BEN vs. IBKR: Franklin Templeton vs. Interactive Brokers Stock Comparison

November 11, 2026

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

Company profile comparison for Franklin Templeton (BEN) and Interactive Brokers (IBKR)
Profile Item	BEN	IBKR
Name	Franklin Templeton Inc.	Interactive Brokers Group, Inc. Class A Common Stock
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	Investment Banking & Brokerage
Market Capitalization	17.29 billion USD	129.19 billion USD
Currency	USD	USD
Exchange	NYSE	Nasdaq
Listing Date	September 23, 1983	May 4, 2007
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

BEN

IBKR

GSPC

Franklin Templeton (BEN) vs. Interactive Brokers (IBKR), 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 Interactive Brokers (IBKR). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Franklin Templeton (BEN) and Interactive Brokers (IBKR)
Metric	BEN	IBKR
Total Return (1Y)	70.17%	11.53%
Total Return (3Y, Annualized)	22.48%	57.15%
Total Return (5Y, Annualized)	5.29%	34.54%

Risk Profile

Drawdown History

BEN

IBKR

GSPC

Franklin Templeton (BEN) vs. Interactive Brokers (IBKR), 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 Interactive Brokers (IBKR). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Franklin Templeton (BEN) and Interactive Brokers (IBKR)
Metric	BEN	IBKR
Volatility (1Y, Annualized)	29.18%	40.72%
Beta (5Y)	1.52	1.37
Max Drawdown (5Y)	-45.39%	-38.66%
Avg. Volume (3M)	3.70M	4.24M

Risk-Adjusted Performance

Risk-Return Positioning

BEN and IBKR 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 Interactive Brokers (IBKR)
Metric	BEN	IBKR
Sharpe Ratio (1Y)	2.26	0.18
Sortino Ratio (1Y)	3.55	0.26

Profitability

ROE (TTM)

Interactive Brokers (IBKR) at 23.67% sits in the top ROE quartile, while Franklin Templeton (BEN) at 10.51% is closer to the peer norm — stronger capital efficiency for IBKR.

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%

IBKR

Financial Services industry group

23.67%

Max: 44.78%
IBKR: 23.67%
Q3: 21.85%
Median: 12.91%
Q1: 4.48%
Min: -18.71%

Franklin Templeton (BEN) vs. Interactive Brokers (IBKR): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both Franklin Templeton (BEN) at 11.42% and Interactive Brokers (IBKR) at 16.68% 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%

IBKR

Financial Services industry group

16.68%

Max: 62.84%
Q3: 28.05%
IBKR: 16.68%
Median: 15.36%
Q1: 4.82%
Min: -28.52%

Franklin Templeton (BEN) vs. Interactive Brokers (IBKR): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Interactive Brokers (IBKR) at 77.70% operates in the top operating margin quartile, ahead of Franklin Templeton (BEN) at 14.61%, which runs around its industry’s norm.

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%

IBKR

Financial Services industry group

77.70%

Max: 107.33%
IBKR: 77.70%
Q3: 55.90%
Median: 30.09%
Q1: 14.60%
Min: -44.34%

Franklin Templeton (BEN) vs. Interactive Brokers (IBKR): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Franklin Templeton (BEN) and Interactive Brokers (IBKR)
Metric	BEN	IBKR
ROE (TTM)	10.51%	23.67%
ROA (TTM)	--	2.28%
Net Margin (TTM)	11.42%	16.68%
Operating Margin (TTM)	14.61%	77.70%
Gross Margin (TTM)	--	--

Growth

Revenue Growth

Only one side can be read here: Interactive Brokers (IBKR) reports revenue growth of 9.73%, ranked against its industry; Franklin Templeton (BEN) has no revenue growth figure this period.

Franklin Templeton (BEN) vs. Interactive Brokers (IBKR): A comparison of their Revenue Growth across different time periods.

EPS Growth

Franklin Templeton (BEN) at 116.48% sits in the top EPS growth quartile, while Interactive Brokers (IBKR) at 28.14% is closer to the peer norm — faster per-share earnings growth for BEN.

Franklin Templeton (BEN) vs. Interactive Brokers (IBKR): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Franklin Templeton (BEN) and Interactive Brokers (IBKR)
Metric	BEN	IBKR
Revenue Growth (YoY)	--	9.73%
Revenue Growth (3Y CAGR)	--	34.60%
EPS Growth (YoY)	116.48%	28.14%
EPS Growth (3Y CAGR)	4.63%	33.29%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Franklin Templeton (BEN) in Financial Services and Interactive Brokers (IBKR) 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 Interactive Brokers (IBKR) 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 Interactive Brokers (IBKR)
Metric	BEN	IBKR
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 Interactive Brokers (IBKR) at 0.46% 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%

IBKR

Financial Services industry group

0.46%

Max: 9.77%
Q3: 3.92%
Median: 1.09%
IBKR: 0.46%
Q1: 0.00%
Min: 0.00%

Franklin Templeton (BEN) vs. Interactive Brokers (IBKR): 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 Interactive Brokers (IBKR) at 12.79% 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%

IBKR

Financial Services industry group

12.79%

Max: 241.07%
Q3: 97.36%
Median: 25.77%
IBKR: 12.79%
Q1: 0.00%
Min: 0.00%

Franklin Templeton (BEN) vs. Interactive Brokers (IBKR): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Franklin Templeton (BEN) and Interactive Brokers (IBKR)
Metric	BEN	IBKR
Dividend Yield (TTM)	4.10%	0.46%
Dividend Payout Ratio (TTM)	89.12%	12.79%

Valuation

P/E Ratio (TTM)

Franklin Templeton (BEN) at 17.12 is near its industry’s usual P/E ratio, while Interactive Brokers (IBKR) at 28.94 sits in the richer quartile — IBKR 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

IBKR

Financial Services industry group

28.94

Max: 45.85
IBKR: 28.94
Q3: 24.64
Median: 15.37
Q1: 9.68
Min: 0.16

Franklin Templeton (BEN) vs. Interactive Brokers (IBKR): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Franklin Templeton (BEN) at 1.84 prices around its industry’s typical P/S ratio, while Interactive Brokers (IBKR) at 18.30 clears its benchmark range — IBKR looks notably rich on 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

IBKR

Financial Services industry group

18.30

IBKR: 18.30
Max: 9.23
Q3: 4.57
Median: 2.72
Q1: 1.28
Min: -0.55

Franklin Templeton (BEN) vs. Interactive Brokers (IBKR): 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 Interactive Brokers (IBKR) at 5.53 carries an above-peer premium to book — IBKR 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

IBKR

Financial Services industry group

5.53

Max: 7.79
IBKR: 5.53
Q3: 3.63
Median: 1.57
Q1: 0.81
Min: -0.39

Franklin Templeton (BEN) vs. Interactive Brokers (IBKR): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Franklin Templeton (BEN) and Interactive Brokers (IBKR)
Metric	BEN	IBKR
P/E Ratio (TTM)	17.12	28.94
P/S Ratio (TTM)	1.84	18.30
P/B Ratio (MRQ)	1.46	5.53
Free Cash Flow Yield (TTM)	--	--