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BEN vs. MS: Franklin Templeton vs. Morgan Stanley Stock Comparison

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

Company profile comparison for Franklin Templeton (BEN) and Morgan Stanley (MS)
Profile ItemBENMS
NameFranklin Templeton Inc.Morgan Stanley Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksInvestment Banking & Brokerage
Market Capitalization17.29 billion USD283.60 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateSeptember 23, 1983February 23, 1993
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

BEN
MS
GSPC
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Franklin Templeton (BEN) vs. Morgan Stanley (MS), 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 Morgan Stanley (MS). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Franklin Templeton (BEN) and Morgan Stanley (MS)
MetricBENMS
Total Return (1Y)70.17%19.44%
Total Return (3Y, Annualized)22.48%40.69%
Total Return (5Y, Annualized)5.29%17.38%

Risk Profile

Drawdown History

BEN
MS
GSPC
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Franklin Templeton (BEN) vs. Morgan Stanley (MS), 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 Morgan Stanley (MS). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Franklin Templeton (BEN) and Morgan Stanley (MS)
MetricBENMS
Volatility (1Y, Annualized)29.18%29.73%
Beta (5Y)1.521.21
Max Drawdown (5Y)-45.39%-32.38%
Avg. Volume (3M)3.70M5.37M

Risk-Adjusted Performance

Risk-Return Positioning

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BEN and MS 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 Morgan Stanley (MS)
MetricBENMS
Sharpe Ratio (1Y)2.260.51
Sortino Ratio (1Y)3.550.73

Profitability

ROE (TTM)

Both Franklin Templeton (BEN) at 10.51% and Morgan Stanley (MS) at 18.04% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

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%

MS

Financial Services industry group

18.04%

Max
44.78%
Q3
21.85%
MS
18.04%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Franklin Templeton (BEN) vs. Morgan Stanley (MS): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both Franklin Templeton (BEN) at 11.42% and Morgan Stanley (MS) at 25.63% 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%

MS

Financial Services industry group

25.63%

Max
62.84%
Q3
28.05%
MS
25.63%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Franklin Templeton (BEN) vs. Morgan Stanley (MS): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Franklin Templeton (BEN) at 14.61% and Morgan Stanley (MS) at 39.00% 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%

MS

Financial Services industry group

39.00%

Max
107.33%
Q3
55.90%
MS
39.00%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Franklin Templeton (BEN) vs. Morgan Stanley (MS): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Franklin Templeton (BEN) and Morgan Stanley (MS)
MetricBENMS
ROE (TTM)10.51%18.04%
ROA (TTM)--1.35%
Net Margin (TTM)11.42%25.63%
Operating Margin (TTM)14.61%39.00%
Gross Margin (TTM)----

Growth

Revenue Growth

Only one side can be read here: Morgan Stanley (MS) reports revenue growth of 14.48%, ranked against its industry; Franklin Templeton (BEN) has no revenue growth figure this period.

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Franklin Templeton (BEN) vs. Morgan Stanley (MS): 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 Morgan Stanley (MS) at 28.43% is closer to the peer norm — faster per-share earnings growth for BEN.

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Franklin Templeton (BEN) vs. Morgan Stanley (MS): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Franklin Templeton (BEN) and Morgan Stanley (MS)
MetricBENMS
Revenue Growth (YoY)--14.48%
Revenue Growth (3Y CAGR)--9.52%
EPS Growth (YoY)116.48%28.43%
EPS Growth (3Y CAGR)4.63%18.41%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Franklin Templeton (BEN) in Financial Services and Morgan Stanley (MS) 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 Morgan Stanley (MS) 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 Morgan Stanley (MS)
MetricBENMS
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 Morgan Stanley (MS) at 2.40% 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%

MS

Financial Services industry group

2.40%

Max
9.77%
Q3
3.92%
MS
2.40%
Median
1.09%
Q1
0.00%
Min
0.00%
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Franklin Templeton (BEN) vs. Morgan Stanley (MS): 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 Morgan Stanley (MS) at 32.91% 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%

MS

Financial Services industry group

32.91%

Max
241.07%
Q3
97.36%
MS
32.91%
Median
25.77%
Q1
0.00%
Min
0.00%
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Franklin Templeton (BEN) vs. Morgan Stanley (MS): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Franklin Templeton (BEN) and Morgan Stanley (MS)
MetricBENMS
Dividend Yield (TTM)4.10%2.40%
Dividend Payout Ratio (TTM)89.12%32.91%

Valuation

P/E Ratio (TTM)

Both Franklin Templeton (BEN) at 17.12 and Morgan Stanley (MS) at 14.39 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

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

MS

Financial Services industry group

14.39

Max
45.85
Q3
24.64
Median
15.37
MS
14.39
Q1
9.68
Min
0.16
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Franklin Templeton (BEN) vs. Morgan Stanley (MS): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Franklin Templeton (BEN) at 1.84 and Morgan Stanley (MS) at 3.55 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

MS

Financial Services industry group

3.55

Max
9.23
Q3
4.57
MS
3.55
Median
2.72
Q1
1.28
Min
-0.55
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Franklin Templeton (BEN) vs. Morgan Stanley (MS): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Franklin Templeton (BEN) at 1.46 and Morgan Stanley (MS) at 2.65 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

MS

Financial Services industry group

2.65

Max
7.79
Q3
3.63
MS
2.65
Median
1.57
Q1
0.81
Min
-0.39
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Franklin Templeton (BEN) vs. Morgan Stanley (MS): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Franklin Templeton (BEN) and Morgan Stanley (MS)
MetricBENMS
P/E Ratio (TTM)17.1214.39
P/S Ratio (TTM)1.843.55
P/B Ratio (MRQ)1.462.65
Free Cash Flow Yield (TTM)----