BEN vs IVZ
Head-to-Head Stock Analysis & Investment Rating
Last Updated: Oct 02, 2026
BEN
66.4
AI Score
VS
IVZ Wins
IVZ
69.5
AI Score
Investment Advisor Scores
AI Analyst Insights
AI insights temporarily unavailable
Detailed Metrics Comparison
| Metric | BEN | IVZ | Winner |
|---|---|---|---|
| Revenue | 6.98B | 3.57B | BEN |
| Net Income | 695.20M | 558.00M | BEN |
| Net Margin | 10.0% | 15.6% | IVZ |
| Operating Income | 820.10M | 697.40M | BEN |
| ROE | 5.9% | 4.5% | BEN |
| ROA | 1.9% | 2.0% | IVZ |
| Total Assets | 36.24B | 27.47B | BEN |
| Debt/Equity | 0.20 | 0.13 | IVZ |
| Free Cash Flow | 283.50M | 902.10M | IVZ |
Relative Price Performance (Last 90 Days)
BEN 1M: -0.6%
· 3M: -4.7%
IVZ 1M: -3.3%
· 3M: +10.2%
Current Technical Phase
BEN
DistributionTrim / tighten stop
Price near a flattening SMA50 (slope -0.0%) with fading momentum, RSI 46
IVZ
NeutralHold
Mixed signals - no dominant trend phase, RSI 46
Fundamentals Snapshot
| Metric | BEN | IVZ |
|---|---|---|
| Market Cap | — | — |
| Forward P/E | 10.3 | 9.4 |
| Trailing P/E | 21.8 | — |
| Revenue (TTM) | — | — |
| Revenue Growth | 0.1% | 0.2% |
| Gross Margin | 0.4% | 0.3% |
| Operating Margin | 0.1% | 0.2% |
| EPS | 1.49 | -0.68 |
| Dividend Yield | 0.04% | 0.03% |
Frequently Asked Questions
Based on our detailed analysis, IVZ is currently the stronger investment candidate, winning 4 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.