Franklin Resources (MEX:BEN) Effective Interest Rate on Debt %: 0.54% (As of Mar. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

MEX:BEN Franklin Resources Inc MEX:BEN
77 GF Score
Price MXN437.00
GF Value MXN284.32
! 9 Warning Signs
View Full Analysis

What is Franklin Resources Effective Interest Rate on Debt %?

Franklin Resources MEX:BEN 77 Effective Interest Rate on Debt % is 0.54% as of Mar. 2026. GuruFocus rates MEX:BEN with a GF Score™ of 77/100 and a GF Value™ of MXN284.32. The stock has 9 warning signs investors should review.

Effective Interest Rate on Debt % is the usage rate that a borrower actually pays on a debt. It is calculated as the positive value of Interest Expense divided by its average total debt. Total debt equals to Long-Term Debt & Capital Lease Obligation plus Short-Term Debt & Capital Lease Obligation. Franklin Resources's annualized positive value of Interest Expense for the quarter that ended in Mar. 2026 was MXN1,435 Mil. Franklin Resources's average total debt for the quarter that ended in Mar. 2026 was MXN266,687 Mil. Therefore, Franklin Resources's annualized Effective Interest Rate on Debt % for the quarter that ended in Mar. 2026 was 0.54%.


Franklin Resources  (MEX:BEN) Effective Interest Rate on Debt % Explanation

Effective Interest Rate on Debt % measures the usage rate that a borrower actually pays on a debt.


Franklin Resources Effective Interest Rate on Debt % Related Terms


Franklin Resources Effective Interest Rate on Debt % Historical Data

* Premium members only.

The historical data trend for Franklin Resources's Effective Interest Rate on Debt % 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.

Franklin Resources Effective Interest Rate on Debt % Chart

Franklin Resources Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
Effective Interest Rate on Debt %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.18 1.15 1.10 0.83 0.69

Franklin Resources Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Effective Interest Rate on Debt % Get a 7-Day Free Trial 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 0.63 0.75 0.75 0.59 0.54

MEX:BEN vs CG, ARCC, CRBG: Effective Interest Rate on Debt % Comparison

For the Asset Management subindustry, Franklin Resources's Effective Interest Rate on Debt %, along with its competitors' market caps and Effective Interest Rate on Debt % 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 Effective Interest Rate on Debt % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Franklin Resources's Effective Interest Rate on Debt % distribution charts can be found below:

* The bar in red indicates where Franklin Resources's Effective Interest Rate on Debt % falls into.


MEX:BEN
77GF Score
Franklin Resources Inc MEX:BEN
Effective Interest Rate on Debt % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Franklin Resources Effective Interest Rate on Debt % Calculation

Franklin Resources's annualized Effective Interest Rate on Debt % for the fiscal year that ended in Sep. 2025 is calculated as

Effective Interest Rate on Debt %
=-1  *  Interest Expense/( (Total Debt  (A: Sep. 2024 )+Total Debt  (A: Sep. 2025 ))/ count )
=-1  *  -1740.865/( (257684.987+243976.026)/ 2 )
=-1  *  -1740.865/250830.5065
=0.69 %

where

Total Debt  (A: Sep. 2024 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=257684.987 + 0
=257684.987

Total Debt  (A: Sep. 2025 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=243976.026 + 0
=243976.026

Franklin Resources's annualized Effective Interest Rate on Debt % for the quarter that ended in Mar. 2026 is calculated as

Effective Interest Rate on Debt %
=-1  *  Interest Expense/( (Total Debt  (Q: Dec. 2025 )+Total Debt  (Q: Mar. 2026 ))/ count )
=-1  *  -1435.404/( (255776.37+277597.187)/ 2 )
=-1  *  -1435.404/266686.7785
=0.54 %

where

Total Debt  (Q: Dec. 2025 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=255776.37 + 0
=255776.37

Total Debt  (Q: Mar. 2026 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=277597.187 + 0
=277597.187

* 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.

In the calculation of annual Effective Interest Rate on Debt %, the Interest Expense of the last fiscal year and the average total debt over the fiscal year are used. In calculating the quarterly data, the Interest Expense data used here is four times the quarterly (Mar. 2026) interest expense data. Effective Interest Rate on Debt % is displayed in the 30-year financial page.

What does a Effective Interest Rate on Debt % of 0.54% mean?
Franklin Resources (MEX:BEN) has a Effective Interest Rate on Debt % of 0.54% as of Mar. 2026. Effective interest rate on debt is the rate a company actually pays on its debt. View historical data on Franklin Resources and its competitors.
Is Franklin Resources' Effective Interest Rate on Debt % too high?
Franklin Resources' current Effective Interest Rate on Debt % is 0.54%. Overall, Franklin Resources has a GF Score™ of 77/100, reflecting its overall financial health beyond just this single metric.
How does Franklin Resources' Effective Interest Rate on Debt % compare to CG and ARCC?
Franklin Resources' Effective Interest Rate on Debt % of 0.54% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Effective Interest Rate on Debt % for an Asset Management company?
A good Effective Interest Rate on Debt % depends on the Asset Management industry context. However, Effective Interest Rate on Debt % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Effective Interest Rate on Debt % mean?
A high Effective Interest Rate on Debt % can signal that a stock is expensive relative to its fundamentals. Effective interest rate on debt is the rate a company actually pays on its debt. View historical data on Franklin Resources and its competitors. Franklin Resources's current Effective Interest Rate on Debt % is 0.54%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Franklin Resources stock overvalued right now?
Franklin Resources (MEX:BEN) has a current Effective Interest Rate on Debt % of 0.54%. The stock's GF Value™ is MXN284.32, compared to a current price of MXN437.00 — trading 53.7% above its estimated fair value. The current Effective Interest Rate on Debt % is 0.54%. Franklin Resources' overall GF Score™ is 77/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Effective Interest Rate on Debt % calculated?
Effective Interest Rate on Debt % is calculated from a company's financial statements. For Franklin Resources (MEX:BEN), the current Effective Interest Rate on Debt % is 0.54% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Franklin Resources (MEX:BEN) Overvalued in 2026?

Based on GuruFocus' analysis, Franklin Resources stock appears to be overvalued. The current stock price of MXN437.00 is trading 53.7% above its estimated GF Value™ of MXN284.32.

Key valuation signals for MEX:BEN:

  • Effective Interest Rate on Debt %: 0.54%
  • GF Value™: MXN284.32 vs. price of MXN437.00 (53.7% above fair value)
  • GF Score™: 77/100 with 9 warning signs

No single metric tells the full story. See the MEX:BEN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Franklin Resources Business Description

Address One Franklin Parkway, San Mateo, CA, USA, 94403
Franklin Resources provides investment services for individual and institutional investors. At the end of May 2026, Franklin had $1.780 trillion in managed assets, composed primarily of equity (40%), fixed-income (26%), multi-asset/balanced (12%) funds, alternatives (17%), and money market funds (5%). Distribution tends to be weighted between retail investors (57% of assets under management) and institutional accounts (40%), with high-net-worth clients accounting for the remainder. Franklin is one of the more global of the US-based asset managers we cover, with 30% of its AUM invested in global/international strategies and 29% sourced from clients domiciled outside the United States.
77GF Score

Get the complete analysis for MEX:BEN

Effective Interest Rate on Debt % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN437.00
Price
MXN284.32
GF Value