Franklin Resources, Inc. vs Comfort Systems USA Inc — how do they compare? Franklin Resources, Inc. trades at $33.37 (market cap $17.03B), while Comfort Systems USA Inc trades at $1,690 (market cap $58.94B). The key difference: Comfort Systems USA Inc is far larger — about 3.5× 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 | FIX | |
|---|---|---|
Market Cap | $17.03B | $58.94B |
Sector | Financials | Technology |
52-Week High | $35.77 | $2.07K |
52-Week Low | $21.18 | $680.86 |
Enterprise Value | $29.98B | $57.42B |
Dividend Yield | 3.94% | 0.21% |
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.
FIX trades at $1,694.55, down 1.11% today, with a bearish technical signal from moving averages and RSI near overbought levels. The company reported strong Q2 2026 earnings, beating estimates with EPS of $12.53 versus $10.45 expected, driven by robust data center demand. Revenue grew to $11.2B in 2026, with net profit margin expanding to 12.77%. Analyst consensus is bullish with a $2,170 price target, though valuation multiples like P/E of 41.22 appear elevated.
Outlook remains positive given record backlog and AI-driven demand, but risks include high execution demands and premium valuation. The stock offers growth exposure to the construction and data center sectors, supported by institutional interest and consistent dividend payments, though investors should monitor capacity constraints and competitive pressures.
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 →Comfort Systems USA is a premier provider of mechanical and electrical contracting services. It specializes in HVAC, plumbing, and energy management solutions for commercial and industrial facilities.
Read more on FIX →