Franklin Templeton (BEN) vs Morningstar (MORN)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Franklin Templeton (BEN) has outperformed Morningstar (MORN) over the past year, gaining 37.3% versus a loss of 11.2%. Over five years, BEN leads with a +7.8% price change compared with -26.1% for MORN. Franklin Templeton is the larger company by market cap ($16.24 billion vs $7.63 billion), about 2.1 times the size, while Morningstar is growing revenue faster (+7.5% vs +3.5%).
On valuation, Franklin Templeton trades at a lower forward P/E (10.1x vs 14.5x for Morningstar). Franklin Templeton offers the higher dividend yield (4.10% vs 0.96%). Morningstar converts more of its revenue into profit, with a net margin of 15.3% 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 | MORN |
|---|---|---|
| Share price | $31.97 | $203.51 |
| Market cap | $16.24B | $7.63B |
| 1-day change | -1.34% | +0.38% |
| YTD return | +35.62% | -6.70% |
| 1-year return | +37.35% | -11.17% |
| 5-year return | +7.82% | -26.12% |
| P/E ratio (TTM) | 21.74 | 19.36 |
| Forward P/E | 10.07 | 14.54 |
| EPS (TTM) | $1.47 | $10.51 |
| Dividend yield | 4.10% | 0.96% |
| Annual dividend | $1.31 | $1.96 |
| Revenue (latest FY) | $8.77B | $2.45B |
| Revenue growth (YoY) | +3.45% | +7.49% |
| Net income (latest FY) | $524.90M | $374.20M |
| Gross margin | — | 61.03% |
| Operating margin | 6.89% | 21.53% |
| Net margin | 5.98% | 15.30% |
| 52-week high | $36.28 | $228.95 |
| 52-week low | $21.11 | $141.49 |
| Distance from 52-week high | -11.89% | -11.11% |
| Analyst consensus | hold | buy |
| Avg. price target upside | +12.15% | +16.30% |
| Average volume | 4.06M | 336.48K |
| Shares outstanding | 508.08M | 37.51M |
| Employees | 10,100 | 10,973 |
| 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
- Franklin Templeton is about 2.1 times larger than Morningstar by market value ($16.24B vs $7.63B).
- BEN has outperformed MORN by 48.5 percentage points over the past year.
- Franklin Templeton offers a meaningfully higher dividend yield (4.10% vs 0.96%).
- Morningstar is more profitable, keeping 15.3 cents of every revenue dollar as net income versus 6.0 cents for Franklin Templeton.
About Franklin Templeton
BEN stock →Franklin Templeton Inc. is a publicly owned asset investment manager.
Finance · Investment Managers · 10,100 employees
About Morningstar
MORN stock →Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally.
Finance · Investment Managers · 10,973 employees
BEN vs MORN FAQ
Which is bigger, Franklin Templeton or Morningstar?
Franklin Templeton (BEN) is larger, with a market capitalization of $16.24B compared with $7.63B for Morningstar (MORN).
Which stock has performed better over the past year, BEN or MORN?
BEN returned +37.35% over the past 12 months, compared with -11.17% for MORN (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, BEN or MORN?
MORN has the lower trailing P/E at 19.4, versus 21.7 for BEN. 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 Morningstar?
Franklin Templeton has the higher yield at 4.10%, compared with 0.96% for Morningstar.
Are Franklin Templeton and Morningstar in the same industry?
Yes. Both are classified in the Investment Managers industry within the Finance sector.