BEN vs BR Stock Comparison
Compare BEN and BR across AIQ Score, fundamentals, valuation, momentum, risk, analyst expectations and current market evidence.
What is the main difference between BEN and BR?
BR leads the current stock comparison as Broadridge Financial Solutions, Inc., with the clearest separation coming from quality and the broader AIQ evidence mix.
AlgovestIQ AIQ Comparison
Franklin Resources, Inc. vs Broadridge Financial Solutions, Inc.
BR leads
BR leads by 7 AIQ points, primarily on Quality and Value, but the lead has narrowed from 11 points over 30 sessions.
Competitive: 5 of 6 evidence groups support BR, and its lead is narrowing.
Franklin Resources, Inc.
Broadridge Financial Solutions, Inc.
The Algovestiq AIQ Score currently favors BR over BEN, 57 versus 50 as of Sep 11, 2026. BR's advantage is driven primarily by stronger quality and value, while BEN holds the stronger momentum profile. BR also shows the stronger technical structure relative to its 50-day moving average. 5 of 6 covered evidence groups favor BR today, and the comparison is rated Competitive on stability: the leader's advantage has been narrowing. BR lead: Weakening — the AIQ differential moved from 11 to 7 points over 30 sessions.
Compare Franklin Resources, Inc. and Broadridge Financial Solutions, Inc. across the Algovestiq AIQ Score, valuation, quality, momentum, risk, technicals and analyst expectations.
Performance over time
Price-return comparison using available daily close history.
Total return comparison
Growth of $10,000
Based on available close-price history. Distribution reinvestment is not added unless already reflected in the source series.
Compare BEN and BR against another ticker
Open a multi-ticker workspace without changing this focused pair page.
AIQ Factor Divergence
Where the two separate, on the four dimensions behind the AIQ Score. Bars read outward from a shared zero: further from the centre is a wider gap.
- Quality46 vs 66BR +20
- Momentum46 vs 32BEN +14
- Value55 vs 68BR +13
- Risk Resilience52 vs 57BR +5
5 of 6 evidence groups favor BR. BR’s edge is concentrated in quality and value; BEN keeps a meaningful momentum edge.
What changed since the last close
Latest scored session 2026-09-10, compared against the prior scored session 2026-09-09.
Largest factor move: Momentum -17
No new signals fired.
Largest factor move: Momentum -5
No new signals fired.
BR's lead widened by 3 AIQ points in the latest snapshot.
Deeper signal detail for each name lives on its own signals page — BEN and BR both carry a full feed there.
The central trade-off
BR (Broadridge Financial Solutions, Inc.): the stronger current systematic profile, led by quality and value.
BEN (Franklin Resources, Inc.): the counter-case, on momentum, technicals.
Which one fits your objective
The same two names rank differently depending on what you are optimizing for. All six reads are shown at once — none of them is hidden behind a toggle.
Balanced
BRBR on the overall AIQ Score, which weights Quality and Value most heavily.
Growth
BRBR on combined revenue and EPS growth.
Value
BRBR on the peer-relative Value factor, by 13 points.
Momentum
BENBEN on the Momentum factor, by 14 points.
Lower downside
BRBR on Risk Resilience, by 5 points.
Analyst upside
BRBR on implied upside to the consensus price target.
AIQ vs Wall Street
Where the systematic read and the analyst consensus line up — and where they do not.
| Measure | BEN | BR | Note |
|---|---|---|---|
| Implied upside to target | -5.4% | +15.9% | BR has more room |
| Target dispersion | +31.4% | +31.4% | Lower is tighter analyst agreement |
| Consensus | Hold | Buy | Context, not a primary driver |
| Analysts covering | 5 | 4 | Higher coverage generally improves confidence |
Analyst targets are expectations, not predictions. Dispersion matters as much as the midpoint.
AIQ Agreement Matrix
5 of 6 covered evidence groups favor BR. A wide gap backed by one group is a weaker case than a narrow gap backed by five.
| Evidence group | Favors | Reading |
|---|---|---|
| AIQ Score | BR | 50 vs 57 |
| Fundamentals | BRon balance | revenue growth 2.8% vs 13.7%; EPS growth -40.4% vs 45.4%; TTM ROE 7.4% vs 40.2%; gross margin 67.6% vs 31.8%; operating margin 9.7% vs 17.4% — BR takes 4 of 5 decided legs, not all of them |
| Valuation | BR | Value 55 vs 68 |
| Technicals | BEN | Price vs 50-day -0.4% vs 3%; vs 200-day 17.2% vs -4.6% |
| Risk Resilience | BR | Risk Resilience 52 vs 57 |
| Analyst expectations | BR | Target upside -5.4% vs 15.9% |
✓ agrees with the overall verdict · ✕ points the other way. Groups marked “not covered” lack data on one or both of BEN and BR and are excluded from the count.
