Insights for Franklin Resources, Inc.
New York Stock Exchange: BEN
09 - Losing Steam - less profitable & can fund turnaround

Based on PEG Ratio: 01 - Under Valued
Today's Price
updated on:
18.72 (-0.16%)
Open 18.65 (0.38%)
High (Upside %) 18.82 (0.53%)
Low (Downside %) 18.52 (1.08%)
P. Close 18.75 (-0.16%)
Open-High % 0.91%
Open-Low % 0.7%
Low-High % 1.62%
Previous Data

BEN is a Stock listed in the US on the New York Stock Exchange under the ticker 'BEN'

Company Summary

Business Units or Product Lines

Franklin Resources, Inc., also known as Franklin Templeton, operates primarily through its investment management and related services. It offers a range of investment strategies such as equity, fixed income, alternative investments, and multi-asset solutions to individuals, institutions, pension plans, trusts, and partnerships.

Business Models for Each Product Line

The company generates revenue mainly through investment management fees which are typically calculated based on the assets under management. Other sources of revenue include sales fees and shareholder servicing fees. Major expenses include compensation and benefits, distribution expenses, and information technology costs.

Future Opportunities for Growth

Franklin Resources is looking to expand its offerings in alternative asset classes and sustainable investment strategies, capitalize on technological innovations for better client servicing and operational efficiencies, and explore growth in emerging markets.

Potential Major Risks

Key risks include market volatility impacting assets under management and thus revenue, regulatory changes in the financial services industry, competition from both traditional asset managers and passive investment vehicles, and risks associated with international operations including currency fluctuations and geopolitical tensions.

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Also read: https://finance.yahoo.com/BEN/profile

Basic Stats
Market Cap-Display Market Cap-Actual Market Cap Enterprise Value-Display Enterprise Value-Actual Enterprise Value Trailing P/E Forward P/E PEG Ratio (5yr expected) Price/Sales Price/Book Enterprise Value/Revenue Enterprise Value/EBITDA Profit Margin Operating Margin Return on Assets Return on Equity Revenue-Display Revenue-Actual Revenue Quarterly Revenue Growth EBITDA-Display EBITDA-Actual EBITDA Diluted EPS Quarterly Earnings Growth Total Cash-Display Total Cash-Actual Total Cash Total Debt-Display Total Debt-Actual Total Debt Total Debt/Equity Current Ratio Operating Cash Flow-Display Operating Cash Flow-Actual Operating Cash Flow Levered Free Cash Flow-Display Levered Free Cash Flow-Actual Levered Free Cash Flow % Held by Insiders % Held by Institutions
9.25 B 9250000000.0 9.25 18.38 B 18380000000.0 18.38 27.52 8.47 0.41 1.04 0.74 2.1 13.2 4.32% 14.85% 2.47% 4.02% 8.74 B 8740000000.0 8.74 13.10% 1.72 B 1720000000.0 1.72 0.64 -34.90% 2.81 B 2810000000.0 2.81 3.72 B 3720000000.0 3.72 0.2426 5.36 1.08 B 1080000000.0 1.08 -1130.0 mn -1130000000.0 -1.13 47.46% 47.21%

source:https://finance.yahoo.com/BEN/key-statistics

Upside-Downside Spread
Key Weighted 5D 1M 3M 6M 1Y 3Y 10Y
Upside % (high) 13.65% 1.6% (19.02) 7.96% (20.21) 20.67% (22.59) 24.31% (23.27) 36.75% (25.6) 83.6% (34.37) 181.25% (52.65)
Downside % (low) 11.87% 8.31% (17.165) 13.19% (16.25) 13.19% (16.25) 13.19% (16.25) 13.19% (16.25) 13.19% (16.25) 20.35% (14.91)
Spread % 1.79% -6.7% -5.24% 7.48% 11.11% 23.56% 70.41% 160.9%

