Loading stock…

Franklin Templeton Inc. (BEN) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Franklin Templeton Inc.

BENMarket cap $17BPrice $32.5

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Manages roughly $1.6 trillion in assets across mutual funds and ETFs under brands like Franklin Templeton and Putnam. It's one of the oldest asset managers in America, surviving multiple market crashes since 1947.

In Bastion Portfolios?

52W Return+50%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+2%4

Revenue Forecast

Rev CAGR (1y)+6%5

Rev CAGR (3y)+4%3

Rev CAGR (5y)+1%2

Earnings Forecast

EPS Growth Y+1+226%10

EPS Growth Y+2+8%6

EPS Growth Y+3+10%7

Quality

Margins

EBIT Margin16%6

Net Income Margin9%5

Free Cash Flow Margin2%3

Debt

Net Debt/EBITDA0.47

Efficiency

ROE6%3

ROA3%5

Earnings Stability44

GEAR+AVERAGE37

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)108

P/E Ratio (Forward 3y)98

P/BV1.48

EV Multiples

EV/EBITDA Fwd78

EV/EBIT Fwd98

Yield

Free Cash Flow Yield0.0%5

Dividend Yield4.1%8

Momentum

Short term

1 month return-5%5

3 month return-2%6

YTD return+41%9

Mid term

Price vs 52wHigh90%8

1 year return+44%9

Long term

3 year return+59%6

5 year return+39%5

Risk Shield

Price Risk

Beta1.04

Volatility28%8

Free Cash Flow

Free Cash Flow Margin2%3

Free Cash Flow Yield0.0%5

Quality

ROCE5%5

Earnings Stability44

Net Debt/EBITDA0.47

02Growth

Is it actually growing, and how fast?

BENFranklin Templeton

Revenue FY25$8.8B

GROWTH RATING↗

WEAK28 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+2%4

Revenue, next 1Y+6%5

Revenue, next 3Y, CAGR+4%3

Revenue, next 5Y, CAGR+1%2

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+226%10

EPS growth, FY27E+8%6

EPS growth, FY28E+10%7

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow faster than sales (EPS about 10%/yr vs revenue 4%/yr), so margins should widen.

WATCH

Revenue grew 2%/yr over the last 3 years and is set to keep growing around 4%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 72% of companies worldwide.

Revenue is set to grow 4%/yr over the next 3 years, behind most of the market.3/10

Over five years revenue is set to grow 1%/yr, behind 80% of companies worldwide.2/10

BOTTOM LINE

Margin Expander

Growth is a weak point here. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG67 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-2%6

YTD return+41%9

MID & LONG-TERM▾SCORE

% of 52-week high90%8

1-year return+44%9

3-year return+59%6

5-year return+39%5

MOMENTUM ASSESSMENT

STRENGTHS

It's up 44% over the past year, but 10% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+41%).

WATCH

Average long-term results. Multi-year returns are middling (+59% over three years and +39% over five), roughly average for the market.

Returns sit at the market level over the past month (-5%) and over three months (-2%).

WEAKNESSES

None flagged.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up.

04Value

Are you paying a fair price for it?

Stop guessing on Franklin Templeton Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community

Loading charts…

02Growth

Is it actually growing, and how fast?

BENFranklin Templeton

Revenue FY25$8.8B

GROWTH RATING↗

WEAK28 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+2%4

Revenue, next 1Y+6%5

Revenue, next 3Y, CAGR+4%3

Revenue, next 5Y, CAGR+1%2

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+226%10

EPS growth, FY27E+8%6

EPS growth, FY28E+10%7

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow faster than sales (EPS about 10%/yr vs revenue 4%/yr), so margins should widen.

WATCH

Revenue grew 2%/yr over the last 3 years and is set to keep growing around 4%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 72% of companies worldwide.

Revenue is set to grow 4%/yr over the next 3 years, behind most of the market.3/10

Over five years revenue is set to grow 1%/yr, behind 80% of companies worldwide.2/10

BOTTOM LINE

Margin Expander

Growth is a weak point here. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG67 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-2%6

YTD return+41%9

MID & LONG-TERM▾SCORE

% of 52-week high90%8

1-year return+44%9

3-year return+59%6

5-year return+39%5

MOMENTUM ASSESSMENT

STRENGTHS

It's up 44% over the past year, but 10% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+41%).

WATCH

Average long-term results. Multi-year returns are middling (+59% over three years and +39% over five), roughly average for the market.

Returns sit at the market level over the past month (-5%) and over three months (-2%).

WEAKNESSES

None flagged.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up.

04Value

Are you paying a fair price for it?

Stop guessing on Franklin Templeton Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community