Franklin Resources (MEX:BEN) Enterprise Value: MXN552,479 Mil (As of Jun. 28, 2026) ***


MEX:BEN Franklin Resources Inc MEX:BEN
77 GF Score
Price MXN437.00
GF Value MXN294.49
! 9 Warning Signs
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What is Franklin Resources Enterprise Value?

Franklin Resources MEX:BEN 77 Enterprise Value is MXN552,479 Mil as of Jun. 28, 2026. GuruFocus rates MEX:BEN with a GF Score™ of 77/100 and a GF Value™ of MXN294.49. The stock has 9 warning signs investors should review.

Think of Enterprise Value as the theoretical takeover price. It is more comprehensive than market capitalization (Market Cap), which only includes common equity. Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.

EV-to-EBIT is calculated as Enterprise Value divided by its EBIT. As of today, Franklin Resources's Enterprise Value is MXN552,479 Mil. Franklin Resources's EBIT for the trailing twelve months (TTM) ended in Mar. 2026 was MXN25,837 Mil. Therefore, Franklin Resources's EV-to-EBIT ratio for today is 21.38.

EV-to-EBITDA is calculated as Enterprise Value divided by its EBITDA. As of today, Franklin Resources's Enterprise Value is MXN552,479 Mil. Franklin Resources's EBITDA for the trailing twelve months (TTM) ended in Mar. 2026 was MXN33,373 Mil. Therefore, Franklin Resources's EV-to-EBITDA ratio for today is 16.55.

EV-to-Revenue is calculated as Enterprise Value divided by its Revenue. As of today, Franklin Resources's Enterprise Value is MXN552,479 Mil. Franklin Resources's Revenue for the trailing twelve months (TTM) ended in Mar. 2026 was MXN165,141 Mil. Therefore, Franklin Resources's EV-to-Revenue ratio for today is 3.35.

EV-to-OCF is calculated as Enterprise Value divided by its Cash Flow from Operations. As of today, Franklin Resources's Enterprise Value is MXN552,479 Mil. Franklin Resources's Cash Flow from Operations for the trailing twelve months (TTM) ended in Mar. 2026 was MXN18,670 Mil. Therefore, Franklin Resources's EV-to-OCF ratio for today is 29.59.

EV-to-FCF is calculated as Enterprise Value divided by its Free Cash Flow. As of today, Franklin Resources's Enterprise Value is MXN552,479 Mil. Franklin Resources's Free Cash Flow for the trailing twelve months (TTM) ended in Mar. 2026 was MXN17,834 Mil. Therefore, Franklin Resources's EV-to-FCF ratio for today is 30.98.

*** Please note that the current Enterprise Value is calculated using the current market capitalization and the most recently available financial data. If key financial fields—Long-Term Debt & Capital Lease Obligation and Short-Term Debt & Capital Lease Obligation—are recorded as null in the latest reporting period, our data vendor will default to using data from the prior period with valid entries.


Franklin Resources  (MEX:BEN) Enterprise Value Explanation

When an investor buy a company, the investor needs to pay not only the common shares, he/she also needs to pay the shareholders of Preferred Stocks. He also assumes the debt of the company, and receives the cash on the company's balance sheet.

If a company has more cash than debt, the investor actually pays less than the Market Cap because he immediately owns the cash once the transaction goes through.

The market value of Preferred Stock needs to be added to the market value of common stocks in the calculation of Enterprise Value.

For the companies with the same Market Cap, the smaller the Enterprise Value is, the cheaper the company is.

Enterprise Value can be negative when the company's net cash is more than its Market Cap. In this case the investor is basically getting the company for free and get paid for that.

1. EV-to-EBIT is calculated as Enterprise Value divided by its EBIT.

Franklin Resources's EV-to-EBIT for today is

EV-to-EBIT=Enterprise Value (Today)/EBIT (TTM)
=552479.274/25836.551
=21.38

Franklin Resources's current Enterprise Value is MXN552,479 Mil.
Franklin Resources's EBIT for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was MXN25,837 Mil.

2. EV-to-EBITDA is calculated as Enterprise Value divided by its EBITDA.

Franklin Resources's EV-to-EBITDA for today is:

EV-to-EBITDA=Enterprise Value (Today)/EBITDA(TTM)
=552479.274/33373.183
=16.55

Franklin Resources's current Enterprise Value is MXN552,479 Mil.
Franklin Resources's EBITDA for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was MXN33,373 Mil.

