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Also traded in: Germany

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry
vs
history
Cash-to-Debt 7.17
BEN's Cash-to-Debt is ranked lower than
64% of the 1565 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. BEN: 7.17 )
Ranked among companies with meaningful Cash-to-Debt only.
BEN' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.38  Med: 3.33 Max: 78.8
Current: 7.17
0.38
78.8
Equity-to-Asset 0.71
BEN's Equity-to-Asset is ranked lower than
63% of the 1449 Companies
in the Global Asset Management industry.

( Industry Median: 0.85 vs. BEN: 0.71 )
Ranked among companies with meaningful Equity-to-Asset only.
BEN' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.42  Med: 0.66 Max: 0.85
Current: 0.71
0.42
0.85
Debt-to-Equity 0.12
BEN's Debt-to-Equity is ranked higher than
67% of the 697 Companies
in the Global Asset Management industry.

( Industry Median: 0.20 vs. BEN: 0.12 )
Ranked among companies with meaningful Debt-to-Equity only.
BEN' s Debt-to-Equity Range Over the Past 10 Years
Min: 0.01  Med: 0.18 Max: 0.89
Current: 0.12
0.01
0.89
Debt-to-EBITDA 0.54
BEN's Debt-to-EBITDA is ranked higher than
73% of the 694 Companies
in the Global Asset Management industry.

( Industry Median: 1.84 vs. BEN: 0.54 )
Ranked among companies with meaningful Debt-to-EBITDA only.
BEN' s Debt-to-EBITDA Range Over the Past 10 Years
Min: 0.04  Med: 0.64 Max: 0.99
Current: 0.54
0.04
0.99
Interest Coverage 43.79
BEN's Interest Coverage is ranked lower than
65% of the 1445 Companies
in the Global Asset Management industry.

( Industry Median: 399.93 vs. BEN: 43.79 )
Ranked among companies with meaningful Interest Coverage only.
BEN' s Interest Coverage Range Over the Past 10 Years
Min: 43.79  Med: 73.79 Max: 318.91
Current: 43.79
43.79
318.91
Piotroski F-Score: 6
Altman Z-Score: 5.52
Beneish M-Score: -1.86
WACC vs ROIC
11.26%
46.60%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry
vs
history
Operating Margin % 35.79
BEN's Operating Margin % is ranked lower than
57% of the 1479 Companies
in the Global Asset Management industry.

( Industry Median: 49.37 vs. BEN: 35.79 )
Ranked among companies with meaningful Operating Margin % only.
BEN' s Operating Margin % Range Over the Past 10 Years
Min: 28.67  Med: 35.59 Max: 38.09
Current: 35.79
28.67
38.09
Net Margin % 27.30
BEN's Net Margin % is ranked lower than
58% of the 1480 Companies
in the Global Asset Management industry.

( Industry Median: 44.88 vs. BEN: 27.30 )
Ranked among companies with meaningful Net Margin % only.
BEN' s Net Margin % Range Over the Past 10 Years
Min: 21.38  Med: 26.63 Max: 28.57
Current: 27.3
21.38
28.57
ROE % 14.36
BEN's ROE % is ranked higher than
69% of the 1571 Companies
in the Global Asset Management industry.

( Industry Median: 7.29 vs. BEN: 14.36 )
Ranked among companies with meaningful ROE % only.
BEN' s ROE % Range Over the Past 10 Years
Min: 12.2  Med: 21.78 Max: 25.3
Current: 14.36
12.2
25.3
ROA % 10.50
BEN's ROA % is ranked higher than
71% of the 1602 Companies
in the Global Asset Management industry.

( Industry Median: 4.08 vs. BEN: 10.50 )
Ranked among companies with meaningful ROA % only.
BEN' s ROA % Range Over the Past 10 Years
Min: 9.62  Med: 14.3 Max: 18.25
Current: 10.5
9.62
18.25
ROC (Joel Greenblatt) % 470.35
BEN's ROC (Joel Greenblatt) % is ranked higher than
73% of the 963 Companies
in the Global Asset Management industry.

