Franklin Resources, Inc. vs Phillips 66 — how do they compare? Franklin Resources, Inc. trades at $33.24 (market cap $17.06B), while Phillips 66 trades at $200.9 (market cap $79.50B). The key difference: Phillips 66 is far larger — about 4.7× Franklin Resources, Inc.'s market cap, and Franklin Resources, Inc. pays the higher dividend (4.02%). Which is the better fit depends on your goals.
| BEN | PSX | |
|---|---|---|
Market Cap | $17.06B | $79.50B |
Sector | Financials | Energy |
52-Week High | $34.44 | $201.45 |
52-Week Low | $21.18 | $118.37 |
Enterprise Value | $28.88B | $101.48B |
Dividend Yield | 4.02% | 2.56% |
Trailing returns across standard periods
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 →Phillips 66 is an independent refiner with 12 refineries that have a total crude throughput capacity of 2.0 million barrels per day, or mmb/d, after converting its 255 mb/d Alliance refinery to a terminal. The midstream segment comprises extensive transportation and NGL processing assets. It also includes its DCP Midstream joint venture, which holds 45 natural gas processing facilities, 11 NGL fractionation plants, and a natural gas pipeline system with 58,000 miles of pipeline. Its CPChem chemical joint venture operates facilities in the United States and the Middle East and primarily produces olefins and polyolefins.
Read more on PSX →