Franklin Templeton (BEN) vs Carlyle Group (CG)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Franklin Templeton (BEN) has outperformed Carlyle Group (CG) over the past year, gaining 38.8% versus a loss of 38.6%. Over five years, BEN leads with a +8.1% price change compared with -26.5% for CG. Franklin Templeton is the larger company by market cap ($16.50 billion vs $13.47 billion), about 1.2 times the size.
On valuation, Carlyle Group trades at a lower forward P/E (7.4x vs 10.2x for Franklin Templeton). Franklin Templeton offers the higher dividend yield (4.03% vs 3.70%). Carlyle Group converts more of its revenue into profit, with a net margin of 16.9% versus 6.0%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | BEN | CG |
|---|---|---|
| Share price | $32.48 | $37.80 |
| Market cap | $16.50B | $13.47B |
| 1-day change | +0.12% | -2.78% |
| YTD return | +35.96% | -36.05% |
| 1-year return | +38.80% | -38.65% |
| 5-year return | +8.09% | -26.53% |
| P/E ratio (TTM) | 22.10 | 38.97 |
| Forward P/E | 10.23 | 7.44 |
| EPS (TTM) | $1.47 | $0.97 |
| Dividend yield | 4.03% | 3.70% |
| Annual dividend | $1.31 | $1.40 |
| Revenue (latest FY) | $8.77B | $4.78B |
| Revenue growth (YoY) | +3.45% | -11.91% |
| Net income (latest FY) | $524.90M | $808.70M |
| Operating margin | 6.89% | — |
| Net margin | 5.98% | 16.92% |
| 52-week high | $36.28 | $67.30 |
| 52-week low | $21.11 | $37.50 |
| Distance from 52-week high | -10.47% | -43.83% |
| Analyst consensus | hold | buy |
| Avg. price target upside | +10.38% | +45.21% |
| Average volume | 4.06M | 3.51M |
| Shares outstanding | 508.08M | 356.33M |
| Employees | 10,100 | 2,500 |
| Sector | Finance | Finance |
| Industry | Investment Managers | Investment Managers |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- BEN has outperformed CG by 77.4 percentage points over the past year.
- Carlyle Group trades at a higher earnings multiple (39.0x vs 22.1x trailing P/E).
- Carlyle Group is more profitable, keeping 16.9 cents of every revenue dollar as net income versus 6.0 cents for Franklin Templeton.
- Franklin Templeton grew revenue faster in its latest fiscal year (+3.45% vs -11.91%).
About Franklin Templeton
BEN stock →Franklin Templeton Inc. is a publicly owned asset investment manager.
Finance · Investment Managers · 10,100 employees
About Carlyle Group
CG stock →The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments.
Finance · Investment Managers · 2,500 employees
BEN vs CG FAQ
Which is bigger, Franklin Templeton or Carlyle Group?
Franklin Templeton (BEN) is larger, with a market capitalization of $16.50B compared with $13.47B for Carlyle Group (CG).
Which stock has performed better over the past year, BEN or CG?
BEN returned +38.80% over the past 12 months, compared with -38.65% for CG (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, BEN or CG?
BEN has the lower trailing P/E at 22.1, versus 39.0 for CG. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Franklin Templeton or Carlyle Group?
Franklin Templeton has the higher yield at 4.03%, compared with 3.70% for Carlyle Group.
Are Franklin Templeton and Carlyle Group in the same industry?
Yes. Both are classified in the Investment Managers industry within the Finance sector.