Franklin Templeton (BEN) vs Invesco (IVZ)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Franklin Templeton (BEN) has outperformed Invesco (IVZ) over the past year, gaining 38.8% versus a gain of 26.6%. Over five years, IVZ leads with a +21.6% price change compared with +8.1% for BEN. Franklin Templeton is the larger company by market cap ($16.24 billion vs $13.20 billion), about 1.2 times the size, while Invesco is growing revenue faster (+5.1% vs +3.5%).
On valuation, Invesco trades at a lower forward P/E (9.1x vs 10.1x for Franklin Templeton). Franklin Templeton offers the higher dividend yield (4.10% vs 2.84%). Franklin Templeton converts more of its revenue into profit, with a net margin of 6.0% versus -2.7%.
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 | IVZ |
|---|---|---|
| Share price | $31.96 | $29.90 |
| Market cap | $16.24B | $13.20B |
| 1-day change | -1.60% | -1.97% |
| YTD return | +35.96% | +16.10% |
| 1-year return | +38.80% | +26.56% |
| 5-year return | +8.09% | +21.61% |
| P/E ratio (TTM) | 21.74 | — |
| Forward P/E | 10.07 | 9.13 |
| EPS (TTM) | $1.47 | $-0.68 |
| Dividend yield | 4.10% | 2.84% |
| Annual dividend | $1.31 | $0.85 |
| Revenue (latest FY) | $8.77B | $6.38B |
| Revenue growth (YoY) | +3.45% | +5.11% |
| Net income (latest FY) | $524.90M | $-174.80M |
| Operating margin | 6.89% | -10.91% |
| Net margin | 5.98% | -2.74% |
| 52-week high | $36.28 | $33.66 |
| 52-week low | $21.11 | $20.67 |
| Distance from 52-week high | -11.91% | -11.17% |
| Analyst consensus | hold | buy |
| Avg. price target upside | +12.17% | +16.45% |
| Average volume | 4.06M | 4.49M |
| Shares outstanding | 508.08M | 441.50M |
| Employees | 10,100 | 7,405 |
| 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 IVZ by 12.2 percentage points over the past year.
- Franklin Templeton offers a meaningfully higher dividend yield (4.10% vs 2.84%).
- Franklin Templeton is more profitable, keeping 6.0 cents of every revenue dollar as net income versus -2.7 cents for Invesco.
About Franklin Templeton
BEN stock →Franklin Templeton Inc. is a publicly owned asset investment manager.
Finance · Investment Managers · 10,100 employees
About Invesco
IVZ stock →Invesco Ltd. is a publicly owned investment manager.
Finance · Investment Managers · 7,405 employees
BEN vs IVZ FAQ
Which is bigger, Franklin Templeton or Invesco?
Franklin Templeton (BEN) is larger, with a market capitalization of $16.24B compared with $13.20B for Invesco (IVZ).
Which stock has performed better over the past year, BEN or IVZ?
BEN returned +38.80% over the past 12 months, compared with +26.56% for IVZ (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Franklin Templeton or Invesco?
Franklin Templeton has the higher yield at 4.10%, compared with 2.84% for Invesco.
Are Franklin Templeton and Invesco in the same industry?
Yes. Both are classified in the Investment Managers industry within the Finance sector.