AIQ Decision Stability
The two are close enough that your objective, not the score, should decide.
- The AIQ gap is moderate at 7 points.
- 5 of 6 covered evidence groups point the same way. (supports the conclusion holding)
- The leader's advantage has been narrowing. (argues the conclusion is provisional)
- Signal direction runs against the verdict: the leader is net-bearish while the laggard is net-bullish. (argues the conclusion is provisional)
Stability combines the score gap, how broadly the evidence agrees, how steady the lead has been across daily snapshots, the current signal state on both names, and analyst dispersion on BR.
How the comparison changed
119 daily snapshots · May 4 – Sep 10BR lead: Weakening — the AIQ differential moved from 11 to 7 points over 30 sessions.
- Today
- BR +7
- 50 vs 57
- 7 sessions ago
- BR +8
- 55 vs 63
- 30 sessions ago
- BR +11
- 55 vs 66
- 90 sessions ago
- BR +8
- 58 vs 66
The lead changed hands once in this window, most recently on Jun 17 when BEN moved ahead of BR.
AIQ Signal Divergence
Only the signals that bear on the head-to-head. A conflicted name is carrying bullish and bearish rules at the same time — the technical evidence is not pointing one way.
2 bullish / 1 bearish / 1 neutral, conflicted
- Golden Cross Active — bullish, trend, long horizon (17.57%)
- Bollinger Band Squeeze — neutral, volatility, short horizon
- EMA Ribbon Expansion Bullish — bullish, trend, medium horizon
0 bullish / 2 bearish
- Death Cross Active — bearish, trend, long horizon (8.18%)
- MACD Bearish Crossover — bearish, momentum, short horizon
BEN is conflicted, so the timing case there is weaker than the score alone suggests.
Price vs model alignment
Whether the latest session's price move confirms what the model did over the same session, or contradicts it.
Neither the price nor the AIQ Score moved enough in the latest session to confirm or contradict the other (price -0.03%, AIQ -4 points).
Price and the AIQ Score both moved down over the latest session (price -0.3%, AIQ -1 points).
What would flip this result
A state, not a forecast. These are the specific, observable changes that would reverse the verdict — not a price prediction.
- 1BEN closes the Quality gap — currently 20 points behind, the largest single contributor to BR's edge.
- 2BEN's Bollinger Band Squeeze turns directional — it is neutral today and would confirm a change in trend.
- 3BR starts generating bearish momentum or trend signals.
- 4The narrowing continues — the lead has already given back 4 points over 30 sessions, and a further 7-point move would eliminate BR's advantage entirely.
The full evidence
Every number behind the verdict. The leader is called above each group so you are not left to solve it from the table.
Fundamentals
BR leads on balance| Metric | BEN | BR |
|---|---|---|
| Revenue growth (YoY) | 2.8% | 13.7% |
| EPS growth (YoY) | -40.4% | 45.4% |
| Gross margin | 67.6% | 31.8% |
| Operating margin | 9.7% | 17.4% |
| Return on equity (TTM) | 7.4% | 40.2% |
| Debt to equity | 1.42 | 1.24 |
Performance
BEN leads 5 of 6 windows| Metric | BEN | BR |
|---|---|---|
| 1 week (5 sessions) | 2% | -5.5% |
| 1 month (20 sessions) | 0.2% | -0.6% |
| 3 months (63 sessions) | 8.1% | 14.9% |
| 6 months (126 sessions) | 34.8% | -8.1% |
| Year to date | 40.9% | -24.6% |
| 1 year (252 sessions) | 35.3% | -33.6% |
Technicals
BEN has the stronger structure| Metric | BEN | BR |
|---|---|---|
| RSI (14) | 47.4 | 33 |
| ADX (14) | 17 | 28.5 |
| Price vs 50-day | -0.4% | 3% |
| Price vs 200-day | 17.2% | -4.6% |
| Volatility (1M, annualized) | 22% | 27.3% |
Risk
BR is the more resilient| Metric | BEN | BR |
|---|---|---|
| Beta | 1.21 | 0.11 |
| Sharpe ratio | 1.13 | -1.41 |
| Sortino ratio | 1.7 | -2.01 |
| Max drawdown | -19.2% | -46.9% |
| Current drawdown | -5.9% | -34% |
| Annualized volatility | 28% | 28.7% |
| Value at risk (95%) | -2.9% | -3.3% |
Straight answers
Each answer is regenerated from the current snapshot, not written once and left to age.
