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.
Franklin Resources's yield on cost for the quarter that ended in Mar. 2026 was 0.00.
The historical rank and industry rank for Franklin Resources's 5-Year Yield-on-Cost % or its related term are showing as below:
During the past 13 years, Franklin Resources's highest Yield on Cost was 8.55. The lowest was 1.98. And the median was 4.88.
MEX:BEN's 5-Year Yield-on-Cost % is not ranked *
in the Asset Management industry.
Industry Median: 6.45 * Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
Franklin Resources (MEX:BEN) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Franklin Resources 5-Year Yield-on-Cost % Related Terms
MEX:BEN vs CG, ARCC, CRBG: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Franklin Resources's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Franklin Resources's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Franklin Resources's 5-Year Yield-on-Cost % falls into.
Franklin Resources 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Franklin Resources (MEX:BEN) has a 5-Year Yield-on-Cost % of 0.00 as of Jul. 16, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Franklin Resources and its competitors. Over the past decade, Franklin Resources' 5-Year Yield-on-Cost % has ranged from 1.98 to 8.55. According to the industry distribution chart, Franklin Resources ranks #731 out of 1115 companies in the Asset Management industry, placing it in the top 65.6%.
Is Franklin Resources' 5-Year Yield-on-Cost % too high?
Franklin Resources' current 5-Year Yield-on-Cost % is 0.00. Over the past 10 years, this metric has ranged from a low of 1.98 to a high of 8.55. Based on the distribution chart, Franklin Resources ranks #731 out of 1115 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' 5-Year Yield-on-Cost % compare to CG and ARCC?
According to the Asset Management industry distribution chart, Franklin Resources ranks #731 out of 1115 companies for 5-Year Yield-on-Cost %. This places Franklin Resources in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.45. Historically, Franklin Resources' own 5-Year Yield-on-Cost % has ranged from 1.98 to 8.55 over the past decade. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.45, based on 1,115 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Franklin Resources and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.45 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Franklin Resources's current 5-Year Yield-on-Cost % is 0.00. 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 5-Year Yield-on-Cost % of 0.00. The stock's GF Value™ is MXN284.32, compared to a current price of MXN437.00 — trading 53.7% above its estimated fair value. The current 5-Year Yield-on-Cost % is 0.00. 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 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Franklin Resources (MEX:BEN), the current 5-Year Yield-on-Cost % is 0.00 as of Jul. 16, 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 53.7% above its estimated GF Value™ of MXN284.32.
Key valuation signals for MEX:BEN:
5-Year Yield-on-Cost %: 0.00
GF Value™: MXN284.32 vs. price of MXN437.00 (53.7% 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
Get the complete analysis for MEX:BEN
5-Year Yield-on-Cost % 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 
