BEN vs EQH

Head-to-Head Stock Analysis & Investment Rating

Last Updated: Sep 12, 2026

BEN

55.4
AI Score
VS
BEN Wins

EQH

35.1
AI Score

Investment Advisor Scores

BEN

55score
Recommendation
HOLD

EQH

35score
Recommendation
SELL

AI Analyst Insights

AI insights temporarily unavailable

Detailed Metrics Comparison

Metric BEN EQH Winner
Revenue 6.98B 5.89B BEN
Net Income 695.20M 168.00M BEN
Net Margin 10.0% 2.9% BEN
ROE 5.9% -21.4% BEN
ROA 1.9% 0.1% BEN
Total Assets 36.24B 334.66B EQH
Debt/Equity 0.20 -4.89 EQH

Relative Price Performance (Last 90 Days)

BEN 1M: +0.2% · 3M: +5.8% EQH 1M: +2.8% · 3M: +22.3%

Current Technical Phase

BEN

Neutral
Hold

Mixed signals - no dominant trend phase, RSI 47

RSI (14): 46.9 · Price: $33.65

EQH

Markup
Hold / add on dips

Price above SMA50, rising 50-day trend (6.4% over 20 days), RSI 63

RSI (14): 63.0 · Price: $53.34

Fundamentals Snapshot

Metric BEN EQH
Market Cap
Forward P/E 10.6 5.9
Trailing P/E 23.2
Revenue (TTM)
Revenue Growth 0.1% -0.3%
Gross Margin 0.4% 0.1%
Operating Margin 0.1% -0.3%
EPS 1.45 -3.32
Dividend Yield 0.04% 0.02%

Frequently Asked Questions

Based on our detailed analysis, BEN is currently the stronger investment candidate, winning 5 of the key financial metrics based on our comprehensive scoring model.

We analyze revenue and earnings growth rates in the "Growth" section above. Generally, the company with higher year-over-year revenue and EPS growth is fostering better expansion. Check the table above for the specific growth percentages.

Valuation is determined by metrics like the P/E Ratio and PEG Ratio. A lower P/E typically suggests a stock is cheaper relative to its earnings. Refer to the "Valuation" section in our comparison table to see which stock currently trades at a more attractive multiple.