Sifting through countless of stocks in the Capital Markets industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in Franklin Resources, Inc. or StoneX Group Inc. because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.

Read on to learn how Franklin Resources, Inc. and StoneX Group Inc. compare based on key financial metrics to determine which better meets your investment needs.

About Franklin Resources, Inc. and StoneX Group Inc.

Franklin Resources, Inc. is a publicly owned asset investment manager. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fixed income, and alternative markets. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Calgary, Alberta; Dubai, United Arab Emirates; Edinburgh, Midlothian; Fort Lauderdale, Florida; Hyderabad, India; London, Greater London; Rancho Cordova, California; Shanghai, Shanghai Province; Singapore; Stamford, Connecticut; and Vienna.

StoneX Group Inc. operates as a global financial services network that connects companies, organizations, traders, and investors to a market ecosystem in the United States, Europe, South America, the Middle East, Asia, and internationally. The company operates through four segments: Commercial, Institutional, Self-Directed/Retail, and Payments. The Commercial segment provides risk management and hedging, voice brokerage, market intelligence, physical trading, and commodity financing, marketing, procurement, logistics, and price management services; and engages in the risk management and hedging services, execution and clearing of exchange-traded and OTC products. This segment also acts as an institutional dealer in fixed income securities to serve asset managers, commercial bank trust and investment departments, broker-dealers, and insurance companies; and engages in asset management business. The Self-Directed/Retail segment provides trading services and solutions in the global financial markets, including spot foreign exchange, precious metals trading, contracts for differences, and spread bets; and wealth management services, as well as offering physical gold and other precious metals in various forms and denominations through Stonexbullion.com. The company was formerly known as INTL FCStone Inc. and changed its name to StoneX Group Inc. in July 2020. StoneX Group Inc. was founded in 1924 and is headquartered in New York, New York.

Latest Capital Markets and Franklin Resources, Inc., StoneX Group Inc. Stock News

As of June 12, 2026, Franklin Resources, Inc. had a $16.7 billion market capitalization, compared to the Capital Markets median of $3.4 million. Franklin Resources, Inc.’s stock is up 34.5% in 2026, up 2.6% in the previous five trading days and up 42.55% in the past year.

Currently, Franklin Resources, Inc.’s price-earnings ratio is 24.5. Franklin Resources, Inc.’s trailing 12-month revenue is $9.0 billion with a 8.1% net profit margin. Year-over-year quarterly sales growth most recently was 8.7%. Analysts expect adjusted earnings to reach $2.750 per share for the current fiscal year. Franklin Resources, Inc. currently has a 4.1% dividend yield.

As of June 12, 2026, StoneX Group Inc. had a $10.4 billion market cap, putting it in the 78th percentile of all stocks. StoneX Group Inc.’s stock is up 106.1% in 2026, up 13.1% in the previous five trading days and up 130.47% in the past year.

Currently, StoneX Group Inc.’s price-earnings ratio is 23.1. StoneX Group Inc.’s trailing 12-month revenue is $150.5 billion with a 0.3% net profit margin. Year-over-year quarterly sales growth most recently was 23.8%. Analysts expect adjusted earnings to reach $6.410 per share for the current fiscal year. StoneX Group Inc. does not currently pay a dividend.

How We Compare Franklin Resources, Inc. and StoneX Group Inc. Stock Grades

Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at Franklin Resources, Inc. and StoneX Group Inc.’s stock grades to see how they measure up against one another.

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Franklin Resources, Inc. and StoneX Group Inc.’s Quality Grades

Company	Ticker	Quality
Franklin Resources, Inc.	BEN	C
StoneX Group Inc.	SNEX	D

Like the Value Grade, AAII’s A+ Investor Quality Grade comes from the percentile rank of key metrics. Specifically, the Quality Score is the percentile rank of the average of the percentile ranks of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and the F-Score.

The score is variable, meaning it can consider all eight measures or, should any of the eight measures not be valid, the remaining measures that are valid. To be assigned a Quality Score, stocks must have a valid (non-null) measure and corresponding ranking for at least four of the eight quality measures.

