Stock Scorecard
Stock Summary for Franklin Resources Inc (BEN) - $21.48 as of 11/20/2024 7:49:29 PM EST
Total Score
15 out of 30
Currently on the following lists
None
Tim's Recommendation
Possible Buy
Growth List Algorithm Criteria for BEN
| Positive earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for BEN
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for BEN
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
Bonus Criteria for BEN
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Safety Rating Criteria for BEN (62 out of 90)
| Stock Price Rating (Max of 10) | 7 |
| Historical Stock Price Rating (Max of 10) | 7 |
| Stock Price Trend (Max of 10) | 7 |
| Book Value (Max of 10) | 7 |
| Book Value to Price (Max of 10) | 6 |
| Analyst Buy Ratings (Max of 5) | 0 |
| Analyst Strong Buy Ratings (Max of 5) | 0 |
| Dividend Yield Percentage (Max of 10) | 8 |
| Operating Margin (Max of 10) | 3 |
| Trading Volume (Max of 10) | 10 |
| Price to Earnings (Max of 10) | 7 |
Latest News for for BEN
Financial Details for BEN
Company Overview |
|
|---|---|
| Ticker | BEN |
| Company Name | Franklin Resources Inc |
| Country | USA |
| Description | Franklin Resources Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc. |
| Sector Name | FINANCE |
| Industry Name | INVESTMENT ADVICE |
| Most Recent Quarter | 9/30/2024 |
| Next Earnings Date | 1/27/2025 |
Stock Price History |
|
| Last Day Price | 21.48 |
| Price 4 Years Ago | 21.12 |
| Last Day Price Updated | 11/20/2024 7:49:29 PM EST |
| Last Day Volume | 3,496,292 |
| Average Daily Volume | 4,139,246 |
| 52-Week High | 28.82 |
| 52-Week Low | 18.66 |
| Last Price to 52 Week Low | 15.11% |
Valuation Measures |
|
| Trailing PE | 25.27 |
| Industry PE | 39.98 |
| Sector PE | 21.40 |
| 5-Year Average PE | 7.64 |
| Free Cash Flow Ratio | 3.40 |
| Industry Free Cash Flow Ratio | 69.58 |
| Sector Free Cash Flow Ratio | 11.50 |
| Current Ratio Most Recent Quarter | 29.71 |
| Total Cash Per Share | 6.32 |
| Book Value Per Share Most Recent Quarter | 23.89 |
| Price to Book Ratio | 0.90 |
| Industry Price to Book Ratio | 7.29 |
| Sector Price to Book Ratio | 2.00 |
| Price to Sales Ratio Twelve Trailing Months | 1.33 |
| Industry Price to Sales Ratio Twelve Trailing Months | 7.31 |
| Sector Price to Sales Ratio Twelve Trailing Months | 3.50 |
| Analyst Buy Ratings | 0 |
| Analyst Strong Buy Ratings | 0 |
Share Statistics |
|
| Total Shares Outstanding | 523,668,000 |
| Market Capitalization | 11,248,388,640 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 9/30/2024 |
| Last Dividend Amount | 0.31 |
| Current Dividend Amount | 0.31 |
| Total Years Dividend Increasing | 0 |
| Trailing Annual Dividend Rate | 1.24 |
| Trailing Annual Dividend Yield | 5.77% |
| Forward Annual Dividend Rate | 1.19 |
| Forward Annual Dividend Yield | 5.55% |
| 5-Year Dividend Payments Count | 20 |
| 3-Year Average Dividend Yield | 3.62% |
| 5-Year Average Dividend Yield | 3.81% |
| 1-Year Dividend Growth Rate Percentage | -23.08% |
| 3-Year Dividend Growth Rate Percentage | -10.76% |
| 5-Year Dividend Growth Rate Percentage | -3.78% |
| All-Time Dividend Growth Rate Percentage | 22.79% |
| Dividend Payout Ratio | 145.88% |
Income Statement |
|
| Quarterly Earnings Growth YOY | -27.30% |
| Annual Earnings Growth | -47.35% |
| Reported EPS 12 Trailing Months | 0.85 |
| Reported EPS Past Year | 2.40 |
| Reported EPS Prior Year | 2.59 |
| Net Income Twelve Trailing Months | 464,800,000 |
| Net Income Past Year | 464,800,000 |
| Net Income Prior Year | 882,800,000 |
| Quarterly Revenue Growth YOY | 11.30% |
| 5-Year Revenue Growth | 7.72% |
| Operating Margin Twelve Trailing Months | 0.13 |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 3,309,500,000 |
| Total Cash Past Year | 3,309,500,000 |
| Total Cash Prior Year | 363,700,000 |
| Net Cash Position Most Recent Quarter | 529,200,000 |
| Net Cash Position Past Year | 529,200,000 |
| Long Term Debt Past Year | 2,780,300,000 |
| Long Term Debt Prior Year | 3,052,800,000 |
| Total Debt Most Recent Quarter | 2,780,300,000 |
| Equity to Debt Ratio Past Year | 0.82 |
| Equity to Debt Ratio Most Recent Quarter | 0.82 |
| Total Stockholder Equity Past Year | 12,508,100,000 |
| Total Stockholder Equity Prior Year | 11,916,900,000 |
| Total Stockholder Equity Most Recent Quarter | 12,508,100,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 794,200,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 1.52 |
| Free Cash Flow Past Year | 794,200,000 |
| Free Cash Flow Prior Year | 940,400,000 |
Options |
|
| Put/Call Ratio | 1.18 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.34 |
| MACD Signal | 0.28 |
| 20-Day Bollinger Lower Band | 18.79 |
| 20-Day Bollinger Middle Band | 21.06 |
| 20-Day Bollinger Upper Band | 23.33 |
| Beta | 1.40 |
| RSI | 61.06 |
| 50-Day SMA | 23.54 |
| 150-Day SMA | 24.01 |
| 200-Day SMA | 24.74 |
System |
|
| Modified | 11/20/2024 7:10:47 PM EST |