( Industry Median: 74.08 vs. BEN: 470.35 )
Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
BEN' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 233.11  Med: 465.07 Max: 546.43
Current: 470.35
233.11
546.43
3-Year Revenue Growth Rate -3.40
BEN's 3-Year Revenue Growth Rate is ranked lower than
62% of the 1125 Companies
in the Global Asset Management industry.

( Industry Median: 3.20 vs. BEN: -3.40 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
BEN' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: -3.4  Med: 13.8 Max: 44.8
Current: -3.4
-3.4
44.8
3-Year EBITDA Growth Rate -3.30
BEN's 3-Year EBITDA Growth Rate is ranked lower than
59% of the 1015 Companies
in the Global Asset Management industry.

( Industry Median: 2.90 vs. BEN: -3.30 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
BEN' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: -7.2  Med: 13.9 Max: 31.4
Current: -3.3
-7.2
31.4
3-Year EPS without NRI Growth Rate -4.40
BEN's 3-Year EPS without NRI Growth Rate is ranked lower than
60% of the 965 Companies
in the Global Asset Management industry.

( Industry Median: 3.50 vs. BEN: -4.40 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
BEN' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: -12.2  Med: 15.2 Max: 52.9
Current: -4.4
-12.2
52.9
GuruFocus has detected 3 Warning Signs with Franklin Resources Inc BEN.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» BEN's 30-Y Financials

Financials (Next Earnings Date: 2017-10-26)


Revenue & Net Income
Cash & Debt
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q4 2016

BEN Guru Trades in Q4 2016

Jim Simons 972,900 sh (New)
Michael Price 347,530 sh (+195.77%)
Ray Dalio 66,300 sh (+152.09%)
David Abrams 7,945,023 sh (unchged)
Bernard Horn 127,700 sh (unchged)
Joel Greenblatt Sold Out
Jeff Auxier 156,765 sh (-0.18%)
Richard Pzena 10,337,674 sh (-1.88%)
Mason Hawkins 2,410,553 sh (-4.35%)
David Dreman 17,192 sh (-4.82%)
Murray Stahl 10,420 sh (-9.18%)
John Rogers 1,521,120 sh (-16.30%)
Diamond Hill Capital 3,893,345 sh (-20.69%)
Jeremy Grantham 108,879 sh (-22.50%)
Robert Olstein 169,700 sh (-24.58%)
Paul Tudor Jones 15,351 sh (-86.96%)
» More
Q1 2017

BEN Guru Trades in Q1 2017

Jeremy Grantham 125,900 sh (+15.63%)
David Dreman 17,192 sh (unchged)
Michael Price 347,530 sh (unchged)
David Abrams 7,945,023 sh (unchged)
Bernard Horn 127,700 sh (unchged)
Paul Tudor Jones Sold Out
Jim Simons Sold Out
Ray Dalio Sold Out
Mason Hawkins 2,395,550 sh (-0.62%)
Diamond Hill Capital 3,828,393 sh (-1.67%)
Richard Pzena 10,102,113 sh (-2.28%)
Jeff Auxier 152,890 sh (-2.47%)
Murray Stahl 9,848 sh (-5.49%)
Robert Olstein 122,700 sh (-27.70%)
John Rogers 958,925 sh (-36.96%)
» More
Q2 2017

BEN Guru Trades in Q2 2017

David Dreman 23,716 sh (+37.95%)
Richard Pzena 10,348,419 sh (+2.44%)
David Abrams 7,945,023 sh (unchged)
Michael Price 347,530 sh (unchged)
Mason Hawkins 2,395,550 sh (unchged)
Bernard Horn 127,700 sh (unchged)
Jeff Auxier 152,615 sh (-0.18%)
Diamond Hill Capital 3,781,083 sh (-1.24%)
Robert Olstein 119,700 sh (-2.44%)
Murray Stahl 8,979 sh (-8.82%)
Jeremy Grantham 108,500 sh (-13.82%)
John Rogers 645,974 sh (-32.64%)
» More
Q3 2017

