Franklin Resources, Inc. vs Valero Energy Corporation — how do they compare? Franklin Resources, Inc. trades at $33.24 (market cap $17.06B), while Valero Energy Corporation trades at $299.6 (market cap $83.35B). The key difference: Valero Energy Corporation is far larger — about 4.9× 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 | VLO | |
|---|---|---|
Market Cap | $17.06B | $83.35B |
Sector | Financials | Energy |
52-Week High | $34.44 | $301.43 |
52-Week Low | $21.18 | $131.77 |
Enterprise Value | $28.88B | $89.10B |
Dividend Yield | 4.02% | 1.71% |
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 →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 →