BAM vs. BEN: Brookfield Asset Management vs. Franklin Templeton Stock Comparison

Company Profile

Brookfield Asset Management (BAM) and Franklin Templeton (BEN) are both classified in the Asset Management & Custody Banks sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.

Franklin Templeton (BEN) has more than two decades of public-market history since September 23, 1983, whereas Brookfield Asset Management (BAM) listed on December 1, 2022 and has a much shorter record to draw on.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Brookfield Asset Management (BAM) at 42.29% sits in the top ROE quartile, while Franklin Templeton (BEN) at 10.51% is closer to the peer norm — stronger capital efficiency for BAM.

Brookfield Asset Management (BAM) at 71.24% converts revenue to bottom-line profit above its industry’s benchmark range, while Franklin Templeton (BEN) at 11.42% keeps roughly the typical share for its industry.

Brookfield Asset Management (BAM) at 65.33% operates in the top operating margin quartile, ahead of Franklin Templeton (BEN) at 14.61%, which runs around its industry’s norm.

Profitability Metrics

Growth

Only one side can be read here: Brookfield Asset Management (BAM) reports revenue growth of 15.52%, ranked against its industry; Franklin Templeton (BEN) has no revenue growth figure this period.

Franklin Templeton (BEN) at 116.48% sits in the top EPS growth quartile, while Brookfield Asset Management (BAM) at 14.29% is closer to the peer norm — faster per-share earnings growth for BEN.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Brookfield Asset Management (BAM) in Financial Services and Franklin Templeton (BEN) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

debt-to-equity ratio is set aside for both: Brookfield Asset Management (BAM) in Financial Services and Franklin Templeton (BEN) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Dividends

Franklin Templeton (BEN) at 4.10% delivers top-quartile income for its industry, while Brookfield Asset Management (BAM) at 0.83% pays a more typical yield — both are credible income propositions, BEN the richer one.

Brookfield Asset Management (BAM) reports payout ratio above 100% at 108.05%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Franklin Templeton (BEN) reports 89.12%, ranking against industry peers normally.

Dividend Metrics

Valuation

Both Brookfield Asset Management (BAM) at 17.95 and Franklin Templeton (BEN) at 17.12 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

Franklin Templeton (BEN) at 1.84 prices around its industry’s typical P/S ratio, while Brookfield Asset Management (BAM) at 12.75 clears its benchmark range — BAM looks notably rich on sales.

Franklin Templeton (BEN) at 1.46 is valued about in line with its industry on P/B ratio, while Brookfield Asset Management (BAM) at 7.19 carries an above-peer premium to book — BAM is pricier on assets.

Valuation Metrics