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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 Moelis & Company 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 Moelis & Company compare based on key financial metrics to determine which better meets your investment needs.
About Franklin Resources, Inc. and Moelis & Company
Franklin Resources, Inc. is a publicly owned asset management holding company. 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, Canada; Dubai, United Arab Emirates; Edinburgh, United Kingdom; Fort Lauderdale, United States; Hyderabad, India; London, United Kingdom; Rancho Cordova, United states; Shanghai, China; Singapore; Stamford, United States; and Vienna, Austria.
Moelis & Company operates as an investment banking advisory firm in North and South America, Europe, the Middle East, Asia, and Australia. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters, as well as strategic, capital structure and markets, and private funds advisory. The company offers its services to public multinational corporations, middle market private companies, financial sponsors, entrepreneurs, governments, and sovereign wealth funds. Moelis & Company was founded in 2007 and is headquartered in New York, New York.
Latest Capital Markets and Franklin Resources, Inc., Moelis & Company Stock News
As of March 14, 2025, Franklin Resources, Inc. had a $10.3 billion market capitalization, compared to the Capital Markets median of $3.2 million. Franklin Resources, Inc.’s stock is down 3.8% in 2025, down 3.9% in the previous five trading days and down 29.91% in the past year.
Currently, Franklin Resources, Inc.’s price-earnings ratio is 29.8. Franklin Resources, Inc.’s trailing 12-month revenue is $8.7 billion with a 4.3% net profit margin. Year-over-year quarterly sales growth most recently was 13.1%. Analysts expect adjusted earnings to reach $2.132 per share for the current fiscal year. Franklin Resources, Inc. currently has a 6.6% dividend yield.
As of March 14, 2025, Moelis & Company had a $4.2 billion market cap, putting it in the 69th percentile of all stocks. Moelis & Company’s stock is down 19.4% in 2025, down 3.7% in the previous five trading days and up 13.6% in the past year.
Currently, Moelis & Company’s price-earnings ratio is 30.9. Moelis & Company’s trailing 12-month revenue is $1.2 billion with a 11.4% net profit margin. Year-over-year quarterly sales growth most recently was 104.1%. Analysts expect adjusted earnings to reach $2.748 per share for the current fiscal year. Moelis & Company currently has a 4.4% dividend yield.
How We Compare Franklin Resources, Inc. and Moelis & Company 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 Moelis & Company’s stock grades to see how they measure up against one another.
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