Score Your Stock

US stock · figures in US dollars · scored on full-year results

Franklin Resources Franklin Resources, Inc. Common Stock

BEN · Financial Services · Asset Management
Bottom 45% of scored stocks
OkayBottom 45% of scored stocks

Franklin Resources scores 51/100 on fundamentals: in the bottom 45% of 503 scored S&P 500 stocks. Its strongest area is Financial Safety (67/100); its weakest is Price Fairness (33/100).

Best
Financial 67
Cash 67
Weakest
Price 33

This stock is fairly balanced overall: price fairness is its weakest area.

Mkt capUS$ 15.9b#441 of 503 in the S&P 500EPSUS$ 1.47P/E19.8×✗ vs sector median 14.5×P/B1.4×✓ vs sector median 2.7×Div yield4%✓ Top 9% in the S&P 50052w range · 67% of range21.1136.28
as of 31 Oct 2026

Nearby peers

Ranks #45 of 56 in Financial Services by score

One-Minute Summary

Why Franklin Resources scores 51

This stock is fairly balanced overall: price fairness is its weakest area.

Business Strength

40
Why 40?
Pillar score: (0 + 1 + 0 + 1 + 2) = 4 of 10 points → 40
Return on Equity (ROE)7%Weak4-Year Revenue Growth+6%/yrOkay4-Year Profit Growth-3%/yrWeakNet Profit Margin9%OkayQuarterly Momentum+8%Strong
Show 3 charts

Net Profit & Equity, with ROE

Net Profit ↓ -7.9%Equity → -1.5%ROE % 6.9%
Net ProfitEquityROE %
883m465m525m813m11.9b12.5b12.1b11.7b202320242025TTM7.4%3.7%4.3%6.9%

Revenue & Net Profit, with Net Margin

Revenue ↑ +18.8%Net Profit ↓ -7.9%Net Margin % 8.7%
RevenueNet ProfitNet Margin %
7.8b8.5b8.8b9.3b883m465m525m813m202320242025TTM11.2%5.5%6%8.7%

Sales grew about 18.8% over 4 years: customers keep spending more with this company.

Profit has moved sideways: stable, but not compounding your money faster each year.

Recent Quarters: Revenue & Net Profit (the last 8 quarters, scored)

Revenue ↑ +6.7%Net Profit ↑ +302.5%Net Margin % 7.3%
RevenueNet ProfitNet Margin %
2.2b2.3b2.1b2.1b2.3b2.3b2.3b2.4b-85m164m151m92m118m256m268m172mQ3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26-3.8%7.3%7.2%4.5%5%11%11.7%7.3%
▼▼▲▼▲▲▲▲

Sales have stayed roughly flat over the last 8 quarters.

The company made a loss in at least one of the last 8 quarters: the bars below zero are losses, not profits.

Why 67?
Pillar score: (0 + 2 + 2) = 4 of 6 points → 67
Debt-to-Equity1.4×WeakCurrent Ratio2.8×StrongInterest Coverage18.1×Strong
Show 2 charts

Debt vs Equity, with D/E ratio

Total Debt ↑ +42.2%Equity → -1.5%D/E 1.4×
Total DebtEquityD/E
11.8b13.1b13.3b16.7b11.9b12.5b12.1b11.7b202320242025TTM1×1×1.1×1.4×

Borrowings grew about 42.2% over 4 years: watch this; rising debt adds pressure in bad times.

Short-term assets vs bills, with Current Ratio

Current Assets ↓ -7.4%Current Liabilities ↑ +34.8%Current Ratio 2.8×
Current AssetsCurrent LiabilitiesCurrent Ratio
5.8b5.9b5.1b5.3b1.4b1.8b1.9b1.9b202320242025TTM4.1×3.2×2.7×2.8×
Why 67?
Pillar score: (1 + 1 + 2) = 4 of 6 points → 67 · 1 N/A skipped
Dividend Quality4%Okay
Payout ratio: 85%
Operating Cash FlowPositive but bumpyOkayFree Cash FlowPositive & growingStrong

No data: Cash & Cash Equivalents

Show 3 charts

Operating vs Free Cash Flow

Operating CF ↓ -74.5%Free CF ↓ -75.4%
Operating CFFree CF
1.1b971m1.1b278m940m794m912m232m202320242025TTM

Cash keeps coming in, though unevenly: fine, but worth keeping an eye on.

