COMP <GO>
BEN vs TROW // RSI-14 & 200D SMA MOMENTUM
Franklin Templeton Inc. (NYSE) VS. T. Rowe Price Group Inc. (NASDAQ) • 15-METRIC TALLY: BEN 3
— TROW 9
▲ RSI-14 & 200D SMA MOMENTUM LEADER: TROW
LAST: $31.64 (-2.16%) • MKT CAP: $16.43B
rsi-technicals
53.6
LAST: $103.90 (-2.56%) • MKT CAP: $22.75B
rsi-technicals
57.3
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BEN VS. TROW)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BEN | TROW | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.00% | 20.50% | -17.50 | TROW | /roic <GO> |
| EV/EBITDA & P/E Valuation | 27.4x | 8.4x | +19.00 | TROW | /valuation <GO> |
| Free Cash Flow Yield | 5.55% | 6.50% | -0.95 | TROW | /fcf-yield <GO> |
| Operating Margin | 6.90% | 29.90% | -23.00 | TROW | /operating-margins <GO> |
| Net Profit Margin | 6.00% | 28.50% | -22.50 | TROW | /net-margins <GO> |
| Revenue Growth (YoY) | 3.50% | 3.10% | +0.40 | BEN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.16% | 5.03% | -0.87 | TROW | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | BEN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum ACTIVE | 53.6 | 57.3 | -3.70 | TROW | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.95 | 0.90 | +0.05 | BEN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 29.1x | 10.1x | +19.00 | TROW | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $16.43B | $22.75B | -$6.31B | TROW | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BEN REV | TROW REV | BEN GROSS % | TROW GROSS % | BEN FCF | TROW FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.77B | $7.31B | — | — | $911.6M | $1.48B |
| FY 2024 | $8.48B | $7.09B | — | — | $794.2M | $1.26B |
| FY 2023 | $7.85B | $6.46B | — | — | $736.0M | $928.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BEN // BETA 0.95
TROW // BETA 0.90