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Franklin Resources Inc

BEN | US

31.39

USD

0.06

0.19%

BEN | US
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About Franklin Resources Inc

Sector

Financial Services

Industry

Asset Management

Earnings date

30/06/2024

As of date

08/06/2026

Close

31.39

Open

31.55

High

31.75

Low

31.15

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.

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BEN | US

Risk
30.3
Sharpe
1.73
Luna's Score
63/100
Recommendation
Hold

Luna says (BEN | US)

What's Working

Positive Momentum

Strength based on increasing price with high volume

Largecap (10B - 200B USD)

Good Dividend Yield (2% <= Dividend Yield <= 8%)

Value Stock (Price to Book < 3)

Strong Sharpe Ratio (> 1.2)

What's not Working

High Short-term Volatility

High Market Beta (> 0.8)

High Debt to Equity (> 0.75)

Volatility Signals

Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.

Risk Meter

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10 days

35.4%

1 month

30.3%

3 months

34.1%

6 months

30.3%

Returns

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Fundamental Ratios

PE

13.03

Fwd. PE

7.77

Price to book

0.84

Debt to equity

1.06

Debt to assets

0.41

Ent. to EBITDA

10.65

Ent. to rev.

2.47

PEG

0.84

Other Fundamentals

EBITDA

1.81B

MarketCap

16.42B

MarketCap(USD)

16.42B

Div. yield

6.00

Op. margin

13.33

Erngs. growth

-27.30

Rev. growth

7.80

Ret. on equity

7.58

Short ratio

6.24

Short perc.

9.45

Market Sentiment (SMA and Price signals)

Short-term: Bearish (SMA10D < SMA1M)

Intermediate-term: Bullish (SMA1M > SMA3M)

Long-term: Bullish (SMA6M > SMA12M)

SMAs: Stock Price Trends

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Range10D

2.73

Range1M

2.73

Range3M

9.87

Volumes: Market Activity

Volume Averages

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Rel. volume

1.26

Price X volume

153.41M

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  • 1

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Pitney Bowes IncPBIBuilding Products & Equipment16.943.04B0.47%n/a-571.93%
VeriFone Systems IncPAYBuilding Products & Equipment20.532.56B-1.77%102.462.10%
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IMAX CorporationIMAXMedia - Diversified39.122.06B0.38%54.26110.44%
HNI CorporationHNIBuilding Products & Equipment31.371.48B0.74%22.1276.47%
  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA10.65332.92Cheaper
Ent. to Revenue2.4718.60Cheaper
PE Ratio13.0320.20Cheaper
Price to Book0.842.63Cheaper
Dividend Yield6.007.25Par
Std. Deviation (3M)34.0521.97Riskier
Debt to Equity1.0650.50Cheaper
Debt to Assets0.4144.08Cheaper
Market Cap16.42B8.59BMarket Leader
  • 1

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