BEN Guru Trades in Q3 2017

Diamond Hill Capital 3,919,555 sh (+3.66%)
» More
» Details

Insider Trades

Latest Guru Trades with NYSE:BEN

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Richard Pzena 2017-06-30 Add 2.44%0.06%$40.59 - $44.87 $ 44.665%10,348,419
John Rogers 2017-06-30 Reduce -32.64%0.16%$40.59 - $44.87 $ 44.665%645,974
Robert Olstein 2017-06-30 Reduce -2.44%0.02%$40.59 - $44.87 $ 44.665%119,700
David Dreman 2017-06-30 Add 37.95%0.16%$40.59 - $44.87 $ 44.665%23,716
Richard Pzena 2017-03-31 Reduce -2.28%0.05%$39.74 - $43.91 $ 44.668%10,102,113
Mason Hawkins 2017-03-31 Reduce -0.62%0.01%$39.74 - $43.91 $ 44.668%2,395,550
John Rogers 2017-03-31 Reduce -36.96%0.26%$39.74 - $43.91 $ 44.668%958,925
Robert Olstein 2017-03-31 Reduce -27.70%0.24%$39.74 - $43.91 $ 44.668%122,700
Richard Pzena 2016-12-31 Reduce -1.88%0.04%$33.18 - $42.02 $ 44.6619%10,337,674
Mason Hawkins 2016-12-31 Reduce -4.35%0.04%$33.18 - $42.02 $ 44.6619%2,410,553
John Rogers 2016-12-31 Reduce -16.30%0.13%$33.18 - $42.02 $ 44.6619%1,521,120
Michael Price 2016-12-31 Add 195.77%1.11%$33.18 - $42.02 $ 44.6619%347,530
Robert Olstein 2016-12-31 Reduce -24.58%0.26%$33.18 - $42.02 $ 44.6619%169,700
David Dreman 2016-12-31 Reduce -4.82%0.02%$33.18 - $42.02 $ 44.6619%17,192
Joel Greenblatt 2016-12-31 Sold Out 0.02%$33.18 - $42.02 $ 44.6619%0
Premium More recent guru trades are included for Premium Members only!!
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Business Description

Industry: Asset Management » Asset Management    NAICS: 523930    SIC: 6282
Compare:NYSE:AMP, NAS:TROW, NAS:NTRS, XMCE:CABK, TPE:2882, XSWX:PGHN, HKSE:02799, XPAR:AMUN, XBRU:GBLB, XAMS:HAL, MIL:EXO, JSE:REM, HKSE:01359, NYSE:IVZ, NYSE:STT, SHSE:600958, NYSE:APO, XTER:GLJ, LSE:III, LSE:SDR » details
Traded in other countries:FRK.Germany,
Headquarter Location:USA
Franklin Resources Inc is an investment management organization which provides investment management and related services to retail, institutional and high net-worth clients under Franklin, Templeton, Franklin Mutual Series, Franklin Bissett brand names.

Franklin Resources provides investment services for individual and institutional investors. Its funds are marketed under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary, and Darby brands. At the end of June 2017, Franklin had $742.8 billion in assets under management, composed primarily of equity (42%), fixed-income (38%), and hybrid (19%) funds. Distribution tends to be weighted toward retail investors, with Franklin sourcing one third of its managed assets from investors domiciled outside the United States.

Ratios

vs
industry
vs
history
PE Ratio 14.62
BEN's PE Ratio is ranked lower than
57% of the 1198 Companies
in the Global Asset Management industry.

( Industry Median: 11.52 vs. BEN: 14.62 )
Ranked among companies with meaningful PE Ratio only.
BEN' s PE Ratio Range Over the Past 10 Years
Min: 7.82  Med: 14.55 Max: 29.31
Current: 14.62
7.82
29.31
Forward PE Ratio 15.46
BEN's Forward PE Ratio is ranked lower than
63% of the 120 Companies
in the Global Asset Management industry.

( Industry Median: 13.70 vs. BEN: 15.46 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 14.62
BEN's PE Ratio without NRI is ranked lower than
57% of the 1201 Companies
in the Global Asset Management industry.

