FRANKLIN RESOURCES INC BEN

Latest FY: 2025 Financial Services Asset Management
Market Price $33.86
Market Cap $17.58B
P/E Ratio 37.21
Quick Peer Compare (Financial Services):
Revenue (FY 2025) ↑3.5% YoY
$8.77B
3-Yr CAGR: 2.0%
Net Income ↑12.9% YoY
$524.90M
Net Margin: 6.0%
Free Cash Flow ↑14.8% YoY
$911.60M
FCF Yield: 5.18%
EPS (Diluted) ↑7.1% YoY
$0.91
Basic: $0.91
Return on Equity Efficiency
4.3%
ROA: 12.6%

📊 Multi-Year Historical Performance & Trends

Financial Performance History Revenue, Net Income & Free Cash Flow
Margins Trend (%) Gross, Operating & Net Margins
Balance Sheet Strength Cash, Debt & Equity
Cash Flow Generation Operating Cash Flow vs CapEx vs FCF

📈 Year-over-Year (YoY) Growth History (BEN)

All monetary values in millions ($M)
Fiscal Year Revenue Revenue YoY Gross Profit Net Income Net Inc YoY Diluted EPS EPS YoY Op. Cash Flow Free Cash Flow FCF YoY
FY 2016 $6,618.0M $6,568.1M $1,726.7M $2.94 $1,727.7M $1,630.1M
FY 2017 $6,392.2M -3.4% $6,340.7M $1,696.7M -1.7% $3.01 +2.4% $1,135.4M $1,060.5M -34.9%
FY 2018 $6,319.1M -1.1% $6,270.4M $764.4M -54.9% $1.39 -53.8% $2,229.7M $2,123.2M +100.2%
FY 2019 $5,774.5M -8.6% $5,749.8M $1,195.7M +56.4% $2.35 +69.1% $201.6M $-32.1M -101.5%
FY 2020 $5,566.5M -3.6% $5,533.1M $798.9M -33.2% $1.59 -32.3% $1,021.4M $917.7M +2,958.9%
FY 2021 $8,425.5M +51.4% $8,340.1M $1,831.2M +129.2% $3.57 +124.5% $1,245.4M $1,166.1M +27.1%
FY 2022 $8,275.3M -1.8% $8,177.1M $1,291.9M -29.5% $2.53 -29.1% $1,956.7M $1,866.4M +60.1%
FY 2023 $7,849.4M -5.1% $7,725.7M $882.8M -31.7% $1.72 -32.0% $1,138.7M $989.9M -47.0%
FY 2024 $8,478.0M +8.0% $8,380.8M $464.8M -47.3% $0.85 -50.6% $971.3M $794.2M -19.8%
FY 2025 $8,770.7M +3.5% $8,675.8M $524.9M +12.9% $0.91 +7.1% $1,066.1M $911.6M +14.8%
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Valuation

Market Price $33.86
Market Cap $17.58B
Enterprise Value $15.30B
P/E Ratio 37.21
P/B Ratio 1.46
FCF Yield 5.18%
Dividend Yield 3.78%
Shares Outstanding 519,637,200
%

Profitability & Margins

Gross Margin 98.92%
Operating Margin 6.89%
Net Margin 5.98%
Return on Equity (ROE) 4.35%
Return on Assets (ROA) 12.60%
Asset Turnover 2.11x
Revenue 3-Yr CAGR 1.96%
🛡️

Financial Health & Liquidity

Current Ratio N/A
Cash Ratio N/A
Debt / Equity 0.196
Debt / Assets 0.567
Cash & Equivalents $4.65B
Total Debt $2.36B
Book Value / Share $23.24
💧

Cash Flow Efficiency

Operating Cash Flow $1.07B
Capital Expenditures (CapEx) $154.50M
Free Cash Flow $911.60M
OCF / Revenue 12.16%
FCF / Revenue 10.39%
FCF 3-Yr CAGR -21.25%
🏷️

Per Share Metrics

EPS (Diluted) $0.91
EPS (Basic) $0.91
Dividends / Share $1.28
Book Value / Share $23.24
EPS YoY Growth 7.06%
🏛️

Balance Sheet (FY 2025)

Total Assets $4.17B
Total Liabilities $261.60M
Stockholders' Equity $12.08B
Current Assets N/A
Current Liabilities N/A