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 | |
| EBITDA margin | 10.7%+2.3pp | 8.9%+0.7pp | 8.3%+0.1pp | 7.7%-4.5pp | 8.4%-5.1pp | |
| Returns | ||||||
| Return on equity | 6%+2.1pp | 5%+1.2pp | 4.3%-0.2pp | 3.2%-3.6pp | 3.9%-3.4pp | |
| Return on assets | 2.2%+0.7pp | 1.9%+0.4pp | 1.6%-0.1pp | 1.2%-1.4pp | 1.5%-1.4pp | |
| 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× | |
| Debt-to-assets | 0.1×0.0× | 0.1×0.0× | 0.1×0.0× | 0.1×0.0× | 0.1×0.0× | |
| Net debt / EBITDA | 3.4×-1.6× | 4.2×-1.0× | 4.6×-0.7× | 5.5×+1.5× | 5×+1.3× | |
| Interest coverage | 9.2×+2.8× | 7.2×+1.4× | 6.4×+0.4× | 5.7×-3.5× | 6.5×-2.9× | |
| Valuation | ||||||
| Market capitalization | $12.3B+21.6% | $12.46B+17.2% | $12.01B+14.0% | $12.21B+3.8% | $10.11B-31.7% | |
| Enterprise value | $15.54B+12.8% | $15.8B+10.1% | $15.37B+7.6% | $15.88B+0.7% | $13.77B-26.8% | |
| 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× | |
| EV / sales | 1.7×+0.1× | 1.8×+0.1× | 1.8×+0.1× | 1.8×-0.1× | 1.6×-0.7× | |
| Earnings yield | 6%+1.1pp | 5%+0.6pp | 4.4%-0.8pp | 3.3%-3.8pp | 4.8%-1.2pp | |
| Dividend yield | 5.6%-1.1pp | 5.5%-0.8pp | 5.7%-0.5pp | 5.6%+0.1pp | 6.7%+2.4pp | |
| PEG ratio | 0.3×— | 0.6×— | —— | —— | —— |
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.
