Franklin Historical Financial Ratios
| BEN Stock | USD 22.68 0.47 2.12% |
Franklin Resources is recently reporting on over 111 different financial statement accounts. To analyze all of these accounts together requires a lot of time and effort. However, using these accounts to derive some meaningful and actionable indicators such as Dividend Yield of 0.0671, PTB Ratio of 0.78 or Days Sales Outstanding of 79.62 will help investors to properly organize and evaluate Franklin Resources financial condition quickly.
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About Franklin Financial Ratios Analysis
Franklin ResourcesFinancial ratios are relationships based on a company's financial information. They can serve as useful tools to evaluate Franklin Resources investment potential. Financial ratio analysis can also be defined as the process of presenting financial ratios, which are mathematical indicators calculated by comparing key financial information appearing on Franklin financial statements. Financial ratios are useful tools that help investors analyze and compare relationships between different pieces of financial information across Franklin Resources history.
Franklin Resources Financial Ratios Chart
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Price To Sales Ratio
Price to Sales Ratio is figured by comparing Franklin Resources stock price to its revenues. An advantage to using Price to Sales ratio is that it is based on Franklin Resources sales, a figure that is much harder to manipulate than other Franklin Resources multiples. Because sales tend to be more stable P/S ratio can be a good tool for screening cyclical companies fluctuating earnings patterns. A valuation ratio that compares a company's stock price to its revenues, calculated by dividing the company's market cap by its total sales or revenue over a 12-month period.Dividend Yield
Dividend Yield is Franklin Resources dividend as a percentage of Franklin Resources stock price. Franklin Resources dividend yield is a measure of Franklin Resources stock productivity, which can be interpreted as interest rate earned on an Franklin Resources investment. A financial ratio that shows how much a company pays out in dividends each year relative to its stock price, calculated as annual dividends per share divided by price per share.Ptb Ratio
Price-to-Book ratio, a financial valuation metric used to compare a company's current market price to its book value. It provides insight into the value that market participants place on the company's equity relative to its net asset value.Most ratios from Franklin Resources' fundamentals are interrelated and interconnected. However, analyzing fundamentals ratios one by one will only give a small insight into Franklin Resources current financial condition. On the other hand, looking into the entire matrix of fundamentals ratios, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Franklin Resources. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income. To learn how to invest in Franklin Stock, please use our How to Invest in Franklin Resources guide.At this time, Franklin Resources' Capex To Revenue is very stable compared to the past year. As of the 28th of November 2024, POCF Ratio is likely to grow to 19.55, while Price To Sales Ratio is likely to drop 1.15.
| 2021 | 2022 | 2023 | 2024 (projected) | Dividend Yield | 0.0554 | 0.0504 | 0.0639 | 0.0671 | Price To Sales Ratio | 1.27 | 1.53 | 1.21 | 1.15 |
Franklin Resources fundamentals Correlations
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Franklin Resources Account Relationship Matchups
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Franklin Resources fundamentals Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Price To Sales Ratio | 1.8 | 1.73 | 1.27 | 1.53 | 1.21 | 1.15 | |
| Dividend Yield | 0.0533 | 0.0384 | 0.0554 | 0.0504 | 0.0639 | 0.0671 | |
| Ptb Ratio | 0.99 | 1.3 | 0.92 | 1.01 | 0.82 | 0.78 | |
| Days Sales Outstanding | 80.86 | 61.87 | 55.79 | 62.7 | 63.68 | 79.62 | |
| Book Value Per Share | 23.41 | 26.01 | 28.29 | 27.7 | 28.59 | 30.02 | |
| Free Cash Flow Yield | 0.0917 | 0.0801 | 0.18 | 0.0822 | 0.0774 | 0.0506 | |
| Operating Cash Flow Per Share | 2.08 | 2.54 | 4.0 | 2.32 | 1.91 | 1.29 | |
| Stock Based Compensation To Revenue | 0.022 | 0.0204 | 0.0252 | 0.0275 | 0.029 | 0.0152 | |
| Capex To Depreciation | 2.5 | 0.81 | 0.26 | 0.24 | 0.33 | 0.44 | |
| Pb Ratio | 0.99 | 1.3 | 0.92 | 1.01 | 0.82 | 0.78 | |
