SuperworthFranklin Resources BEN
- Market cap
- $15.8B
- PE
- 21.1×
- 10y median 14.2×
- Forward PE
- n/m
- not a meaningful number
- Price to sales
- 1.7×
- EV/EBIT
- 14.1×
- Revenue, 12 months
- $9.3B
- +8% on a year ago
- Net margin
- 8.7%
- Free cash flow yield
- n/m
- not a meaningful number
Franklin Resources trades at 21.1× trailing earnings, pricier than 71% of the last ten years. Revenue was $9.3B over the last twelve months, up 8% on a year earlier with a 9% net margin.
Charts
Financials
| Income statement | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $2B+2% | $2B+1% | $2.2B+12% | $2.1B+8% | $2.2B+11% | $2.3B+13% | $2.1B−2% | $2.1B−3% | $2.3B+6% | $2.3B+3% | $2.3B+9% | $2.4B+14% | |
| SG&A | $548.9M−2% | $532.8M−0% | $679.4M+23% | $661.2M+22% | $693M+26% | $697.5M+31% | $680.9M+0% | $664.4M+1% | $742.6M+7% | $736.5M+6% | $731.6M+7% | $868.2M+31% |
| $338.3M−3% | $206.5M+6% | $129.3M−49% | $222.5M−29% | −$150.7M | $219M+6% | $145.6M+13% | $154.1M−31% | $85.4M | $281M+28% | $323.3M+122% | $215.8M+40% | |
| Interest expense | $24.4M−10% | $18.8M−39% | $27.7M−17% | $25.7M−26% | $25M+3% | $23.1M+23% | $20.8M−25% | $25.8M+0% | $25.2M+1% | $20.4M−12% | $19.9M−4% | $23.5M−9% |
| Pre-tax income | $413.4M+63% | $331.2M+45% | $238.1M−35% | $300.1M−9% | −$46.2M | $313.2M−5% | $42.7M−82% | $176.6M−41% | $254.3M | $451.8M+44% | $445.7M+944% | $370.9M+110% |
| $75M+55% | $74.9M+24% | $62.8M−32% | $68.1M−19% | $9.5M−87% | $81.1M+8% | $31.1M−51% | $59.9M−12% | $65.8M+593% | $105M+30% | $99.1M+219% | $115.6M+93% | |
| Net income | $295.5M+27% | $251.3M+52% | $124.2M−36% | $174M−24% | −$84.7M | $163.6M−35% | $151.4M+22% | $92.3M−47% | $117.6M | $255.5M+56% | $268.2M+77% | $171.5M+86% |
| $0.58+26% | $0.50+56% | $0.23−40% | $0.32−27% | −$0.18 | $0.29−42% | $0.26+13% | $0.15−53% | $0.21 | $0.46+59% | $0.49+89% | $0.31+107% | |
| 490.2M+0% | 487.9M−1% | 519.2M+6% | 517.2M+5% | 516.4M+5% | 518.2M+6% | 519.9M+0% | 516.5M−0% | 515M−0% | 518.3M+0% | 518.2M−0% | 516M−0% |
EPS, diluted: Q4 FY08: quarter's net income to common over its shares, to the cent, the shares from counts implied by EPS, near the year's EPS less the nine months'. 17 periods, Q4 FY09 to Q4 FY25: quarter's net income to common over its shares, to the cent.
Diluted shares: Q3 FY08 and Q1 FY09: not printed by the filing, worked out from its own lines. 16 periods, Q4 FY09 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days. Q4 FY24: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Peers
Companies in Asset Management nearest Franklin Resources' size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| BENFranklin Resources | $15.8B | 21.1× | 14.2× | n/m | 1.7× | +8% | 8.7% |
| OWLBlue OWL Capital | $14.6B | 78.0× | 185× | n/m | 4.9× | +14% | 2.7% |
| TPGTPG | $17.2B | 82.7× | 177× | n/m | 3.4× | +30% | 4.7% |
| CGCarlyle | $13.8B | 40.2× | 13.2× | n/m | 3.8× | −42% | 10.1% |
| TROWT. Rowe Price | $22.2B | 10.5× | 14.4× | 10.3× | 2.9× | +7% | 29.3% |
| PFGPrincipal Financial | $23.2B | 15.4× | 11.6× | 11.0× | 1.5× | +4% | 9.9% |
| AMGAffiliated Managers | $9.9B | 13.6× | 13.7× | n/m | 4.4× | +12% | 37.7% |
| EVREvercore | $9.7B | 14.2× | 18.1× | n/m | 2.0× | +46% | 15.7% |
| HLIHoulihan Lokey | $9.2B | 22.0× | 21.4× | n/m | 3.6× | +2% | 16.1% |
| IDCCInterDigital | $8.4B | 37.7× | 23.0× | n/m | 10.7× | −12% | 38.3% |
| MORNMorningstar | $8.4B | 21.3× | 39.7× | n/m | 3.3× | +9% | 16.4% |
| Peer median | $11.8B | 21.7× | 19.8× | 10.7× | 3.5× | +8% | 15.9% |
Investors who own it
Investors we follow who held Franklin Resources at the end of Jun 30, 2026, from their 13F filings.
- Polen CapitalPolen Capital0.0% of portfolionew
More on Franklin Resources
Each number over time
- PE ratio
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Where it ranks
- #10of 422Financial stocks with the fastest earnings growth
- #1of 34Asset managers with the fastest earnings growth
- #10of 47Asset managers with the lowest price to sales ratio
Its groups
About
- Industry
- Asset Management
- Sector
- Financial Services
Valuation data, not investment advice. Prices as of .