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BEN vs. OWL: A Head-to-Head Stock Comparison

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Here’s a clear look at BEN and OWL, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolBENOWL
Company NameFranklin Resources, Inc.Blue Owl Capital Inc.
CountryUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS IndustryCapital MarketsCapital Markets
Market Capitalization12.75 billion USD28.77 billion USD
ExchangeNYSENYSE
Listing DateSeptember 23, 1983December 14, 2020
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of BEN and OWL by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

BEN vs. OWL: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolBENOWL
5-Day Price Return-4.65%-5.54%
13-Week Price Return10.90%-4.33%
26-Week Price Return23.98%-21.05%
52-Week Price Return9.05%3.92%
Month-to-Date Return3.42%-4.03%
Year-to-Date Return22.33%-20.16%
10-Day Avg. Volume3.20M7.54M
3-Month Avg. Volume4.48M7.74M
3-Month Volatility22.75%31.07%
Beta1.561.16

Profitability

Return on Equity (TTM)

BEN

2.61%

Capital Markets Industry

Max
38.97%
Q3
21.61%
Median
13.77%
Q1
8.31%
Min
-4.25%

BEN’s Return on Equity of 2.61% is in the lower quartile for the Capital Markets industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.

OWL

3.42%

Capital Markets Industry

Max
38.97%
Q3
21.61%
Median
13.77%
Q1
8.31%
Min
-4.25%

OWL’s Return on Equity of 3.42% is in the lower quartile for the Capital Markets industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.

BEN vs. OWL: A comparison of their Return on Equity (TTM) against the Capital Markets industry benchmark.

Net Profit Margin (TTM)

BEN

3.73%

Capital Markets Industry

Max
66.67%
Q3
35.11%
Median
23.49%
Q1
13.63%
Min
-15.18%

Falling into the lower quartile for the Capital Markets industry, BEN’s Net Profit Margin of 3.73% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

OWL

2.88%

Capital Markets Industry

Max
66.67%
Q3
35.11%
Median
23.49%
Q1
13.63%
Min
-15.18%

Falling into the lower quartile for the Capital Markets industry, OWL’s Net Profit Margin of 2.88% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

BEN vs. OWL: A comparison of their Net Profit Margin (TTM) against the Capital Markets industry benchmark.

Operating Profit Margin (TTM)

BEN

4.26%

Capital Markets Industry

Max
86.40%
Q3
46.46%
Median
32.80%
Q1
18.32%
Min
-21.87%

BEN’s Operating Profit Margin of 4.26% is in the lower quartile for the Capital Markets industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.

OWL

17.38%

Capital Markets Industry

Max
86.40%
Q3
46.46%
Median
32.80%
Q1
18.32%
Min
-21.87%

OWL’s Operating Profit Margin of 17.38% is in the lower quartile for the Capital Markets industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.

BEN vs. OWL: A comparison of their Operating Profit Margin (TTM) against the Capital Markets industry benchmark.

Profitability at a Glance

SymbolBENOWL
Return on Equity (TTM)2.61%3.42%
Return on Assets (TTM)1.00%0.65%
Net Profit Margin (TTM)3.73%2.88%
Operating Profit Margin (TTM)4.26%17.38%
Gross Profit Margin (TTM)36.69%--

Financial Strength

Current Ratio (MRQ)

BEN

1.21

Capital Markets Industry

Max
3.76
Q3
1.89
Median
1.01
Q1
0.54
Min
-0.41

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

OWL

0.88

Capital Markets Industry

Max
3.76
Q3
1.89
Median
1.01
Q1
0.54
Min
-0.41

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

BEN vs. OWL: A comparison of their Current Ratio (MRQ) against the Capital Markets industry benchmark.

Debt-to-Equity Ratio (MRQ)

BEN

1.00

Capital Markets Industry

Max
6.62
Q3
2.84
Median
1.02
Q1
0.32
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

OWL

1.38

Capital Markets Industry

Max
6.62
Q3
2.84
Median
1.02
Q1
0.32
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

BEN vs. OWL: A comparison of their Debt-to-Equity Ratio (MRQ) against the Capital Markets industry benchmark.

Interest Coverage Ratio (TTM)

BEN

32.05

Capital Markets Industry

Max
126.03
Q3
60.98
Median
11.77
Q1
4.95
Min
-36.26

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.

OWL

5.03

Capital Markets Industry

Max
126.03
Q3
60.98
Median
11.77
Q1
4.95
Min
-36.26

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.

BEN vs. OWL: A comparison of their Interest Coverage Ratio (TTM) against the Capital Markets industry benchmark.

