Franklin ResourcesMEX:BEN 77 ROE % is 8.85% as of Mar. 2026, which is 9% below its 10-year median of 9.68. 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. Among 1,615 Asset Management companies, Franklin Resources ranks worse than 51.27% on this metric.
The historical rank and industry rank for Franklin Resources's ROE % or its related term are showing as below:
MEX:BEN'
s ROE % Range Over the Past 10 Years
Min: 3.81 Med: 9.68 Max: 17.16
Current: 6.02
During the past 13 years, Franklin Resources's highest ROE % was 17.16%. The lowest was 3.81%. And the median was 9.68%.
MEX:BEN's ROE % is ranked worse than 51.27% of 1615
companies
in the Asset Management industry
Industry Median: 6.35
vs MEX:BEN: 6.02
Franklin Resources (MEX:BEN) ROE % Explanation
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
Note:
The net income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* 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.
Be Aware
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.
Franklin Resources ROE % Related Terms
Franklin Resources ROE % Historical Data
* Premium members only.
The historical data trend for Franklin Resources's ROE % 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.
For the Asset Management subindustry, Franklin Resources's ROE %, along with its competitors' market caps and ROE % 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 ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Franklin Resources's ROE % distribution charts can be found below:
* The bar in red indicates where Franklin Resources's ROE % falls into.
* 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 ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is four times the quarterly (Mar. 2026) net income data.
ROE % is displayed in the 30-year financial page.
Franklin Resources (MEX:BEN) has a ROE % of 8.85% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Franklin Resources and its competitors. This is near median its historical median of 9.68. Over the past decade, Franklin Resources' ROE % has ranged from 3.81 to 17.16. According to the industry distribution chart, Franklin Resources ranks #828 out of 1615 companies in the Asset Management industry, placing it in the top 51.3%.
Is Franklin Resources' ROE % too high?
Franklin Resources' current ROE % of 8.85% is near median its 10-year median of 9.68. Over the past 10 years, this metric has ranged from a low of 3.81 to a high of 17.16. The Asset Management industry median ROE % is 6.35. Franklin Resources' value of 8.85% is 39.4% above this industry median. Based on the distribution chart, Franklin Resources ranks #828 out of 1615 companies in the Asset Management industry, which is below the industry midpoint. Overall, Franklin Resources has a GF Score™ of 77/100, reflecting its overall financial health beyond just this single metric.
How does Franklin Resources' ROE % compare to CG and PS?
According to the Asset Management industry distribution chart, Franklin Resources ranks #828 out of 1615 companies for ROE %. This places Franklin Resources in the lower half of its industry. The industry median ROE % is 6.35. Franklin Resources' value of 8.85% is 39.4% above this benchmark. Historically, Franklin Resources' own ROE % has ranged from 3.81 to 17.16 over the past decade. While the company's 10-year median is 9.68 vs. the industry median of 6.35, Franklin Resources has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.35, based on 1,615 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Franklin Resources's current ROE % of 8.85% is 39.4% 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Franklin Resources and its competitors. For the Asset Management industry, the median ROE % is 6.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Franklin Resources's current ROE % is 8.85%, which is near median its own 10-year median of 9.68. 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 ROE % of 8.85%. 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 ROE % is 8.85%, which is near median its 10-year median of 9.68 and 39.4% above the Asset Management industry median of 6.35. 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 ROE % calculated?
ROE % is calculated from a company's financial statements. For Franklin Resources (MEX:BEN), the current ROE % is 8.85% 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:
ROE %: 8.85% (near median its 10-year median of 9.68)
GF Value™: MXN302.01 vs. price of MXN437.00 (44.7% above fair value)
Industry Position: 39.4% above the Asset Management median (#828 of 1615)
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 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
ROE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
MEX:BEN has been successfully added to your 
