Franklin Resources, Inc. vs HSBC Holdings plc — how do they compare? Franklin Resources, Inc. trades at $33.37 (market cap $17.03B), while HSBC Holdings plc trades at $103.29 (market cap $353.82B). The key difference: HSBC Holdings plc is far larger — about 20.8× 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 | HSBC | |
|---|---|---|
Market Cap | $17.03B | $353.82B |
Sector | Financials | Technology |
52-Week High | $35.77 | $107.86 |
52-Week Low | $21.18 | $63.84 |
Enterprise Value | $29.98B | — |
Dividend Yield | 3.94% | 3.63% |
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.
HSBC trades at $103.73, up 1.14% today, with a bullish technical signal from moving averages and support at $102. The stock shows strong fundamentals with a P/E of 14.76, net income margin of 34.54%, and ROE of 12.44%. Recent Q2 2026 earnings beat expectations, driven by 7% revenue growth and a $1 billion buyback announcement, reflecting robust banking and wealth management performance.
Outlook is positive due to earnings momentum and shareholder returns, but risks include China regulatory changes and a recent Citi downgrade. Analyst consensus is mixed with 38.1% buy ratings, suggesting cautious optimism amid a 40% year-to-date run, requiring monitoring of Asia exposure and interest rate trends.
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 →HSBC is one of the world's largest banking and financial services organizations. It serves customers worldwide through four global businesses: Retail, Commercial, Global Banking, and Private Banking.
Read more on HSBC →