| Ev To Sales | 1.98 | 2.08 | 1.82 | 2.47 | 0.93 | 0.89 | |
| Free Cash Flow Per Share | 1.87 | 2.38 | 3.82 | 2.02 | 1.56 | 1.18 | |
| Roic | 0.0509 | 0.0882 | 0.0675 | 0.0371 | 0.0241 | 0.0229 | |
| Net Income Per Share | 1.62 | 3.74 | 2.64 | 1.8 | 0.91 | 1.11 | |
| Payables Turnover | 11.18 | 3.45 | 10.59 | 3.97 | 3.18 | 6.11 | |
| Sales General And Administrative To Revenue | 0.12 | 0.14 | 0.16 | 0.15 | 0.083 | 0.0788 | |
| Capex To Revenue | 0.0186 | 0.009412 | 0.0109 | 0.019 | 0.0209 | 0.0274 | |
| Cash Per Share | 8.05 | 9.49 | 9.79 | 8.98 | 6.5 | 5.22 | |
| Pocfratio | 9.8 | 11.69 | 5.37 | 10.58 | 10.57 | 19.55 | |
| Interest Coverage | 31.4 | 21.96 | 18.06 | 8.91 | 4.19 | 3.98 | |
| Payout Ratio | 0.67 | 0.31 | 0.45 | 0.69 | 1.41 | 1.48 | |
| Capex To Operating Cash Flow | 0.0478 | 1.16 | 0.1 | 0.0637 | 0.0461 | 0.18 | |
| Pfcf Ratio | 10.91 | 12.49 | 5.63 | 12.17 | 12.93 | 13.57 | |
| Days Payables Outstanding | 105.93 | 34.46 | 34.48 | 91.9 | 114.73 | 108.99 | |
| Income Quality | 1.3 | 0.59 | 1.47 | 1.03 | 1.6 | 0.87 | |
| Roe | 0.079 | 0.16 | 0.11 | 0.0741 | 0.0372 | 0.0353 | |
| Ev To Operating Cash Flow | 10.79 | 14.05 | 7.72 | 17.03 | 8.16 | 7.75 | |
| Pe Ratio | 12.53 | 7.95 | 8.14 | 13.64 | 22.09 | 17.71 | |
| Ev To Free Cash Flow | 12.01 | 15.01 | 8.09 | 19.59 | 9.97 | 9.47 | |
| Earnings Yield | 0.0798 | 0.13 | 0.12 | 0.0733 | 0.0453 | 0.0543 | |
| Intangibles To Total Assets | 0.47 | 0.38 | 0.39 | 0.36 | 0.34 | 0.3 | |
| Net Debt To E B I T D A | 0.71 | 1.04 | 1.94 | 3.78 | (2.94) | (2.8) | |
| Current Ratio | 3.14 | 3.51 | 3.7 | 4.84 | 2.63 | 2.5 | |
| Tangible Book Value Per Share | 4.27 | 7.3 | 6.07 | 5.44 | 6.97 | 4.77 | |
| Receivables Turnover | 4.51 | 5.9 | 6.54 | 5.82 | 5.73 | 5.16 | |
| Graham Number | 27.41 | 43.89 | 37.37 | 31.4 | 22.45 | 13.46 |
Pair Trading with Franklin Resources
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Franklin Resources position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Franklin Resources will appreciate offsetting losses from the drop in the long position's value.Moving together with Franklin Stock
| 0.89 | BN | Brookfield Corp | PairCorr |
| 0.92 | BX | Blackstone Group Fiscal Year End 23rd of January 2025 | PairCorr |
| 0.82 | CG | Carlyle Group | PairCorr |
| 0.88 | APO | Apollo Global Management | PairCorr |
| 0.88 | AXP | American Express Fiscal Year End 24th of January 2025 | PairCorr |
Moving against Franklin Stock
The ability to find closely correlated positions to Franklin Resources could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Franklin Resources when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Franklin Resources - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Franklin Resources to buy it.
The correlation of Franklin Resources is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Franklin Resources moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Franklin Resources moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Franklin Resources can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Franklin Resources. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income. To learn how to invest in Franklin Stock, please use our How to Invest in Franklin Resources guide.You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Franklin Resources. If investors know Franklin will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Franklin Resources listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.27) | Dividend Share 1.24 | Earnings Share 0.85 | Revenue Per Share 16.64 | Quarterly Revenue Growth 0.113 |
The market value of Franklin Resources is measured differently than its book value, which is the value of Franklin that is recorded on the company's balance sheet. Investors also form their own opinion of Franklin Resources' value that differs from its market value or its book value, called intrinsic value, which is Franklin Resources' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Franklin Resources' market value can be influenced by many factors that don't directly affect Franklin Resources' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Franklin Resources' value and its price as these two are different measures arrived at by different means. Investors typically determine if Franklin Resources is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Franklin Resources' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.