Franklin Resources, Inc. vs Emerson Electric Co. — how do they compare? Franklin Resources, Inc. trades at $33.37 (market cap $17.03B), while Emerson Electric Co. trades at $163.98 (market cap $88.53B). The key difference: Emerson Electric Co. is far larger — about 5.2× Franklin Resources, Inc.'s market cap, and Franklin Resources, Inc. pays the higher dividend (3.94%). Which is the better fit depends on your goals.
| BEN | EMR | |
|---|---|---|
Market Cap | $17.03B | $88.53B |
Sector | Financials | Industrials |
52-Week High | $35.77 | $164.38 |
52-Week Low | $21.18 | $123.30 |
Enterprise Value | $29.98B | $99.60B |
Dividend Yield | 3.94% | 1.4% |
Signals from Pluang's Aura AI — not financial advice
Franklin Resources (BEN) trades at $33.77, down 0.68% on the day, with a bullish technical signal from moving averages and a consensus analyst price target of $36.50. The company reported record AUM of $1.80 trillion as of July 31, 2026 (Business Wire, 2026-08-05), and has beaten EPS estimates for the last three quarters, with Q3 2026 results showing strong net inflows and margin expansion. Revenue for 2025 was $8.77 billion, with net income of $524.90 million.
The outlook is positive, driven by earnings beats, AUM growth, and diversification into private markets, but risks include inconsistent cash flow trends and competitive pressures. Analyst sentiment is mixed, with 59% hold ratings, indicating cautious optimism amid execution risks.
Emerson Electric (EMR) trades at $158.26, up 0.86% on the day, with a bullish technical signal and strong earnings momentum after beating Q2 2026 EPS estimates. The stock shows robust fundamentals, including a 13.83% net income margin and consistent revenue growth, supported by recent acquisitions like Glue Inc. to enhance AI capabilities. Analyst consensus is positive, with a $171.33 price target indicating potential upside from current levels.
Outlook remains favorable due to organic growth and raised 2026 guidance, but risks include valuation concerns with a P/E of 34.63 and macroeconomic pressures. Investment opportunity hinges on execution in automation and AI segments, while investors should monitor debt levels and competitive dynamics in the industrial sector.
Trailing returns across standard periods
Latest headlines on both assets
Franklin Resources provides investment services for individual and institutional investors. At the end of August 2022, Franklin had $1.388 trillion in managed assets, composed primarily of equity (32%), fixed-income (38%), multi-asset/balanced (10%) funds, alternatives (16%), and money market funds (4%). Distribution tends to be weighted more toward retail investors (49% of AUM) investors, as opposed to institutional (49%) and high-net-worth (2%) clients. Franklin is also one of the more global firms of the U.S.-based asset managers with more than 35% of its AUM invested in global/international strategies and 25% of managed assets sourced from clients domiciled outside the United States.
Read more on BEN →Emerson Electric is a multi-industrial conglomerate that operates under two business platforms: automation solutions and commercial and residential solutions. The latter is further subdivided into two operating segments: climate technologies, which sells HVAC and refrigeration products and services as well as tools and home products, which sells tools and compressors, among other products and services. Commercial and residential solutions boasts several household brands, including Copeland and RIDGID. Automation solutions is most known for its process manufacturing solutions, which consists of measurement instrumentation, as well as valves and actuators, among other products and services. Roughly half of the firm's geographic sales take place in the United States.
Read more on EMR →