BEN vs. NLY: Franklin Templeton vs. Annaly Capital Management Stock Comparison

Company Profile

Franklin Templeton (BEN) and Annaly Capital Management (NLY) both fall under the Financial Services industry group, but BEN is classified in Capital Markets while NLY is classified in Mortgage Real Estate Investment Trusts (REITs).

Franklin Templeton (BEN) is an ordinary operating company, while Annaly Capital Management (NLY) is a REIT — read its payout ratio and P/E alongside FFO (funds from operations) rather than comparing them directly to BEN’s multiples.

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 Annaly Capital Management (NLY) at 7.35% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

Annaly Capital Management (NLY) at 80.27% converts revenue to bottom-line profit above its industry’s benchmark range, while Franklin Templeton (BEN) at 11.42% keeps roughly the typical share for its industry.

Annaly Capital Management (NLY) at 107.33% operates in the top operating margin quartile, ahead of Franklin Templeton (BEN) at 14.61%, which runs around its industry’s norm.

Profitability Metrics

Growth

Only one side can be read here: Annaly Capital Management (NLY) reports revenue growth of 87.29%, ranked against its industry; Franklin Templeton (BEN) has no revenue growth figure this period.

Both Franklin Templeton (BEN) at 116.48% and Annaly Capital Management (NLY) at 80.25% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Franklin Templeton (BEN) in Financial Services and Annaly Capital Management (NLY) 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 Annaly Capital Management (NLY) 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; Annaly Capital Management (NLY) at 15.38% is past the top of its own peer range — territory where a dividend-safety check matters more than the headline number.

Annaly Capital Management (NLY) reports payout ratio above 100% at 201.39%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Franklin Templeton (BEN) reports 89.12%, ranking against industry peers normally.

Dividend Metrics

Valuation

Both Franklin Templeton (BEN) at 17.12 and Annaly Capital Management (NLY) at 13.02 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

Franklin Templeton (BEN) at 1.84 prices around its industry’s typical P/S ratio, while Annaly Capital Management (NLY) at 10.62 clears its benchmark range — NLY looks notably rich on sales.

On P/B ratio, both Franklin Templeton (BEN) at 1.46 and Annaly Capital Management (NLY) at 1.05 are valued close to their industries’ norm against book — neither stands out from peers.

Valuation Metrics