COMP <GO>
BEN vs CG // GROSS PROFIT MARGIN
Franklin Templeton Inc. (NYSE) VS. The Carlyle Group Inc. (NASDAQ) • 15-METRIC TALLY: BEN 6
— CG 6
■ METRIC PARITY
LAST: $31.97 (+1.04%) • MKT CAP: $16.08B
gross-margins
—
LAST: $41.06 (+2.19%) • MKT CAP: $14.32B
gross-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BEN VS. CG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BEN | CG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.00% | 5.40% | -2.40 | CG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 27.4x | 20.3x | +7.10 | CG | /valuation <GO> |
| Free Cash Flow Yield | 5.55% | -18.00% | +23.55 | BEN | /fcf-yield <GO> |
| Operating Margin | 6.90% | 20.60% | -13.70 | CG | /operating-margins <GO> |
| Net Profit Margin | 6.00% | 16.90% | -10.90 | CG | /net-margins <GO> |
| Revenue Growth (YoY) | 3.50% | -11.90% | +15.40 | BEN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.16% | 3.49% | +0.67 | BEN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 3/9 | +5.00 | BEN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.2 | 54.4 | -7.20 | CG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.95 | 0.88 | +0.07 | BEN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 29.1x | 16.6x | +12.50 | CG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $16.08B | $14.32B | $1.76B | BEN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BEN REV | CG REV | BEN GROSS % | CG GROSS % | BEN FCF | CG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.77B | $4.78B | — | — | $911.6M | -$3.37B |
| FY 2024 | $8.48B | $5.43B | — | — | $794.2M | -$837.2M |
| FY 2023 | $7.85B | $2.96B | — | — | $736.0M | $71.5M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BEN // BETA 0.95
CG // BETA 0.88