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.

Franklin Resources BEN Ratios & Valuation

Income Statement Balance Sheet Cash Flow Ratios Segments

Quarterly Annual TTM

YoY

Simplified Detailed

	FY'25	FY'24	FY'23	FY'22
Profitability
Operating margin	6.9%—	——	14%-7.4pp	21.4%-0.8pp
Net margin	6%-0.5pp	6.5%-4.8pp	11.2%-4.4pp	15.6%-6.1pp
EBITDA margin	8.3%+0.1pp	8.3%-7.1pp	15.4%-7.2pp	22.6%-0.6pp
Free cash flow margin	11%+1.6pp	9.4%-2.6pp	12%-10.6pp	22.6%+8.7pp
Returns
Return on equity	4.3%-0.2pp	4.5%-3.0pp	7.5%-3.8pp	11.4%-5.8pp
Return on assets	1.6%-0.1pp	1.8%-1.3pp	3%-1.9pp	4.9%-3.0pp
Return on invested capital	2.7%-0.1pp	2.8%-2.7pp	5.5%-5.1pp	10.6%-5.3pp
Efficiency
Asset turnover	0.3×0.0×	0.3×0.0×	0.3×0.0×	0.3×-0.1×
Leverage
Debt-to-equity	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×
Net debt / EBITDA	4.6×-0.7×	5.4×+2.4×	2.9×+0.8×	2.1×+2.5×
Interest coverage	6.4×+0.4×	6×-2.9×	8.9×-9.2×	18.1×-3.9×
Valuation
Market capitalization	$12.01B+14.0%	$10.54B-14.1%	$12.26B+14.4%	$10.72B-28.1%
Enterprise value	$15.37B+7.6%	$14.28B-9.5%	$15.79B+7.9%	$14.63B+3.1%
Price / earnings	22.9×+3.7×	19.2×+5.3×	13.9×+5.6×	8.3×+0.2×
Price / sales	1.4×+0.1×	1.2×-0.3×	1.6×+0.3×	1.3×-0.5×
Price / book	1×+0.2×	0.8×-0.2×	1×+0.1×	0.9×-0.4×
EV / EBITDA	21.1×+0.7×	20.4×+7.3×	13.1×+5.3×	7.8×+0.6×
EV / sales	1.8×+0.1×	1.7×-0.3×	2×+0.2×	1.8×+0.1×
Free cash flow yield	8%+0.5pp	7.5%-0.1pp	7.7%-9.7pp	17.4%+9.6pp
Earnings yield	4.4%-0.8pp	5.2%-2.0pp	7.2%-4.8pp	12%-0.2pp
Dividend yield	5.7%-0.5pp	6.2%+1.3pp	5%-0.5pp	5.4%+1.7pp

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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.