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Company Analysis

Franklin Resources, Inc. BEN

A comprehensive view of key metrics, scores, and financial health for Franklin Resources, Inc.

Overview of Franklin Resources, Inc.

BEN NYQ
Financial Services Asset Management Large Cap
Franklin Resources, Inc. (BEN), is a Large Cap company, in the Asset Management industry, last closed at $24.13, about 0.5% undervalued vs fair value, +21.9% 1Y return, ranked 368/1004 in sector.
$24.13
1.51%
As of March 13, 2026
Previous close • Vol 90d: 28.4%
52-Week Range
Market Cap
$12.58B
Enterprise Value
$23.30B
Overall Score
Scores locked

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Top Beats
No strong beats yet

Quick Facts

Website https://www.franklinresources....
HQ San Mateo, CA
Employees 9,900
Fiscal year Sep 30

Next Events

Dividend Apr 10 Ex-div: Mar 31
Earnings May 8 Estimated

Fair Value Snapshot

Bear Base Bull
$13
$24
$45
Current: $24.13 +1% vs base

Engine Room Money Flow™

Large Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$175.9M
-54.7%%
Interest Expense
$94.9M
Net Interest Income
$-94.9M
2.4%%
Total Revenue
$8.8B
3.5%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
3.9%
Poor

Net Income / Equity - key bank profitability metric

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$924.0M
195.9% of Net Income

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
1
Active Leaks
0/1
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Franklin Resources, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
42
/100
Developing
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Developing
48
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing BEN's balance between Growth (33.3%), Profitability (19.0%), and Safety (47.8%). Growth 33% Safety 48% Profitability 19%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

48th percentile vs peers
49
Key Signals
Rev Growth YoY 3.5% 52p EPS Growth YoY 11.4% 60p Revenue CAGR 3Y 2.0% 43p TSR 21.3% 72p EPS CAGR 3Y -27.3% 19p
Strengths
  • Net Debt/Ebitda in top 20% of peers (6.88, 84th percentile)
  • Debt/Fcf Ratio in top 20% of peers (14.59, 92th percentile)
  • Cash Flow To Debt Ratio in top 20% of peers (2.02, 83th percentile)
  • Strong liquidity position vs peers
Risks

No significant risks identified for this axis.

Profitability

27th percentile vs peers
28
Key Signals
Strengths
Risks
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Safety

70th percentile vs peers
70
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Franklin Resources, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$24.24
- - -
+0.5% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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