BEN vs. FDS: Franklin Templeton vs. FactSet Research Systems Stock Comparison

Company Profile

Franklin Templeton (BEN) and FactSet Research Systems (FDS) both belong to the Capital Markets industry, though BEN is classified under Asset Management & Custody Banks while FDS falls under Financial Exchanges & Data.

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 FactSet Research Systems (FDS) is defensive at 0.69 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

FactSet Research Systems (FDS) at 25.48% sits in the top ROE quartile, while Franklin Templeton (BEN) at 10.51% is closer to the peer norm — stronger capital efficiency for FDS.

Both Franklin Templeton (BEN) at 11.42% and FactSet Research Systems (FDS) at 21.54% 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 FactSet Research Systems (FDS) at 22.22% 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: FactSet Research Systems (FDS) reports revenue growth of 6.65%, 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 FactSet Research Systems (FDS) at -6.30% is closer to the peer norm — faster per-share earnings growth for BEN.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Franklin Templeton (BEN) in Financial Services and FactSet Research Systems (FDS) 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 FactSet Research Systems (FDS) 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

Franklin Templeton (BEN) at 4.10% delivers top-quartile income for its industry, while FactSet Research Systems (FDS) at 1.33% pays a more typical yield — both are credible income propositions, BEN the richer one.

Both Franklin Templeton (BEN) at 89.12% and FactSet Research Systems (FDS) at 31.02% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

Dividend Metrics

Valuation

Both Franklin Templeton (BEN) at 17.12 and FactSet Research Systems (FDS) at 22.50 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

Franklin Templeton (BEN) at 1.84 is priced about in line with its industry on P/S ratio, while FactSet Research Systems (FDS) at 4.67 sits in the pricier quartile — FDS costs more per dollar of sales.

Franklin Templeton (BEN) at 1.46 is valued about in line with its industry on P/B ratio, while FactSet Research Systems (FDS) at 5.77 carries an above-peer premium to book — FDS is pricier on assets.

Valuation Metrics