Franklin Resources, Inc. vs Home Depot Inc — how do they compare? Franklin Resources, Inc. trades at $33.37 (market cap $17.03B), while Home Depot Inc trades at $354.05 (market cap $349.77B). The key difference: Home Depot Inc is far larger — about 20.5× 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 | HD | |
|---|---|---|
Market Cap | $17.03B | $349.77B |
Sector | Financials | Consumer Cyclical |
52-Week High | $35.77 | $423.42 |
52-Week Low | $21.18 | $297.51 |
Enterprise Value | $29.98B | $411.32B |
Dividend Yield | 3.94% | 2.66% |
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.
Home Depot (HD) trades at $354.48, down 0.32% on the day, with a bullish technical signal from moving averages and a consensus analyst price target of $368.75. Recent earnings showed mixed results, with Q1 2026 beating expectations but Q3 2025 missing, while revenue grew to $159.51B in 2025. The stock faces headwinds from weak big-ticket demand and rising mortgage rates, as noted in recent news, but benefits from strong Pro segment growth and housing market tailwinds.
The outlook remains cautiously optimistic, with upside potential from analyst targets and operational resilience, though risks include margin pressure and economic sensitivity. Investors should weigh solid fundamentals against near-term volatility in housing-related spending.
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 →Home Depot is the world's largest home improvement specialty retailer, operating more than 2,300 warehouse-format stores offering more than 30,000 products in store and 1 million products online in the United States, Canada, and Mexico. Its stores offer numerous building materials, home improvement products, lawn and garden products, and decor products and provide various services, including home improvement installation services and tool and equipment rentals. The acquisition of distributor Interline Brands in 2015 allowed Home Depot to enter the maintenance, repair, and operations business, which has been expanded through the tie-up with HD Supply (2020). The addition of the Company Store brought textile exposure to Home Depot's lineup.
Read more on HD →