WT
WisdomTree, Inc.
Asset Management
Market Cap$2.70B
5Y Perf.+538.8%
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Stock Comparison
WT vs BEN
Revenue, margins, valuation, and 5-year total return — side by side.
BEN
Franklin Resources, Inc.
Asset Management
Market Cap$16.13B
5Y Perf.+64.5%
WT vs BEN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | WT | BEN |
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $2.70B | $16.13B |
| Revenue (TTM) | $494M | $8.77B |
| Net Income (TTM) | $109M | $812M |
| Gross Margin | 72.1% | 80.3% |
| Operating Margin | 35.3% | 6.9% |
| Forward P/E | 17.3x | 11.4x |
| Total Debt | $957M | $13.30B |
| Cash & Equiv. | $312M | $3.57B |
WT vs BEN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
WT
BEN
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| WisdomTree, Inc. (WT) | 100 | 638.8 | +538.8% |
| Franklin Resources,… (BEN) | 100 | 164.5 | +64.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WT vs BEN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: WT leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Franklin Resources, Inc. is the stronger pick specifically for valuation and capital efficiency and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
WT
WisdomTree, Inc.
The Banking Pick
WT carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 15.4%, EPS growth 127.3%
- 96.1% 10Y total return vs BEN's 24.9%
- 15.4% NII/revenue growth vs BEN's 3.5%
Best for: growth exposure and long-term compounding
BEN
Franklin Resources, Inc.
The Banking Pick
BEN is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 6 yrs, beta 1.29, yield 4.3%
- Lower volatility, beta 1.29, Low D/E 93.7%, current ratio 2.71x
- Beta 1.29, yield 4.3%, current ratio 2.71x
Best for: income & stability and sleep-well-at-night
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | WT | 15.4% NII/revenue growth vs BEN's 3.5% |
| Value | BEN | Lower P/E (11.4x vs 17.3x) |
| Quality / Margins | WT | Efficiency ratio 0.4% vs BEN's 0.7% (lower = leaner) |
| Stability / Safety | BEN | Beta 1.29 vs WT's 1.46, lower leverage |
| Dividends | BEN | 4.3% yield, 6-year raise streak, vs WT's 0.6% |
| Momentum (1Y) | WT | +104.9% vs BEN's +55.2% |
| Efficiency (ROA) | WT | Efficiency ratio 0.4% vs BEN's 0.7% |
WT vs BEN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2024
FY 2025
WT vs BEN — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLWTLAGGINGBEN
BENFranklin Resources, I…
2leads
WTWisdomTree, Inc.
3leads
6 Total Categories
CATEGORYLEADERvs BENMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
WT3/5
Valuation MetricsMultiples, price ratios, and targets
BEN4/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
WT6/8
Total Returns1Y, 3Y, 5Y total returns with dividends
WT6/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
BEN2/2
Income & Cash Flow (Last 12 Months)
WT 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 — 17.8x WT's $494M. WT is the more profitable business, keeping 22.1% of every revenue dollar as net income compared to BEN's 6.0%.
| Metric | WTWisdomTree, Inc. | BENFranklin Resource… |
|---|---|---|
| RevenueTrailing 12 months | $494M | $8.8B |
| EBITDAEarnings before interest/tax | $179M | $1.2B |
| Net IncomeAfter-tax profit | $109M | $812M |
| Free Cash FlowCash after capex | $149M | $938M |
| Gross MarginGross profit ÷ Revenue | +72.1% | +80.3% |
| Operating MarginEBIT ÷ Revenue | +35.3% | +6.9% |
| Net MarginNet income ÷ Revenue | +22.1% | +6.0% |
| FCF MarginFCF ÷ Revenue | +30.2% | +10.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +55.6% | +100.0% |
WT leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
BEN leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 25.5x trailing earnings, WT trades at a 25% valuation discount to BEN's 34.1x P/E. On an enterprise value basis, WT's 18.8x EV/EBITDA is more attractive than BEN's 22.8x.
| Metric | WTWisdomTree, Inc. | BENFranklin Resource… |
|---|---|---|
| Market CapShares × price | $2.7B | $16.1B |
| Enterprise ValueMkt cap + debt − cash | $3.3B | $25.9B |
| Trailing P/EPrice ÷ TTM EPS | 25.47x | 34.12x |
| Forward P/EPrice ÷ next-FY EPS est. | 17.32x | 11.40x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 18.82x | 22.77x |
| Price / SalesMarket cap ÷ Revenue | 5.48x | 1.84x |
| Price / BookPrice ÷ Book value/share | 6.69x | 1.13x |
| Price / FCFMarket cap ÷ FCF | 18.12x | 17.70x |
BEN leads this category, winning 4 of 6 comparable metrics.
Profitability & Efficiency
WT leads this category, winning 6 of 8 comparable metrics.
