Franklin Templeton Inc. BEN
Financial Services · Asset Management · United States · S&P 500
Based on the available data, Franklin Templeton Inc. gets an algorithmic score of 68/100. It trades at 32.67 $, with a bullish technical trend (RSI 42.3) and 28.1% annual volatility.
Updated: 2026-09-30
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Strengths
- Attractive free-cash-flow yield (5.5%).
- Low valuation (P/E 10.2).
- Meaningful dividend (4.04%).
Weaknesses
- —
Fundamentals
| P/E | 22.22 |
| Forward P/E | 10.24 |
| PEG | 0.41 |
| P/B | 1.41 |
| EV/EBITDA | 11.21 |
| P/S | 1.78 |
| ROE % | 7.89 |
| ROA % | 2.64 |
| Gross margin % | 37.71 |
| Operating margin % | 12.98 |
| Net margin % | 8.72 |
| Revenue growth % (y/y) | 14.30 |
| Earnings growth % (y/y) | 106.70 |
| Revenue CAGR % | 1.96 |
| Earnings CAGR % | -25.93 |
| Debt/Equity % | 24.80 |
| Current ratio | 5.49 |
| FCF yield % | 5.49 |
| Dividend yield % | 4.04 |
| Payout % | 89.12 |
Returns
| 1 month | -5.7 % |
| 3 months | -1.8 % |
| 6 months | +46.1 % |
| YTD | +40.7 % |
| 1 year | +47.9 % |
| 3 years | +53.4 % |
| 5 years | +41.3 % |
Risk
| 1-year volatility | 28.1 % |
| Beta | 1.11 |
| 5-year max drawdown | -47.4 % |
| Sharpe 1A | 1.39 |
Macroeconomic context
Benefits from high rates and a positive curve (net interest margin). Sensitive to credit quality and the cycle: loan-loss provisions rise in recessions. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.