BEN
Price
$23.82
Change
+$0.34 (+1.45%)
Updated
Jun 27 closing price
Capitalization
14.8B
25 days until earnings call
IVZ
Price
$15.71
Change
-$0.00 (-0.00%)
Updated
Jun 30, 11:00 AM (EDT)
Capitalization
7.41B
29 days until earnings call
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BEN vs IVZ

Header iconBEN vs IVZ Comparison
Open Charts BEN vs IVZBanner chart's image
Franklin Resources
Price$23.82
Change+$0.34 (+1.45%)
Volume$9.93M
Capitalization14.8B
Inves
Price$15.71
Change-$0.00 (-0.00%)
Volume$665
Capitalization7.41B
BEN vs IVZ Comparison Chart in %
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BEN
Daily Signalchanged days ago
Gain/Loss if bought
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
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BEN vs. IVZ commentary
Jun 30, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BEN is a Buy and IVZ is a Buy.

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COMPARISON
Comparison
Jun 30, 2025
Stock price -- (BEN: $23.82 vs. IVZ: $15.70)
Brand notoriety: BEN and IVZ are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: BEN: 203% vs. IVZ: 97%
Market capitalization -- BEN: $14.8B vs. IVZ: $7.41B
BEN [@Investment Managers] is valued at $14.8B. IVZ’s [@Investment Managers] market capitalization is $7.41B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $6.16B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

BEN’s FA Score shows that 3 FA rating(s) are green whileIVZ’s FA Score has 1 green FA rating(s).

  • BEN’s FA Score: 3 green, 2 red.
  • IVZ’s FA Score: 1 green, 4 red.
According to our system of comparison, BEN is a better buy in the long-term than IVZ.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

BEN’s TA Score shows that 5 TA indicator(s) are bullish while IVZ’s TA Score has 4 bullish TA indicator(s).

  • BEN’s TA Score: 5 bullish, 3 bearish.
  • IVZ’s TA Score: 4 bullish, 3 bearish.
According to our system of comparison, BEN is a better buy in the short-term than IVZ.

Price Growth

BEN (@Investment Managers) experienced а +5.96% price change this week, while IVZ (@Investment Managers) price change was +6.01% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.85%. For the same industry, the average monthly price growth was +5.27%, and the average quarterly price growth was +10.43%.

Reported Earning Dates

BEN is expected to report earnings on Jul 25, 2025.

IVZ is expected to report earnings on Jul 29, 2025.

Industries' Descriptions

@Investment Managers (+2.85% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
BEN($14.8B) has a higher market cap than IVZ($7.41B). BEN has higher P/E ratio than IVZ: BEN (14.54) vs IVZ (12.27). BEN YTD gains are higher at: 21.029 vs. IVZ (-7.937). BEN has higher annual earnings (EBITDA): 2.08B vs. IVZ (1.13B). BEN has more cash in the bank: 3.88B vs. IVZ (1.93B). IVZ has less debt than BEN: IVZ (9.05B) vs BEN (11.8B). BEN has higher revenues than IVZ: BEN (7.87B) vs IVZ (5.72B).
BENIVZBEN / IVZ
Capitalization14.8B7.41B200%
EBITDA2.08B1.13B184%
Gain YTD21.029-7.937-265%
P/E Ratio14.5412.27118%
Revenue7.87B5.72B138%
Total Cash3.88B1.93B201%
Total Debt11.8B9.05B130%
FUNDAMENTALS RATINGS
BEN vs IVZ: Fundamental Ratings
BEN
IVZ
OUTLOOK RATING
1..100
5050
VALUATION
overvalued / fair valued / undervalued
1..100
18
Undervalued
18
Undervalued
PROFIT vs RISK RATING
1..100
5853
SMR RATING
1..100
8782
PRICE GROWTH RATING
1..100
1151
P/E GROWTH RATING
1..100
580
SEASONALITY SCORE
1..100
50n/a

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

BEN's Valuation (18) in the Investment Managers industry is in the same range as IVZ (18). This means that BEN’s stock grew similarly to IVZ’s over the last 12 months.

IVZ's Profit vs Risk Rating (53) in the Investment Managers industry is in the same range as BEN (58). This means that IVZ’s stock grew similarly to BEN’s over the last 12 months.

IVZ's SMR Rating (82) in the Investment Managers industry is in the same range as BEN (87). This means that IVZ’s stock grew similarly to BEN’s over the last 12 months.

BEN's Price Growth Rating (11) in the Investment Managers industry is somewhat better than the same rating for IVZ (51). This means that BEN’s stock grew somewhat faster than IVZ’s over the last 12 months.

BEN's P/E Growth Rating (5) in the Investment Managers industry is significantly better than the same rating for IVZ (80). This means that BEN’s stock grew significantly faster than IVZ’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
BENIVZ
RSI
ODDS (%)
Bearish Trend 4 days ago
70%
N/A
Stochastic
ODDS (%)
Bearish Trend 4 days ago
73%
Bearish Trend 4 days ago
63%
Momentum
ODDS (%)
Bullish Trend 4 days ago
64%
Bullish Trend 4 days ago
70%
MACD
ODDS (%)
Bullish Trend 4 days ago
78%
Bullish Trend 4 days ago
78%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
67%
Bullish Trend 4 days ago
72%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
64%
Bullish Trend 4 days ago
70%
Advances
ODDS (%)
Bullish Trend 4 days ago
65%
Bullish Trend 4 days ago
70%
Declines
ODDS (%)
N/A
Bearish Trend 18 days ago
67%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
55%
Bearish Trend 4 days ago
66%
Aroon
ODDS (%)
Bullish Trend 4 days ago
40%
Bullish Trend 4 days ago
71%
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BEN
Daily Signalchanged days ago
Gain/Loss if bought
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
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BEN and

Correlation & Price change

A.I.dvisor indicates that over the last year, BEN has been closely correlated with TROW. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if BEN jumps, then TROW could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BEN
1D Price
Change %
BEN100%
+2.85%
TROW - BEN
66%
Closely correlated
N/A
IVZ - BEN
65%
Loosely correlated
+0.77%
APAM - BEN
64%
Loosely correlated
+0.04%
BLK - BEN
63%
Loosely correlated
+1.65%
VRTS - BEN
61%
Loosely correlated
-1.17%
More

IVZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVZ has been closely correlated with JHG. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVZ
1D Price
Change %
IVZ100%
+0.77%
JHG - IVZ
84%
Closely correlated
+1.57%
AMG - IVZ
82%
Closely correlated
N/A
TROW - IVZ
80%
Closely correlated
N/A
KKR - IVZ
80%
Closely correlated
+1.78%
BN - IVZ
79%
Closely correlated
+0.82%
More