Stock Scorecard
Stock Summary for Franklin Resources Inc (BEN) - $19.91 as of 3/28/2025 7:19:19 PM EST
Total Score
13 out of 30
Safety Score
57 out of 100
Currently on the following lists
None
Tim's Recommendation
Avoid
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 (57 out of 100)
| Stock Price Rating (Max of 10) | 6 |
| Historical Stock Price Rating (Max of 10) | 7 |
| Stock Price Trend (Max of 10) | 2 |
| Book Value (Max of 10) | 7 |
| Book Value to Price (Max of 10) | 8 |
| 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) | 4 |
| Trading Volume (Max of 10) | 10 |
| Price to Earnings (Max of 10) | 5 |
| Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) | 0 |
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 | 12/31/2024 |
| Next Earnings Date | 4/28/2025 |
Stock Price History |
|
| Last Day Price | 19.91 |
| Price 4 Years Ago | 28.89 |
| Last Day Price Updated | 3/28/2025 7:19:19 PM EST |
| Last Day Volume | 2,496,333 |
| Average Daily Volume | 3,844,839 |
| 52-Week High | 26.86 |
| 52-Week Low | 18.37 |
| Last Price to 52 Week Low | 8.38% |
Valuation Measures |
|
| Trailing PE | 31.02 |
| Industry PE | 40.74 |
| Sector PE | 18.76 |
| 5-Year Average PE | 12.72 |
| Free Cash Flow Ratio | 12.52 |
| Industry Free Cash Flow Ratio | 163.59 |
| Sector Free Cash Flow Ratio | 16.64 |
| Current Ratio Most Recent Quarter | 7.19 |
| Total Cash Per Share | 1.59 |
| Book Value Per Share Most Recent Quarter | 23.78 |
| Price to Book Ratio | 0.84 |
| Industry Price to Book Ratio | 5.47 |
| Sector Price to Book Ratio | 2.74 |
| Price to Sales Ratio Twelve Trailing Months | 1.19 |
| Industry Price to Sales Ratio Twelve Trailing Months | 5.68 |
| Sector Price to Sales Ratio Twelve Trailing Months | 3.21 |
| Analyst Buy Ratings | 0 |
| Analyst Strong Buy Ratings | 0 |
Share Statistics |
|
| Total Shares Outstanding | 525,398,000 |
| Market Capitalization | 10,460,674,180 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 3/31/2025 |
| Previous Dividend Amount | 0.3200 |
| Current Dividend Amount | 0.3200 |
| Total Years Dividend Increasing | 1 |
| Trailing Annual Dividend Rate | 1.25 |
| Trailing Annual Dividend Yield | 6.24% |
| Forward Annual Dividend Rate | 1.28 |
| Forward Annual Dividend Yield | 6.39% |
| 5-Year Dividend Payments Count | 21 |
| 3-Year Average Dividend Yield | 7.69% |
| 5-Year Average Dividend Yield | 5.44% |
| 1-Year Dividend Growth Rate Percentage | -17.95% |
| 3-Year Dividend Growth Rate Percentage | -9.42% |
| 5-Year Dividend Growth Rate Percentage | 4.10% |
| All-Time Dividend Growth Rate Percentage | 19.00% |
| Dividend Payout Ratio | 195.31% |
Income Statement |
|
| Quarterly Earnings Growth YOY | -42.30% |
| Annual Earnings Growth | -47.35% |
| Reported EPS 12 Trailing Months | 0.64 |
| Reported EPS Past Year | 0.59 |
| Reported EPS Prior Year | 2.40 |
| Net Income Twelve Trailing Months | 377,100,000 |
| Net Income Past Year | 464,800,000 |
| Net Income Prior Year | 882,800,000 |
| Quarterly Revenue Growth YOY | 13.10% |
| 5-Year Revenue Growth | 7.72% |
| Operating Margin Twelve Trailing Months | 14.80% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 837,100,000 |
| Total Cash Past Year | 3,309,500,000 |
| Total Cash Prior Year | 363,700,000 |
| Net Cash Position Most Recent Quarter | -1,938,700,000 |
| 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 | 2,775,800,000 |
| 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 | 12,462,100,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 848,600,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 1.62 |
| Free Cash Flow Past Year | 794,200,000 |
| Free Cash Flow Prior Year | 940,400,000 |
Options |
|
| Put/Call Ratio | 0.08 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | -0.09 |
| MACD Signal | -0.11 |
| 20-Day Bollinger Lower Band | 18.72 |
| 20-Day Bollinger Middle Band | 20.56 |
| 20-Day Bollinger Upper Band | 22.40 |
| Beta | 1.45 |
| RSI | 45.45 |
| 50-Day SMA | 21.13 |
| 150-Day SMA | 23.10 |
| 200-Day SMA | 23.99 |
System |
|
| Modified | 3/28/2025 7:01:22 PM EST |