BEN's price used for computing the stats is 18.72 as on date

Cumulative Return Percent
Key Today 5D 2W 1M 3M 6M 1Y 3Y 10Y
Last Price-Trend PrevClose -0.16% 6.67% 0.75% -6.73% -4.29% -6.91% -26.82% -30.04% -63.42%
Last Price 18.72 18.72 18.72 18.72 18.72 18.72 18.72 18.72 18.72
Trend-Previous Close 18.75 17.55 18.58 20.07 19.56 20.11 25.58 26.76 51.18

BEN's symbol cumulative return percent is computed basis data from date

Return Velocity
5D 2W 1M 3M 6M 1Y
5D window
Metric Mean Median Stdev
Overall 1.09% 17.74 -0.06% 17.54 3.75% 16.75 18.73
Up 2.4% 17.97 1.92% 17.89 2.64% 17.27 18.67
Down -2.51% 17.11 -3.07% 17.01 1.37% 16.75 17.47
5D Opportunity: SELL-ACTIVE
returns: 6.67% (6.36%), p.close: 17.55
entry: 18.67, exit: 18.73, min.ret: -0.32%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall 1.57% 17.83 1.09% 17.74 4.55% 16.63 19.02
Up 4.33% 18.31 2.92% 18.06 4.15% 17.22 19.4
Down -3.14% 17.0 -3.26% 16.98 2.31% 16.39 17.61
5D Opportunity: SELL-APPROACHING
returns: 6.67% (10.55%), p.close: 17.55
entry: 19.4, exit: 19.02, min.ret: 1.94%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall -2.15% 17.17 -1.72% 17.25 5.74% 15.66 18.68
Up 2.18% 17.93 0.84% 17.7 3.39% 17.04 18.83
Down -4.84% 16.7 -3.67% 16.91 4.39% 15.55 17.86
5D Opportunity: SELL-APPROACHING
returns: 6.67% (7.27%), p.close: 17.55
entry: 18.83, exit: 18.68, min.ret: 0.76%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.45% 17.47 0.33% 17.61 4.5% 16.29 18.65
Up 2.55% 18.0 1.36% 17.79 3.22% 17.15 18.84
Down -2.9% 17.04 -1.93% 17.21 3.32% 16.17 17.91
5D Opportunity: SELL-APPROACHING
returns: 6.67% (7.38%), p.close: 17.55
entry: 18.84, exit: 18.65, min.ret: 1.01%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.27% 17.5 0.33% 17.61 4.03% 16.44 18.57
Up 2.24% 17.94 1.39% 17.79 2.62% 17.25 18.63
Down -2.6% 17.09 -1.85% 17.23 2.95% 16.32 17.87
5D Opportunity: SELL-ACTIVE
returns: 6.67% (6.16%), p.close: 17.55
entry: 18.63, exit: 18.57, min.ret: 0.36%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.57% 17.45 -0.08% 17.54 4.03% 16.39 18.51
Up 2.04% 17.91 1.34% 17.79 2.32% 17.3 18.52
Down -2.72% 17.07 -1.98% 17.2 3.02% 16.28 17.87
5D Opportunity: SELL-ACTIVE
returns: 6.67% (5.53%), p.close: 17.55
entry: 18.52, exit: 18.51, min.ret: 0.05%
Using: 5D trend, 0 Days Left
2W window
Metric Mean Median Stdev
Overall -2.52% 18.11 -4.04% 17.83 7.03% 16.15 20.07
Up 3.45% 19.22 0.93% 18.75 4.33% 18.02 20.43
Down -9.1% 16.89 -10.32% 16.66 5.85% 15.26 18.52
2W Opportunity:
returns: 0.75% (9.95%), p.close: 18.58
entry: 20.43, exit: 20.07, min.ret: 1.75%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall -3.92% 17.85 -3.01% 18.02 7.12% 15.87 19.84
Up 2.47% 19.04 0.97% 18.76 3.31% 18.11 19.96
Down -8.11% 17.07 -6.9% 17.3 6.11% 15.37 18.78
2W Opportunity:
returns: 0.75% (7.43%), p.close: 18.58
