Back to Screener

Franklin Resources, Inc. (BEN)

Price$26.55

Favorite Metrics

Price vs S&P 500 (26W)8.90%
Price vs S&P 500 (4W)6.68%
Market Capitalization$13.78B
P/E Ratio (Annual)26.26x
Indicated Dividend Yield (Annual)4.96%

All Metrics

P/CF (Annual)12.93x
Book Value / Share (Quarterly)$23.34
P/TBV (Annual)1.52x
Indicated Dividend (Annual)$1.28
Revenue Growth (3Y)1.96%
Cash Flow / Share (Quarterly)$1.68
Payout Ratio (TTM)111.49%
Price vs S&P 500 (YTD)8.83%
Gross Margin (TTM)36.07%
Net Profit Margin (TTM)6.97%
EPS (TTM)$1.19
10-Day Avg Trading Volume4.47M
EPS Excl Extra (TTM)$1.19
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)$6.70
P/E Basic Excl Extra (TTM)22.34x
Revenue Growth QoQ (YoY)3.35%
EPS Growth (5Y)-8.96%
P/E Normalized (Annual)26.26x
ROA (Last FY)1.62%
Revenue Growth TTM (YoY)1.23%
EBITD / Share (TTM)$2.00
ROE (5Y Avg)8.61%
Operating Margin (TTM)7.53%
Cash Flow / Share (Annual)$1.75
P/B Ratio1.14x
P/B Ratio (Quarterly)1.03x
Net Income / Employee (Annual)$0
EV / Revenue (TTM)2.66x
Net Interest Coverage (TTM)32.05x
ROA (TTM)1.91%
EPS Growth QoQ (YoY)56.16%
EV / EBITDA (TTM)22.67x
EPS Incl Extra (Annual)$1.01
Current Ratio (Annual)1.00x
Quick Ratio (Quarterly)1.35x
3-Month Avg Trading Volume5.05M
52-Week Price Return47.45%
EV / Free Cash Flow (Annual)25.80x
P/E Incl Extra (TTM)22.34x
Revenue / Employee (TTM)$1
Tangible BV / Share (Quarterly)$15.35
P/S Ratio (Annual)1.57x
Asset Turnover (Annual)0.27x
52-Week High$28.32
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 Return12.89%
Quick Ratio (Annual)1.00x
13-Week Price Return3.86%
Total Debt / Equity (Annual)1.02x
Current Ratio (Quarterly)1.35x
Enterprise Value$23,517.204
Revenue / Share Growth (5Y)8.44%
Asset Turnover (TTM)0.27x
Book Value / Share Growth (5Y)2.56%
Revenue / Employee (Annual)$1
Pretax Margin (Annual)8.97%
Cash / Share (Annual)$6.86
3-Month Return Std Dev31.81%
Gross Margin (5Y Avg)54.85%
Net Income / Employee (TTM)$0
EBITDA CAGR (5Y)-1.71%
EBITDA Interim CAGR (5Y)-4.96%
ROE (Last FY)4.35%
Net Interest Coverage (Annual)1.41x
EPS Basic Excl Extra (Annual)$1.01
P/FCF (TTM)7.85x
Receivables Turnover (TTM)6.23x
EV / Free Cash Flow (TTM)26.92x
Total Debt / Equity (Quarterly)1.09x
EPS Incl Extra (TTM)$1.19
Receivables Turnover (Annual)5.81x
ROI (TTM)2.50%
Dividend Growth Rate (5Y)4.06%
P/S Ratio (TTM)1.56x
Pretax Margin (5Y Avg)17.33%
Revenue / Share (Annual)$16.95
Tangible BV / Share (Annual)$15.19
Forward P/E10.34x
Free OCF CAGR (5Y)-1.43%
Price vs S&P 500 (52W)17.62%
P/E Ratio (TTM)22.34x
EPS Growth TTM (YoY)63.78%
Year-to-Date Return11.47%
5-Day Price Return6.35%
EPS Normalized (Annual)$1.01
ROA (5Y Avg)3.63%
Net Profit Margin (Annual)5.98%
Month-to-Date Return12.74%
Cash Flow / Share (TTM)$3.16
EBITD / Share (Annual)$1.97
EPS Growth (3Y)-27.30%
Operating Margin (Annual)6.89%
LT Debt / Equity (Annual)0.98x
P/CF (TTM)14.41x
ROI (5Y Avg)4.84%
P/E Excl Extra (TTM)22.34x
LT Debt / Equity (Quarterly)1.09x
EPS Basic Excl Extra (TTM)$1.19
P/TBV (Quarterly)1.56x
Payout Ratio (Annual)130.25%
P/B Ratio (Annual)1.00x
Dividend / Share (TTM)$1.32
Pretax Margin (TTM)10.46%
Book Value / Share (Annual)$23.18
Price vs S&P 500 (13W)3.17%
Net Margin Growth (5Y)-16.06%
Dividend Yield (TTM)4.99%
Beta1.53x
P/FCF (Annual)15.12x
Revenue / Share (TTM)$17.07
ROE (TTM)5.06%
52-Week Low$17.16

Analyst Recommendations

Jan 2026
Feb 2026
Mar 2026
Apr 2026
2.63
2.63
2.63
2.63

Industry Peers — Investment Advice(60)

SymbolP/E Ratio (Annual)ROE (TTM)Operating Margin (TTM)Revenue Growth TTM (YoY)Price
BENFranklin Resources, Inc.
26.26x5.06%7.53%1.23%$26.55
BXBlackstone Inc.
51.87x36.17%46.74%9.22%$128.13
KKRKKR & Co. Inc.
38.37x8.15%1.94%1.54%$102.02
KKRTKKR & Co. Inc. 6.875% Subordinated Notes due 2065
38.37x8.15%1.94%1.54%$24.86
BAMBrookfield Asset Management Ltd.
32.19x24.20%55.73%883.61%$48.52
APOApollo Global Management, Inc.
15.23x16.67%26.51%21.01%$120.81
APOSApollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
15.23x16.67%26.51%21.01%$25.75
AMPAmeriprise Financial, Inc.
11.68x58.14%30.85%5.49%$458.98
ARESAres Management Corporation Class A Common Stock
49.96x12.01%15.94%44.19%$116.22
TROWT Rowe Price Group Inc
9.99x19.58%29.97%3.12%$95.75
CGThe Carlyle Group Inc. Common Stock
23.25x14.18%21.78%-11.91%$51.28

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.