Franklin Resources, Inc. vs Valero Energy Corporation — how do they compare? Franklin Resources, Inc. trades at $33.37 (market cap $17.03B), while Valero Energy Corporation trades at $323.25 (market cap $90.68B). The key difference: Valero Energy Corporation is far larger — about 5.3× 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 | VLO | |
|---|---|---|
Market Cap | $17.03B | $90.68B |
Sector | Financials | Energy |
52-Week High | $35.77 | $323.92 |
52-Week Low | $21.18 | $133.38 |
Enterprise Value | $29.98B | $94.16B |
Dividend Yield | 3.94% | 1.52% |
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 →Valero Energy is one of the largest independent refiners in the United States. It operates 14 refineries with a total throughput capacity of 3.2 million barrels a day in the United States, Canada, and the United Kingdom. Valero also owns 14 ethanol plants with capacity of 1.7 billion gallons of ethanol a year and holds a 50% stake in Diamond Green Diesel, which has capacity to produce 700 million gallons per year of renewable diesel.
Read more on VLO →