Profitability & Efficiency
WT delivers a 26.5% return on equity — every $100 of shareholder capital generates $26 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 WT's 2.31x.
| Metric | WTWisdomTree, Inc. | BENFranklin Resource… |
|---|---|---|
| ROE (TTM)Return on equity | +26.5% | +5.6% |
| ROA (TTM)Return on assets | +8.6% | +2.5% |
| ROICReturn on invested capital | +11.4% | +1.6% |
| ROCEReturn on capital employed | +16.2% | +2.0% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 |
| Debt / EquityFinancial leverage | 2.31x | 0.94x |
| Net DebtTotal debt minus cash | $645M | $9.7B |
| Cash & Equiv.Liquid assets | $312M | $3.6B |
| Total DebtShort + long-term debt | $957M | $13.3B |
| Interest CoverageEBIT ÷ Interest expense | 5.54x | 15.19x |
WT leads this category, winning 6 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
WT leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in WT five years ago would be worth $29,624 today (with dividends reinvested), compared to $10,712 for BEN. Over the past 12 months, WT leads with a +104.9% total return vs BEN's +55.2%. The 3-year compound annual growth rate (CAGR) favors WT at 43.9% vs BEN's 11.2% — a key indicator of consistent wealth creation.
| Metric | WTWisdomTree, Inc. | BENFranklin Resource… |
|---|---|---|
| YTD ReturnYear-to-date | +52.9% | +31.8% |
| 1-Year ReturnPast 12 months | +104.9% | +55.2% |
| 3-Year ReturnCumulative with dividends | +198.0% | +37.3% |
| 5-Year ReturnCumulative with dividends | +196.2% | +7.1% |
| 10-Year ReturnCumulative with dividends | +96.1% | +24.9% |
| CAGR (3Y)Annualised 3-year return | +43.9% | +11.2% |
WT leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
Evenly matched — WT and BEN each lead in 1 of 2 comparable metrics.
Risk & Volatility
BEN is the less volatile stock with a 1.29 beta — it tends to amplify market swings less than WT's 1.46 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | WTWisdomTree, Inc. | BENFranklin Resource… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.46x | 1.29x |
| 52-Week HighHighest price in past year | $19.29 | $31.44 |
| 52-Week LowLowest price in past year | $9.24 | $20.59 |
| % of 52W HighCurrent price vs 52-week peak | +99.0% | +98.8% |
| RSI (14)Momentum oscillator 0–100 | 64.2 | 71.2 |
| Avg Volume (50D)Average daily shares traded | 2.9M | 5.0M |
Evenly matched — WT and BEN each lead in 1 of 2 comparable metrics.
Analyst Outlook
BEN leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates WT as "Buy" and BEN as "Hold". Consensus price targets imply -0.2% upside for BEN (target: $31) vs -0.7% for WT (target: $19). For income investors, BEN offers the higher dividend yield at 4.27% vs WT's 0.63%.
| Metric | WTWisdomTree, Inc. | BENFranklin Resource… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $18.96 | $31.00 |
| # AnalystsCovering analysts | 17 | 27 |
| Dividend YieldAnnual dividend ÷ price | +0.6% | +4.3% |
| Dividend StreakConsecutive years of raises | 0 | 6 |
| Dividend / ShareAnnual DPS | $0.12 | $1.33 |
| Buyback YieldShare repurchases ÷ mkt cap | +3.8% | +1.5% |
BEN leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
WT leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BEN leads in 2 (Valuation Metrics, Analyst Outlook). 1 tied.
Best OverallWisdomTree, Inc. (WT)Leads 3 of 6 categories
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WT vs BEN: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is WT or BEN a better buy right now?
For growth investors, WisdomTree, Inc.
(WT) is the stronger pick with 15. 4% revenue growth year-over-year, versus 3. 5% for Franklin Resources, Inc. (BEN). WisdomTree, Inc. (WT) offers the better valuation at 25. 5x trailing P/E (17. 3x forward), making it the more compelling value choice. Analysts rate WisdomTree, Inc. (WT) a "Buy" — based on 17 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 — WT or BEN?
On trailing P/E, WisdomTree, Inc.
(WT) is the cheapest at 25. 5x versus Franklin Resources, Inc. at 34. 1x. On forward P/E, Franklin Resources, Inc. is actually cheaper at 11. 4x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — WT or BEN?
Over the past 5 years, WisdomTree, Inc.
(WT) delivered a total return of +196. 2%, compared to +7. 1% for Franklin Resources, Inc. (BEN). Over 10 years, the gap is even starker: WT returned +96. 1% versus BEN's +24. 9%. 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 — WT or BEN?
By beta (market sensitivity over 5 years), Franklin Resources, Inc.
(BEN) is the lower-risk stock at 1. 29β versus WisdomTree, Inc. 's 1. 46β — meaning WT is approximately 13% more volatile than BEN relative to the S&P 500. On balance sheet safety, Franklin Resources, Inc. (BEN) carries a lower debt/equity ratio of 94% versus 2% for WisdomTree, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — WT or BEN?
By revenue growth (latest reported year), WisdomTree, Inc.
(WT) is pulling ahead at 15. 4% versus 3. 5% for Franklin Resources, Inc. (BEN). On earnings-per-share growth, the picture is similar: WisdomTree, Inc. grew EPS 127. 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 — WT or BEN?
WisdomTree, Inc.
(WT) is the more profitable company, earning 22. 1% net margin versus 6. 0% for Franklin Resources, Inc. — meaning it keeps 22. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: WT leads at 35. 3% versus 6. 9% for BEN. 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.
07Is WT or BEN more undervalued right now?
On forward earnings alone, Franklin Resources, Inc.
(BEN) trades at 11. 4x forward P/E versus 17. 3x for WisdomTree, Inc. — 5. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BEN: -0. 2% to $31. 00.
08Which pays a better dividend — WT or BEN?
All stocks in this comparison pay dividends.
Franklin Resources, Inc. (BEN) offers the highest yield at 4. 3%, versus 0. 6% for WisdomTree, Inc. (WT).
09Is WT 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 (low volatility (β 1. 29), 4. 3% yield). Both have compounded well over 10 years (BEN: +24. 9%, WT: +96. 1%), 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 WT 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: WT is a small-cap high-growth 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.
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Revenue Growth>
%
(WT: 15.4% · BEN: 3.5%)Net Margin>
%
(WT: 22.1% · BEN: 6.0%)P/E Ratio<
x
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