BEN - NYSE

Franklin Resources, Inc.

BEN·NYSE

$30.37

-2.4%

Financial ServicesAsset Management

Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fixed income, and alternative markets. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Hyderabad, India.

Statements Value Model

At a Glance

Live Snapshot

Market Cap$15.78B

EPS0.9100

P/E Ratio33.37

Earnings Date08/07/2026

ben

Net Debt

Last Annual Value

9.73B

3-Year CAGR

29%

5-Year CAGR

32%

10-Year CAGR

14%

Adjust for Inflation

Franklin Resources, Inc. Competitors Analysis of Net Debt

BEN · NYSE

Company	Net Debt	CAGR 3Y	CAGR 5Y	CAGR 10Y
Franklin Resources, Inc. NYSE:BEN	9.73B	9.8%	27.0%	N/A
BlackRock, Inc. NYSE:BLK	3.53B	54.0%	N/A	N/A
Ameriprise Financial, Inc. NYSE:AMP	-4.24B	N/A	N/A	N/A
Main Street Capital Corporation NYSE:MAIN	2.42B	11.5%	6.5%	11.5%
Northern Trust Corporation NASDAQ:NTRS	-44.70B	N/A	N/A	N/A
Principal Financial Group, Inc. NASDAQ:PFG	-477.00M	N/A	N/A	N/A
T. Rowe Price Group, Inc. NASDAQ:TROW	-2.52B	N/A	N/A	N/A
State Street Corporation NYSE:STT	-101.56B	N/A	N/A	N/A
Invesco Ltd. NYSE:IVZ	8.14B	4.6%	1.5%	6.3%
Affiliated Managers Group, Inc. NYSE:AMG	2.11B	6.9%	5.9%	2.3%
Ares Management Corporation NYSE:ARES	13.41B	-2.0%	3.9%	17.9%

Franklin Resources, Inc. Fair Value Envelope

BEN · NYSE

Our analysis suggests that BEN has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $30.37, this represents a potential HIDDEN relative to our calculated worth for Franklin Resources, Inc..

HIDDEN

Intrinsic Value

Current Price: $30.37

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