Franklin Resources BEN Ratios & Valuation
| Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | ||
|---|---|---|---|---|---|---|
| Profitability | ||||||
| Operating margin | 9.3%— | 7.5%— | 6.9%— | —— | —— | |
| Net margin | 8.1%+2.5pp | 7%+1.7pp | 6%-0.5pp | 4.7%-5.5pp | 5.6%-5.5pp | |
| Returns | ||||||
| Return on equity | 6%+2.1pp | 5%+1.2pp | 4.3%-0.2pp | 3.2%-3.6pp | 3.9%-3.4pp | |
| Return on invested capital | 4%+1.4pp | 3%+0.3pp | 2.7%-0.1pp | 2.2%-2.1pp | 2.6%-2.1pp | |
| Efficiency | ||||||
| Asset turnover | 0.3×0.0× | 0.3×0.0× | 0.3×0.0× | 0.3×0.0× | 0.3×0.0× | |
| Leverage | ||||||
| Debt-to-equity | 0.3×0.0× | 0.3×0.0× | 0.3×0.0× | 0.3×0.0× | 0.3×0.0× | |
| Net debt / EBITDA | 3.4×-1.6× | 4.2×-1.0× | 4.6×-0.7× | 5.5×+1.5× | 5×+1.3× | |
| Valuation | ||||||
| Market capitalization | $12.3B+21.6% | $12.46B+17.2% | $12.01B+14.0% | $12.21B+3.8% | $10.11B-31.7% | |
| Price / earnings | 16.8×-3.9× | 20.2×-2.8× | 22.9×+3.7× | 30×+16.1× | 20.7×+4.2× | |
| Price / sales | 1.4×+0.2× | 1.4×+0.2× | 1.4×+0.1× | 1.4×0.0× | 1.2×-0.7× | |
| Price / book | 1×+0.2× | 1×+0.2× | 1×+0.2× | 1×+0.1× | 0.8×-0.3× | |
| EV / EBITDA | 16.1×-2.7× | 20×0.0× | 21.1×+0.7× | 23.8×+8.1× | 18.8×+1.7× | |
| Dividend yield | 5.6%-1.1pp | 5.5%-0.8pp | 5.7%-0.5pp | 5.6%+0.1pp | 6.7%+2.4pp |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- Where do Franklin Resources's ratios come from?
- Every ratio is computed from Franklin Resources's SEC filings — trailing-twelve-month flows over period-end balances. Valuation multiples combine those fundamentals with market data, recomputed each period. Switch between quarterly, annual, and TTM, or open any ratio for its full history and peer comparisons.
