BEN Franklin Resources, Inc.

$31.14▼ -2.08% Financials Other Last sync: just now Syncing
Key Metrics & Fundamentals
Market Cap
$16.18B
P/E Ratio
24.3
Div Yield
4.24%
52W Range
21.11 - 32.47
% vs 50 MA
10.15%
% vs 200 MA
24.70%
RSI-14
59.4
MACD Histogram
-0.1500
Beta (1Y vs SPY)
1.32
Free Cash Flow
-$27.60M
Gross Rev
$2.29B
Gross Profit
$1.84B
EBITDA
$494.30M
COGS
$457.70M
Operating Exp
$1.47B
Operating Income
$365.40M
EBIT
$365.40M
Pretax Income
$445.70M
Net Income
$268.20M
EPS (Diluted)
0.49
Price & Volume History
Volume (M)
Financial Overview - Income Statement Quarterly
AI Analysis
Generated May 28, 12:08 AM
Company Overview

Franklin Resources, Inc., operating as Franklin Templeton, is a global investment management organization offering a diverse range of investment products and services to individuals, institutions, and governments. The company maintains a competitive position through its broad asset class offerings, extensive global presence, and established brand recognition, though it operates in a highly competitive industry with pressure from both active and passive investment strategies.

Bull Case
  • The stock exhibits strong upward momentum, trading significantly above its 50-day (+15.7%) and 200-day (+25.7%) moving averages, indicating a robust bullish trend.
  • Currently trading only 2.4% below its 52-week high, suggesting strong recent investor confidence and sustained buying interest.
  • As a global asset manager, Franklin Templeton benefits from diversified revenue streams across various geographies and asset classes, potentially mitigating regional market risks.
  • A strong market environment and effective investment strategies could lead to increased Assets Under Management (AUM), driving higher fee income and profitability.
Bear Case
  • The P/E ratio of 24.2 is relatively high for a financial services company, particularly an asset manager, suggesting the stock might be fully valued or potentially overvalued.
  • An RSI-14 of 64.2 is approaching the overbought threshold (typically 70), which could signal that the stock is due for a pullback or consolidation in the near term.
  • Asset managers are highly susceptible to market downturns, which can lead to a decrease in Assets Under Management (AUM) and a corresponding reduction in fee income.
  • The asset management industry faces intense competition from low-cost passive funds and other active managers, leading to persistent fee compression and pressure on profit margins.
Recent Performance

Franklin Resources, Inc. is currently trading at $31.67, very close to its 52-week high, indicating strong recent upward momentum. The stock is significantly above both its 50-day and 200-day moving averages, confirming a robust bullish trend. However, the RSI of 64.2 suggests the stock is approaching overbought conditions, which could imply a potential for consolidation or a minor pullback in the near term.

AI-generated analysis is for informational purposes only and does not constitute financial advice.

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