Brookfield Asset Management vs Franklin Resources
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The short version
- Franklin Resources is the larger business, with $8.8B of revenue in fiscal 2025 against $4.8B for Brookfield Asset Management, about 1.8 times as much.
- Brookfield Asset Management grew revenue faster (21.0%, against 3.5%).
- Brookfield Asset Management turned more of its sales into free cash flow (43.4% FCF margin, against 10.4%).
| Latest fiscal year | BAM · FY25 | BEN · FY25 |
|---|---|---|
| Size | ||
| Market cap | — | $16.0B |
| Revenue | $4.8B | $8.8B |
| Free cash flow | $2.1B | $912M |
| Net income | $2.4B | $525M |
| Growth | ||
| Revenue growth | 21.0% | 3.5% |
| 5-year growth | — | 9.5% |
| Share count change | — | 1.4% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | — | 6.9% |
| Net margin | 49.8% | 6.0% |
| FCF margin | 43.4% | 10.4% |
| Return on capital | — | 3.6% |
| Return on equity | 39.4% | 4.3% |
| Balance sheet | ||
| Net debt | — | −$1.2B |
| Net debt / EBITDA | — | −1.7x |
| Dividends and buybacks | $3.2B | $924M |
| Valuation & quality | ||
| P/E | — | 21.1x |
| Piotroski F-score | — | — |
Revenue
FY16
BAM —
BEN $6.6B
FY17
BAM —
BEN $6.4B
FY18
BAM —
BEN $6.3B
FY19
BAM —
BEN $5.8B
FY20
BAM —
BEN $5.6B
FY21
BAM —
BEN $8.4B
FY22
BAM —
BEN $8.3B
FY23
BAM $4.1B
BEN $7.8B
FY24
BAM $4.0B
BEN $8.5B
FY25
BAM $4.8B
BEN $8.8B
BAM
BEN
Operating margin
FY16
BAM —
BEN 35.8%
FY17
BAM —
BEN 35.4%
FY18
BAM —
BEN 32.1%
FY19
BAM —
BEN 25.4%
FY20
BAM —
BEN 18.8%
FY21
BAM —
BEN 22.3%
FY22
BAM —
BEN 21.4%
FY23
BAM —
BEN 14.0%
FY24
BAM —
BEN 4.8%
FY25
BAM —
BEN 6.9%
BAM
BEN
Free cash flow
FY16
BAM —
BEN $1.6B
FY17
BAM —
BEN $1.1B
FY18
BAM —
BEN $2.1B
FY19
BAM —
BEN $34.8M
FY20
BAM —
BEN $980M
FY21
BAM —
BEN $1.2B
FY22
BAM —
BEN $1.9B
FY23
BAM $1.4B
BEN $940M
FY24
BAM $1.6B
BEN $794M
FY25
BAM $2.1B
BEN $912M
BAM
BEN
Return on capital
FY16
BAM —
BEN 30.5%
FY17
BAM —
BEN 29.8%
FY18
BAM —
BEN 22.0%
FY19
BAM —
BEN 23.8%
FY20
BAM —
BEN 10.9%
FY21
BAM —
BEN 15.7%
FY22
BAM —
BEN 12.8%
FY23
BAM —
BEN 7.7%
FY24
BAM —
BEN 2.6%
FY25
BAM —
BEN 3.6%
BAM
BEN
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.