BEN
Franklin Resources, Inc.
There isn't enough reported data to score BEN yet.
BLK
BlackRock, Inc.
BLK's fundamentals are mixed, but it looks expensive: trading at 28x earnings, above its usual 22x.
BEN Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| N/A | |
| N/A |
BEN's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like BEN.
BLK Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| N/A | |
| N/A |
BLK's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like BLK.
BEN PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 9.5x | $18.81 | -48% |
| Forward | 11x | $35.86 | — |
| Fair | 14x | $27.96 | -22% |
| Current | 18x | $35.86 | — |
| Expensive | 25x | $49.14 | +37% |
Historical ranges are pointers, not guarantees.
BEN's PE is 18x, but its earnings don't support one, so it isn't a reliable read right now.
BLK PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 19x | $848 | -30% |
| Fair | 22x | $973 | -20% |
| Expensive | 26x | $1,149 | -5.5% |
| Current | 28x | $1,217 | — |
Historical ranges are pointers, not guarantees.
BLK has the edge over BEN in the historical PE scenario, which offers more potential upside but is not a forecast.
BEN Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for BEN, with profitability improving.
BLK Forward outlook
There aren't enough analyst estimates for BLK to show an outlook.
BEN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.23 | +64% |
| Q3 2026 | $1.97 | +116% |
| Q2 2026 | $1.47 | +194% |
| Q1 2026 | $1.31 | +96% |
| Q4 2025 | $1.08 | +69% |
| Q3 2025 | $0.91 | +7.1% |
| Q2 2025 | $0.50 | -69% |
| Q1 2025 | $0.67 | -62% |
| Q4 2024 | $0.64 | -66% |
BEN has the edge over BLK on earnings, with more consistent year-over-year improvement.
BLK Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $43.87 | +11% |
| Q2 2026 | $41.73 | -0.4% |
| Q1 2026 | $39.73 | -4.7% |
| Q4 2025 | $35.31 | -17% |
| Q3 2025 | $39.42 | -2.7% |
| Q2 2025 | $41.89 | +4% |
| Q1 2025 | $41.69 | +5.9% |
| Q4 2024 | $42.53 | +16% |
BLK earned $43.87 per share over the past year, up 11% from the year before.
BEN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.4B | +3.9% |
| Q2 2026 | $2.4B | +14% |
| Q1 2026 | $2.3B | +8.7% |
| Q4 2025 | $2.3B | +3.4% |
| Q3 2025 | $2.3B | +6% |
| Q2 2025 | $2.1B | -2.8% |
| Q1 2025 | $2.1B | -1.9% |
| Q4 2024 | $2.3B | +13% |
BEN's revenue has grown year over year for five quarters in a row: $2.4B last quarter, up 3.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 15% | +11 points |
| Q2 2026 | 9.2% | +1.7 points |
| Q1 2026 | 14% | +7.2 points |
| Q4 2025 | 12% | +2.3 points |
| Q3 2025 | 3.6% | +11 points |
| Q2 2025 | 7.5% | -3 points |
| Q1 2025 | 6.9% | +0.9 points |
| Q4 2024 | 9.7% | -0.6 points |
BEN's operating margin was 15% last quarter, up 11 points from the same quarter a year ago.
BLK Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $7.8B | +19% |
| Q2 2026 | $7.1B | +31% |
| Q1 2026 | $6.7B | +27% |
| Q4 2025 | $7B | +23% |
| Q3 2025 | $6.5B | +25% |
| Q2 2025 | $5.4B | +13% |
| Q1 2025 | $5.3B | +12% |
| Q4 2024 | $5.7B | +23% |
BLK has the edge over BEN on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 30% | 0 points |
| Q2 2026 | 35% | +2.8 points |
| Q1 2026 | 42% | +9.8 points |
| Q4 2025 | 24% | -13 points |
| Q3 2025 | 30% | -8.6 points |
| Q2 2025 | 32% | -5.5 points |
| Q1 2025 | 32% | -3.6 points |
| Q4 2024 | 37% | +2.3 points |
BLK has the edge over BEN on profitability, with a higher operating margin.
BEN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $532.7M | +$584.6M |
| Q3 2025 | -$51.9M | -111% |
| Q2 2025 | $1.3B | +163% |
| Q1 2025 | -$87.6M | -192% |
| Q4 2024 | -$217M | +$54.4M |
| Q3 2024 | $488.4M | -35% |
| Q2 2024 | $482.3M | -16% |
| Q1 2024 | $94.9M | +$143.7M |
BEN has the stronger cash trend. Its trailing FCF is up 47% versus its history, compared with BLK at up 20%.
BLK Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $2.6B | +95% |
| Q2 2026 | $1.1B | -12% |
| Q1 2026 | -$1.1B | +$120M |
| Q4 2025 | $2.1B | -15% |
| Q2 2025 | $1.3B | -6.1% |
| Q1 2025 | -$1.2B | -$734M |
| Q4 2024 | $2.5B | +35% |
| Q2 2024 | $1.4B | +47% |
BLK's free cash flow was $4.8B over the past year, up 22% from the year before. Free cash flow isn't a meaningful measure for financial services companies like BLK.
