BEN vs. CG: Franklin Templeton vs. Carlyle Stock Comparison
How do Franklin Templeton (BEN) and Carlyle (CG) 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 Carlyle (CG) 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 | CG |
|---|---|---|
| Name | Franklin Templeton Inc. | The Carlyle Group Inc. |
| 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 | 14.04 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | September 23, 1983 | May 3, 2012 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BEN | CG |
|---|---|---|
| Total Return (1Y) | 70.17% | -17.79% |
| Total Return (3Y, Annualized) | 22.48% | 15.29% |
| Total Return (5Y, Annualized) | 5.29% | -3.77% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BEN | CG |
|---|---|---|
| Volatility (1Y, Annualized) | 29.18% | 37.89% |
| Beta (5Y) | 1.52 | 1.82 |
| Max Drawdown (5Y) | -45.39% | -56.75% |
| Avg. Volume (3M) | 3.70M | 3.48M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BEN | CG |
|---|---|---|
| Sharpe Ratio (1Y) | 2.26 | -0.58 |
| Sortino Ratio (1Y) | 3.55 | -0.81 |
Profitability
ROE (TTM)
Both Franklin Templeton (BEN) at 10.51% and Carlyle (CG) at 5.23% 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%
CG
Financial Services industry group
5.23%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- CG
- 5.23%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Franklin Templeton (BEN) at 11.42% and Carlyle (CG) at 12.81% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
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%
CG
Financial Services industry group
12.81%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- CG
- 12.81%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Carlyle (CG) reports a negative operating margin of -52.93%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Franklin Templeton (BEN) reports 14.61%, ranking against industry peers normally.
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%
CG
Financial Services industry group
-52.93%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
- CG
- -52.93%
Profitability Metrics
| Metric | BEN | CG |
|---|---|---|
| ROE (TTM) | 10.51% | 5.23% |
| ROA (TTM) | -- | 1.27% |
| Net Margin (TTM) | 11.42% | 12.81% |
| Operating Margin (TTM) | 14.61% | -52.93% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Only one side can be read here: Carlyle (CG) reports revenue growth of -5.56%, 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 Carlyle (CG) at -21.30% is closer to the peer norm — faster per-share earnings growth for BEN.
Growth Metrics
| Metric | BEN | CG |
|---|---|---|
| Revenue Growth (YoY) | -- | -5.56% |
| Revenue Growth (3Y CAGR) | -- | -1.43% |
| EPS Growth (YoY) | 116.48% | -21.30% |
| EPS Growth (3Y CAGR) | 4.63% | -13.34% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Franklin Templeton (BEN) in Financial Services and Carlyle (CG) 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 Carlyle (CG) 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 | CG |
|---|---|---|
| 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 Carlyle (CG) at 3.50% 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%
CG
Financial Services industry group
3.50%
- Max
- 9.77%
- Q3
- 3.92%
- CG
- 3.50%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Carlyle (CG) reports payout ratio above 100% at 147.37%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Franklin Templeton (BEN) reports 89.12%, ranking against industry peers normally.
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%
CG
Financial Services industry group
147.37%
- Max
- 241.07%
- CG
- 147.37%
- Q3
- 97.36%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BEN | CG |
|---|---|---|
| Dividend Yield (TTM) | 4.10% | 3.50% |
| Dividend Payout Ratio (TTM) | 89.12% | 147.37% |
Valuation
P/E Ratio (TTM)
Franklin Templeton (BEN) at 17.12 is near its industry’s usual P/E ratio, while Carlyle (CG) at 40.93 sits in the richer quartile — CG needs stronger growth or earnings quality to justify the premium.
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
CG
Financial Services industry group
40.93
- Max
- 45.85
- CG
- 40.93
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Franklin Templeton (BEN) at 1.84 is priced about in line with its industry on P/S ratio, while Carlyle (CG) at 5.06 sits in the pricier quartile — CG costs more per dollar of sales.
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
CG
Financial Services industry group
5.06
- Max
- 9.23
- CG
- 5.06
- Q3
- 4.57
- 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 Carlyle (CG) at 2.81 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
CG
Financial Services industry group
2.81
- Max
- 7.79
- Q3
- 3.63
- CG
- 2.81
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BEN | CG |
|---|---|---|
| P/E Ratio (TTM) | 17.12 | 40.93 |
| P/S Ratio (TTM) | 1.84 | 5.06 |
| P/B Ratio (MRQ) | 1.46 | 2.81 |
| Free Cash Flow Yield (TTM) | -- | -- |