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 QoQ

Simplified Detailed

	TTM Q2 '26	TTM Q1 '26	TTM Q4 '25	TTM Q3 '25	TTM Q2 '25
Profitability
Net margin	25.8%-1.8pp	23.3%-9.8pp	21.6%-18.5pp	22.1%-22.8pp	27.6%-17.5pp
EBITDA margin	35.7%-1.4pp	33.4%-8.8pp	32.7%-16.9pp	32.6%-24.0pp	37.1%-22.9pp
Returns
Return on equity	18.5%-0.4pp	16.4%-5.9pp	15.2%-11.6pp	15.4%-14.4pp	19%-11.0pp
Return on assets	7%-0.4pp	6.3%-2.5pp	5.8%-4.7pp	6%-5.9pp	7.4%-4.6pp
Return on invested capital	11.9%-0.5pp	10.5%-4.0pp	10.2%-7.0pp	10.3%-9.6pp	12.4%-8.6pp
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×-0.1×	1.2×-0.1×	1.2×-0.1×	1.2×-0.1×	1.2×-0.1×
Debt-to-assets	0.4×-0.1×	0.4×0.0×	0.4×0.0×	0.5×0.0×	0.5×0.0×
Net debt / EBITDA	17.7×-1.8×	19.3×+1.2×	20.3×+4.1×	21×+7.3×	19.5×+6.6×
Interest coverage	28.6×+1.0×	25.8×-4.7×	24.4×-10.2×	24.1×-13.4×	27.6×-9.4×
Valuation
Market capitalization	$48.97B+13.8%	$46.79B-2.0%	$44.96B-13.3%	$43.49B-18.8%	$43.04B-22.0%
Enterprise value	$62.59B+7.6%	$60.82B-3.8%	$59.38B-12.1%	$58.29B-15.6%	$58.18B-17.5%
Price / earnings	89.8×+13.0×	93.7×+21.1×	96.6×+31.7×	92.9×+33.3×	76.8×+14.9×
Price / sales	5.6×+0.5×	5.4×-0.4×	5.2×-1.2×	5×-1.7×	5×-1.9×
Price / book	4×+0.6×	3.8×+0.1×	3.7×-0.5×	3.5×-0.8×	3.4×-1.1×
EV / EBITDA	80.9×+6.0×	83.7×+10.5×	83.7×+15.2×	83×+21.9×	74.9×+15.2×
EV / sales	7.1×+0.3×	7×-0.6×	6.8×-1.5×	6.7×-1.9×	6.8×-2.1×
Earnings yield	18.6%-3.0pp	17.5%-5.3pp	16.9%-8.1pp	17.7%-9.3pp	21.6%-4.4pp
Dividend yield	22.4%-2.2pp	23.4%+1.3pp	24.2%+4.1pp	24.7%+5.9pp	24.6%+6.8pp

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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.