Franklin Templeton (BEN) vs Principal Financial Group (PFG)
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 Principal Financial Group (PFG) over the past year, gaining 38.8% versus a gain of 30.4%. Over five years, PFG leads with a +58.7% price change compared with +8.1% for BEN. Principal Financial Group is the larger company by market cap ($23.28 billion vs $16.50 billion), about 1.4 times the size, while Franklin Templeton is growing revenue faster (+3.5% vs -3.1%).
On valuation, Franklin Templeton trades at a lower forward P/E (10.2x vs 10.5x for Principal Financial Group). Franklin Templeton offers the higher dividend yield (4.03% vs 2.93%). Principal Financial Group converts more of its revenue into profit, with a net margin of 7.6% 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 | PFG |
|---|---|---|
| Share price | $32.48 | $108.73 |
| Market cap | $16.50B | $23.28B |
| 1-day change | +0.12% | -0.88% |
| YTD return | +35.96% | +23.50% |
| 1-year return | +38.80% | +30.35% |
| 5-year return | +8.09% | +58.68% |
| P/E ratio (TTM) | 22.10 | 15.49 |
| Forward P/E | 10.23 | 10.53 |
| EPS (TTM) | $1.47 | $7.02 |
| Dividend yield | 4.03% | 2.93% |
| Annual dividend | $1.31 | $3.19 |
| Revenue (latest FY) | $8.77B | $15.63B |
| Revenue growth (YoY) | +3.45% | -3.11% |
| Net income (latest FY) | $524.90M | $1.19B |
| Operating margin | 6.89% | — |
| Net margin | 5.98% | 7.58% |
| 52-week high | $36.28 | $121.18 |
| 52-week low | $21.11 | $77.90 |
| Distance from 52-week high | -10.47% | -10.27% |
| Analyst consensus | hold | hold |
| Avg. price target upside | +10.38% | +2.62% |
| Average volume | 4.06M | 1.39M |
| Shares outstanding | 508.08M | 214.10M |
| Employees | 10,100 | 19,700 |
| Sector | Finance | Finance |
| Industry | Investment Managers | Accident &Health Insurance |
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 trades at a higher earnings multiple (22.1x vs 15.5x trailing P/E).
- Franklin Templeton offers a meaningfully higher dividend yield (4.03% vs 2.93%).
- Franklin Templeton grew revenue faster in its latest fiscal year (+3.45% vs -3.11%).
About Franklin Templeton
BEN stock →Franklin Templeton Inc. is a publicly owned asset investment manager.
Finance · Investment Managers · 10,100 employees
About Principal Financial Group
PFG stock →Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide.
Finance · Accident &Health Insurance · 19,700 employees
BEN vs PFG FAQ
Which is bigger, Franklin Templeton or Principal Financial Group?
Principal Financial Group (PFG) is larger, with a market capitalization of $23.28B compared with $16.50B for Franklin Templeton (BEN).
Which stock has performed better over the past year, BEN or PFG?
BEN returned +38.80% over the past 12 months, compared with +30.35% for PFG (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, BEN or PFG?
PFG has the lower trailing P/E at 15.5, versus 22.1 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 Principal Financial Group?
Franklin Templeton has the higher yield at 4.03%, compared with 2.93% for Principal Financial Group.
Are Franklin Templeton and Principal Financial Group in the same industry?
Both are in the Finance sector, but in different industries: Investment Managers for Franklin Templeton and Accident &Health Insurance for Principal Financial Group.