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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 9.12
NYSE:BEN's Cash-to-Debt is ranked lower than
58% of the 1171 Companies
in the Global Asset Management industry.

( Industry Median: 480.00 vs. NYSE:BEN: 9.12 )
Ranked among companies with meaningful Cash-to-Debt only.
NYSE:BEN' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.31  Med: 3.09 Max: 78.8
Current: 9.12
0.31
78.8
Equity-to-Asset 0.70
NYSE:BEN's Equity-to-Asset is ranked lower than
54% of the 1023 Companies
in the Global Asset Management industry.

( Industry Median: 0.76 vs. NYSE:BEN: 0.70 )
Ranked among companies with meaningful Equity-to-Asset only.
NYSE:BEN' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.42  Med: 0.66 Max: 0.81
Current: 0.7
0.42
0.81
Debt-to-Equity 0.08
NYSE:BEN's Debt-to-Equity is ranked higher than
80% of the 570 Companies
in the Global Asset Management industry.

( Industry Median: 0.33 vs. NYSE:BEN: 0.08 )
Ranked among companies with meaningful Debt-to-Equity only.
NYSE:BEN' s Debt-to-Equity Range Over the Past 10 Years
Min: 0.01  Med: 0.18 Max: 2.1
Current: 0.08
0.01
2.1
Debt-to-EBITDA 0.36
NYSE:BEN's Debt-to-EBITDA is ranked higher than
85% of the 498 Companies
in the Global Asset Management industry.

( Industry Median: 2.90 vs. NYSE:BEN: 0.36 )
Ranked among companies with meaningful Debt-to-EBITDA only.
NYSE:BEN' s Debt-to-EBITDA Range Over the Past 10 Years
Min: 0.04  Med: 0.64 Max: 0.97
Current: 0.36
0.04
0.97
Interest Coverage 44.00
NYSE:BEN's Interest Coverage is ranked lower than
66% of the 938 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. NYSE:BEN: 44.00 )
Ranked among companies with meaningful Interest Coverage only.
NYSE:BEN' s Interest Coverage Range Over the Past 10 Years
Min: 43.5  Med: 69.51 Max: 318.91
Current: 44
43.5
318.91
Piotroski F-Score: 6
Altman Z-Score: 5.01
Beneish M-Score: -2.89
WACC vs ROIC
7.95%
41.42%
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 : 6/10

vs
industry
vs
history
Operating Margin % 31.87
NYSE:BEN's Operating Margin % is ranked higher than
63% of the 826 Companies
in the Global Asset Management industry.

( Industry Median: 17.78 vs. NYSE:BEN: 31.87 )
Ranked among companies with meaningful Operating Margin % only.
NYSE:BEN' s Operating Margin % Range Over the Past 10 Years
Min: 28.67  Med: 36.17 Max: 38.09
Current: 31.87
28.67
38.09
Net Margin % 26.55
NYSE:BEN's Net Margin % is ranked higher than
54% of the 1046 Companies
in the Global Asset Management industry.

( Industry Median: 20.33 vs. NYSE:BEN: 26.55 )
Ranked among companies with meaningful Net Margin % only.
NYSE:BEN' s Net Margin % Range Over the Past 10 Years
Min: 12.1  Med: 26.32 Max: 28.08
Current: 26.55
12.1
28.08
ROE % 15.61
NYSE:BEN's ROE % is ranked higher than
83% of the 1154 Companies
in the Global Asset Management industry.

( Industry Median: 4.20 vs. NYSE:BEN: 15.61 )
Ranked among companies with meaningful ROE % only.
NYSE:BEN' s ROE % Range Over the Past 10 Years
Min: 6.63  Med: 18.05 Max: 23.67
Current: 15.61
6.63
23.67
ROA % 10.20
NYSE:BEN's ROA % is ranked higher than
84% of the 1186 Companies
in the Global Asset Management industry.

( Industry Median: 1.87 vs. NYSE:BEN: 10.20 )
Ranked among companies with meaningful ROA % only.
NYSE:BEN' s ROA % Range Over the Past 10 Years
Min: 4.79  Med: 13 Max: 15.71
Current: 10.2
4.79
15.71
ROC (Joel Greenblatt) % 371.04
NYSE:BEN's ROC (Joel Greenblatt) % is ranked higher than
77% of the 799 Companies
in the Global Asset Management industry.

( Industry Median: 29.92 vs. NYSE:BEN: 371.04 )
Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
NYSE:BEN' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 235.72  Med: 278.03 Max: 467.49
Current: 371.04
235.72
467.49
3-Year Revenue Growth Rate -3.10
NYSE:BEN's 3-Year Revenue Growth Rate is ranked lower than
63% of the 843 Companies
in the Global Asset Management industry.