( Industry Median: 11.76 vs. BEN: 14.62 )
Ranked among companies with meaningful PE Ratio without NRI only.
BEN' s PE Ratio without NRI Range Over the Past 10 Years
Min: 7.82  Med: 14.56 Max: 29.18
Current: 14.62
7.82
29.18
Price-to-Owner-Earnings 18.34
BEN's Price-to-Owner-Earnings is ranked lower than
62% of the 376 Companies
in the Global Asset Management industry.

( Industry Median: 13.75 vs. BEN: 18.34 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
BEN' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 9.11  Med: 17.6 Max: 76.69
Current: 18.34
9.11
76.69
PB Ratio 2.02
BEN's PB Ratio is ranked lower than
82% of the 1557 Companies
in the Global Asset Management industry.

( Industry Median: 0.99 vs. BEN: 2.02 )
Ranked among companies with meaningful PB Ratio only.
BEN' s PB Ratio Range Over the Past 10 Years
Min: 1.27  Med: 3 Max: 4.92
Current: 2.02
1.27
4.92
PS Ratio 3.94
BEN's PS Ratio is ranked higher than
67% of the 1312 Companies
in the Global Asset Management industry.

( Industry Median: 5.77 vs. BEN: 3.94 )
Ranked among companies with meaningful PS Ratio only.
BEN' s PS Ratio Range Over the Past 10 Years
Min: 1.92  Med: 3.9 Max: 6.3
Current: 3.94
1.92
6.3
Price-to-Free-Cash-Flow 17.61
BEN's Price-to-Free-Cash-Flow is ranked lower than
51% of the 387 Companies
in the Global Asset Management industry.

( Industry Median: 16.97 vs. BEN: 17.61 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
BEN' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 8.17  Med: 17.47 Max: 49.48
Current: 17.61
8.17
49.48
Price-to-Operating-Cash-Flow 16.63
BEN's Price-to-Operating-Cash-Flow is ranked higher than
52% of the 800 Companies
in the Global Asset Management industry.

( Industry Median: 17.26 vs. BEN: 16.63 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
BEN' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 7.73  Med: 16.59 Max: 44.96
Current: 16.63
7.73
44.96
EV-to-EBIT 6.38
BEN's EV-to-EBIT is ranked higher than
64% of the 1145 Companies
in the Global Asset Management industry.

( Industry Median: 9.97 vs. BEN: 6.38 )
Ranked among companies with meaningful EV-to-EBIT only.
BEN' s EV-to-EBIT Range Over the Past 10 Years
Min: 3.6  Med: 8 Max: 16.6
Current: 6.38
3.6
16.6
EV-to-EBITDA 6.18
BEN's EV-to-EBITDA is ranked higher than
64% of the 1169 Companies
in the Global Asset Management industry.

( Industry Median: 9.23 vs. BEN: 6.18 )
Ranked among companies with meaningful EV-to-EBITDA only.
BEN' s EV-to-EBITDA Range Over the Past 10 Years
Min: 3.3  Med: 7.5 Max: 14.6
Current: 6.18
3.3
14.6
EV-to-Revenue 2.57
BEN's EV-to-Revenue is ranked higher than
79% of the 1289 Companies
in the Global Asset Management industry.

( Industry Median: 5.55 vs. BEN: 2.57 )
Ranked among companies with meaningful EV-to-Revenue only.
BEN' s EV-to-Revenue Range Over the Past 10 Years
Min: 1.1  Med: 3 Max: 5.5
Current: 2.57
1.1
5.5
PEG Ratio 4.56
BEN's PEG Ratio is ranked lower than
80% of the 272 Companies
in the Global Asset Management industry.

( Industry Median: 1.13 vs. BEN: 4.56 )
Ranked among companies with meaningful PEG Ratio only.
BEN' s PEG Ratio Range Over the Past 10 Years
Min: 0.29  Med: 1.44 Max: 84.72
Current: 4.56
0.29
84.72
Shiller PE Ratio 15.09
BEN's Shiller PE Ratio is ranked higher than
72% of the 436 Companies
in the Global Asset Management industry.

