COMP <GO>
BEN vs BAC // NET PROFIT MARGIN
Franklin Templeton Inc. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: BEN 8
— BAC 6
▲ NET PROFIT MARGIN LEADER: BAC
LAST: $31.64 (-2.16%) • MKT CAP: $16.43B
net-margins
6.00%
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
net-margins
27.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BEN VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BEN | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.00% | 2.50% | +0.50 | BEN | /roic <GO> |
| EV/EBITDA & P/E Valuation | 27.4x | 30.2x | -2.80 | BEN | /valuation <GO> |
| Free Cash Flow Yield | 5.55% | 2.10% | +3.45 | BEN | /fcf-yield <GO> |
| Operating Margin | 6.90% | 32.90% | -26.00 | BAC | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 6.00% | 27.00% | -21.00 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 3.50% | 6.80% | -3.30 | BAC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.16% | 0.00% | +4.16 | BEN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.60 | 0.45 | +1.15 | BEN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | BEN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 6.60% | +0.10 | BAC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.4 | 27.7 | +19.74 | BEN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.95 | 0.90 | +0.05 | BEN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 29.1x | 10.9x | +18.20 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $16.43B | $357.61B | -$341.18B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BEN REV | BAC REV | BEN GROSS % | BAC GROSS % | BEN FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.77B | $113.10B | 44.0% | 44.0% | $911.6M | $7.52B |
| FY 2024 | $8.48B | $105.86B | 44.0% | 44.0% | $794.2M | -$13.57B |
| FY 2023 | $7.85B | $102.77B | 44.0% | 44.0% | $736.0M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BEN // BETA 0.95
BAC // BETA 0.90