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BEN vs. EVR: Franklin Templeton vs. Evercore Stock Comparison

How do Franklin Templeton (BEN) and Evercore (EVR) 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 Evercore (EVR) both belong to the Capital Markets industry, though BEN is classified under Asset Management & Custody Banks while EVR falls under Investment Banking & Brokerage.

Company profile comparison for Franklin Templeton (BEN) and Evercore (EVR)
Profile ItemBENEVR
NameFranklin Templeton Inc.Evercore Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksInvestment Banking & Brokerage
Market Capitalization17.29 billion USD10.81 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateSeptember 23, 1983August 14, 2006
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

BEN
EVR
GSPC
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Franklin Templeton (BEN) vs. Evercore (EVR), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Franklin Templeton (BEN) and Evercore (EVR). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Franklin Templeton (BEN) and Evercore (EVR). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Franklin Templeton (BEN) and Evercore (EVR)
MetricBENEVR
Total Return (1Y)70.17%-2.40%
Total Return (3Y, Annualized)22.48%30.98%
Total Return (5Y, Annualized)5.29%16.41%

Risk Profile

Drawdown History

BEN
EVR
GSPC
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Franklin Templeton (BEN) vs. Evercore (EVR), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Franklin Templeton (BEN) and Evercore (EVR). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Franklin Templeton (BEN) and Evercore (EVR)
MetricBENEVR
Volatility (1Y, Annualized)29.18%39.76%
Beta (5Y)1.521.45
Max Drawdown (5Y)-45.39%-47.86%
Avg. Volume (3M)3.70M546.56K

Risk-Adjusted Performance

Risk-Return Positioning

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BEN and EVR are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Franklin Templeton (BEN) and Evercore (EVR)
MetricBENEVR
Sharpe Ratio (1Y)2.26-0.17
Sortino Ratio (1Y)3.55-0.23

Profitability

ROE (TTM)

Evercore (EVR) at 37.97% sits in the top ROE quartile, while Franklin Templeton (BEN) at 10.51% is closer to the peer norm — stronger capital efficiency for EVR.

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%

EVR

Financial Services industry group

37.97%

Max
44.78%
EVR
37.97%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Franklin Templeton (BEN) vs. Evercore (EVR): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both Franklin Templeton (BEN) at 11.42% and Evercore (EVR) at 15.73% 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%

EVR

Financial Services industry group

15.73%

Max
62.84%
Q3
28.05%
EVR
15.73%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Franklin Templeton (BEN) vs. Evercore (EVR): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Franklin Templeton (BEN) at 14.61% and Evercore (EVR) at 21.94% 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%

EVR

Financial Services industry group

21.94%

Max
107.33%
Q3
55.90%
Median
30.09%
EVR
21.94%
Q1
14.60%
Min
-44.34%
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Franklin Templeton (BEN) vs. Evercore (EVR): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Franklin Templeton (BEN) and Evercore (EVR)
MetricBENEVR
ROE (TTM)10.51%37.97%
ROA (TTM)--17.07%
Net Margin (TTM)11.42%15.73%
Operating Margin (TTM)14.61%21.94%
Gross Margin (TTM)----

Growth

Revenue Growth

Only one side can be read here: Evercore (EVR) reports revenue growth of 29.41%, ranked against its industry; Franklin Templeton (BEN) has no revenue growth figure this period.

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Franklin Templeton (BEN) vs. Evercore (EVR): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Franklin Templeton (BEN) at 116.48% and Evercore (EVR) at 54.74% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.

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Franklin Templeton (BEN) vs. Evercore (EVR): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Franklin Templeton (BEN) and Evercore (EVR)
MetricBENEVR
Revenue Growth (YoY)--29.41%
Revenue Growth (3Y CAGR)--11.76%
EPS Growth (YoY)116.48%54.74%
EPS Growth (3Y CAGR)4.63%6.57%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Franklin Templeton (BEN) in Financial Services and Evercore (EVR) 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 Evercore (EVR) 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

Financial strength metrics for Franklin Templeton (BEN) and Evercore (EVR)
MetricBENEVR
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 Evercore (EVR) at 1.21% 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%

EVR

Financial Services industry group

1.21%

Max
9.77%
Q3
3.92%
EVR
1.21%
Median
1.09%
Q1
0.00%
Min
0.00%
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Franklin Templeton (BEN) vs. Evercore (EVR): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Franklin Templeton (BEN) at 89.12% and Evercore (EVR) at 18.93% 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%

EVR

Financial Services industry group

18.93%

Max
241.07%
Q3
97.36%
Median
25.77%
EVR
18.93%
Q1
0.00%
Min
0.00%
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Franklin Templeton (BEN) vs. Evercore (EVR): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Franklin Templeton (BEN) and Evercore (EVR)
MetricBENEVR
Dividend Yield (TTM)4.10%1.21%
Dividend Payout Ratio (TTM)89.12%18.93%

Valuation

P/E Ratio (TTM)

Both Franklin Templeton (BEN) at 17.12 and Evercore (EVR) at 15.57 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

EVR

Financial Services industry group

15.57

Max
45.85
Q3
24.64
EVR
15.57
Median
15.37
Q1
9.68
Min
0.16
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Franklin Templeton (BEN) vs. Evercore (EVR): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Franklin Templeton (BEN) at 1.84 and Evercore (EVR) at 2.23 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

EVR

Financial Services industry group

2.23

Max
9.23
Q3
4.57
Median
2.72
EVR
2.23
Q1
1.28
Min
-0.55
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Franklin Templeton (BEN) vs. Evercore (EVR): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Franklin Templeton (BEN) at 1.46 is valued about in line with its industry on P/B ratio, while Evercore (EVR) at 5.56 carries an above-peer premium to book — EVR is pricier on assets.

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

EVR

Financial Services industry group

5.56

Max
7.79
EVR
5.56
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
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Franklin Templeton (BEN) vs. Evercore (EVR): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Franklin Templeton (BEN) and Evercore (EVR)
MetricBENEVR
P/E Ratio (TTM)17.1215.57
P/S Ratio (TTM)1.842.23
P/B Ratio (MRQ)1.465.56
Free Cash Flow Yield (TTM)----