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Compare · BEN vs SAR

BEN vs SAR

Side-by-side comparison of Franklin Resources Inc. (BEN) and Saratoga Investment Corp New (SAR): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both BEN and SAR operate in Investment Managers (Finance), so they compete in similar markets.
  • BEN is the larger of the two at $16.31B, about 45.0x SAR ($362.6M).
  • Over the past year, BEN is up 43.5% and SAR is down 7.3% - BEN leads by 50.8 points.
  • BEN has hit the wire 10 times in the past 4 weeks while SAR has been quiet.
  • BEN has more recent analyst coverage (24 ratings vs 12 for SAR).
PerformanceBEN+43.55%SAR-7.30%
2025-06-10+0.00%2026-06-08
MetricBENSAR
Company
Franklin Resources Inc.
Saratoga Investment Corp New
Price
$31.38+0.18%
$22.36-0.40%
Market cap
$16.31B
$362.6M
1M return
+2.78%
-1.06%
1Y return
+43.55%
-7.30%
Industry
Investment Managers
Investment Managers
Exchange
NYSE
NYSE
IPO
News (4w)
10
0
Recent ratings
24
12
BEN

Franklin Resources Inc.

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 Hyderabad, India.

SAR

Saratoga Investment Corp New

Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing transactions at the lower end of middle market companies. It structures its investments as debt and equity by investing through first and second lien loans, mezzanine debt, co-investments, select high yield bonds, senior secured bonds, unsecured bonds, and preferred and common equity. It seeks to invest in the United States. The firm primarily invests $5 million to $20 million in companies having EBITDA of $2 million or greater and revenues of $8 million to $150 million. It invests through direct lending as well as participation in loan syndicates. The firm was formerly known as GSC Investment Corp. Saratoga Investment Corp. is based in New York, New York with an additional office in Florham Park, New Jersey.

Latest BEN

Latest SAR