Franklin Templeton (STU:FRK) ROCE %: 4.70% (As of Jun. 2026)

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STU:FRK Franklin Templeton Inc STU:FRK
80 GF Score
Price €29.99
GF Value €19.59
Valuation Significantly Overvalued
! 9 Warning Signs
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What is Franklin Templeton ROCE %?

Franklin Templeton STU:FRK +1.18% 80 ROCE % is 4.70% as of Jun. 2026. GuruFocus rates STU:FRK with a GF Score™ of 80/100 and a GF Value™ of €19.59 (Significantly Overvalued). 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 Templeton's annualized ROCE % for the quarter that ended in Jun. 2026 was 4.70%.

Franklin Templeton  (STU:FRK) 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 Templeton ROCE % Related Terms

Franklin Templeton ROCE % Historical Data

* Premium members only.

The historical data trend for Franklin Templeton'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 Templeton ROCE % Chart

Franklin Templeton Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
ROCE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 11.94 8.07 5.11 3.04 2.80

Franklin Templeton Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
ROCE % 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 2.56 3.63 6.14 5.86 4.70
STU:FRK
80GF Score
Franklin Templeton Inc STU:FRK
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Franklin Templeton ROCE % Calculation

Franklin Templeton'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 )
=751.208/( ( (29250.515 - 1639.099) + (27577.792 - 1606.787) )/ 2 )
=751.208/( (27611.416+25971.005)/ 2 )
=751.208/26791.2105
=2.80 %

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

ROCE %=EBIT (1)/( (Capital Employed+Capital Employed)/ count )
(Q: Jun. 2026 )  (Q: Mar. 2026 )(Q: Jun. 2026 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(Q: Jun. 2026 )  (Q: Mar. 2026 )(Q: Jun. 2026 )
=1369.356/( ( (29504.977 - 1112.217) + (31458.924 - 1629.583) )/ 2 )
=1369.356/( ( 28392.76 + 29829.341 )/ 2 )
=1369.356/29111.0505
=4.70 %

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

* 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 ROCE % →
What does a ROCE % of 4.70% mean?
Franklin Templeton (STU:FRK) has a ROCE % of 4.70% as of Jun. 2026.
Is Franklin Templeton's ROCE % too high?
Franklin Templeton's current ROCE % is 4.70%. The Asset Management industry median ROCE % is 4.68. Franklin Templeton's value of 4.70% is 0.4% above this industry median. Overall, Franklin Templeton has a GF Score™ of 80/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Franklin Templeton's ROCE % compare to CG and CRBG?
Franklin Templeton's ROCE % of 4.70% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.68. Franklin Templeton's value of 4.70% is 0.4% 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 4.68, based on 713 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 Templeton's current ROCE % of 4.70% is 0.4% 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 4.68 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Franklin Templeton's current ROCE % is 4.70%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Franklin Templeton stock overvalued right now?
Based on GuruFocus' analysis, Franklin Templeton (STU:FRK) is currently considered Significantly Overvalued. The stock's GF Value™ is €19.59, compared to a current price of €29.99 — trading 53.1% above its estimated fair value. The current ROCE % is 4.70% and 0.4% above the Asset Management industry median of 4.68. Franklin Templeton's overall GF Score™ is 80/100 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 Templeton (STU:FRK), the current ROCE % is 4.70% as of Jun. 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 Templeton (STU:FRK) Overvalued in 2026?

Based on GuruFocus' analysis, Franklin Templeton stock appears to be overvalued. The current stock price of €29.99 is trading 53.1% above its estimated GF Value™ of €19.59. GuruFocus considers Franklin Templeton to be Significantly Overvalued.

Key valuation signals for STU:FRK:

  • ROCE %: 4.70%
  • GF Value™: €19.59 vs. price of €29.99 (53.1% above fair value)
  • GF Score™: 80/100 with 9 warning signs
  • Industry Position: 0.4% above the Asset Management median

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

Franklin Templeton Business Description

Other Exchanges BEN:USA1BEN:Italy0RT6:UK
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.
80GF Score

Get the complete analysis for STU:FRK

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

€29.99
Price
€19.59
GF Value