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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 XP Inc., Franklin Resources or 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 XP Inc., Franklin Resources and Inc. compare based on key financial metrics to determine which better meets your investment needs.
About XP Inc., Franklin Resources and Inc.
XP Inc. provides financial products and services in Brazil. It operates XP Platform, an open product platform that provides clients to access investment products in the market comprising brokerage securities, fixed income securities, mutual, hedge, and private equity funds; derivatives and synthetic instruments; credit cards; loan operations/collateralized credit products; pension and social security funds, and life and travel insurance products; and other investment products comprising real estate funds, and equity and debt capital markets solutions, as well as wealth management services. The company offers brokerage and issuer services to institutional and corporate clients. It also manages mutual funds focused on stocks and macro strategies distributed to retail and to institutional clients; funds and managed portfolios for high-net-worth retail clients, and proprietary treasury funds; and passive mutual funds that track market indexes, and mutual and investment funds focused on fixed income, credit, real estate, infrastructure, and other alternative strategies. In addition, the company offers securities brokerage services for institutional and retail investors; interdealer brokerage services for institutional traders; and commercial and investment banking products, such as loan operations and transactions in the foreign exchange markets and deposits, as well as develops and sells financial education courses and events online and in person to retail clients. It offers its sell products and services through its omni-channel distribution network and online portals. XP Inc. was founded in 2001 and is based in Grand Cayman, Cayman Islands.
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.
Latest Capital Markets and XP Inc., Franklin Resources, Inc. Stock News
As of March 13, 2025, XP Inc. had a $7.5 billion market capitalization, compared to the Capital Markets median of $3.3 million. XP Inc.’s stock is up 23.8% in 2025, down 4.9% in the previous five trading days and down 45.32% in the past year.
Currently, XP Inc.’s price-earnings ratio is 10.4. XP Inc.’s trailing 12-month revenue is $2.6 billion with a 27.8% net profit margin. Year-over-year quarterly sales growth most recently was -14.1%. Analysts expect adjusted earnings to reach $1.579 per share for the current fiscal year. XP Inc. currently has a 9.9% dividend yield.
As of March 13, 2025, Franklin Resources, Inc. had a $9.9 billion market cap, putting it in the 81st percentile of all stocks. Franklin Resources, Inc.’s stock is down 3.8% in 2025, down 3.9% in the previous five trading days and down 33.38% in the past year.
Currently, Franklin Resources, Inc.’s price-earnings ratio is 28.9. 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 6.8% dividend yield.
How We Compare XP Inc., Franklin Resources and 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 XP Inc., Franklin Resources and Inc.’s stock grades to see how they measure up against one another.
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