Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments.
Franklin Resources's 3-Year RORE % for the quarter that ended in Mar. 2026 was 271.96%.
The industry rank for Franklin Resources's 3-Year RORE % or its related term are showing as below:
MEX:BEN's 3-Year RORE % is ranked better than 98.7% of 1536
companies
in the Asset Management industry
Industry Median: 12.5
vs MEX:BEN: 271.96
Franklin Resources (MEX:BEN) 3-Year RORE % Explanation
Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.
There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.
Be Aware
Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.
Franklin Resources 3-Year RORE % Related Terms
Franklin Resources 3-Year RORE % Historical Data
* Premium members only.
The historical data trend for Franklin Resources's 3-Year RORE % 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 RORE % Comparison
For the Asset Management subindustry, Franklin Resources's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % 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 RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Franklin Resources's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where Franklin Resources's 3-Year RORE % 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 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2026 and 3-year before.
Franklin Resources (MEX:BEN) has a 3-Year RORE % of 271.96 as of Mar. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Franklin Resources and its competitors. According to the industry distribution chart, Franklin Resources ranks #20 out of 1536 companies in the Asset Management industry, placing it in the top 1.3%.
Is Franklin Resources' 3-Year RORE % too high?
Franklin Resources' current 3-Year RORE % is 271.96. The Asset Management industry median 3-Year RORE % is 12.50. Franklin Resources' value of 271.96 is 2075.7% above this industry median. Based on the distribution chart, Franklin Resources ranks #20 out of 1536 companies in the Asset Management industry, which is in the top quartile — a strong position 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 RORE % compare to CG and ARCC?
According to the Asset Management industry distribution chart, Franklin Resources ranks #20 out of 1536 companies for 3-Year RORE %. This places Franklin Resources in the top 1% of its industry — outperforming the majority of peers. The industry median 3-Year RORE % is 12.50. Franklin Resources' value of 271.96 is 2075.7% 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 3-Year RORE % for an Asset Management company?
The median 3-Year RORE % among Asset Management companies is 12.50, based on 1,536 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Franklin Resources's current 3-Year RORE % of 271.96 is 2075.7% 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 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Franklin Resources and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Franklin Resources's current 3-Year RORE % is 271.96. 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 RORE % of 271.96. The stock's GF Value™ is MXN280.44, compared to a current price of MXN437.00 — trading 55.8% above its estimated fair value. The current 3-Year RORE % is 271.96 and 2075.7% above the Asset Management industry median of 12.50. 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 RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Franklin Resources (MEX:BEN), the current 3-Year RORE % is 271.96 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 55.8% above its estimated GF Value™ of MXN280.44.
Key valuation signals for MEX:BEN:
3-Year RORE %: 271.96
GF Value™: MXN280.44 vs. price of MXN437.00 (55.8% above fair value)
Industry Position: 2075.7% above the Asset Management median (#20 of 1536)
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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