BEN vs. EQH: Franklin Templeton vs. Equitable Stock Comparison
How do Franklin Templeton (BEN) and Equitable (EQH) 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 Equitable (EQH) both fall under the Financial Services industry group, but BEN is classified in Capital Markets while EQH is classified in Financial Services.
| Profile Item | BEN | EQH |
|---|---|---|
| Name | Franklin Templeton Inc. | Equitable Holdings Inc. |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Financial Services |
| GICS Sub-Industry | Asset Management & Custody Banks | Diversified Financial Services |
| Market Capitalization | 17.29 billion USD | 14.04 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | September 23, 1983 | May 10, 2018 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BEN | EQH |
|---|---|---|
| Total Return (1Y) | 70.17% | 26.35% |
| Total Return (3Y, Annualized) | 22.48% | 32.07% |
| Total Return (5Y, Annualized) | 5.29% | 12.88% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BEN | EQH |
|---|---|---|
| Volatility (1Y, Annualized) | 29.18% | 33.44% |
| Beta (5Y) | 1.52 | 1.04 |
| Max Drawdown (5Y) | -45.39% | -35.85% |
| Avg. Volume (3M) | 3.70M | 2.71M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BEN | EQH |
|---|---|---|
| Sharpe Ratio (1Y) | 2.26 | 0.66 |
| Sortino Ratio (1Y) | 3.55 | 0.94 |
Profitability
ROE (TTM)
Equitable (EQH) at 171.08% clears its industry range for ROE, a sharper capital-efficiency signal than Franklin Templeton (BEN) at 10.51%, which is closer to a typical peer reading.
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%
EQH
Financial Services industry group
171.08%
- EQH
- 171.08%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Franklin Templeton (BEN) at 11.42% and Equitable (EQH) at 11.52% 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%
EQH
Financial Services industry group
11.52%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- EQH
- 11.52%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Franklin Templeton (BEN) at 14.61% and Equitable (EQH) at 37.18% 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%
EQH
Financial Services industry group
37.18%
- Max
- 107.33%
- Q3
- 55.90%
- EQH
- 37.18%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BEN | EQH |
|---|---|---|
| ROE (TTM) | 10.51% | 171.08% |
| ROA (TTM) | -- | 0.45% |
| Net Margin (TTM) | 11.42% | 11.52% |
| Operating Margin (TTM) | 14.61% | 37.18% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Only one side can be read here: Equitable (EQH) reports revenue growth of -6.12%, 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 Equitable (EQH) at -227.78% falls below its industry range — a large difference in per-share earnings trajectories.
Growth Metrics
| Metric | BEN | EQH |
|---|---|---|
| Revenue Growth (YoY) | -- | -6.12% |
| Revenue Growth (3Y CAGR) | -- | -2.65% |
| EPS Growth (YoY) | 116.48% | -227.78% |
| EPS Growth (3Y CAGR) | 4.63% | -- |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Franklin Templeton (BEN) in Financial Services and Equitable (EQH) 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 Equitable (EQH) 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 | EQH |
|---|---|---|
| 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 Equitable (EQH) at 0.51% 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%
EQH
Financial Services industry group
0.51%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- EQH
- 0.51%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Franklin Templeton (BEN) at 89.12% and Equitable (EQH) at 22.49% 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%
EQH
Financial Services industry group
22.49%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- EQH
- 22.49%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BEN | EQH |
|---|---|---|
| Dividend Yield (TTM) | 4.10% | 0.51% |
| Dividend Payout Ratio (TTM) | 89.12% | 22.49% |
Valuation
P/E Ratio (TTM)
Both Franklin Templeton (BEN) at 17.12 and Equitable (EQH) at 10.39 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
EQH
Financial Services industry group
10.39
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- EQH
- 10.39
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Equitable (EQH) at 1.08 sits in the cheaper P/S ratio quartile while Franklin Templeton (BEN) at 1.84 prices around its industry’s middle — EQH 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
EQH
Financial Services industry group
1.08
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- EQH
- 1.08
- Min
- -0.55
P/B Ratio (MRQ)
Equitable (EQH) reports a negative P/B ratio of -4.92, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Franklin Templeton (BEN) reports 1.46, ranking against industry peers normally.
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
EQH
Financial Services industry group
-4.92
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
- EQH
- -4.92
Valuation Metrics
| Metric | BEN | EQH |
|---|---|---|
| P/E Ratio (TTM) | 17.12 | 10.39 |
| P/S Ratio (TTM) | 1.84 | 1.08 |
| P/B Ratio (MRQ) | 1.46 | -4.92 |
| Free Cash Flow Yield (TTM) | -- | -- |