( Industry Median: 20.29 vs. BEN: 15.09 )
Ranked among companies with meaningful Shiller PE Ratio only.
BEN' s Shiller PE Ratio Range Over the Past 10 Years
Min: 10.15  Med: 21.76 Max: 44.45
Current: 15.09
10.15
44.45
Current Ratio 10.57
BEN's Current Ratio is ranked higher than
66% of the 1015 Companies
in the Global Asset Management industry.

( Industry Median: 4.24 vs. BEN: 10.57 )
Ranked among companies with meaningful Current Ratio only.
BEN' s Current Ratio Range Over the Past 10 Years
Min: 0.78  Med: 4.16 Max: 18.29
Current: 10.57
0.78
18.29
Quick Ratio 10.57
BEN's Quick Ratio is ranked higher than
66% of the 1015 Companies
in the Global Asset Management industry.

( Industry Median: 4.04 vs. BEN: 10.57 )
Ranked among companies with meaningful Quick Ratio only.
BEN' s Quick Ratio Range Over the Past 10 Years
Min: 0.78  Med: 4.16 Max: 18.29
Current: 10.57
0.78
18.29
Days Sales Outstanding 55.92
BEN's Days Sales Outstanding is ranked lower than
58% of the 548 Companies
in the Global Asset Management industry.

( Industry Median: 43.12 vs. BEN: 55.92 )
Ranked among companies with meaningful Days Sales Outstanding only.
BEN' s Days Sales Outstanding Range Over the Past 10 Years
Min: 38.48  Med: 43.76 Max: 55.92
Current: 55.92
38.48
55.92

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 1.79
BEN's Dividend Yield % is ranked lower than
78% of the 1518 Companies
in the Global Asset Management industry.

( Industry Median: 4.04 vs. BEN: 1.79 )
Ranked among companies with meaningful Dividend Yield % only.
BEN' s Dividend Yield % Range Over the Past 10 Years
Min: 0.4  Med: 0.85 Max: 2.15
Current: 1.79
0.4
2.15
Dividend Payout Ratio 0.25
BEN's Dividend Payout Ratio is ranked higher than
76% of the 955 Companies
in the Global Asset Management industry.

( Industry Median: 0.71 vs. BEN: 0.25 )
Ranked among companies with meaningful Dividend Payout Ratio only.
BEN' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.09  Med: 0.12 Max: 0.25
Current: 0.25
0.09
0.25
3-Year Dividend Growth Rate 22.70
BEN's 3-Year Dividend Growth Rate is ranked higher than
85% of the 703 Companies
in the Global Asset Management industry.

( Industry Median: 2.90 vs. BEN: 22.70 )
Ranked among companies with meaningful 3-Year Dividend Growth Rate only.
BEN' s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: 7.6  Med: 14.2 Max: 73.2
Current: 22.7
7.6
73.2
Forward Dividend Yield % 1.79
BEN's Forward Dividend Yield % is ranked lower than
82% of the 1426 Companies
in the Global Asset Management industry.

( Industry Median: 4.34 vs. BEN: 1.79 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 4.00
BEN's 5-Year Yield-on-Cost % is ranked lower than
55% of the 1834 Companies
in the Global Asset Management industry.

( Industry Median: 2.64 vs. BEN: 4.00 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
BEN' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.89  Med: 1.89 Max: 4.77
Current: 4
0.89
4.77
3-Year Average Share Buyback Ratio 3.30
BEN's 3-Year Average Share Buyback Ratio is ranked higher than
86% of the 991 Companies
in the Global Asset Management industry.

( Industry Median: -1.00 vs. BEN: 3.30 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
BEN' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -1.5  Med: 0.6 Max: 3.3
Current: 3.3
-1.5
3.3

Valuation & Return

vs
industry
vs
history
Price-to-Net-Cash 4.83
BEN's Price-to-Net-Cash is ranked lower than
52% of the 587 Companies
in the Global Asset Management industry.

( Industry Median: 4.39 vs. BEN: 4.83 )
Ranked among companies with meaningful Price-to-Net-Cash only.
BEN' s Price-to-Net-Cash Range Over the Past 10 Years
Min: 2.56  Med: 12.16 Max: 190.75
Current: 4.83
2.56
190.75
Price-to-Net-Current-Asset-Value 4.06
BEN's Price-to-Net-Current-Asset-Value is ranked lower than
56% of the 594 Companies
in the Global Asset Management industry.

