Franklin Resources BEN Ratios & Valuation
| TTM Q2 '26 | TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | TTM Q2 '25 | ||
|---|---|---|---|---|---|---|
| Profitability | ||||||
| Net margin | 25.8%+2.5pp | 23.3%+1.7pp | 21.6%-0.5pp | 22.1%-5.5pp | 27.6%-5.5pp | |
| Returns | ||||||
| Return on equity | 18.5%+2.1pp | 16.4%+1.2pp | 15.2%-0.2pp | 15.4%-3.6pp | 19%-3.4pp | |
| Return on invested capital | 11.9%+1.4pp | 10.5%+0.3pp | 10.2%-0.1pp | 10.3%-2.1pp | 12.4%-2.1pp | |
| Efficiency | ||||||
| Asset turnover | 1.1×0.0× | 1.1×0.0× | 1.1×0.0× | 1.1×0.0× | 1.1×0.0× | |
| Leverage | ||||||
| Debt-to-equity | 1.1×0.0× | 1.2×0.0× | 1.2×0.0× | 1.2×0.0× | 1.2×0.0× | |
| Net debt / EBITDA | 17.7×-1.6× | 19.3×-1.0× | 20.3×-0.7× | 21×+1.5× | 19.5×+1.3× | |
| Valuation | ||||||
| Market capitalization | $48.97B+4.7% | $46.79B+4.1% | $44.96B+3.4% | $43.49B+1.0% | $43.04B-9.8% | |
| Price / earnings | 89.8×-3.9× | 93.7×-2.8× | 96.6×+3.7× | 92.9×+16.1× | 76.8×+4.2× | |
| Price / sales | 5.6×+0.2× | 5.4×+0.2× | 5.2×+0.1× | 5×0.0× | 5×-0.7× | |
| Price / book | 4×+0.2× | 3.8×+0.2× | 3.7×+0.2× | 3.5×+0.1× | 3.4×-0.3× | |
| EV / EBITDA | 80.9×-2.7× | 83.7×0.0× | 83.7×+0.7× | 83×+8.1× | 74.9×+1.7× | |
| Dividend yield | 22.4%-1.1pp | 23.4%-0.8pp | 24.2%-0.5pp | 24.7%+0.1pp | 24.6%+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.
