BEN vs BRK-B
Valuation
Profitability
Growth
Financial Health
Dividends
AI Verdict
Franklin Resources (BEN) shows a weak Piotroski F-Score of 4/9, indicating marginal financial health, and lacks an Altman Z-Score, limiting distress risk assessment. The stock trades above its Graham Number of $21.55 at a current price of $25.31, suggesting modest overvaluation for a defensive investor, though forward P/E of 9.02 implies improved earnings expectations. Strong dividend yield of 5.12% is offset by a concerning 140.66% payout ratio, raising sustainability questions. While recent earnings growth (YoY EPS +13.6%, Q/Q +36.7%) and beat rates are positive, weak profitability metrics like ROE (3.82%) and low insider activity temper optimism.
The deterministic health profile is weak, highlighted by a Piotroski F-Score of 3/9, indicating deteriorating operational efficiency and profitability trends. While the company maintains a fortress balance sheet with a Debt/Equity ratio of 0.19 and a Current Ratio of 7.07, the stock is trading at a significant premium to its growth-based intrinsic value of $217.21. Negative YoY revenue and earnings growth, coupled with a bearish technical trend, offset the positive analyst sentiment and long-term historical performance.
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BEN vs BRK-B: Head-to-Head Comparison
This page compares Franklin Resources, Inc. (BEN) and Berkshire Hathaway Inc. (BRK-B) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.
Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.