BEN vs. LPLA: Franklin Templeton vs. LPL Financial Stock Comparison

Company Profile

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

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 LPL Financial (LPLA) is defensive at 0.52 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

LPL Financial (LPLA) at 25.66% sits in the top ROE quartile, while Franklin Templeton (BEN) at 10.51% is closer to the peer norm — stronger capital efficiency for LPLA.

Both Franklin Templeton (BEN) at 11.42% and LPL Financial (LPLA) at 6.97% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

Franklin Templeton (BEN) at 14.61% runs core operations around its industry’s norm, while LPL Financial (LPLA) at 10.85% operates in the bottom quartile.

Profitability Metrics

Growth

Only one side can be read here: LPL Financial (LPLA) reports revenue growth of 37.18%, 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 LPL Financial (LPLA) at -22.17% 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 LPL Financial (LPLA) 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 LPL Financial (LPLA) 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 LPL Financial (LPLA) at 0.40% pays a more typical yield — both are credible income propositions, BEN the richer one.

Both Franklin Templeton (BEN) at 89.12% and LPL Financial (LPLA) at 6.88% 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 LPL Financial (LPLA) at 16.93 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

LPL Financial (LPLA) at 1.15 sits in the cheaper P/S ratio quartile while Franklin Templeton (BEN) at 1.84 prices around its industry’s middle — LPLA costs less per dollar of sales, though read it alongside growth and margins.

Franklin Templeton (BEN) at 1.46 is valued about in line with its industry on P/B ratio, while LPL Financial (LPLA) at 3.98 carries an above-peer premium to book — LPLA is pricier on assets.

Valuation Metrics