Cash vs Total Debt

Cash ↓ -14.6%Total Debt ↑ +42.2%
CashTotal Debt
4.4b4.4b3.6b3.8b11.8b13.1b13.3b16.7b202320242025TTM

Dividends per Share, with Yield

DPS (cents) ↑ +10%Yield % 4.2%
DPS (cents)Yield %
303131323232333333120124128132202320242025TTM5.4%5.8%6.4%4.2%

Dividends per share have been maintained or raised: management shares the rewards with you.

Why 33?
Pillar score: (1 + 1 + 0) = 2 of 6 points → 33
P/E Ratio19.8×OkayP/B Ratio1.4×OkayPEG Ration/m (growth not measurable)Weak
Show chart

Share Price: Weekly Closes (not part of the score)

US$ 34.38US$ 27.52US$ 20.66Oct '25Feb '26Jun '26Oct '26

The share price is up about 46.9% over the past year.

Why 50?
Pillar score: (2 + 0 + 2 + 1 + 0) = 5 of 10 points → 50 · 1 N/A skipped
Earnings ConsistencySteadyStrongDebt Trend (4yr)RisingWeakShare Count Trend (4yr)+1%/yrStrongAsset Turnover Trend (4yr)-1.3%OkayQuarterly ConsistencyLoss in 1 of 8 quartersWeak

No data: Inventory vs Sales (4yr)

Ranks #45 of 56 in Financial Services by score

Full Financial History

Every reported figure behind the score, year by year. Download it, or check it against the company's own annual report.

Financial YearRevenueNet ProfitOperating Cash FlowFree Cash FlowCapExCashTotal DebtEquityCurrent AssetsCurrent LiabilitiesTotal AssetsTotal LiabilitiesDividendsReturn on Equity (ROE)Net Profit MarginDebt-to-EquityCurrent RatioInterest CoverageDividend Payout RatioDiv yieldP/E RatioP/B RatioPEG Ratio
2026US$ 9.3bUS$ 812.8mUS$ 277.8mUS$ 231.6mUS$ -46.2mUS$ 3.8bUS$ 16.7bUS$ 11.7bUS$ 5.3bUS$ 1.9bUS$ 36.2bUS$ 21.8bUS$ 132.0m7%9%1.4×2.8×18.1×85%----
2025US$ 8.8bUS$ 524.9mUS$ 1.1bUS$ 911.6mUS$ -154.5mUS$ 3.6bUS$ 13.3bUS$ 12.1bUS$ 5.1bUS$ 1.9bUS$ 32.4bUS$ 18.2bUS$ 128.0m4%6%1.1×2.7×9.3×130%6%22.5×1.0×-
2024US$ 8.5bUS$ 464.8mUS$ 971.3mUS$ 794.2mUS$ -177.1mUS$ 4.4bUS$ 13.1bUS$ 12.5bUS$ 5.9bUS$ 1.8bUS$ 32.5bUS$ 17.9bUS$ 124.0m4%5%1.1×3.2×9.5×141%7%20.1×0.8×-
2023US$ 7.8bUS$ 882.8mUS$ 1.1bUS$ 940.4mUS$ -148.8mUS$ 4.4bUS$ 11.8bUS$ 11.9bUS$ 5.8bUS$ 1.4bUS$ 30.1bUS$ 16.5bUS$ 120.0m7%11%1.0×4.1×11.8×69%6%11.8×0.9×3.5