BEN vs. BN: Franklin Templeton vs. Brookfield Stock Comparison
How do Franklin Templeton (BEN) and Brookfield (BN) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Franklin Templeton (BEN) and Brookfield (BN) 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.
| Profile Item | BEN | BN |
|---|---|---|
| Name | Franklin Templeton Inc. | Brookfield Corporation |
| Country/Region | United States | Canada |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Asset Management & Custody Banks | Asset Management & Custody Banks |
| Market Capitalization | 17.29 billion USD | 92.37 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | September 23, 1983 | December 30, 1983 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BEN | BN |
|---|---|---|
| Total Return (1Y) | 70.17% | -5.98% |
| Total Return (3Y, Annualized) | 22.48% | 26.70% |
| Total Return (5Y, Annualized) | 5.29% | 6.17% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BEN | BN |
|---|---|---|
| Volatility (1Y, Annualized) | 29.18% | 29.18% |
| Beta (5Y) | 1.52 | 1.49 |
| Max Drawdown (5Y) | -45.39% | -41.29% |
| Avg. Volume (3M) | 3.70M | 4.91M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BEN | BN |
|---|---|---|
| Sharpe Ratio (1Y) | 2.26 | -0.35 |
| Sortino Ratio (1Y) | 3.55 | -0.50 |
Profitability
ROE (TTM)
Franklin Templeton (BEN) at 10.51% is around its peer norm for ROE, while Brookfield (BN) at 2.26% drops into the bottom quartile, signaling weaker returns on shareholders’ equity.
BEN
Financial Services industry group
10.51%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- BEN
- 10.51%
- Q1
- 4.48%
- Min
- -18.71%
BN
Financial Services industry group
2.26%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- BN
- 2.26%
- Min
- -18.71%
Net Margin (TTM)
Franklin Templeton (BEN) at 11.42% keeps about the industry-typical share of revenue as profit, while Brookfield (BN) at 1.77% retains only a bottom-quartile share.
BEN
Financial Services industry group
11.42%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- BEN
- 11.42%
- Q1
- 4.82%
- Min
- -28.52%
BN
Financial Services industry group
1.77%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- BN
- 1.77%
- Min
- -28.52%
Operating Margin (TTM)
Both Franklin Templeton (BEN) at 14.61% and Brookfield (BN) at 25.67% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
BEN
Financial Services industry group
14.61%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- BEN
- 14.61%
- Q1
- 14.60%
- Min
- -44.34%
BN
Financial Services industry group
25.67%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- BN
- 25.67%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BEN | BN |
|---|---|---|
| ROE (TTM) | 10.51% | 2.26% |
| ROA (TTM) | -- | 2.66% |
| Net Margin (TTM) | 11.42% | 1.77% |
| Operating Margin (TTM) | 14.61% | 25.67% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Only one side can be read here: Brookfield (BN) reports revenue growth of -12.68%, ranked against its industry; Franklin Templeton (BEN) has no revenue growth figure this period.
EPS Growth
Both Franklin Templeton (BEN) at 116.48% and Brookfield (BN) at 137.06% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.
Growth Metrics
| Metric | BEN | BN |
|---|---|---|
| Revenue Growth (YoY) | -- | -12.68% |
| Revenue Growth (3Y CAGR) | -- | -6.80% |
| EPS Growth (YoY) | 116.48% | 137.06% |
| EPS Growth (3Y CAGR) | 4.63% | -25.60% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Franklin Templeton (BEN) in Financial Services and Brookfield (BN) 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 / Equity (MRQ)
debt-to-equity ratio is set aside for both: Franklin Templeton (BEN) in Financial Services and Brookfield (BN) 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
| Metric | BEN | BN |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Franklin Templeton (BEN) at 4.10% delivers top-quartile income for its industry, while Brookfield (BN) at 0.62% pays a more typical yield — both are credible income propositions, BEN the richer one.
BEN
Financial Services industry group
4.10%
- Max
- 9.77%
- BEN
- 4.10%
- Q3
- 3.92%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
BN
Financial Services industry group
0.62%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- BN
- 0.62%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Franklin Templeton (BEN) at 89.12% and Brookfield (BN) at 48.15% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
BEN
Financial Services industry group
89.12%
- Max
- 241.07%
- Q3
- 97.36%
- BEN
- 89.12%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
BN
Financial Services industry group
48.15%
- Max
- 241.07%
- Q3
- 97.36%
- BN
- 48.15%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BEN | BN |
|---|---|---|
| Dividend Yield (TTM) | 4.10% | 0.62% |
| Dividend Payout Ratio (TTM) | 89.12% | 48.15% |
Valuation
P/E Ratio (TTM)
Franklin Templeton (BEN) at 17.12 is near its industry’s usual P/E ratio, while Brookfield (BN) at 76.63 sits above its peer range — an unusually expensive price for BN’s trailing earnings.
BEN
Financial Services industry group
17.12
- Max
- 45.85
- Q3
- 24.64
- BEN
- 17.12
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
BN
Financial Services industry group
76.63
- BN
- 76.63
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Brookfield (BN) at 1.14 sits in the cheaper P/S ratio quartile while Franklin Templeton (BEN) at 1.84 prices around its industry’s middle — BN costs less per dollar of sales, though read it alongside growth and margins.
BEN
Financial Services industry group
1.84
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- BEN
- 1.84
- Q1
- 1.28
- Min
- -0.55
BN
Financial Services industry group
1.14
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- BN
- 1.14
- Min
- -0.55
P/B Ratio (MRQ)
On P/B ratio, both Franklin Templeton (BEN) at 1.46 and Brookfield (BN) at 2.18 are valued close to their industries’ norm against book — neither stands out from peers.
BEN
Financial Services industry group
1.46
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- BEN
- 1.46
- Q1
- 0.81
- Min
- -0.39
BN
Financial Services industry group
2.18
- Max
- 7.79
- Q3
- 3.63
- BN
- 2.18
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BEN | BN |
|---|---|---|
| P/E Ratio (TTM) | 17.12 | 76.63 |
| P/S Ratio (TTM) | 1.84 | 1.14 |
| P/B Ratio (MRQ) | 1.46 | 2.18 |
| Free Cash Flow Yield (TTM) | -- | -- |