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.
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.
1-Year Return on Invested Incremental Capital (1-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 1-year.
Franklin Templeton's 1-Year ROIIC % for the quarter that ended in Jun. 2026 was 5.93%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Franklin Templeton's 1-Year ROIIC % or its related term are showing as below:
MEX:BEN's 1-Year ROIIC % is ranked better than 54.42% of 667
companies
in the Asset Management industry
Industry Median: 3.12
vs MEX:BEN: 5.93
Franklin Templeton (MEX:BEN) 1-Year ROIIC % Explanation
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
Franklin Templeton 1-Year ROIIC % Related Terms
Franklin Templeton 1-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Franklin Templeton's 1-Year ROIIC % 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.
MEX:BEN vs CG, CRBG, PS: 1-Year ROIIC % Comparison
For the Asset Management subindustry, Franklin Templeton's 1-Year ROIIC %, along with its competitors' market caps and 1-Year ROIIC % 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 Templeton 1-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Franklin Templeton's 1-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Franklin Templeton's 1-Year ROIIC % 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.
** TTM data of NOPAT and Invested Capital was used to calculate 1-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
Franklin Templeton (MEX:BEN) has a 1-Year ROIIC % of 5.93 as of Jun. 2026. 1-Year ROIIC % measures the change in earnings as a percentage of change in investment over 1-year. View historical data on Franklin Templeton and its competitors. According to the industry distribution chart, Franklin Templeton ranks #304 out of 667 companies in the Asset Management industry, placing it in the top 45.6%.
Is Franklin Templeton's 1-Year ROIIC % too high?
Franklin Templeton's current 1-Year ROIIC % is 5.93. The Asset Management industry median 1-Year ROIIC % is 3.12. Franklin Templeton's value of 5.93 is 90.1% above this industry median. Based on the distribution chart, Franklin Templeton ranks #304 out of 667 companies in the Asset Management industry, which is above the industry midpoint. Overall, Franklin Templeton has a GF Score™ of 55/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Franklin Templeton's 1-Year ROIIC % compare to CG and CRBG?
According to the Asset Management industry distribution chart, Franklin Templeton ranks #304 out of 667 companies for 1-Year ROIIC %. This puts Franklin Templeton in the upper half of its industry. The industry median 1-Year ROIIC % is 3.12. Franklin Templeton's value of 5.93 is 90.1% 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 1-Year ROIIC % for an Asset Management company?
The median 1-Year ROIIC % among Asset Management companies is 3.12, based on 667 companies in the industry. Companies in the top quartile (top 25%) have a 1-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 1-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Franklin Templeton's current 1-Year ROIIC % of 5.93 is 90.1% 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 1-Year ROIIC % mean?
A high 1-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 1-Year ROIIC % measures the change in earnings as a percentage of change in investment over 1-year. View historical data on Franklin Templeton and its competitors. For the Asset Management industry, the median 1-Year ROIIC % is 3.12 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Franklin Templeton's current 1-Year ROIIC % is 5.93. 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 (MEX:BEN) is currently considered Significantly Overvalued. The stock's GF Value™ is MXN291.77, compared to a current price of MXN569.00 — trading 95% above its estimated fair value. The current 1-Year ROIIC % is 5.93 and 90.1% above the Asset Management industry median of 3.12. Franklin Templeton's overall GF Score™ is 55/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 1-Year ROIIC % calculated?
1-Year ROIIC % is calculated from a company's financial statements. For Franklin Templeton (MEX:BEN), the current 1-Year ROIIC % is 5.93 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 (MEX:BEN) Overvalued in 2026?
Based on GuruFocus' analysis, Franklin Templeton stock appears to be overvalued.
The current stock price of MXN569.00 is trading 95% above its estimated GF Value™ of MXN291.77.
GuruFocus considers Franklin Templeton to be Significantly Overvalued.
Key valuation signals for MEX:BEN:
1-Year ROIIC %: 5.93
GF Value™: MXN291.77 vs. price of MXN569.00 (95% above fair value)
Industry Position: 90.1% above the Asset Management median (#304 of 667)
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.
55GF Score
Get the complete analysis for MEX:BEN
1-Year ROIIC % 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 