Which is better, BEN or BR?
On the Algovestiq AIQ Score, BR is the stronger of the two as of Sep 11, 2026, scoring 57 against BEN's 50. The edge comes from quality and value. BEN is not without a case — it holds the better momentum profile, which matters more if that is the objective you are optimizing for. This is a systematic score, not a recommendation: it ranks the two on the same evidence, it does not know your holding period or tax position.
Is BEN or BR the better buy right now?
BR carries the stronger systematic profile as of Sep 11, 2026, and the comparison is rated Competitive — 5 of 6 covered evidence groups agree. A Competitive rating means the two are close enough that your objective, not the score, should decide.
Why does the AIQ Score favor BR over BEN?
The composite weights Quality, Value, Momentum and Risk Resilience. BR leads Quality by 20 points; BEN leads Momentum by 14 points; BR leads Value by 13 points. Where the two split, the factor with the larger weight carries the result.
Which has more analyst upside, BEN or BR?
Analyst price targets imply -5.4% upside for BEN and +15.9% for BR, so the Street currently favors BR. The model and the Street agree here, which is a broader base of evidence than either alone. Analyst targets are expectations, not predictions, and dispersion matters as much as the midpoint.
Which is better value, BEN or BR?
BR is the better-valued of the two on the peer-relative Value factor. BR on the peer-relative Value factor, by 13 points. The Value factor reads valuation relative to sector peers and to the company's own fundamental quality, so it is not the same as simply having the lower multiple.
Which has stronger growth, BEN or BR?
BR on combined revenue and EPS growth. Growth here is measured on reported revenue and earnings, not on forward estimates — it describes what the businesses have delivered, not what the Street expects next.
Which has stronger momentum, BEN or BR?
BEN on the Momentum factor, by 14 points. Momentum is one of the four weighted factors in the AIQ composite. It has documented persistence over three- to twelve-month horizons, which makes it a timing input rather than a reason to hold something indefinitely.
Which is riskier, BEN or BR?
BR is the more resilient of the two, so the other name carries the higher downside risk. BR on Risk Resilience, by 5 points. Risk Resilience is a weighted factor in the composite; position sizing usually responds to it more usefully than the buy/avoid decision does.
Is BEN more profitable than BR?
The profitability evidence is mixed: gross margin 67.6% vs 31.8%; operating margin 9.7% vs 17.4%; ttm roe 7.4% vs 40.2%. BEN leads on one measure and BR on two measures, and there is no single profitability composite that resolves the split — which of the two reads as "more profitable" depends on whether you weight pricing power or operating leverage.
Is BR's lead over BEN getting stronger or weaker?
BR lead: Weakening — the AIQ differential moved from 11 to 7 points over 30 sessions. This is measured from 119 daily comparison snapshots between 2026-05-04 and 2026-09-10. The lead has changed hands once in that window, most recently on 2026-06-17, when BEN moved ahead of BR.
What would change the BEN vs BR verdict?
The result is a state, not a forecast, so it changes when the underlying evidence changes. Concretely: BEN closes the Quality gap — currently 20 points behind, the largest single contributor to BR's edge; BEN's Bollinger Band Squeeze turns directional — it is neutral today and would confirm a change in trend; BR starts generating bearish momentum or trend signals; the narrowing continues — the lead has already given back 4 points over 30 sessions, and a further 7-point move would eliminate BR's advantage entirely.
What do the current signals say about BEN and BR?
BEN: 2 bullish / 1 bearish / 1 neutral, conflicted. BR: 0 bullish / 2 bearish. A conflicted state means bullish and bearish rules are active on the same name at once — the technical evidence is not pointing one way, and a decision taken on it carries more timing risk. The most decision-relevant rule on BEN is Golden Cross Active (bullish, long horizon). On BR it is Death Cross Active (bearish, long horizon).
Compare BEN and BR with others
Continue your research
This page answers which of the two. These answer the questions on either side of it.
How this comparison is scored
The Algovestiq AIQ Score composites four factors — Quality, Value, Momentum and Risk, each carrying a fixed weight. Sentiment is reported separately as SentimentPulse and is not folded into the composite. Scores refresh every trading day, and this page regenerates from the latest snapshot rather than being written once.
The verdict names a leader, states how broadly six independent evidence groups agree, and rates how durable that conclusion is given the score gap, its recent trajectory and the current signal state on both names.
How to use side-by-side comparison →This comparison is informational and educational, not investment advice. AIQ scores update daily; re-check after earnings, guidance or macro data that materially changes either name’s factor profile.