FOFA vs TROW vs BEN Stock Comparison

Family Office Of America, Price T Rowe and Franklin Templeton Prices as of Oct 23, 2026 Peers: Industry group
TROW Price T Rowe Group Inc
$103.49 -1.9% 1M -0.1% 1Y
Market cap
$22.17B
P/E
10.0x
Revenue (TTM)
$7.59B
Div. yield
–
Asset Management Financial Services
6 wins
BEN Franklin Templeton Inc
$31.00 -6.1% 1M +35.7% 1Y
Market cap
$16.10B
P/E
19.8x
Revenue (TTM)
$9.32B
Div. yield
0.04%
Asset Management Financial Services
1 win

Head to Head

9 decided of 12

Price T Rowe leads on 6 of the 12 questions below (Price T Rowe 6, Family Office Of America 2, Franklin Templeton 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionFOFATROWBENLeader
Larger companyMarket capitalisation $27.53M $22.17B $16.10B TROW
Cheaper on earningsLower P/E, profitable companies only -176.4x 10.0x 19.8x TROW
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 9.9x 11.3x TROW
Faster revenue growthRevenue growth, trailing twelve months +377,323.4% +7.0% +7.9% FOFA
More profitableNet margin, trailing twelve months -11.9% 29.3% 8.7% TROW
Better return on capitalReturn on invested capital — — 4.4% –
Less leveragedLower net debt / EBITDA — — -0.2x –
Higher dividend yieldTrailing dividend yield — 0.00% 0.04% –
Better 1-year returnPrice return, last 12 months +246.2% -0.1% +35.7% FOFA
Better 5-year returnAnnualised price return, 5 years -4.3%/yr -12.7%/yr +0.4%/yr BEN
Less volatileAnnualised volatility, 1 year 286.8% 24.0% 27.5% TROW
Higher overall scoreMean of the five percentile scores vs peers 57/100 79/100 57/100 TROW

Percentile Scorecard

FOFATROWBEN

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisFOFATROWBEN
Valuation 35 #120 of 184 89 #22 of 184 85 #29 of 184
Growth 96 #6 of 113 63 #43 of 113 46 #61 of 113
Profitability 26 #96 of 130 84 #22 of 130 53 #62 of 130
Financial Health 69 #52 of 167 – 63 #63 of 167
Shareholder Returns – 83 #14 of 76 36 #49 of 76
Overall 57 79 57
  • FOFA ranked among 212 companies in Asset and Wealth Management
  • TROW ranked among 212 companies in Asset and Wealth Management
  • BEN ranked among 212 companies in Asset and Wealth Management

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodFOFATROWBENSPY
1 month 0.0%-1.9%-6.1% -0.8%
3 months 0.0%-13.2%-6.7% +3.5%
6 months -10.0%+2.1%+12.4% +7.0%
Year to date +221.4%+1.1%+29.8% +12.2%
1 year +246.2%-0.1%+35.7% +13.0%
3 years +57.9%+17.1%+38.1% +86.3%
3 years, per year +16.5%+5.4%+11.4% +23.1%
5 years -19.6%-49.2%+2.1% +68.6%
5 years, per year -4.3%-12.7%+0.4% +11.0%
10 years -97.8%+56.0%-11.7% +258.0%
10 years, per year -31.6%+4.5%-1.2% +13.6%

Risk

MeasureFOFATROWBENSPY
Volatility, 1Y 286.8%24.0%27.5% 12.7%
Downside volatility, 1Y 456.4%26.0%28.1% 12.7%
Beta vs S&P 500, 1Y -2.660.791.20 1.00
Return / volatility, 1Y 0.860.001.30 1.02
Max drawdown, 5Y -93.3%-63.7%-55.8% -25.4%
From 52-week high -80.4%-14.9%-13.3% -1.8%
52-week high $4.60$121.68$35.76 $779.14
52-week low $0.26$86.19$21.18 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleFOFATROWBEN
P/E now vs peer median -176.4xmedian 33.6x 10.0xmedian 33.6x 19.6xmedian 33.6x
P/S now vs peer median 21.1xmedian 4.9x 2.9xmedian 4.9x 1.7xmedian 4.9x
EV/EBITDA now vs peer median —median 11.5x 6.9xmedian 11.5x 11.5xmedian 11.5x
P/FCF now vs peer median 140.8xmedian 13.2x 13.2xmedian 13.2x 63.8xmedian 13.2x
P/B now vs peer median 27.6xmedian 1.8x 2.0xmedian 1.8x 1.2xmedian 1.8x
PEG now vs peer median -2.44median 0.91 0.68median 0.91 -10.32median 0.91

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsFOFATROWBEN
Revenue $1.31M $7.59B $9.32B
Operating income -$177.96K $2.34B $905.50M
Net income -$155.56K $2.34B $1.09B
Free cash flow $195.50K $1.67B $246.60M
EPS (diluted) $-0.01 $10.37 $1.58
Cash & equivalents $636.89K $3.23B $2.67B
Total debt $207.75K – $2.40B
Shares (diluted) 30.49M 214.20M 516.00M
Enterprise value $25.57M $8.20B $5.10B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricFOFATROWBEN
P/E -176.4x 10.0x 19.6x
P/FCF 140.8x 13.2x 63.8x
P/Operating cash flow 140.8x 11.4x 56.6x
P/S 21.1x 2.9x 1.7x
P/B 27.6x 2.0x 1.2x
P/Tangible book 58.8x 2.0x 1.8x
EV/EBITDA – 6.9x 11.5x
EV/EBIT -152.3x 8.1x 17.1x
EV/Revenue 20.8x 2.5x 1.7x
EV/FCF 138.6x 11.3x 62.7x
EV/Operating cash flow 138.6x 9.8x 55.7x
PEG (3Y EPS CAGR) -2.44 0.68 -10.32

