BEN vs. VIRT: Franklin Templeton vs. Virtu Financial Stock Comparison
How do Franklin Templeton (BEN) and Virtu Financial (VIRT) 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 Virtu Financial (VIRT) both belong to the Capital Markets industry, though BEN is classified under Asset Management & Custody Banks while VIRT falls under Investment Banking & Brokerage.
| Profile Item | BEN | VIRT |
|---|---|---|
| Name | Franklin Templeton Inc. | Virtu Financial Inc. Class A Common Stock |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Asset Management & Custody Banks | Investment Banking & Brokerage |
| Market Capitalization | 17.29 billion USD | 11.67 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | September 23, 1983 | April 16, 2015 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BEN | VIRT |
|---|---|---|
| Total Return (1Y) | 70.17% | 57.98% |
| Total Return (3Y, Annualized) | 22.48% | 51.24% |
| Total Return (5Y, Annualized) | 5.29% | 19.25% |
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 Virtu Financial (VIRT) is defensive at 0.69 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.
| Metric | BEN | VIRT |
|---|---|---|
| Volatility (1Y, Annualized) | 29.18% | 37.43% |
| Beta (5Y) | 1.52 | 0.69 |
| Max Drawdown (5Y) | -45.39% | -54.52% |
| Avg. Volume (3M) | 3.70M | 1.26M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BEN | VIRT |
|---|---|---|
| Sharpe Ratio (1Y) | 2.26 | 1.43 |
| Sortino Ratio (1Y) | 3.55 | 2.27 |
Profitability
ROE (TTM)
Virtu Financial (VIRT) at 57.03% clears its industry range for ROE, a sharper capital-efficiency signal than Franklin Templeton (BEN) at 10.51%, which is closer to a typical peer reading.
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%
VIRT
Financial Services industry group
57.03%
- VIRT
- 57.03%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Franklin Templeton (BEN) at 11.42% and Virtu Financial (VIRT) at 17.96% 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%
VIRT
Financial Services industry group
17.96%
- Max
- 62.84%
- Q3
- 28.05%
- VIRT
- 17.96%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Franklin Templeton (BEN) at 14.61% and Virtu Financial (VIRT) at 36.32% 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%
VIRT
Financial Services industry group
36.32%
- Max
- 107.33%
- Q3
- 55.90%
- VIRT
- 36.32%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BEN | VIRT |
|---|---|---|
| ROE (TTM) | 10.51% | 57.03% |
| ROA (TTM) | -- | 5.01% |
| Net Margin (TTM) | 11.42% | 17.96% |
| Operating Margin (TTM) | 14.61% | 36.32% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Only one side can be read here: Virtu Financial (VIRT) reports revenue growth of 26.25%, ranked against its industry; Franklin Templeton (BEN) has no revenue growth figure this period.
EPS Growth
Both Franklin Templeton (BEN) at 116.48% and Virtu Financial (VIRT) at 72.73% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.
Growth Metrics
| Metric | BEN | VIRT |
|---|---|---|
| Revenue Growth (YoY) | -- | 26.25% |
| Revenue Growth (3Y CAGR) | -- | 15.38% |
| EPS Growth (YoY) | 116.48% | 72.73% |
| EPS Growth (3Y CAGR) | 4.63% | 28.11% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Franklin Templeton (BEN) in Financial Services and Virtu Financial (VIRT) 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 Virtu Financial (VIRT) 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
| Metric | BEN | VIRT |
|---|---|---|
| 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 Virtu Financial (VIRT) at 1.78% 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%
VIRT
Financial Services industry group
1.78%
- Max
- 9.77%
- Q3
- 3.92%
- VIRT
- 1.78%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Franklin Templeton (BEN) at 89.12% and Virtu Financial (VIRT) at 15.95% 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%
VIRT
Financial Services industry group
15.95%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- VIRT
- 15.95%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BEN | VIRT |
|---|---|---|
| Dividend Yield (TTM) | 4.10% | 1.78% |
| Dividend Payout Ratio (TTM) | 89.12% | 15.95% |
Valuation
P/E Ratio (TTM)
Virtu Financial (VIRT) at 7.92 sits in the cheaper P/E ratio quartile, while Franklin Templeton (BEN) at 17.12 is closer to its industry’s usual earnings multiple — a discount for VIRT, though growth and earnings durability still matter.
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
VIRT
Financial Services industry group
7.92
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- VIRT
- 7.92
- Min
- 0.16
P/S Ratio (TTM)
On P/S ratio, both Franklin Templeton (BEN) at 1.84 and Virtu Financial (VIRT) at 3.35 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
VIRT
Financial Services industry group
3.35
- Max
- 9.23
- Q3
- 4.57
- VIRT
- 3.35
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
On P/B ratio, both Franklin Templeton (BEN) at 1.46 and Virtu Financial (VIRT) at 1.92 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
VIRT
Financial Services industry group
1.92
- Max
- 7.79
- Q3
- 3.63
- VIRT
- 1.92
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BEN | VIRT |
|---|---|---|
| P/E Ratio (TTM) | 17.12 | 7.92 |
| P/S Ratio (TTM) | 1.84 | 3.35 |
| P/B Ratio (MRQ) | 1.46 | 1.92 |
| Free Cash Flow Yield (TTM) | -- | -- |