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
Net margin	21.6%-18.5pp	40.1%-5.0pp	45.1%-35.2pp	80.3%+13.9pp
Returns
Return on equity	15.2%-11.6pp	26.8%-3.7pp	30.4%-31.2pp	61.7%+14.2pp
Return on invested capital	10.2%-7.0pp	17.2%-7.5pp	24.7%-28.6pp	53.3%-0.8pp
Efficiency
Asset turnover	1.1×0.0×	1.1×-0.1×	1.1×-0.3×	1.4×-0.1×
Leverage
Debt-to-equity	1.2×-0.1×	1.2×0.0×	1.3×-0.1×	1.4×-0.2×
Net debt / EBITDA	20.3×+4.1×	16.2×+4.6×	11.6×+6.1×	5.5×+6.5×
Valuation
Market capitalization	$44.96B-13.3%	$51.86B-0.9%	$52.32B-1.7%	$53.2B-8.8%
Price / earnings	96.6×+31.7×	64.8×+5.6×	59.2×+28.2×	31.1×-19.3×
Price / sales	5.2×-1.2×	6.4×-0.3×	6.6×+0.4×	6.2×-1.8×
Price / book	3.7×-0.5×	4.1×-0.3×	4.4×-0.2×	4.6×-0.8×
EV / EBITDA	83.7×+15.2×	68.5×+16.7×	51.8×+20.2×	31.7×-8.0×
Dividend yield	24.2%+4.1pp	20.1%+1.8pp	18.3%+0.4pp	17.9%+2.7pp

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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.