Franklin Resources, Inc. vs ArcelorMittal SA — how do they compare? Franklin Resources, Inc. trades at $33.45 (market cap $17.03B), while ArcelorMittal SA trades at $73.69 (market cap $55.96B). The key difference: ArcelorMittal SA is far larger — about 3.3× 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 | MT | |
|---|---|---|
Market Cap | $17.03B | $55.96B |
Sector | Financials | Basic Materials |
52-Week High | $35.77 | $75.35 |
52-Week Low | $21.18 | $32.44 |
Enterprise Value | $29.98B | $65.53B |
Dividend Yield | 3.94% | 0.81% |
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.
ArcelorMittal (MT) trades at $73.29, up 0.1% with bullish technical signals from moving averages despite recent earnings miss. The company shows improving fundamentals with Q2 2026 revenue growth and strong cash flow generation of $4.8B from operations. Recent corporate developments include dividend payments and strategic partnerships with Microsoft, while analyst consensus remains positive with 50% buy ratings.
Outlook remains cautiously optimistic with European business recovery potential, though risks include cyclical steel demand volatility and elevated debt levels. The stock offers value with reasonable P/S (0.89) and P/B (1.01) ratios, but investors should monitor execution on second-half shipment guidance and margin pressures from input costs.
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 →ArcelorMittal SA is involved in the steel industry. The company's operating segments include NAFTA
Read more on MT →