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Franklin Resources

NYQ:BEN · US3546131018
Capital MarketsX-Large

360

76
Medium confidence — indicative
EV / EBIT52
Price / Owner Earnings30
Cash yield79
Price/Sales73
EV / Gross Profit61
Price/Book77
Returns on capital27
Profit margins12
Cash Conversion61
Accruals19
Owner Earnings Margin25
Sales growth38
Profit Growth65
Long-Term EPS Growth55
Owner Earnings Growth85
Reinvestment60
Price momentum83
Debt load76
Debt serviceability69
Liquidity69
Analyst ratings25
Opinion Changes61
Price Target Upside16
Market mood44
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Franklin Resources clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryCapital Markets
SizeX-Large
TypePublic Company
ExchangeNYSE
Founded1947
Employees7,691
Websitefranklinresources.com
ISINUS3546131018
Last UpdateApr 2, 2026
Indices
S&P 500 (USA)
Themes
ConsultingFinanceFinancial ServicesFunding Platform

Description

Analysis

Middle-of-the-road

Franklin Resources, Inc. sits in the middle of our grid: average quality, average price, no obvious signal in either direction.

On valuation, the picture is fair. The owner-earnings multiple stands at 15.0×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 2% a year, against analyst forecasts of 13%. The price, in other words, assumes less than the experts do.

Growth is solid; the safety picture is adequate. The company scores 12/20 on our value-creation score: creating some value.

Flags to be aware of: Some accounting patterns deserve a closer look. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
100
2023202420252026

All-time high

100

Jun 2026

All-time low

24

Jan 2025

Average rank

51

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
73
91
64
78
Price/Earnings
45
87
58
84
Price/Book
77
93
85
83
Dividend Yield
79
95
95
85
Value (overall)
86
100
100
98

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →