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Franklin Resources Inc
BEN | US
20.11
USD-0.09
-0.45%
BEN | US
About Franklin Resources Inc
Sector
Financial Services
Industry
Asset Management
Earnings date
30/06/2024
As of date
11/10/2024
Close
20.11
Open
20.30
High
20.61
Low
20.09
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 Calgary Canada; Dubai United Arab Emirates; Edinburgh United Kingdom; Fort Lauderdale United States; Hyderabad India; London United Kingdom; Rancho Cordova United states; Shanghai China; Singapore; Stamford United States; and Vienna Austria.
View LessBEN | US
Risk
21.8
Sharpe
-0.53
Luna's Score
46/100
Recommendation
Hold
Luna says (BEN | US)
What's Working
Largecap (10B - 200B USD)
Good Dividend Yield (2% <= Dividend Yield <= 8%)
Value Stock (Price to Book < 3)
What's not Working
Weakness based on declining price with high volume
High Market Beta (> 0.8)
High Debt to Equity (> 0.75)
Weak Sharpe Ratio (< 0.3)
Volatility Signals
Bearish: Increased Volatility (6-month > 1-month volatility)
Risk Meter
10 days
25.6%1 month
21.8%3 months
36.7%6 months
31.4%Returns
Fundamental Ratios
PE
12.36
Fwd. PE
7.32
Price to book
0.81
Debt to equity
1.06
Debt to assets
0.41
Ent. to EBITDA
10.44
Ent. to rev.
2.42
PEG
0.80
Other Fundamentals
EBITDA
1.81B
MarketCap
10.52B
MarketCap(USD)
10.52B
Div. yield
6.23
Op. margin
13.33
Erngs. growth
-27.30
Rev. growth
7.80
Ret. on equity
7.58
Short ratio
5.01
Short perc.
8.90
Market Sentiment (SMA and Price signals)
Short-term: Bearish (SMA10D < SMA1M)
Intermediate-term: Bearish (SMA1M < SMA3M)
Long-term: Bearish (SMA6M < SMA12M)
SMAs: Stock Price Trends
Range10D
1.78
Range1M
2.15
Range3M
5.42
Volumes: Market Activity
Rel. volume
1.00
Price X volume
89.48M
Peers
Diversifiers
Industry Comparison
| Parameter | Company | Industry | Indicator |
|---|---|---|---|
| Enterprise to EBITDA | 10.44 | 294.54 | Cheaper |
| Ent. to Revenue | 2.42 | 18.40 | Cheaper |
| PE Ratio | 12.36 | 19.57 | Cheaper |
| Price to Book | 0.81 | 2.33 | Cheaper |
| Dividend Yield | 6.23 | 7.25 | Par |
| Std. Deviation (3M) | 36.73 | 20.92 | Riskier |
| Debt to Equity | 1.06 | 1.61 | Cheaper |
| Debt to Assets | 0.41 | 0.32 | Expensive |
| Market Cap | 10.52B | 6.95B | Market Leader |
