Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
BEN
STRONG BUYFranklin Resources, Inc. · Financial Services · United States · $17.3B · Avg Vol: $154M/d
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% | 9.0B | 9.3B | 9.6B | 4.5% |
| EPS | 2.53 | 1.72 | 0.85 | 0.91 | -28.9% | 1.32 | 1.15 | 1.26 | 17.8% |
| Shares | 499.6M | 495.9M | 523.6M | 521.0M | +4.3% | 519.6M | — | — | — |
| Debt | 9.4B | 11.8B | 13.1B | 13.3B | 12.4% | 3.4B | — | — | — |
| Equity | 11.5B | 11.9B | 12.5B | 12.1B | 1.7% | — | — | — | — |
| Op CF | 2.0B | 1.1B | 971.3M | 1.1B | -18.3% | 978.7M | — | — | — |
| 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 Resources, Inc.(you) | $17.3B | 87 | STRONG BUY |
| TROW | T. Rowe Price Group, Inc. | $23.6B | 89 | STRONG BUY |
| SEIC | SEI Investments Company | $10.5B | 79 | BUY |
| PFG | Principal Financial Group, Inc. | $23.3B | 68 | BUY |
| AMG | Affiliated Managers Group, Inc. | $9.0B | 75 | BUY |
| VCTR | Victory Capital Holdings, Inc. | $5.2B | 94 | STRONG BUY |
| PSH.L | Pershing Square Holdings, Ltd. | $8.7B | 67 | BUY |
| CVC.AS | CVC Capital Partners plc | $16.6B | 54 | HOLD |
| FHI | Federated Hermes, Inc. | $4.4B | 95 | STRONG BUY |
| DNP | DNP Select Income Fund Inc. | $4.1B | 79 | BUY |
Peer medians: ROE 10.2% · P/E 13.9x · Gross margin 0.0%