BEN vs. BRK.B: Franklin Templeton vs. Berkshire Hathaway Stock Comparison

Company Profile

Franklin Templeton (BEN) and Berkshire Hathaway (BRK.B) both fall under the Financial Services industry group, but BEN is classified in Capital Markets while BRK.B is classified in Financial Services.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Franklin Templeton (BEN) has an aggressive beta of 1.52, indicating higher sensitivity to broad-market moves, while Berkshire Hathaway (BRK.B) is defensive at 0.56 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both Franklin Templeton (BEN) at 10.51% and Berkshire Hathaway (BRK.B) at 12.12% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

Both Franklin Templeton (BEN) at 11.42% and Berkshire Hathaway (BRK.B) at 22.30% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

Both Franklin Templeton (BEN) at 14.61% and Berkshire Hathaway (BRK.B) at 32.56% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

Profitability Metrics

Growth

Only one side can be read here: Berkshire Hathaway (BRK.B) reports revenue growth of -3.23%, 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 Berkshire Hathaway (BRK.B) at -24.78% is in the bottom quartile, showing a clear gap in earnings momentum.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Franklin Templeton (BEN) in Financial Services and Berkshire Hathaway (BRK.B) 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: Franklin Templeton (BEN) in Financial Services and Berkshire Hathaway (BRK.B) 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

Berkshire Hathaway (BRK.B) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Franklin Templeton (BEN) reports a yield of 4.10%, ranking against industry peers normally.

Berkshire Hathaway (BRK.B) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Franklin Templeton (BEN) reports a payout of 89.12%, ranking against industry peers normally.

Dividend Metrics

Valuation

Both Franklin Templeton (BEN) at 17.12 and Berkshire Hathaway (BRK.B) at 14.36 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

On P/S ratio, both Franklin Templeton (BEN) at 1.84 and Berkshire Hathaway (BRK.B) at 3.18 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

Berkshire Hathaway (BRK.B) at 0.00 sits in the lower P/B ratio quartile against book while Franklin Templeton (BEN) at 1.46 is valued near its industry’s middle — BRK.B is cheaper on assets, though weigh it against ROE and asset quality.

Valuation Metrics