COMP <GO>
TPG vs BEN // RETURN ON INVESTED CAPITAL (ROIC)
TPG Inc. (NASDAQ) VS. Franklin Templeton Inc. (NYSE) • 15-METRIC TALLY: TPG 6
— BEN 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BEN
LAST: $46.68 (-2.63%) • MKT CAP: $18.12B
roic
2.50%
LAST: $31.64 (-2.16%) • MKT CAP: $16.43B
roic
3.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TPG VS. BEN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TPG | BEN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 2.50% | 3.00% | -0.50 | BEN | /roic <GO> |
| EV/EBITDA & P/E Valuation | 66.7x | 27.4x | +39.30 | BEN | /valuation <GO> |
| Free Cash Flow Yield | 5.10% | 5.55% | -0.45 | BEN | /fcf-yield <GO> |
| Operating Margin | 9.30% | 6.90% | +2.40 | TPG | /operating-margins <GO> |
| Net Profit Margin | 7.60% | 6.00% | +1.60 | TPG | /net-margins <GO> |
| Revenue Growth (YoY) | 16.10% | 3.50% | +12.60 | TPG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 4.16% | -4.16 | BEN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | TPG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.9 | 53.6 | +6.30 | TPG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.93 | 0.95 | -0.02 | BEN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 82.5x | 29.1x | +53.40 | BEN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $18.12B | $16.43B | $1.69B | TPG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TPG REV | BEN REV | TPG GROSS % | BEN GROSS % | TPG FCF | BEN FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.42B | $8.77B | — | — | $923.3M | $911.6M |
| FY 2024 | $2.09B | $8.48B | — | — | $438.2M | $794.2M |
| FY 2023 | $1.53B | $7.85B | — | — | $651.5M | $736.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
TPG // BETA 0.93
BEN // BETA 0.95