( Industry Median: 3.01 vs. BEN: 4.06 )
Ranked among companies with meaningful Price-to-Net-Current-Asset-Value only.
BEN' s Price-to-Net-Current-Asset-Value Range Over the Past 10 Years
Min: 2.31  Med: 7.52 Max: 213.33
Current: 4.06
2.31
213.33
Price-to-Tangible-Book 2.45
BEN's Price-to-Tangible-Book is ranked lower than
83% of the 1490 Companies
in the Global Asset Management industry.

( Industry Median: 0.99 vs. BEN: 2.45 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
BEN' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 1.89  Med: 4.7 Max: 170.94
Current: 2.45
1.89
170.94
Price-to-Intrinsic-Value-Projected-FCF 0.95
BEN's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
61% of the 394 Companies
in the Global Asset Management industry.

( Industry Median: 1.14 vs. BEN: 0.95 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
BEN' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.59  Med: 1.27 Max: 2.82
Current: 0.95
0.59
2.82
Price-to-Intrinsic-Value-DCF (Earnings Based) 1.14
BEN's Price-to-Intrinsic-Value-DCF (Earnings Based) is ranked lower than
52% of the 21 Companies
in the Global Asset Management industry.

( Industry Median: 1.13 vs. BEN: 1.14 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-DCF (Earnings Based) only.
BEN' s Price-to-Intrinsic-Value-DCF (Earnings Based) Range Over the Past 10 Years
Min: 0.48  Med: 0.83 Max: 2.03
Current: 1.14
0.48
2.03
Price-to-Median-PS-Value 1.01
BEN's Price-to-Median-PS-Value is ranked higher than
55% of the 883 Companies
in the Global Asset Management industry.

( Industry Median: 1.02 vs. BEN: 1.01 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
BEN' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.55  Med: 1.03 Max: 1.68
Current: 1.01
0.55
1.68
Price-to-Graham-Number 1.26
BEN's Price-to-Graham-Number is ranked lower than
71% of the 999 Companies
in the Global Asset Management industry.

( Industry Median: 0.73 vs. BEN: 1.26 )
Ranked among companies with meaningful Price-to-Graham-Number only.
BEN' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 1.05  Med: 1.93 Max: 13.02
Current: 1.26
1.05
13.02
Earnings Yield (Greenblatt) % 15.67
BEN's Earnings Yield (Greenblatt) % is ranked higher than
75% of the 1614 Companies
in the Global Asset Management industry.

( Industry Median: 5.40 vs. BEN: 15.67 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
BEN' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 6  Med: 12.5 Max: 28
Current: 15.67
6
28
Forward Rate of Return (Yacktman) % 6.69
BEN's Forward Rate of Return (Yacktman) % is ranked lower than
54% of the 469 Companies
in the Global Asset Management industry.

( Industry Median: 8.10 vs. BEN: 6.69 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) % only.
BEN' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 6.4  Med: 15.6 Max: 36.4
Current: 6.69
6.4
36.4

More Statistics

Revenue (TTM) (Mil) $6,387.10
EPS (TTM) $ 3.06
Beta1.63
Short Percentage of Float2.65%
52-Week Range $33.02 - 47.65
Shares Outstanding (Mil)557.70

Analyst Estimate

Sep17 Sep18 Sep19 Sep20
Revenue (Mil $) 5,035 5,001 4,609 5,177
EPS ($) 2.81 2.92 3.21 3.72
EPS without NRI ($) 2.81 2.92 3.21 3.72
EPS Growth Rate
(Future 3Y To 5Y Estimate)
1.49%
Dividends per Share ($) 0.79 0.90 1.04 1.12

Piotroski F-Score Details

Piotroski F-Score: 66
Positive ROAY
Positive CFROAY
Higher ROA yoyY
CFROA > ROAN
Lower Leverage yoyY
Higher Current Ratio yoyN
Less Shares Outstanding yoyY
Higher Gross Margin yoyY
Higher Asset Turnover yoyN

Personalized Checklist

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