3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year.
Franklin Resources's 3-Year ROIIC % for the quarter that ended in Sep. 2025 was -13.98%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Franklin Resources's 3-Year ROIIC % or its related term are showing as below:
MEX:BEN's 3-Year ROIIC % is ranked worse than 75.69% of 654
companies
in the Asset Management industry
Industry Median: 2.15
vs MEX:BEN: -13.98
Franklin Resources (MEX:BEN) 3-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 Resources 3-Year ROIIC % Related Terms
Franklin Resources 3-Year ROIIC % Historical Data
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The historical data trend for Franklin Resources's 3-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, ARCC, CRBG: 3-Year ROIIC % Comparison
For the Asset Management subindustry, Franklin Resources's 3-Year ROIIC %, along with its competitors' market caps and 3-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 Resources 3-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Franklin Resources's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Franklin Resources's 3-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.
** Annual data of NOPAT and Invested Capital was used to calculate 3-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 Resources (MEX:BEN) has a 3-Year ROIIC % of -13.98 as of Sep. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Franklin Resources and its competitors. According to the industry distribution chart, Franklin Resources ranks #495 out of 654 companies in the Asset Management industry, placing it in the top 75.7%.
Is Franklin Resources' 3-Year ROIIC % too high?
Franklin Resources' current 3-Year ROIIC % is -13.98. Based on the distribution chart, Franklin Resources ranks #495 out of 654 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Franklin Resources has a GF Score™ of 77/100, reflecting its overall financial health beyond just this single metric.
How does Franklin Resources' 3-Year ROIIC % compare to CG and ARCC?
According to the Asset Management industry distribution chart, Franklin Resources ranks #495 out of 654 companies for 3-Year ROIIC %. This places Franklin Resources in the lower half of its industry. The industry median 3-Year ROIIC % is 2.15. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year ROIIC % for an Asset Management company?
The median 3-Year ROIIC % among Asset Management companies is 2.15, based on 654 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % 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 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Franklin Resources and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 2.15 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Franklin Resources's current 3-Year ROIIC % is -13.98. 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 3-Year ROIIC % of -13.98. The stock's GF Value™ is MXN286.99, compared to a current price of MXN437.00 — trading 52.3% above its estimated fair value. The current 3-Year ROIIC % is -13.98. 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 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For Franklin Resources (MEX:BEN), the current 3-Year ROIIC % is -13.98 as of Sep. 2025. 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 52.3% above its estimated GF Value™ of MXN286.99.
Key valuation signals for MEX:BEN:
3-Year ROIIC %: -13.98
GF Value™: MXN286.99 vs. price of MXN437.00 (52.3% above fair value)
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
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