Franklin Resources, Inc. (BEN) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

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Why is Franklin Resources, Inc. ?

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 10.96%

Poor long term growth as Operating profit has grown by an annual rate of 0.48%

Positive results in Jun 25

OPERATING CASH FLOW(Y) Highest at USD 1,643.9 MM
DIVIDEND PAYOUT RATIO(Y) Highest at 209.15%
DIVIDEND PER SHARE(HY) Highest at USD 5.24

With ROE of 7.52%, it has a very attractive valuation with a 0.93 Price to Book Value

The stock is trading at a premium compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of 4.82%, its profits have fallen by -14.7%

Real-Time Research Report

Verdict Report

How much should you hold?

Overall Portfolio exposure to Franklin Resources, Inc. should be less than 10%
Overall Portfolio exposure to Capital Markets should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is Franklin Resources, Inc. for you?

Medium Risk, Low Return

Absolute

Risk Adjusted

Volatility

Franklin Resources, Inc.

20.34%

0.09

31.77%

S&P 500

14.9%

0.70

20.15%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

8.77%

EBIT Growth (5y)

7.41%

EBIT to Interest (avg)

20.57

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

31.12%

Dividend Payout Ratio

140.40%

Pledged Shares

Institutional Holding

57.89%

ROCE (avg)

25.32%

ROE (avg)

10.96%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

1.05

EV to EBIT

7.34

EV to EBITDA

5.28

EV to Capital Employed

1.07

EV to Sales

1.04

PEG Ratio

Dividend Yield

5.34%

ROCE (Latest)

14.52%

ROE (Latest)

7.88%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

Bullish

RSI

No Signal

Bollinger Bands

Bearish

Mildly Bullish

Moving Averages

Mildly Bullish (Daily)

KST

Bullish

Dow Theory

Mildly Bearish

Mildly Bullish

OBV

Mildly Bearish

No Trend

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

9What is working for the Company

DIVIDEND PER SHARE(HY)

Highest at USD 6.24

INTEREST COVERAGE RATIO(Q)

Highest at 2,212.25

RAW MATERIAL COST(Y)

Fallen by -4.19% (YoY

DEBTORS TURNOVER RATIO(HY)

Highest at 6.24 times

PRE-TAX PROFIT(Q)

At USD 546.8 MM has Grown at 62.73%

NET PROFIT(Q)

At USD 312.22 MM has Grown at 49.47%

EPS(Q)

Highest at USD 0.46

-5What is not working for the Company

OPERATING CASH FLOW(Y)

Lowest at USD 950.7 MM

CASH AND EQV(HY)

Lowest at USD 7,058.7 MM

DEBT-EQUITY RATIO (HY)

Highest at 88.34 %

Here's what is working for Franklin Resources, Inc.

Interest Coverage Ratio

Highest at 2,212.25

in the last five periods

MOJO Watch

The company's ability to manage interest payments is improving

Operating Profit to Interest

Dividend per share

Highest at USD 6.24 and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

Pre-Tax Profit

At USD 546.8 MM has Grown at 62.73%

over average net sales of the previous four periods of USD 336.03 MM

MOJO Watch

Near term Pre-Tax Profit trend is positive

Pre-Tax Profit (USD MM)

Net Profit

At USD 312.22 MM has Grown at 49.47%

over average net sales of the previous four periods of USD 208.89 MM

MOJO Watch

Near term Net Profit trend is positive

Net Profit (USD MM)

EPS

Highest at USD 0.46

in the last five periods

MOJO Watch

Increasing profitability; company has created higher earnings for shareholders

EPS (USD)

Debtors Turnover Ratio

Highest at 6.24 times

in the last five Semi-Annual periods

MOJO Watch

Company has been able to sell its Debtors faster

Debtors Turnover Ratio

Raw Material Cost

Fallen by -4.19% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin

Raw Material Cost as a percentage of Sales

Here's what is not working for Franklin Resources, Inc.

Operating Cash Flow

Lowest at USD 950.7 MM and Fallen

In each year in the last three years

MOJO Watch

The company's cash revenues from business operations are falling

Operating Cash Flows (USD MM)

Cash and Eqv

Lowest at USD 7,058.7 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is deteriorating

Cash and Cash Equivalents

Debt-Equity Ratio

Highest at 88.34 %

in the last five Semi-Annual periods

MOJO Watch

The company is borrowing more to fund its operations; it's liquidity situation may be stressed

Debt-Equity Ratio