Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
BEN
Strong BuyFLAGFranklin Templeton Inc. · Financial Services · United States · $17.6B · Avg Vol: $138M/d
Franklin Resources has quality exactly at Q60 and strong momentum M82 with a buyback on file and a 3.4% upward revision, but value at V36 is below the calibrated floor, so stage one fails.
COMPANY DESCRIPTION
Franklin Resources, Inc., operating as Franklin Templeton, is a global investment management organization offering a diverse range of investment strategies and products to institutional, retail, and high-net-worth clients worldwide. Its competitive moat is built upon significant assets under management (AUM), a broad geographical presence, and decades of brand recognition and investment expertise. Franklin Templeton is a prominent global asset manager, providing solutions across various asset classes and investment styles.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 8.3B | 7.8B | 8.5B | 8.8B | 2.0% | 9.3B | 9.4B | 9.7B | 5.1% |
| EPS | 2.53 | 1.72 | 0.85 | 0.91 | -28.9% | 1.47 | 1.18 | 1.30 | 19.4% |
| Shares | 499.6M | 495.9M | 523.6M | 521.0M | +4.3% | 508.1M | — | — | — |
| Debt | 9.4B | 11.8B | 13.1B | 13.3B | 12.4% | 3.6B | — | — | — |
| Equity | 11.5B | 11.9B | 12.5B | 12.1B | 1.7% | — | — | — | — |
| Op CF | 2.0B | 1.1B | 971.3M | 1.1B | -18.3% | 277.8M | — | — | — |
| Inv CF | -3.3B | -3.6B | -2.4B | -2.3B | — | — | — | — | — |
| Fin CF | 1.6B | 2.1B | 1.4B | 452.4M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of BEN are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BEN | Franklin Templeton Inc.(you) | $17.6B | 84 | Strong Buy |
| TROW | T. Rowe Price Group, Inc. | $23.7B | 84 | Strong Buy |
| SEIC | SEI Investments Company | $13.4B | 81 | Strong Buy |
| AMG | Affiliated Managers Group, Inc. | $9.6B | 85 | Strong Buy |
| IVZ | Invesco Ltd. | $14.5B | 67 | Buy |
| VCTR | Victory Capital Holdings, Inc. | $7.3B | 90 | Strong Buy |
| TPG | TPG Inc. | $21.1B | 57 | Hold |
| CVC.AS | CVC Capital Partners plc | $16.6B | 54 | Hold |
| FHI | Federated Hermes, Inc. | $4.8B | 89 | Strong Buy |
| ARCC | Ares Capital Corporation | $14.3B | 55 | Hold |
Peer medians: ROE 9.7% · P/E 13.1x · Gross margin 100.0%