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Franklin Resources, Inc. (BEN)
Price$30.94
Value ScoreC
Growth ScoreC
Momentum ScoreB
Favorite Metrics
Price vs S&P 500 (26W)30.53%
Price vs S&P 500 (4W)-1.02%
VGM Score56.94
Market Capitalization$16.17B
P/E Ratio (Annual)30.81x
Indicated Dividend Yield (Annual)4.26%
All Metrics
P/CF (Annual)15.17x
Book Value / Share (Quarterly)$23.33
P/TBV (Annual)1.52x
Indicated Dividend (Annual)$1.32
Revenue Growth (3Y)1.96%
Cash Flow / Share (Quarterly)$1.80
Payout Ratio (TTM)94.18%
Price vs S&P 500 (YTD)18.91%
Gross Margin (TTM)36.27%
Net Profit Margin (TTM)8.12%
EPS (TTM)$1.42
10-Day Avg Trading Volume3.77M
EPS Excl Extra (TTM)$1.42
Revenue Growth (5Y)9.52%
EPS (Annual)$1.01
Dividend / Share (Annual)$1.31
ROI (Annual)2.15%
Gross Margin (Annual)36.61%
Net Profit Margin (5Y Avg)12.01%
Cash / Share (Quarterly)$6.87
P/E Basic Excl Extra (TTM)22.04x
Revenue Growth QoQ (YoY)8.69%
EPS Growth (5Y)-8.96%
P/E Normalized (Annual)30.81x
ROA (Last FY)1.62%
Revenue Growth TTM (YoY)3.82%
EBITD / Share (TTM)$2.19
ROE (5Y Avg)8.61%
Operating Margin (TTM)9.34%
Cash Flow / Share (Annual)$1.75
P/B Ratio1.33x
P/B Ratio (Quarterly)1.01x
Net Income / Employee (Annual)$52,500
EV / Revenue (TTM)2.99x
Net Interest Coverage (TTM)32.05x
ROA (TTM)2.23%
EPS Growth QoQ (YoY)77.75%
EV / EBITDA (TTM)23.88x
EPS Incl Extra (Annual)$1.01
Current Ratio (Annual)1.00x
Quick Ratio (Quarterly)1.26x
3-Month Avg Trading Volume5.42M
52-Week Price Return42.29%
EV / Free Cash Flow (Annual)29.63x
P/E Incl Extra (TTM)22.04x
Revenue / Employee (TTM)$903,000
Tangible BV / Share (Quarterly)$15.46
P/S Ratio (Annual)1.84x
Asset Turnover (Annual)0.27x
52-Week High$32.44
Operating Margin (5Y Avg)13.89%
EPS Excl Extra (Annual)$1.01
CapEx CAGR (5Y)8.30%
Tangible BV CAGR (5Y)8.75%
26-Week Price Return46.46%
Quick Ratio (Annual)1.00x
13-Week Price Return13.09%
Total Debt / Equity (Annual)1.02x
Current Ratio (Quarterly)1.26x
Enterprise Value$27.01B
Revenue / Share Growth (5Y)8.44%
Asset Turnover (TTM)0.27x
Book Value / Share Growth (5Y)2.56%
Revenue / Employee (Annual)$877,100
Pretax Margin (Annual)8.97%
Cash / Share (Annual)$6.86
3-Month Return Std Dev32.97%
Gross Margin (5Y Avg)54.85%
Net Income / Employee (TTM)$73,400
EBITDA CAGR (5Y)-1.73%
EBITDA Interim CAGR (5Y)-6.17%
ROE (Last FY)4.35%
Net Interest Coverage (Annual)1.41x
EPS Basic Excl Extra (Annual)$1.01
P/FCF (TTM)9.21x
Receivables Turnover (TTM)6.27x
EV / Free Cash Flow (TTM)28.93x
Total Debt / Equity (Quarterly)1.19x
EPS Incl Extra (TTM)$1.42
Receivables Turnover (Annual)5.81x
ROI (TTM)2.91%
Dividend Growth Rate (5Y)4.06%
P/S Ratio (TTM)1.79x
Pretax Margin (5Y Avg)17.33%
Revenue / Share (Annual)$16.95
Tangible BV / Share (Annual)$15.19
Forward P/E10.70x
Free OCF CAGR (5Y)-1.43%
Price vs S&P 500 (52W)14.09%
P/E Ratio (TTM)22.04x
EPS Growth TTM (YoY)81.91%
Year-to-Date Return29.85%
5-Day Price Return0.00%
EPS Normalized (Annual)$1.01
ROA (5Y Avg)3.63%
Net Profit Margin (Annual)5.98%
Month-to-Date Return3.50%
Cash Flow / Share (TTM)$3.16
EBITD / Share (Annual)$1.95
EPS Growth (3Y)-27.30%
Operating Margin (Annual)6.89%
LT Debt / Equity (Annual)0.98x
P/CF (TTM)16.52x
ROI (5Y Avg)4.84%
P/E Excl Extra (TTM)22.04x
LT Debt / Equity (Quarterly)1.16x
EPS Basic Excl Extra (TTM)$1.42
P/TBV (Quarterly)1.53x
Payout Ratio (Annual)130.25%
P/B Ratio (Annual)1.00x
Dividend / Share (TTM)$1.32
Pretax Margin (TTM)14.71%
Book Value / Share (Annual)$23.18
Price vs S&P 500 (13W)3.34%
Net Margin Growth (5Y)-16.06%
Dividend Yield (TTM)4.27%
Beta1.61x
P/FCF (Annual)17.74x
Revenue / Share (TTM)$17.43
ROE (TTM)6.05%
52-Week Low$21.06
vGradeC
gGradeC
mGradeB
vgmGradeC
Show chart for
Earnings Surprise History
Q2 260.71est. 0.56
Analyst Recommendations
Feb 2026
Mar 2026
Apr 2026
May 2026
2.63
2.63
2.63
2.68
Industry Peers — Investment Advice(127)
| Symbol | Value Score | Growth Score | Momentum Score | Price |
|---|---|---|---|---|
BENFranklin Resources, Inc. | C | C | B | $30.94 |
| BXBlackstone Inc. | F | B | D | $116.94 |
| KKRKKR & Co. Inc. | D | C | C | $95.01 |
| KKRTKKR & Co. Inc. 6.875% Subordinated Notes due 2065 | D | C | C | $24.39 |
| BAMBrookfield Asset Management Ltd. | F | C | C | $48.14 |
| APOApollo Global Management, Inc. | C | C | C | $128.22 |
| APOSApollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053 | C | C | C | $25.64 |
| AMPAmeriprise Financial, Inc. | C | B | D | $447.15 |
| ARESAres Management Corporation Class A Common Stock | D | B | C | $128.74 |
| TROWT Rowe Price Group Inc | B | D | B | $103.92 |
| TPGTPG Inc. Class A Common Stock | D | C | D | $43.28 |
About
Franklin Resources is a diversified global asset manager with $1.684 trillion in assets under management as of December 2025, comprised primarily of equity (41%), fixed-income (26%), alternatives (16%), and multi-asset strategies. The company serves a balanced mix of retail (57%) and institutional investors (40%), with significant international reach—30% of assets managed in global/international strategies and 29% of client assets sourced from non-US domiciles.