is the more profitable business, keeping 21.9% of every revenue dollar as net income compared to BEN's 9.0%.

MetricSII logoSIISprott Inc.BEN logoBENFranklin Resource…JPM logoJPMJPMorgan Chase & …
RevenueTrailing 12 months$386M$9.0B$280.3B
EBITDAEarnings before interest/tax$121M$1.2B$81.4B
Net IncomeAfter-tax profit$84M$812M$57.0B
Free Cash FlowCash after capex$126M$938M$100.9B
Gross MarginGross profit ÷ Revenue+83.4%+73.8%+60.0%
Operating MarginEBIT ÷ Revenue+30.5%+9.3%+25.9%
Net MarginNet income ÷ Revenue+21.9%+9.0%+20.4%
FCF MarginFCF ÷ Revenue+32.6%+10.4%+36.0%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year+143.5%+100.0%+16.0%
SII leads this category, winning 4 of 5 comparable metrics.

Valuation Metrics

JPM leads this category, winning 4 of 7 comparable metrics.

At 16.0x trailing earnings, JPM trades at a 64% valuation discount to SII's 44.8x P/E. Adjusting for growth (PEG ratio), JPM offers better value at 0.90x vs SII's 2.33x — a lower PEG means you pay less per unit of expected earnings growth.

MetricSII logoSIISprott Inc.BEN logoBENFranklin Resource…JPM logoJPMJPMorgan Chase & …
Market CapShares × price$3.1B$16.7B$896.0B
Enterprise ValueMkt cap + debt − cash$2.9B$26.4B$1.50T
Trailing P/EPrice ÷ TTM EPS44.83x35.31x16.00x
Forward P/EPrice ÷ next-FY EPS est.25.29x11.73x14.40x
PEG RatioP/E ÷ EPS growth rate2.33x0.90x
EV / EBITDAEnterprise value multiple29.48x23.26x18.36x
Price / SalesMarket cap ÷ Revenue10.39x1.90x3.20x
Price / BookPrice ÷ Book value/share8.35x1.17x2.47x
Price / FCFMarket cap ÷ FCF31.96x18.32x8.88x
JPM leads this category, winning 4 of 7 comparable metrics.

Profitability & Efficiency

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

SII delivers a 23.5% return on equity — every $100 of shareholder capital generates $23 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 JPM's 2.60x. On the Piotroski fundamental quality scale (0–9), SII scores 7/9 vs JPM's 5/9, reflecting strong financial health.

MetricSII logoSIISprott Inc.BEN logoBENFranklin Resource…JPM logoJPMJPMorgan Chase & …
ROE (TTM)Return on equity+23.5%+5.6%+15.9%
ROA (TTM)Return on assets+17.5%+2.5%+1.3%
ROICReturn on invested capital+21.1%+1.6%+4.5%
ROCEReturn on capital employed+24.8%+2.0%+8.9%
Piotroski ScoreFundamental quality 0–9765
Debt / EquityFinancial leverage0.94x2.60x
Net DebtTotal debt minus cash-$118M$9.7B$599.0B
Cash & Equiv.Liquid assets$118M$3.6B$343.3B
Total DebtShort + long-term debt$0$13.3B$942.4B
Interest CoverageEBIT ÷ Interest expense94.69x15.19x0.74x
SII leads this category, winning 8 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

SII leads this category, winning 5 of 6 comparable metrics.

A $10,000 investment in SII five years ago would be worth $29,214 today (with dividends reinvested), compared to $11,362 for BEN. Over the past 12 months, SII leads with a +89.8% total return vs JPM's +21.8%. The 3-year compound annual growth rate (CAGR) favors SII at 54.8% vs BEN's 11.1% — a key indicator of consistent wealth creation.

MetricSII logoSIISprott Inc.BEN logoBENFranklin Resource…JPM logoJPMJPMorgan Chase & …
YTD ReturnYear-to-date+18.1%+36.4%-0.5%
1-Year ReturnPast 12 months+89.8%+47.9%+21.8%
3-Year ReturnCumulative with dividends+271.1%+37.2%+138.2%
5-Year ReturnCumulative with dividends+192.1%+13.6%+118.2%
10-Year ReturnCumulative with dividends+555.3%+39.2%+465.8%
CAGR (3Y)Annualised 3-year return+54.8%+11.1%+33.6%
SII leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

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

JPM is the less volatile stock with a 0.94 beta — it tends to amplify market swings less than SII's 1.51 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BEN currently trades 99.0% from its 52-week high vs SII's 70.0% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricSII logoSIISprott Inc.BEN logoBENFranklin Resource…JPM logoJPMJPMorgan Chase & …
Beta (5Y)Sensitivity to S&P 5001.51x1.32x0.94x
52-Week HighHighest price in past year$169.63$32.47$337.25
52-Week LowLowest price in past year$61.94$21.11$262.71
% of 52W HighCurrent price vs 52-week peak+70.0%+99.0%+95.1%
RSI (14)Momentum oscillator 0–10036.058.159.1
Avg Volume (50D)Average daily shares traded174K4.2M7.0M
Evenly matched — BEN and JPM each lead in 1 of 2 comparable metrics.