Growth

14 metrics
MetricFOFATROWBEN
Revenue growth (1Y) 377,323% 7.0% 7.9%
Revenue CAGR (3Y) – 6.6% 6.1%
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) 29.7% 3.5% 146.1%
Operating income CAGR (3Y) 55.6% 8.2% -6.6%
Net income growth (1Y) 38.2% 10.5% 145.3%
Net income CAGR (3Y) 57.6% 14.2% 6.8%
EPS growth (1Y) 45.8% 12.1% 152.2%
EPS CAGR (3Y) 72.3% 14.7% -1.9%
Operating cash flow growth (1Y) 246.8% 26.0% -83.1%
Operating cash flow CAGR (3Y) 38.3% 7.9% -38.4%
Free cash flow growth (1Y) 246.8% 42.9% -83.0%
Free cash flow CAGR (3Y) 38.3% 9.0% -38.0%

Profitability

14 metrics
MetricFOFATROWBEN
Gross margin – – –
EBITDA margin – 36.2% 14.5%
Operating margin -13.6% 30.8% 9.7%
Pretax margin -10.9% 40.0% 16.3%
Net margin -11.9% 29.3% 8.7%
FCF margin 15.0% 22.0% 2.6%
Operating cash flow margin 15.0% 25.5% 3.0%
Return on equity -21.4% 21.1% 8.7%
Return on assets -8.6% 15.6% 3.2%
Return on invested capital – – 4.4%
Return on capital employed -14.2% – –
Asset turnover 0.5x 0.5x 0.3x
Cash conversion (OCF / net income) -1.3x 0.8x 0.3x
Stock comp / revenue 10.4% 2.8% 2.1%

Financial Health

11 metrics
MetricFOFATROWBEN
Debt / assets 7.8% – 6.6%
Debt / equity 0.2x – 0.2x
Net debt / EBITDA – – -0.2x
Debt / FCF 1.1x – 9.7x
Liabilities / assets 62.4% 27.3% 64.4%
Equity / assets 37.6% 72.7% 35.6%
Interest coverage – – 10.2x
Current ratio 0.7x – –
Quick ratio 0.7x – –
Cash ratio 0.5x – –
Altman Z-score 7.50 – –

Shareholder Returns

7 metrics
MetricFOFATROWBEN
Dividend yield – 5.0% 4.3%
Net buyback yield – 3.8% 3.2%
Shareholder yield – 8.8% 7.4%
Payout ratio (earnings) – – 63.6%
Payout ratio (FCF) – – 281.4%
Dividend growth (1Y) – – 2.1%
Dividend CAGR (3Y) – – 4.9%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusFOFATROWBEN
Forward P/E – 9.9xFY2026 11.3xFY2026
EPS, next fiscal year – $10.49FY2026 $2.74FY2026
EPS growth, next FY – +7.9%FY2026 +23.4%FY2026
EPS growth, the year after – -7.4% +21.9%
Revenue, next fiscal year – $7.92BFY2026 $7.06BFY2026
Revenue growth, next FY – +8.4%FY2026 +5.4%FY2026
Revenue growth, the year after – +2.3% +5.7%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersFOFATROWBEN
Held by institutions – 88.8% 52.8%
Institutions holding – 1,156 665
Change in shares held, QoQ – +2.1% -5.6%
Institutions buying – 598 346
Institutions selling – 397 223
Buyers to sellers – 1.51 1.55

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

FOFATROWBEN
FOFA 1.00 0.00 -0.01
TROW 0.00 1.00 0.51
BEN -0.01 0.51 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, FOFA, TROW and BEN?

Price T Rowe (TROW) is the largest by market capitalisation: Family Office Of America (FOFA) $27.53M, Price T Rowe (TROW) $22.17B, Franklin Templeton (BEN) $16.10B.

Which stock is cheaper, FOFA, TROW and BEN?

Price T Rowe (TROW) trades on the lowest price-to-earnings ratio (Family Office Of America (FOFA) -176.4x, Price T Rowe (TROW) 10.0x, Franklin Templeton (BEN) 19.8x). On next year's consensus earnings, Price T Rowe (TROW) is cheapest (Price T Rowe (TROW) 9.9x, Franklin Templeton (BEN) 11.3x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Family Office Of America (FOFA) grew revenue fastest over the trailing twelve months: Family Office Of America (FOFA) +377,323.4%, Price T Rowe (TROW) +7.0%, Franklin Templeton (BEN) +7.9%.

Which company is more profitable?

Price T Rowe (TROW) has the highest net margin (Family Office Of America (FOFA) -11.9%, Price T Rowe (TROW) 29.3%, Franklin Templeton (BEN) 8.7%).

Which stock has performed better?

Over the past year Family Office Of America (FOFA) returned the most: Family Office Of America (FOFA) +246.2%, Price T Rowe (TROW) -0.1%, Franklin Templeton (BEN) +35.7%. Over five years, Franklin Templeton (BEN) compounded fastest (Family Office Of America (FOFA) -4.3%/yr, Price T Rowe (TROW) -12.7%/yr, Franklin Templeton (BEN) +0.4%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Price T Rowe (TROW) 0.00%, Franklin Templeton (BEN) 0.04%. Family Office Of America (FOFA) and Price T Rowe (TROW) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Price T Rowe (TROW) has been the steadiest (Family Office Of America (FOFA) 286.8%, Price T Rowe (TROW) 24.0%, Franklin Templeton (BEN) 27.5%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, FOFA, TROW and BEN?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Price T Rowe (TROW) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.