BEN vs. BNY: Franklin Templeton vs. Bank of New York Mellon Stock Comparison
How do Franklin Templeton (BEN) and Bank of New York Mellon (BNY) 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 Bank of New York Mellon (BNY) 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 | BNY |
|---|---|---|
| Name | Franklin Templeton Inc. | Bank of New York Mellon Corp. |
| Country/Region | United States | United States |
| 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 | 99.40 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | September 23, 1983 | May 3, 1973 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BEN | BNY |
|---|---|---|
| Total Return (1Y) | 70.17% | 41.28% |
| Total Return (3Y, Annualized) | 22.48% | 53.51% |
| Total Return (5Y, Annualized) | 5.29% | 24.36% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BEN | BNY |
|---|---|---|
| Volatility (1Y, Annualized) | 29.18% | 22.30% |
| Beta (5Y) | 1.52 | 1.00 |
| Max Drawdown (5Y) | -45.39% | -40.45% |
| Avg. Volume (3M) | 3.70M | 3.38M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BEN | BNY |
|---|---|---|
| Sharpe Ratio (1Y) | 2.26 | 1.66 |
| Sortino Ratio (1Y) | 3.55 | 2.48 |
Profitability
ROE (TTM)
Both Franklin Templeton (BEN) at 10.51% and Bank of New York Mellon (BNY) at 14.87% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
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%
BNY
Financial Services industry group
14.87%
- Max
- 44.78%
- Q3
- 21.85%
- BNY
- 14.87%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Bank of New York Mellon (BNY) at 29.74% retains a top-quartile share of revenue as profit, ahead of Franklin Templeton (BEN) at 11.42%, which keeps about the industry-typical 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%
BNY
Financial Services industry group
29.74%
- Max
- 62.84%
- BNY
- 29.74%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Franklin Templeton (BEN) at 14.61% and Bank of New York Mellon (BNY) at 39.07% 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%
BNY
Financial Services industry group
39.07%
- Max
- 107.33%
- Q3
- 55.90%
- BNY
- 39.07%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BEN | BNY |
|---|---|---|
| ROE (TTM) | 10.51% | 14.87% |
| ROA (TTM) | -- | 1.39% |
| Net Margin (TTM) | 11.42% | 29.74% |
| Operating Margin (TTM) | 14.61% | 39.07% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Only one side can be read here: Bank of New York Mellon (BNY) reports revenue growth of 8.22%, ranked against its industry; Franklin Templeton (BEN) has no revenue growth figure this period.
EPS Growth
Franklin Templeton (BEN) at 116.48% sits in the top EPS growth quartile, while Bank of New York Mellon (BNY) at 27.59% is closer to the peer norm — faster per-share earnings growth for BEN.
Growth Metrics
| Metric | BEN | BNY |
|---|---|---|
| Revenue Growth (YoY) | -- | 8.22% |
| Revenue Growth (3Y CAGR) | -- | 6.87% |
| EPS Growth (YoY) | 116.48% | 27.59% |
| EPS Growth (3Y CAGR) | 4.63% | 36.65% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Franklin Templeton (BEN) in Financial Services and Bank of New York Mellon (BNY) 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 Bank of New York Mellon (BNY) 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 | BNY |
|---|---|---|
| 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 Bank of New York Mellon (BNY) at 1.51% 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%
BNY
Financial Services industry group
1.51%
- Max
- 9.77%
- Q3
- 3.92%
- BNY
- 1.51%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Franklin Templeton (BEN) at 89.12% and Bank of New York Mellon (BNY) at 24.58% 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%
BNY
Financial Services industry group
24.58%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- BNY
- 24.58%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BEN | BNY |
|---|---|---|
| Dividend Yield (TTM) | 4.10% | 1.51% |
| Dividend Payout Ratio (TTM) | 89.12% | 24.58% |
Valuation
P/E Ratio (TTM)
Both Franklin Templeton (BEN) at 17.12 and Bank of New York Mellon (BNY) at 16.36 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
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
BNY
Financial Services industry group
16.36
- Max
- 45.85
- Q3
- 24.64
- BNY
- 16.36
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
On P/S ratio, both Franklin Templeton (BEN) at 1.84 and Bank of New York Mellon (BNY) at 4.52 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
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
BNY
Financial Services industry group
4.52
- Max
- 9.23
- Q3
- 4.57
- BNY
- 4.52
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
On P/B ratio, both Franklin Templeton (BEN) at 1.46 and Bank of New York Mellon (BNY) at 2.53 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
BNY
Financial Services industry group
2.53
- Max
- 7.79
- Q3
- 3.63
- BNY
- 2.53
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BEN | BNY |
|---|---|---|
| P/E Ratio (TTM) | 17.12 | 16.36 |
| P/S Ratio (TTM) | 1.84 | 4.52 |
| P/B Ratio (MRQ) | 1.46 | 2.53 |
| Free Cash Flow Yield (TTM) | -- | -- |