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BEN vs. MSCI: Franklin Templeton vs. MSCI Stock Comparison

How do Franklin Templeton (BEN) and MSCI (MSCI) 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 MSCI (MSCI) both belong to the Capital Markets industry, though BEN is classified under Asset Management & Custody Banks while MSCI falls under Financial Exchanges & Data.

Company profile comparison for Franklin Templeton (BEN) and MSCI (MSCI)
Profile ItemBENMSCI
NameFranklin Templeton Inc.MSCI Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksFinancial Exchanges & Data
Market Capitalization17.29 billion USD46.60 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateSeptember 23, 1983November 15, 2007
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

BEN
MSCI
GSPC
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Franklin Templeton (BEN) vs. MSCI (MSCI), 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 MSCI (MSCI). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Franklin Templeton (BEN) and MSCI (MSCI)
MetricBENMSCI
Total Return (1Y)70.17%12.76%
Total Return (3Y, Annualized)22.48%9.86%
Total Return (5Y, Annualized)5.29%1.00%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Franklin Templeton (BEN) and MSCI (MSCI)
MetricBENMSCI
Volatility (1Y, Annualized)29.18%29.82%
Beta (5Y)1.521.17
Max Drawdown (5Y)-45.39%-43.74%
Avg. Volume (3M)3.70M590.34K

Risk-Adjusted Performance

Risk-Return Positioning

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BEN and MSCI 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 MSCI (MSCI)
MetricBENMSCI
Sharpe Ratio (1Y)2.260.28
Sortino Ratio (1Y)3.550.40

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Franklin Templeton (BEN) earns 10.51% on shareholders’ equity, ranked against its industry; MSCI (MSCI) has no ROE this period.

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%

MSCI

Financial Services industry group

--

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
MSCI
--
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Franklin Templeton (BEN) vs. MSCI (MSCI): MSCI does not report ROE, so it has no value marker; BEN is benchmarked against the Financial Services industry group.

Net Margin (TTM)

MSCI (MSCI) at 40.31% retains a top-quartile share of revenue as profit, ahead of Franklin Templeton (BEN) at 11.42%, which keeps about the industry-typical share.

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%

MSCI

Financial Services industry group

40.31%

Max
62.84%
MSCI
40.31%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Franklin Templeton (BEN) vs. MSCI (MSCI): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

MSCI (MSCI) at 56.41% 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%

MSCI

Financial Services industry group

56.41%

Max
107.33%
MSCI
56.41%
Q3
55.90%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Franklin Templeton (BEN) vs. MSCI (MSCI): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Franklin Templeton (BEN) and MSCI (MSCI)
MetricBENMSCI
ROE (TTM)10.51%--
ROA (TTM)--21.75%
Net Margin (TTM)11.42%40.31%
Operating Margin (TTM)14.61%56.41%
Gross Margin (TTM)----

Growth

Revenue Growth

Only one side can be read here: MSCI (MSCI) reports revenue growth of 9.75%, ranked against its industry; Franklin Templeton (BEN) has no revenue growth figure this period.

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Franklin Templeton (BEN) vs. MSCI (MSCI): 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 MSCI (MSCI) at 11.67% is closer to the peer norm — faster per-share earnings growth for BEN.

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

Growth Metrics

Growth metrics for Franklin Templeton (BEN) and MSCI (MSCI)
MetricBENMSCI
Revenue Growth (YoY)--9.75%
Revenue Growth (3Y CAGR)--11.71%
EPS Growth (YoY)116.48%11.67%
EPS Growth (3Y CAGR)4.63%13.54%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Franklin Templeton (BEN) in Financial Services and MSCI (MSCI) 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 MSCI (MSCI) 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 MSCI (MSCI)
MetricBENMSCI
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 MSCI (MSCI) at 1.21% 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%

MSCI

Financial Services industry group

1.21%

Max
9.77%
Q3
3.92%
MSCI
1.21%
Median
1.09%
Q1
0.00%
Min
0.00%
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Franklin Templeton (BEN) vs. MSCI (MSCI): 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 MSCI (MSCI) at 42.04% 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%

MSCI

Financial Services industry group

42.04%

Max
241.07%
Q3
97.36%
MSCI
42.04%
Median
25.77%
Q1
0.00%
Min
0.00%
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Franklin Templeton (BEN) vs. MSCI (MSCI): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Franklin Templeton (BEN) and MSCI (MSCI)
MetricBENMSCI
Dividend Yield (TTM)4.10%1.21%
Dividend Payout Ratio (TTM)89.12%42.04%

Valuation

P/E Ratio (TTM)

Franklin Templeton (BEN) at 17.12 is near its industry’s usual P/E ratio, while MSCI (MSCI) at 33.90 sits in the richer quartile — MSCI 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

MSCI

Financial Services industry group

33.90

Max
45.85
MSCI
33.90
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Franklin Templeton (BEN) vs. MSCI (MSCI): 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 MSCI (MSCI) at 13.58 clears its benchmark range — MSCI 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

MSCI

Financial Services industry group

13.58

MSCI
13.58
Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Franklin Templeton (BEN) vs. MSCI (MSCI): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

MSCI (MSCI) reports a negative P/B ratio of -15.24, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Franklin Templeton (BEN) reports 1.46, ranking against industry peers normally.

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

MSCI

Financial Services industry group

-15.24

Max
7.79
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
MSCI
-15.24
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Franklin Templeton (BEN) vs. MSCI (MSCI): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Franklin Templeton (BEN) and MSCI (MSCI)
MetricBENMSCI
P/E Ratio (TTM)17.1233.90
P/S Ratio (TTM)1.8413.58
P/B Ratio (MRQ)1.46-15.24
Free Cash Flow Yield (TTM)----