Franklin Resources Inc (BEN) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target
Franklin Resources Inc stock (BEN) is currently trading at $23.89. Franklin Resources Inc PE ratio is 21.92. Franklin Resources Inc PS ratio (Price-to-Sales) is 1.40. Analyst consensus price target for BEN is $27.36. WallStSmart rates BEN as Hold.
- BEN PE ratio analysis and historical PE chart
- BEN PS ratio (Price-to-Sales) history and trend
- BEN intrinsic value — DCF, Graham Number, EPV models
- BEN stock price prediction 2025 2026 2027 2028 2029 2030
- BEN fair value vs current price
- BEN insider transactions and insider buying
- Is BEN undervalued or overvalued?
- Franklin Resources Inc financial analysis — revenue, earnings, cash flow
- BEN Piotroski F-Score and Altman Z-Score
- BEN analyst price target and Smart Rating
Franklin Resources Inc
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BEN Intrinsic Value Analysis for Value Investors
Benjamin Graham Formula · Franklin Resources Inc (BEN)
BEN trades at a significant discount to its Graham intrinsic value of $50.54, offering a 45% margin of safety — a level value investors typically seek before buying.
Based on Benjamin Graham Formula. Growth rate capped at 25%. For informational purposes only. Not financial advice.
Smart Analysis
Franklin Resources Inc (BEN) · 10 metrics scored
Smart Score
Category Performance
WallStSmart pulls financial metrics like revenue growth, profit margins, and valuation ratios and scores each one from 0 to 10 based on how strong or weak it is. Those 10 scores are grouped into 4 categories: Growth, Profitability, Valuation, and Quality — which form the 4 axes of the spider chart you see. The categories are then combined into a final score out of 100, but not equally. Growth and Profitability together count for 60% of the total, because a fast-growing profitable business matters more than just a cheap one. That final number maps to a rating (Strong Buy, Buy, Hold, Avoid) and a letter grade, giving you one clear Stock Rating.
Investment Thesis
Strong fundamentals in market cap, peg ratio, price/sales. Concerns around return on equity and revenue growth. Fundamentals are solid but monitor weak areas for improvement.
Franklin Resources Inc (BEN) Key Strengths (5)
Growing significantly faster than its price suggests
Earnings per share surging 60.60% year-over-year
Large-cap company with substantial market presence
Paying $1.40 for every $1 of annual revenue
Trading at 1.02x book value, attractively priced
Supporting Valuation Data
Franklin Resources Inc (BEN) Areas to Watch (5)
Very low returns on shareholder equity
Revenue growing slowly at 3.40% annually
Thin profit margins with limited profitability
Decent operational efficiency, solid but not exceptional
Moderate institutional interest at 48.05%
Franklin Resources Inc (BEN) Detailed Analysis Report
Overall Assessment
This company scores 64/100 in our Smart Analysis, earning a C+ grade. Out of 10 metrics analyzed, 5 register as strengths (avg 9.0/10) while 5 fall into concern territory (avg 3.8/10). The category breakdown reveals uneven performance, with some areas requiring attention.
The Bull Case
The strongest argument centers on PEG Ratio, EPS Growth, Market Cap. Valuation metrics including PEG Ratio (0.32), Price/Sales (1.40), Price/Book (1.02) suggest the stock is attractively priced. Growth metrics are encouraging with EPS Growth at 60.60%.
The Bear Case
The primary concerns are Return on Equity, Revenue Growth, Profit Margin. Growth concerns include Revenue Growth at 3.40%, which may limit upside. Profitability pressure is visible in Return on Equity at 4.46%, Operating Margin at 16.50%, Profit Margin at 6.97%.
Key Dynamics to Monitor
Three factors to monitor going forward. First, whether Return on Equity improves, as this is the primary drag on the overall score. Second, margin trajectory, with Return on Equity at 4.46% needing improvement to support the investment thesis. Third, growth sustainability, with Revenue Growth at 3.40% needing to reaccelerate.
Risk Considerations
Based on the metric profile, this is a moderate-to-high risk investment. Strengths and concerns are roughly balanced. Investors should size positions according to their risk tolerance and maintain diversification.
Bottom Line
Mixed fundamentals with both positives (PEG Ratio, EPS Growth) and negatives (Return on Equity, Revenue Growth). A cautious approach is warranted. Monitor for improvement in weak areas before increasing conviction.
Disclaimer: Smart Analysis is a scoring system developed by WallStSmart Team. Scores update daily using multi-model valuation framework. Always conduct your own research and consult with financial advisors before making investment decisions.
BEN Price-to-Sales(PS) Ratio Chart
Historical valuation based on market cap ÷ trailing 12-month revenue
BEN's Price-to-Sales ratio of 1.40x trades at a deep discount to its historical average of 8.35x (1th percentile). The current valuation is 92% below its historical high of 18.45x set in May 2007, and 1% above its historical low of 1.38x in Mar 2026. Over the past 12 months, the PS ratio has compressed from ~1.6x as trailing revenue scaled faster than the stock price.
WallStSmart Analysis Synopsis
Data-driven financial summary for Franklin Resources Inc (BEN) · FINANCIAL SERVICES › ASSET MANAGEMENT
The Big Picture
Franklin Resources Inc is in a high-growth phase, prioritizing rapid expansion over margins. Revenue reached 8.8B with 340% growth year-over-year. Profit margins are thin at 7.0%, typical for companies in this phase that are reinvesting heavily in growth.
Key Findings
Revenue growing at 340% YoY, reaching 8.8B. This pace significantly outperforms most ASSET MANAGEMENT peers.
ROE of 446.0% means the company generates strong returns on shareholder equity. Above 20% is considered top-tier.
Free cash flow is -264M, meaning the company is burning cash. This may be acceptable for high-growth companies investing heavily.
What to Watch Next
Margin expansion: can Franklin Resources Inc push profit margins above 15% as the business scales?
Growth sustainability: can Franklin Resources Inc maintain 340%+ revenue growth, or will competition slow it down?
Dividend sustainability with a current yield of 5.4%. Watch payout ratio and free cash flow coverage.
Sector dynamics: monitor ASSET MANAGEMENT industry trends, competitive moves, and regulatory changes that could impact Franklin Resources Inc.
Bottom Line
Franklin Resources Inc is a high-conviction growth story with revenue accelerating at 340% while profitability is still developing. For growth-oriented investors, the trajectory is compelling. For value investors, the thin 7.0% margins and premium valuation suggest patience until the unit economics mature further.
This synopsis is generated from publicly available financial data. It is not financial advice. Always conduct your own research and consult a qualified financial advisor before making investment decisions.
Insider Transactions(16 last 3 months)
| Insider | Type | Shares |
|---|---|---|
NOTO, ANTHONY Director | Buy | +7,593 |
| Insider | Type | Shares |
|---|---|---|
FRANKLIN, RESOURCES INC Affiliate-Investment Adviser | Buy | +75,000 |
| Insider | Type | Shares |
|---|---|---|
FRANKLIN, RESOURCES INC 10% Owner, Affiliate of Investment Adv. | Sell | -1,581,722.32 |
| Insider | Type | Shares |
|---|---|---|
KING, KAREN MATSUSHIMA Director | Buy | +97.428 |
Data sourced from SEC Form 4 filings
Last updated: 8:28:11 AM
About Franklin Resources Inc(BEN)
NYSE
FINANCIAL SERVICES
ASSET MANAGEMENT
USA
Franklin Resources Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc.