BEN vs. IX: Franklin Templeton vs. ORIX Stock Comparison

Company Profile

Franklin Templeton (BEN) and ORIX (IX) both fall under the Financial Services industry group, but BEN is classified in Capital Markets while IX is classified in Financial Services.

Franklin Templeton (BEN) trades as ordinary local shares, while ORIX (IX) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both Franklin Templeton (BEN) at 10.51% and ORIX (IX) at 14.04% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

Both Franklin Templeton (BEN) at 11.42% and ORIX (IX) at 17.94% 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 ORIX (IX) at 21.52% 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: ORIX (IX) reports revenue growth of 18.57%, 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 ORIX (IX) at 30.03% 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 ORIX (IX) 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 ORIX (IX) 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% earns its spot in the top quartile of its industry’s yields; ORIX (IX) at 435.55% is past the top of its own peer range — territory where a dividend-safety check matters more than the headline number.

Both Franklin Templeton (BEN) at 89.12% and ORIX (IX) at 26.52% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

Dividend Metrics

Valuation

ORIX (IX) at 9.68 sits in the cheaper P/E ratio quartile, while Franklin Templeton (BEN) at 17.12 is closer to its industry’s usual earnings multiple — a discount for IX, though growth and earnings durability still matter.

ORIX (IX) at 0.01 sits in the cheaper P/S ratio quartile while Franklin Templeton (BEN) at 1.84 prices around its industry’s middle — IX costs less per dollar of sales, though read it alongside growth and margins.

On P/B ratio, both Franklin Templeton (BEN) at 1.46 and ORIX (IX) at 1.28 are valued close to their industries’ norm against book — neither stands out from peers.

Valuation Metrics