BEN vs. IVZ: Franklin Templeton vs. Invesco Stock Comparison
How do Franklin Templeton (BEN) and Invesco (IVZ) 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 Invesco (IVZ) 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 | IVZ |
|---|---|---|
| Name | Franklin Templeton Inc. | Invesco Ltd. |
| 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 | 11.90 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | September 23, 1983 | August 25, 1995 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BEN | IVZ |
|---|---|---|
| Total Return (1Y) | 70.17% | 27.77% |
| Total Return (3Y, Annualized) | 22.48% | 36.49% |
| Total Return (5Y, Annualized) | 5.29% | 6.57% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BEN | IVZ |
|---|---|---|
| Volatility (1Y, Annualized) | 29.18% | 35.98% |
| Beta (5Y) | 1.52 | 1.65 |
| Max Drawdown (5Y) | -45.39% | -48.49% |
| Avg. Volume (3M) | 3.70M | 4.52M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BEN | IVZ |
|---|---|---|
| Sharpe Ratio (1Y) | 2.26 | 0.65 |
| Sortino Ratio (1Y) | 3.55 | 0.94 |
Profitability
ROE (TTM)
Invesco (IVZ) reports a negative ROE of -0.58%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile Franklin Templeton (BEN) reports 10.51%, ranking against industry peers normally.
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%
IVZ
Financial Services industry group
-0.58%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- IVZ
- -0.58%
- Min
- -18.71%
Net Margin (TTM)
Invesco (IVZ) reports a negative net margin of -1.10%, usually indicating a net loss over the period. Meanwhile Franklin Templeton (BEN) reports 11.42%, ranking against industry peers normally.
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%
IVZ
Financial Services industry group
-1.10%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- IVZ
- -1.10%
- Min
- -28.52%
Operating Margin (TTM)
Both Franklin Templeton (BEN) at 14.61% and Invesco (IVZ) at 23.30% 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%
IVZ
Financial Services industry group
23.30%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- IVZ
- 23.30%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BEN | IVZ |
|---|---|---|
| ROE (TTM) | 10.51% | -0.58% |
| ROA (TTM) | -- | 3.28% |
| Net Margin (TTM) | 11.42% | -1.10% |
| Operating Margin (TTM) | 14.61% | 23.30% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Only one side can be read here: Invesco (IVZ) reports revenue growth of 5.11%, 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 Invesco (IVZ) at -235.59% falls below its industry range — a large difference in per-share earnings trajectories.
Growth Metrics
| Metric | BEN | IVZ |
|---|---|---|
| Revenue Growth (YoY) | -- | 5.11% |
| Revenue Growth (3Y CAGR) | -- | 1.78% |
| EPS Growth (YoY) | 116.48% | -235.59% |
| 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 Invesco (IVZ) 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 Invesco (IVZ) 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 | IVZ |
|---|---|---|
| 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 Invesco (IVZ) at 3.16% 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%
IVZ
Financial Services industry group
3.16%
- Max
- 9.77%
- Q3
- 3.92%
- IVZ
- 3.16%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Franklin Templeton (BEN) at 89.12% and Invesco (IVZ) at 56.46% 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%
IVZ
Financial Services industry group
56.46%
- Max
- 241.07%
- Q3
- 97.36%
- IVZ
- 56.46%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BEN | IVZ |
|---|---|---|
| Dividend Yield (TTM) | 4.10% | 3.16% |
| Dividend Payout Ratio (TTM) | 89.12% | 56.46% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Franklin Templeton (BEN) trades at 17.12 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.
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
IVZ
Financial Services industry group
--
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
- IVZ
- --
P/S Ratio (TTM)
On P/S ratio, both Franklin Templeton (BEN) at 1.84 and Invesco (IVZ) at 1.67 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
IVZ
Financial Services industry group
1.67
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- IVZ
- 1.67
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
On P/B ratio, both Franklin Templeton (BEN) at 1.46 and Invesco (IVZ) at 1.18 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
IVZ
Financial Services industry group
1.18
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- IVZ
- 1.18
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BEN | IVZ |
|---|---|---|
| P/E Ratio (TTM) | 17.12 | -- |
| P/S Ratio (TTM) | 1.84 | 1.67 |
| P/B Ratio (MRQ) | 1.46 | 1.18 |
| Free Cash Flow Yield (TTM) | -- | -- |