The Quality Score is used to assess the underlying “quality” of a particular stock. A higher-quality stock possesses traits associated with upside potential and reduced downside risk. Backtesting of the Quality Grade shows that stocks with higher grades, on average, outperformed stocks with lower grades over the period of 1998 through 2019.

Stocks receive better grades (higher scores) for having higher scores for the quality subcomponents and worse grades (lower scores) for lower scores for the subcomponents.

Franklin Resources, Inc. has a Quality Score of 52, which is Average. StoneX Group Inc. has a Quality Score of 39, which is Weak.

The Quality Stock Winner: No Clear Winner

Neither Franklin Resources, Inc. or StoneX Group Inc. has a high enough Quality Grade to be considered a “winner.” Investors who are considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolios. It’s important to look at a wide range of financial metrics in order to determine if Franklin Resources, Inc. or StoneX Group Inc. is the better investment when it comes to quality.

Franklin Resources, Inc. and StoneX Group Inc.’s Momentum Grades

Company	Ticker	Momentum
Franklin Resources, Inc.	BEN	B
StoneX Group Inc.	SNEX	A

Momentum grades help to uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming. Momentum is based on the price change of a stock over a specified period relative to all other stocks.

Typically, AAII looks at the weighted relative strength over the trailing four quarters. The weighted four-quarter relative strength rank is the relative price change for each of the past four quarters. The most recent quarterly price change is given a weight of 40% and each of the three previous quarters are given a weighting of 20%.

Franklin Resources, Inc. has a Momentum Score of 76, which is Strong. StoneX Group Inc. has a Momentum Score of 94, which is Very Strong.

The Momentum Grade Winner: StoneX Group Inc.

As you can clearly see from the Momentum Grade breakdown above, StoneX Group Inc. is considered to have stronger momentum compared to Franklin Resources, Inc.. For those specifically looking for companies that have stronger momentum compared to other companies in the same industry, StoneX Group Inc. could be a good stock to invest in. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Franklin Resources, Inc. and StoneX Group Inc.’s Estimate Revisions Grades

Company	Ticker	Earnings Estimate
Franklin Resources, Inc.	BEN	A
StoneX Group Inc.	SNEX	C

Earnings estimate revisions scores consider the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, positive surprises beget further positive surprises‐or at least continued sales growth (the exact opposite is generally true, too).

Estimate revisions offer an indication of what analysts are thinking about the short-term prospects of a firm. Estimate revisions are based on the statistical significance of a firm’s last two quarterly earnings surprises and the percentage change in its consensus estimate for the current fiscal year over the past month and past three months.

Franklin Resources, Inc. has a Earnings Estimate Score of 85, which is Very Positive. StoneX Group Inc. has a Earnings Estimate Score of 57, which is Neutral.

The Earnings Estimate Revisions Grade Winner: Franklin Resources, Inc.

As you can clearly see from the Earnings Estimate Revisions Grade breakdown above, Franklin Resources, Inc. has a better Earnings Estimate Revisions Grade than StoneX Group Inc.. For those who are specifically looking for companies with better short-term prospects when compared to other companies in the same industry, Franklin Resources, Inc. could be a good stock to invest in. However, it’s important to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Other Franklin Resources, Inc. and StoneX Group Inc. Grades

In addition to Momentum, Estimate Revisions and Quality, A+ Investor also provides grades for Value and Growth.

Growth investing builds on the idea that stocks of companies exhibiting strong, consistent and prolonged growth outperform those of slower-growth companies. AAII measures growth through consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations.

Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection. Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.

These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether Franklin Resources, Inc. and StoneX Group Inc. pass any of our 60+ stock screens that have outperformed the market since their creation.

So, Which Is the Better Investment, Franklin Resources, Inc. or StoneX Group Inc. Stock?

Overall, Franklin Resources, Inc. stock has a Momentum Score of 76, Estimate Revisions Score of 85 and Quality Score of 52.

StoneX Group Inc. stock has a Momentum Score of 94, Estimate Revisions Score of 57 and Quality Score of 39.

Comparing Franklin Resources, Inc. and StoneX Group Inc.’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.

Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.

A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.

AAII Disclaimer

We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith, and we accept no liability for any errors or omissions. The full disclaimer can be read here.