BEN
Price
$24.88
Change
+$0.09 (+0.36%)
Updated
Jul 3 closing price
Capitalization
14.8B
26 days until earnings call
JHG
Price
$40.30
Change
+$0.19 (+0.47%)
Updated
Jul 3 closing price
Capitalization
5.22B
25 days until earnings call
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BEN vs JHG

Header iconBEN vs JHG Comparison
Open Charts BEN vs JHGBanner chart's image
Franklin Resources
Price$24.88
Change+$0.09 (+0.36%)
Volume$2.47M
Capitalization14.8B
Janus Henderson Group
Price$40.30
Change+$0.19 (+0.47%)
Volume$795.93K
Capitalization5.22B
BEN vs JHG Comparison Chart in %
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BEN
Daily Signalchanged days ago
Gain/Loss if bought
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JHG
Daily Signalchanged days ago
Gain/Loss if bought
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BEN vs. JHG commentary
Jul 07, 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 JHG is a Hold.

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COMPARISON
Comparison
Jul 07, 2025
Stock price -- (BEN: $24.88 vs. JHG: $40.30)
Brand notoriety: BEN and JHG are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: BEN: 50% vs. JHG: 62%
Market capitalization -- BEN: $14.8B vs. JHG: $5.22B
BEN [@Investment Managers] is valued at $14.8B. JHG’s [@Investment Managers] market capitalization is $5.22B. 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 whileJHG’s FA Score has 2 green FA rating(s).

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

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 JHG’s TA Score has 4 bullish TA indicator(s).

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

Price Growth

BEN (@Investment Managers) experienced а +7.43% price change this week, while JHG (@Investment Managers) price change was +5.66% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.13%. For the same industry, the average monthly price growth was +6.49%, and the average quarterly price growth was +10.30%.

Reported Earning Dates

BEN is expected to report earnings on Aug 01, 2025.

JHG is expected to report earnings on Jul 31, 2025.

Industries' Descriptions

@Investment Managers (+2.13% 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 JHG($5.22B). BEN has higher P/E ratio than JHG: BEN (14.54) vs JHG (13.66). BEN YTD gains are higher at: 26.415 vs. JHG (-3.348). BEN has higher annual earnings (EBITDA): 2.08B vs. JHG (563M). BEN has more cash in the bank: 3.88B vs. JHG (1.89B). JHG has less debt than BEN: JHG (382M) vs BEN (11.8B). BEN has higher revenues than JHG: BEN (7.87B) vs JHG (2.1B).
BENJHGBEN / JHG
Capitalization14.8B5.22B284%
EBITDA2.08B563M369%
Gain YTD26.415-3.348-789%
P/E Ratio14.5413.66106%
Revenue7.87B2.1B375%
Total Cash3.88B1.89B206%
Total Debt11.8B382M3,089%
FUNDAMENTALS RATINGS
BEN vs JHG: Fundamental Ratings
BEN
JHG
OUTLOOK RATING
1..100
5050
VALUATION
overvalued / fair valued / undervalued
1..100
19
Undervalued
30
Undervalued
PROFIT vs RISK RATING
1..100
6745
SMR RATING
1..100
8773
PRICE GROWTH RATING
1..100
745
P/E GROWTH RATING
1..100
530
SEASONALITY SCORE
1..100
3950

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 (19) in the Investment Managers industry is in the same range as JHG (30). This means that BEN’s stock grew similarly to JHG’s over the last 12 months.

JHG's Profit vs Risk Rating (45) in the Investment Managers industry is in the same range as BEN (67). This means that JHG’s stock grew similarly to BEN’s over the last 12 months.

JHG's SMR Rating (73) in the Investment Managers industry is in the same range as BEN (87). This means that JHG’s stock grew similarly to BEN’s over the last 12 months.

BEN's Price Growth Rating (7) in the Investment Managers industry is somewhat better than the same rating for JHG (45). This means that BEN’s stock grew somewhat faster than JHG’s over the last 12 months.

BEN's P/E Growth Rating (5) in the Investment Managers industry is in the same range as JHG (30). This means that BEN’s stock grew similarly to JHG’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
BENJHG
RSI
ODDS (%)
Bearish Trend 4 days ago
67%
Bearish Trend 4 days ago
63%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
65%
Bearish Trend 4 days ago
64%
Momentum
ODDS (%)
Bullish Trend 4 days ago
67%
Bullish Trend 4 days ago
69%
MACD
ODDS (%)
Bullish Trend 4 days ago
66%
Bullish Trend 4 days ago
74%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
66%
Bullish Trend 4 days ago
67%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
64%
Bullish Trend 4 days ago
65%
Advances
ODDS (%)
Bullish Trend 4 days ago
65%
Bullish Trend 4 days ago
66%
Declines
ODDS (%)
N/A
N/A
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
61%
Bearish Trend 4 days ago
59%
Aroon
ODDS (%)
Bullish Trend 4 days ago
57%
Bullish Trend 4 days ago
55%
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BEN
Daily Signalchanged days ago
Gain/Loss if bought
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JHG
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%
+0.36%
TROW - BEN
66%
Closely correlated
+0.19%
IVZ - BEN
65%
Loosely correlated
+0.84%
APAM - BEN
64%
Loosely correlated
-0.02%
BLK - BEN
62%
Loosely correlated
+1.08%
JHG - BEN
61%
Loosely correlated
+0.47%
More

JHG and

Correlation & Price change

A.I.dvisor indicates that over the last year, JHG has been closely correlated with KKR. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if JHG jumps, then KKR could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JHG
1D Price
Change %
JHG100%
+0.47%
KKR - JHG
85%
Closely correlated
+3.03%
IVZ - JHG
85%
Closely correlated
+0.84%
CG - JHG
83%
Closely correlated
+2.30%
STEP - JHG
82%
Closely correlated
+0.71%
BN - JHG
81%
Closely correlated
+2.67%
More