Franklin Resources (MEX:BEN) ROCE %: 5.83% (As of Mar. 2026)

What is Franklin Resources ROCE %?

Franklin Resources MEX:BEN 77 ROCE % is 5.83% as of Mar. 2026. GuruFocus rates MEX:BEN with a GF Score™ of 77/100 and a GF Value™ of MXN302.01. The stock has 9 warning signs investors should review.

ROCE % measures how well a company generates profits from its capital. It is calculated as EBIT divided by Capital Employed, where Capital Employed is calculated as Total Assets minus Total Current Liabilities. Franklin Resources's annualized ROCE % for the quarter that ended in Mar. 2026 was 5.83%.

Franklin Resources (MEX:BEN) ROCE % Explanation

ROCE % can be especially useful when comparing the performance of capital-intensive companies. Unlike ROE %, which indicates the profitability of Shareholders Equity, ROCE % also considers long-term debt in Capital Employed. This can be helpful when analyzing companies with significant debt, as the result is neutralized by taking debt into consideration.

Generally speaking, a higher ROCE % indicates a stonger profitability for a company. Moreover, it is important to look at the ratio from a long term perspective. Investors tend to favor companies with stable and rising ROCE % trend over those with volatile ones.

Franklin Resources ROCE % Related Terms

Franklin Resources ROCE % Historical Data

* Premium members only.

The historical data trend for Franklin Resources's ROCE % 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 ROCE % Chart

Franklin Resources Annual Data

Trend

Sep16

Sep17

Sep18

Sep19

Sep20

Sep21

Sep22

Sep23

Sep24

Sep25

ROCE %

Get a 7-Day Free Trial

11.53

7.41

4.93

3.28

2.78

Franklin Resources Quarterly Data
	Jun21	Sep21	Dec21	Mar22	Jun22	Sep22	Dec22	Mar23	Jun23	Sep23	Dec23	Mar24	Jun24	Sep24	Dec24	Mar25	Jun25	Sep25	Dec25	Mar26
ROCE %	Get a 7-Day Free Trial															0.82	2.53	3.62	6.08	5.83

77GF Score

Franklin Resources Inc MEX:BEN

ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.

View Full Analysis

Franklin Resources ROCE % Calculation

Franklin Resources's annualized ROCE % for the fiscal year that ended in Sep. 2025 is calculated as:

ROCE %	=	EBIT	/	( (Capital Employed	+	Capital Employed)	/ count )
		(A: Sep. 2025 )		(A: Sep. 2024 )		(A: Sep. 2025 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(A: Sep. 2025 )		(A: Sep. 2024 )		(A: Sep. 2025 )
	=	16174.081	/	( ( (639235.745 - 35820.594)	+	(593770.569 - 34595.327) )	/ 2 )
	=	16174.081	/	( (603415.151	+	559175.242)	/ 2 )
	=	16174.081	/	581295.1965
	=	2.78 %

Franklin Resources's ROCE % of for the quarter that ended in Mar. 2026 is calculated as:

ROCE %	=	EBIT ⁽¹⁾	/	( (Capital Employed	+	Capital Employed)	/ count )
		(Q: Mar. 2026 )		(Q: Dec. 2025 )		(Q: Mar. 2026 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(Q: Mar. 2026 )		(Q: Dec. 2025 )		(Q: Mar. 2026 )
	=	33584.1	/	( ( (586069.33 - 25994.829)	+	(615091.791 - 23186.446) )	/ 2 )
	=	33584.1	/	( ( 560074.501	+	591905.345 )	/ 2 )
	=	33584.1	/	575989.923
	=	5.83 %

(1) Note: The EBIT data used here is four times the quarterly (Mar. 2026) EBIT data.

Frequently Asked Questions Learn more about ROCE % →

What does a ROCE % of 5.83% mean?

Franklin Resources (MEX:BEN) has a ROCE % of 5.83% as of Mar. 2026.

Is Franklin Resources' ROCE % too high?

Franklin Resources' current ROCE % is 5.83%. The Asset Management industry median ROCE % is 4.43. Franklin Resources' value of 5.83% is 31.8% above this industry median. Overall, Franklin Resources has a GF Score™ of 77/100, reflecting its overall financial health beyond just this single metric.

How does Franklin Resources' ROCE % compare to CG and PS?

Franklin Resources' ROCE % of 5.83% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.43. Franklin Resources' value of 5.83% is 31.8% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.

What is a good ROCE % for an Asset Management company?

The median ROCE % among Asset Management companies is 4.43, based on 708 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Franklin Resources's current ROCE % of 5.83% is 31.8% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.

What does a high ROCE % mean?

A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Asset Management industry, the median ROCE % is 4.43 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Franklin Resources's current ROCE % is 5.83%. 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 ROCE % of 5.83%. The stock's GF Value™ is MXN302.01, compared to a current price of MXN437.00 — trading 44.7% above its estimated fair value. The current ROCE % is 5.83% and 31.8% above the Asset Management industry median of 4.43. 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 ROCE % calculated?

ROCE % is calculated from a company's financial statements. For Franklin Resources (MEX:BEN), the current ROCE % is 5.83% 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 44.7% above its estimated GF Value™ of MXN302.01.

Key valuation signals for MEX:BEN:

ROCE %: 5.83%
GF Value™: MXN302.01 vs. price of MXN437.00 (44.7% above fair value)
GF Score™: 77/100 with 9 warning signs
Industry Position: 31.8% above the Asset Management median

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

Industry Financial Services Asset Management

Comparable Companies CG PS PSLV ARCC IVZ CRBG EQH SEIC PFG TROW BLK BX OSTO:INVE A TSX:BN KKR TSX:BAM APO STT OSTO:EQT AMP

Other Exchanges BEN:USA 1BEN:Italy 0RT6:UK FRK:Germany

Address One Franklin Parkway, San Mateo, CA, USA, 94403

Website https://www.franklinresources.com

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

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

MXN437.00

Price

MXN302.01

GF Value

View MEX:BEN Analysis

See ROCE % data for all stocks →