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Franklin Resources (Franklin Resources) PEG Ratio

: 2.49 (As of Today)
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PE Ratio without NRI / 5-Year EBITDA Growth Rate*

PEG Ratio is defined as the PE Ratio without NRI divided by the growth ratio. The growth rate we use is the 5-Year EBITDA growth rate. As of today, Franklin Resources's PE Ratio without NRI is 9.20. Franklin Resources's 5-Year EBITDA growth rate is 3.70%. Therefore, Franklin Resources's PEG Ratio for today is 2.49.

* The 5-Year EBITDA Growth Rate is the 5-year average EBITDA per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.


The historical rank and industry rank for Franklin Resources's PEG Ratio or its related term are showing as below:

BEN' s PEG Ratio Range Over the Past 10 Years
Min: 0.78   Med: 1.63   Max: 87.22
Current: 2.49


During the past 13 years, Franklin Resources's highest PEG Ratio was 87.22. The lowest was 0.78. And the median was 1.63.


BEN's PEG Ratio is ranked worse than
58.82% of 425 companies
in the Asset Management industry
Industry Median: 1.88 vs BEN: 2.49

Peter Lynch thinks a company with a P/E ratio equal to its growth rate is fairly valued.


Franklin Resources PEG Ratio Historical Data

The historical data trend for Franklin Resources's PEG Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Franklin Resources Annual Data
Trend Sep14 Sep15 Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23
PEG Ratio
Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only - - - 2.42 1.81

Franklin Resources Quarterly Data
Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23
PEG Ratio Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 3.14 3.00 2.56 1.81 1.73

Competitive Comparison

For the Asset Management subindustry, Franklin Resources's PEG Ratio, along with its competitors' market caps and PEG Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Franklin Resources PEG Ratio Distribution

For the Asset Management industry and Financial Services sector, Franklin Resources's PEG Ratio distribution charts can be found below:

* The bar in red indicates where Franklin Resources's PEG Ratio falls into.



Franklin Resources PEG Ratio Calculation

PEG Ratio is defined as the PE Ratio without NRI divided by the growth ratio. The ratio we use is the 5-Year EBITDA growth rate.

Franklin Resources's PEG Ratio for today is calculated as

PEG Ratio=PE Ratio without NRI/5-Year EBITDA Growth Rate*
=9.2032967032967/3.70
=2.49

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Note: The 5-Year EBITDA Growth Rate is the 5-year average EBITDA per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.


Franklin Resources  (NYSE:BEN) PEG Ratio Explanation

To compare stocks with different growth rates, Peter Lynch invented a ratio called PEG Ratio. PEG Ratio is defined as the P/E ratio divided by the growth ratio. He thinks a company with a P/E ratio equal to its growth rate is fairly valued. Still he said he would rather buy a company growing 20% a year with a P/E of 20, instead of a company growing 10% a year with a P/E of 10.


Franklin Resources PEG Ratio Related Terms

Thank you for viewing the detailed overview of Franklin Resources's PEG Ratio provided by GuruFocus.com. Please click on the following links to see related term pages.


Franklin Resources (Franklin Resources) Business Description

Traded in Other Exchanges
Address
One Franklin Parkway, San Mateo, CA, USA, 94403
Franklin Resources provides investment services for individual and institutional investors. At the end of October 2023, Franklin had $1.335 trillion in managed assets, composed primarily of equity (31%), fixed-income (35%), multi-asset/balanced (11%) funds, alternatives (19%) and money market funds (4%). Distribution tends to be weighted equally between retail investors (50% of AUM) and institutional accounts (48%), with high-net-worth clients accounting for the remainder. Franklin is one of the more global of the U.S.-based asset managers we cover, with more than a third of its assets under management invested in global/international strategies and 29% of managed assets sourced from clients domiciled outside the United States.
Executives
Alok Sethi officer: Reg. S-K Executive Officer ONE FRANKLING PARKWAY, SAN MATEO CA 94403
Mariann H Byerwalter director C/O FRANKLIN RESOURCES, INC., ONE FRANKLIN PARKWAY 920/2, SAN MATEO CA 94403
Terrence Murphy officer: Section 16 Officer CITIGROUP ASSET MANAGEMENT, 300 FIRST STAMFORD PLACE, 4TH FLOOR, STAMFORD CT 06902
Jennifer M Johnson officer: Senior Vice President C/O FRANKLIN RESOURCES, INC., ONE FRANKLIN PARKWAY, SAN MATEO CA 94403-1906
Jed A. Plafker officer: Reg. S-K Executive Officer ONE FRANKLIN PARKWAY, SAN MATEO CA 94403
Thomas C Merchant officer: EVP, General Counsel LEGG MASON, INC., 100 INTERNATIONAL DRIVE, BALTIMORE MD 21202
Gwen L Shaneyfelt officer: Chief Accounting Officer ONE FRANKLIN PARKWAY, SAN MATEO CA 94403
Karen Matsushima King director C/O FRANKLIN RESOURCES, INC., ONE FRANKLIN PARKWAY, SAN MATEO CA 94403
John Y Kim director 51 MADISON AVENUE, NEW YORK NY 10010
John W Thiel director C/O FRANKLIN RESOURCES, INC., ONE FRANKLIN PARKWAY, SAN MATEO CA 94403
Alexander S Friedman director C/O FRANKLIN RESOURCES, INC., ONE FRANKLIN PARKWAY, SAN MATEO CA 94403
Adam Benjamin Spector officer: EVP, Global Advisory Services 620 EIGHTH AVENUE, 49TH FLOOR, NEW YORK NY 10018
Craig Steven Tyle officer: Exec VP and General Counsel ONE FRANKLIN PARKWAY, SAN MATEO CA 94403-1906
Anthony Noto director C/O SOFI TECHNOLOGIES, INC., 234 1ST STREET, SAN FRANCISCO CA 94105
Johnson Rupert H Jr director, 10 percent owner, officer: Vice Chairman C/O FRANKLIN RESOURCES INC, ONE FRANKLIN PARKWAY, SAN MATEO CA 94403