3. EV-to-Revenue is calculated as Enterprise Value divided by its Revenue.

Franklin Resources's EV-to-Revenue for today is:

EV-to-Revenue=Enterprise Value (Today)/Revenue (TTM)
=552479.274/165141.078
=3.35

Franklin Resources's current Enterprise Value is MXN552,479 Mil.
Franklin Resources's Revenue for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was MXN165,141 Mil.

4. EV-to-OCF is calculated as Enterprise Value divided by its Cash Flow from Operations.

Franklin Resources's EV-to-OCF for today is:

EV-to-OCF=Enterprise Value (Today)/Cash Flow from Operations (TTM)
=552479.274/18670.235
=29.59

Franklin Resources's current Enterprise Value is MXN552,479 Mil.
Franklin Resources's Cash Flow from Operations for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was MXN18,670 Mil.

5. EV-to-FCF is calculated as Enterprise Value divided by its Free Cash Flow.

Franklin Resources's EV-to-FCF for today is:

EV-to-FCF=Enterprise Value (Today)/Free Cash Flow (TTM)
=552479.274/17834.287
=30.98

Franklin Resources's current Enterprise Value is MXN552,479 Mil.
Franklin Resources's Free Cash Flow for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was MXN17,834 Mil.

* 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 Enterprise Value Related Terms


Franklin Resources Enterprise Value Historical Data

* Premium members only.

The historical data trend for Franklin Resources's Enterprise Value 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 Enterprise Value Chart

Franklin Resources Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
Enterprise Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 419,925.96 505,087.86 519,918.62 414,964.92 439,097.11

Franklin Resources Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Enterprise Value 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 459,733.04 437,772.69 439,097.11 453,772.99 486,020.76

MEX:BEN vs CG, PS, PSLV: Enterprise Value Comparison

For the Asset Management subindustry, Franklin Resources's Enterprise Value, along with its competitors' market caps and Enterprise Value 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 Enterprise Value vs Asset Management Industry

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

* The bar in red indicates where Franklin Resources's Enterprise Value falls into.


MEX:BEN
77GF Score
Franklin Resources Inc MEX:BEN
Enterprise Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Franklin Resources Enterprise Value Calculation

Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.

Franklin Resources's Enterprise Value for the fiscal year that ended in Sep. 2025 is calculated as

Franklin Resources's Enterprise Value for the quarter that ended in Mar. 2026 is calculated as

* 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.

Frequently Asked Questions Learn more about Enterprise Value →
What does a Enterprise Value of MXN552,479 Mil mean?
Franklin Resources (MEX:BEN) has a Enterprise Value of MXN552,479 Mil as of Jun. 28, 2026. Enterprise value equals the sum of market cap, debt and preferred shares less cash and equivalents. View historical data on Franklin Resources and its competitors.
Is Franklin Resources' Enterprise Value too high?
Franklin Resources' current Enterprise Value is MXN552,479 Mil. Overall, Franklin Resources has a GF Score™ of 77/100, reflecting its overall financial health beyond just this single metric.
How does Franklin Resources' Enterprise Value compare to CG and PS?
Franklin Resources' Enterprise Value of MXN552,479 Mil 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 Enterprise Value for an Asset Management company?
A good Enterprise Value depends on the Asset Management industry context. However, Enterprise Value 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 Enterprise Value mean?
A high Enterprise Value can signal that a stock is expensive relative to its fundamentals. Enterprise value equals the sum of market cap, debt and preferred shares less cash and equivalents. View historical data on Franklin Resources and its competitors. Franklin Resources's current Enterprise Value is MXN552,479 Mil. 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 Enterprise Value of MXN552,479 Mil. The stock's GF Value™ is MXN294.49, compared to a current price of MXN437.00 — trading 48.4% above its estimated fair value. The current Enterprise Value is MXN552,479 Mil. 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 Enterprise Value calculated?
Enterprise Value is calculated from a company's financial statements. For Franklin Resources (MEX:BEN), the current Enterprise Value is MXN552,479 Mil as of Jun. 28, 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 48.4% above its estimated GF Value™ of MXN294.49.

Key valuation signals for MEX:BEN:

  • Enterprise Value: MXN552,479 Mil
  • GF Value™: MXN294.49 vs. price of MXN437.00 (48.4% 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

Enterprise Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN437.00
Price
MXN294.49
GF Value