( Industry Median: 3.70 vs. NYSE:BEN: -3.10 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
NYSE:BEN' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: -5.6  Med: 13.6 Max: 44.9
Current: -3.1
-5.6
44.9
3-Year EBITDA Growth Rate -5.50
NYSE:BEN's 3-Year EBITDA Growth Rate is ranked lower than
65% of the 596 Companies
in the Global Asset Management industry.

( Industry Median: 5.80 vs. NYSE:BEN: -5.50 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
NYSE:BEN' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: -22.6  Med: 8.1 Max: 62.9
Current: -5.5
-22.6
62.9
3-Year EPS without NRI Growth Rate -25.00
NYSE:BEN's 3-Year EPS without NRI Growth Rate is ranked lower than
81% of the 723 Companies
in the Global Asset Management industry.

( Industry Median: 6.60 vs. NYSE:BEN: -25.00 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
NYSE:BEN' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: -25  Med: 12.6 Max: 52.9
Current: -25
-25
52.9
GuruFocus has detected 3 Warning Signs with Franklin Resources Inc NYSE:BEN.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» NYSE:BEN's 30-Y Financials

Financials (Next Earnings Date: 2019-04-26)


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

» Details

Guru Trades

Q1 2018

BEN Guru Trades in Q1 2018

George Soros 167,512 sh (New)
Robert Olstein 200,000 sh (+150.94%)
T Rowe Price Equity Income Fund 3,990,000 sh (+209.30%)
Joel Greenblatt 110,754 sh (+30.48%)
Richard Pzena 10,656,848 sh (+2.57%)
Murray Stahl 10,652 sh (+16.44%)
Jeff Auxier 143,473 sh (+2.32%)
Diamond Hill Capital 4,016,124 sh (+3.78%)
Pioneer Investments 234,819 sh (+25.39%)
Ray Dalio 559,059 sh (+2683.05%)
David Dreman 11,884 sh (unchged)
David Abrams 7,945,023 sh (unchged)
Bernard Horn 151,100 sh (unchged)
Tom Russo Sold Out
Paul Tudor Jones Sold Out
Jim Simons Sold Out
Mason Hawkins 1,566,007 sh (-1.51%)
Michael Price 236,230 sh (-1.05%)
Jeremy Grantham 133,600 sh (-32.39%)
» More
Q2 2018

BEN Guru Trades in Q2 2018

Caxton Associates 8,329 sh (New)
Jim Simons 582,757 sh (New)
George Soros 257,585 sh (+53.77%)
Robert Olstein 203,000 sh (+1.50%)
T Rowe Price Equity Income Fund 5,320,000 sh (+33.33%)
Joel Greenblatt 125,757 sh (+13.55%)
Murray Stahl 12,296 sh (+15.43%)
Mason Hawkins 1,566,007 sh (unchged)
Michael Price 236,230 sh (unchged)
David Abrams 7,945,023 sh (unchged)
Bernard Horn 151,100 sh (unchged)
Jeremy Grantham Sold Out
Richard Pzena 10,531,839 sh (-1.17%)
Diamond Hill Capital 3,908,784 sh (-2.67%)
Pioneer Investments 190,287 sh (-18.96%)
Ray Dalio 161,862 sh (-71.05%)
Jeff Auxier 141,023 sh (-1.71%)
» More
Q3 2018

BEN Guru Trades in Q3 2018

T Rowe Price Equity Income Fund 5,530,000 sh (+3.95%)
David Abrams 9,945,023 sh (+25.17%)
Jim Simons 1,190,200 sh (+104.24%)
Pioneer Investments 300,094 sh (+57.71%)
Murray Stahl 12,786 sh (+3.99%)
Bernard Horn 151,100 sh (unchged)
Michael Price 236,230 sh (unchged)
Ray Dalio Sold Out
Mason Hawkins Sold Out
Caxton Associates Sold Out
Robert Olstein 150,222 sh (-26.00%)
Richard Pzena 8,962,292 sh (-14.90%)
Diamond Hill Capital 1,417,689 sh (-63.73%)
George Soros 99,493 sh (-61.37%)
Joel Greenblatt 93,395 sh (-25.73%)
Jeff Auxier 140,148 sh (-0.62%)
» More
Q4 2018

BEN Guru Trades in Q4 2018

Richard Pzena 9,396,639 sh (+4.85%)
David Abrams 10,037,706 sh (+0.93%)
Joel Greenblatt 165,336 sh (+77.03%)
T Rowe Price Equity Income Fund 5,530,000 sh (unchged)
Michael Price 236,230 sh (unchged)
Robert Olstein 120,222 sh (-19.97%)
Diamond Hill Capital 61,359 sh (-95.67%)
Jim Simons 12,200 sh (-98.97%)
Jeff Auxier 140,103 sh (-0.03%)
Murray Stahl 11,111 sh (-13.10%)
Pioneer Investments 246,096 sh (-17.99%)
George Soros 77,531 sh (-22.07%)
» 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%)

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(Average)*
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