Analyst Outlook

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

Analyst consensus: SII as "Buy", BEN as "Hold", JPM as "Buy". Consensus price targets imply 5.9% upside for JPM (target: $340) vs -0.4% for BEN (target: $32). For income investors, BEN offers the higher dividend yield at 4.13% vs SII's 1.09%.

MetricSII logoSIISprott Inc.BEN logoBENFranklin Resource…JPM logoJPMJPMorgan Chase & …
Analyst RatingConsensus buy/hold/sellBuyHoldBuy
Price TargetConsensus 12-month target$32.00$339.75
# AnalystsCovering analysts12761
Dividend YieldAnnual dividend ÷ price+1.1%+4.1%+1.9%
Dividend StreakConsecutive years of raises2215
Dividend / ShareAnnual DPS$1.30$1.33$5.95
Buyback YieldShare repurchases ÷ mkt cap+0.1%+1.4%+3.9%
Evenly matched — BEN and JPM each lead in 1 of 2 comparable metrics.
Key Takeaway

SII leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). JPM leads in 1 (Valuation Metrics). 2 tied.

Best OverallSprott Inc. (SII)Leads 3 of 6 categories
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SII vs BEN vs JPM: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is SII or BEN or JPM a better buy right now?

For growth investors, Sprott Inc.

(SII) is the stronger pick with 75. 2% revenue growth year-over-year, versus 3. 3% for JPMorgan Chase & Co. (JPM). JPMorgan Chase & Co. (JPM) offers the better valuation at 16. 0x trailing P/E (14. 4x forward), making it the more compelling value choice. Analysts rate Sprott Inc. (SII) a "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.

02

Which has the better valuation — SII or BEN or JPM?

On trailing P/E, JPMorgan Chase & Co.

(JPM) is the cheapest at 16. 0x versus Sprott Inc. at 44. 8x. On forward P/E, Franklin Resources, Inc. is actually cheaper at 11. 7x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: JPMorgan Chase & Co. wins at 0. 81x versus Sprott Inc. 's 1. 32x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

03

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

Over the past 5 years, Sprott Inc.

(SII) delivered a total return of +192. 1%, compared to +13. 6% for Franklin Resources, Inc. (BEN). Over 10 years, the gap is even starker: SII returned +555. 3% versus BEN's +39. 2%. 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 — SII or BEN or JPM?

By beta (market sensitivity over 5 years), JPMorgan Chase & Co.

(JPM) is the lower-risk stock at 0. 94β versus Sprott Inc. 's 1. 51β — meaning SII is approximately 60% more volatile than JPM relative to the S&P 500. On balance sheet safety, Franklin Resources, Inc. (BEN) carries a lower debt/equity ratio of 94% versus 3% for JPMorgan Chase & Co. — giving it more financial flexibility in a downturn.

05

Which is growing faster — SII or BEN or JPM?

By revenue growth (latest reported year), Sprott Inc.

(SII) is pulling ahead at 75. 2% versus 3. 3% for JPMorgan Chase & Co. (JPM). On earnings-per-share growth, the picture is similar: Sprott Inc. grew EPS 38. 7% year-over-year, compared to 1. 5% for JPMorgan Chase & Co.. 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 — SII or BEN or JPM?

Sprott Inc.

(SII) is the more profitable company, earning 23. 2% net margin versus 6. 0% for Franklin Resources, Inc. — meaning it keeps 23. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SII leads at 33. 0% versus 6. 9% for BEN. At the gross margin level — before operating expenses — SII leads at 91. 4%, 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 SII or BEN or JPM more undervalued right now?

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, JPMorgan Chase & Co. (JPM) is the more undervalued stock at a PEG of 0. 81x versus Sprott Inc. 's 1. 32x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Franklin Resources, Inc. (BEN) trades at 11. 7x forward P/E versus 25. 3x for Sprott Inc. — 13. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for JPM: 5. 9% to $339. 75.

08

Which pays a better dividend — SII or BEN or JPM?

All stocks in this comparison pay dividends.

Franklin Resources, Inc. (BEN) offers the highest yield at 4. 1%, versus 1. 1% for Sprott Inc. (SII).

09

Is SII or BEN or JPM better for a retirement portfolio?

For long-horizon retirement investors, JPMorgan Chase & Co.

(JPM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 94), 1. 9% yield, +465. 8% 10Y return). Both have compounded well over 10 years (JPM: +465. 8%, BEN: +39. 2%), 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 SII and BEN and JPM?

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: SII is a small-cap high-growth stock; BEN is a mid-cap income-oriented stock; JPM is a large-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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