Financial Strength at a Glance

SymbolBENOWL
Current Ratio (MRQ)1.210.88
Quick Ratio (MRQ)1.210.83
Debt-to-Equity Ratio (MRQ)1.001.38
Interest Coverage Ratio (TTM)32.055.03

Growth

Revenue Growth

BEN vs. OWL: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

BEN vs. OWL: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

BEN

5.29%

Capital Markets Industry

Max
10.26%
Q3
4.86%
Median
2.78%
Q1
1.22%
Min
0.00%

With a Dividend Yield of 5.29%, BEN offers a more attractive income stream than most of its peers in the Capital Markets industry, signaling a strong commitment to shareholder returns.

OWL

1.60%

Capital Markets Industry

Max
10.26%
Q3
4.86%
Median
2.78%
Q1
1.22%
Min
0.00%

OWL’s Dividend Yield of 1.60% is consistent with its peers in the Capital Markets industry, providing a dividend return that is standard for its sector.

BEN vs. OWL: A comparison of their Dividend Yield (TTM) against the Capital Markets industry benchmark.

Dividend Payout Ratio (TTM)

BEN

125.85%

Capital Markets Industry

Max
200.72%
Q3
101.92%
Median
57.97%
Q1
32.36%
Min
0.00%

BEN’s Dividend Payout Ratio of 125.85% is in the upper quartile for the Capital Markets industry. This indicates a strong commitment to shareholder returns but also suggests that a smaller portion of earnings is retained for reinvestment compared to many peers.

OWL

610.34%

Capital Markets Industry

Max
200.72%
Q3
101.92%
Median
57.97%
Q1
32.36%
Min
0.00%

At 610.34%, OWL’s Dividend Payout Ratio is exceptionally high, exceeding the typical range for the Capital Markets industry. While this provides a significant return to shareholders, it may limit funds for reinvestment and could be difficult to sustain.

BEN vs. OWL: A comparison of their Dividend Payout Ratio (TTM) against the Capital Markets industry benchmark.

Dividend at a Glance

SymbolBENOWL
Dividend Yield (TTM)5.29%1.60%
Dividend Payout Ratio (TTM)125.85%610.34%

Valuation

Price-to-Earnings Ratio (TTM)

BEN

39.87

Capital Markets Industry

Max
58.89
Q3
31.00
Median
18.54
Q1
12.09
Min
5.24

A P/E Ratio of 39.87 places BEN in the upper quartile for the Capital Markets industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

OWL

381.60

Capital Markets Industry

Max
58.89
Q3
31.00
Median
18.54
Q1
12.09
Min
5.24

At 381.60, OWL’s P/E Ratio is exceptionally high, exceeding the typical maximum for the Capital Markets industry. This suggests the stock may be significantly overvalued compared to its peers and implies high market expectations that could be difficult to meet.

BEN vs. OWL: A comparison of their Price-to-Earnings Ratio (TTM) against the Capital Markets industry benchmark.

Price-to-Sales Ratio (TTM)

BEN

1.49

Capital Markets Industry

Max
14.49
Q3
7.41
Median
4.68
Q1
2.25
Min
0.04

In the lower quartile for the Capital Markets industry, BEN’s P/S Ratio of 1.49 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.

OWL

10.99

Capital Markets Industry

Max
14.49
Q3
7.41
Median
4.68
Q1
2.25
Min
0.04

OWL’s P/S Ratio of 10.99 is in the upper echelon for the Capital Markets industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.

BEN vs. OWL: A comparison of their Price-to-Sales Ratio (TTM) against the Capital Markets industry benchmark.

Price-to-Book Ratio (MRQ)

BEN

1.03

Capital Markets Industry

Max
9.48
Q3
4.94
Median
2.42
Q1
1.21
Min
0.38

BEN’s P/B Ratio of 1.03 is in the lower quartile for the Capital Markets industry. From a value investing perspective, this is favorable, as it suggests the stock is trading at a discount to its net asset value and may offer a greater margin of safety.

OWL

12.65

Capital Markets Industry

Max
9.48
Q3
4.94
Median
2.42
Q1
1.21
Min
0.38

At 12.65, OWL’s P/B Ratio is at an extreme premium to the Capital Markets industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.

BEN vs. OWL: A comparison of their Price-to-Book Ratio (MRQ) against the Capital Markets industry benchmark.

Valuation at a Glance

SymbolBENOWL
Price-to-Earnings Ratio (TTM)39.87381.60
Price-to-Sales Ratio (TTM)1.4910.99
Price-to-Book Ratio (MRQ)1.0312.65
Price-to-Free Cash Flow Ratio (TTM)7.3227.63