BEN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -600K shares |
| 1 year | -0.4% | -2M shares |
| 3 years | +5% | +24.6M shares |
| 5 years | +5.1% | +24.8M shares |
| Available history | +4.1% | +20.1M shares |
BEN has 515M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $88.4M |
| Q2 2026 | $345.8M |
| Q1 2026 | $57.1M |
| Q4 2025 | $41.9M |
| Q3 2025 | $67.1M |
| Q2 2025 | $157.4M |
| Q1 2025 | $10M |
| Q4 2024 | $5.8M |
BEN spent $533M buying back its own shares over the past year, up 122% from the year before.
BLK Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -148K shares |
| 1 year | -0.4% | -677K shares |
| 3 years | +9.3% | +14M shares |
| 5 years | +6.2% | +9.6M shares |
| Available history | +4.4% | +7M shares |
BLK has 165M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q2 2025 | $396M |
| Q1 2025 | $657M |
| Q4 2024 | $386M |
| Q2 2024 | $519M |
| Q1 2024 | $634M |
| Q4 2023 | $384M |
| Q3 2023 | $396M |
| Q2 2023 | $383M |
BEN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.4x | Net Cash |
| Q2 2026 | -1.3x | Net Cash |
| Q1 2026 | -1.4x | Net Cash |
| Q4 2025 | -1.4x | Net Cash |
| Q3 2025 | -1.7x | Net Cash |
| Q2 2025 | -2.6x | Net Cash |
| Q1 2025 | -1.6x | Net Cash |
| Q4 2024 | -1.6x | Net Cash |
BEN has the edge over BLK on leverage, with a lower net debt burden relative to earnings.
BLK Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.0x | Net Cash |
| Q2 2026 | 0.2x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.2x | Very low |
| Q3 2025 | 0.3x | Very low |
| Q2 2024 | 0.2x | Very low |
| Q1 2024 | 0.3x | Very low |
| Q4 2023 | 0.1x | Very low |
BLK has more cash than debt. Net leverage isn't a meaningful measure for financial services companies like BLK.
BEN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 68.4 | Neutral |
| Stochastic | 56.6 | Neutral |
BEN's weekly RSI is 68 (neutral) and its Stochastic is 57 (neutral).
BLK Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 64.5 | Neutral |
| Stochastic | 79.0 | Neutral |
BLK's weekly RSI is 64 (neutral) and its Stochastic is 79 (neutral).
BEN PE vs Financial Services Sector
| Metric | BEN | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 13x | 40% above |
| PE % | 69 | 63 | 6 pts above |
BEN has the edge over BLK on valuation relative to its sector.
BLK PE vs Financial Services Sector
| Metric | BLK | Sector median | Relative |
|---|---|---|---|
| PE | 28x | 13x | 113% above |
| PE % | 97 | 63 | 34 pts above |
BLK is trading at 28x earnings, a 113% premium to the Financial Services sector's median of 13x.
BEN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $32.6 | 9.9% above |
| 20 week MA | $33.3 | 7.8% above |
| 50 week MA | $29.6 | 21% above |
| 100 week MA | $25.8 | 39% above |
| 200 week MA | $25.5 | 41% above |
BEN is in an uptrend: it's above all five of its weekly moving averages, and 41% above its 200-week average.
BLK Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1,128.0 | 7.9% above |
| 20 week MA | $1,108.9 | 9.7% above |
| 50 week MA | $1,071.6 | 14% above |
| 100 week MA | $1,051.1 | 16% above |
| 200 week MA | $914.1 | 33% above |
BLK is in an uptrend: it's above all five of its weekly moving averages, and 33% above its 200-week average.
BEN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $26.3 | $24.8 | -5.5% |
| 2021 | $24.8 | $33.4 | +35% |
| 2022 | $33.4 | $26.9 | -20% |
| 2023 | $26.9 | $29.8 | +11% |
| 2024 | $29.8 | $20.7 | -31% |
| 2025 | $20.7 | $24.2 | +17% |
| 2026 YTD | $24.2 | $35.9 | +48% |
BEN has the edge over BLK on returns for 2026, with the stronger performance.
BLK Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $503.0 | $707.2 | +41% |
| 2021 | $707.2 | $913.9 | +29% |
| 2022 | $913.9 | $703.9 | -23% |
| 2023 | $703.9 | $811.8 | +15% |
| 2024 | $811.8 | $1,044.2 | +29% |
| 2025 | $1,044.2 | $1,088.1 | +4.2% |
| 2026 YTD | $1,088.1 | $1,216.6 | +12% |
BLK has finished higher in five of the last six years. It's up 12% so far in 2026.