entry: 19.96, exit: 19.84, min.ret: 0.63%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall -1.19% 18.36 -0.4% 18.51 5.45% 16.84 19.88
Up 3.5% 19.23 1.58% 18.87 4.17% 18.07 20.39
Down -4.77% 17.69 -3.59% 17.91 4.69% 16.39 19.0
2W Opportunity:
returns: 0.75% (9.76%), p.close: 18.58
entry: 20.39, exit: 19.88, min.ret: 2.52%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.61% 18.47 -0.15% 18.55 5.18% 17.02 19.91
Up 3.25% 19.18 2.38% 19.02 3.4% 18.24 20.13
Down -4.05% 17.83 -3.06% 18.01 4.17% 16.66 18.99
2W Opportunity:
returns: 0.75% (8.36%), p.close: 18.58
entry: 20.13, exit: 19.91, min.ret: 1.1%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall -1.26% 18.35 -1.03% 18.39 5.11% 16.92 19.77
Up 2.96% 19.13 2.3% 19.01 3.08% 18.27 19.99
Down -4.37% 17.77 -3.51% 17.93 3.9% 16.68 18.86
2W Opportunity:
returns: 0.75% (7.58%), p.close: 18.58
entry: 19.99, exit: 19.77, min.ret: 1.09%
Using: 2W trend, 0 Days Left
1M window
Metric Mean Median Stdev
Overall -7.79% 18.51 -7.34% 18.6 4.66% 17.1 19.91
Up 1.52% 20.38 1.06% 20.28 1.67% 19.87 20.88
Down -12.19% 17.62 -13.96% 17.27 4.81% 16.17 19.07
1M Opportunity:
returns: -6.73% (-19.41%), p.close: 20.07
entry: 16.17, exit: 17.1, min.ret: 5.75%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall -2.92% 19.48 -2.69% 19.53 5.63% 17.79 21.18
Up 5.03% 21.08 2.47% 20.57 5.19% 19.52 22.64
Down -7.48% 18.57 -6.5% 18.77 5.22% 17.0 20.14
1M Opportunity:
returns: -6.73% (-15.31%), p.close: 20.07
entry: 17.0, exit: 17.79, min.ret: 4.66%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall -1.34% 19.8 -1.14% 19.84 6.86% 17.74 21.87
Up 5.0% 21.07 4.26% 20.93 4.44% 19.74 22.41
Down -6.34% 18.8 -5.71% 18.92 5.1% 17.26 20.33
1M Opportunity: BUY-APPROACHING
returns: -6.73% (-13.99%), p.close: 20.07
entry: 17.26, exit: 17.74, min.ret: 2.74%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall -2.96% 19.48 -2.95% 19.48 6.6% 17.49 21.46
Up 4.13% 20.9 3.34% 20.74 3.89% 19.73 22.07
Down -7.11% 18.64 -6.61% 18.74 5.11% 17.1 20.18
1M Opportunity:
returns: -6.73% (-14.78%), p.close: 20.07
entry: 17.1, exit: 17.49, min.ret: 2.26%
Using: 1M trend, 0 Days Left

BEN's symbol current price is 18.72 (-0.16%) as on . Yesterday's close was 18.75. It's return velocities are computed basis data from date .

Win Percent
Key Weighted 5D 1M 3M 6M 1Y 3Y
Open-High (> 1.0%) 64.77% 80.0% 59.09% 51.52% 49.24% 44.05% 47.88%
Open-Low (> 1.0%) 59.68% 60.0% 63.64% 57.58% 53.03% 47.62% 49.47%
Open-Close-Up (> 0.5%) 27.98% 20.0% 31.82% 36.36% 31.82% 29.37% 34.39%
Open-Close-Down (> 0.5%) 41.97% 40.0% 45.45% 42.42% 40.15% 37.7% 35.45%
Low-Close-Up (> 1.0%) 50.74% 40.0% 63.64% 54.55% 49.24% 44.05% 48.02%
High-Close-Down (> 1.0%) 68.28% 80.0% 63.64% 59.09% 57.58% 51.19% 47.88%

BEN's symbol win percent is computed basis data from date