Franklin Templeton provides investment services for individual and institutional investors. At the end of July 2026, the company had $1.798 trillion in managed assets, composed primarily of equity (42%), fixed-income (25%), multi-asset/balanced (12%) funds, alternatives (16%), and money market funds (5%).
It is a $16.3B financial services company. Revenue grew 7.9% over the last year, and it keeps 9¢ of every dollar of sales as profit. It trades at 20.0× earnings — around the middle of its own history.
- Location
- San Mateo, CA
- Employees
- 10 100
- Sector
- Financial Services
- Founded
- 1947
Skills
Six independent scores, 0–100, built from reported numbers and valuation history. Click a row to see how it was scored.
Valuation, Growth and Profitability lag behind.
Valuation47
- P/E vs own history67th pct · 5/25
- FCF yield1.5% · 5/25
- P/S1.7x · 25/25
- EV/EBITDA25.0x · 12/25
Growth31
- Revenue CAGR1.0% · 6/25
- Net income CAGR-26.8% · 0/25
- EPS CAGR ~5Y-10.6% · 0/25
- Fwd implied growth92.3% · 25/25
Profitability35
- ROIC5.3% · 5/25
- ROE6.8% · 5/25
- Net margin8.7% · 13/25
- Operating margin9.7% · 12/25
Health62
- Altman Zn/a · 0/25
- Current ratio1.16 · 12/25
- Interest coverage32.0x · 25/25
- Net cash / debtNet cash · 25/25
Quality55
- Piotroski F6/9 · 15/25
- Beneish M-2.47 · 20/25
- FCF conversion28% · 8/25
- Margin stabilityσ 9.1% · 12/25
Moat62
- ROIC >12% years6/10 yrs · 13/25
- Median gross margin40.0% · 13/25
- FCF-positive years9/10 yrs · 18/25
- Worst-year net marginworst 5.5% · 18/25
Experience
The company's career so far — founding, the IPO, landmark products and acquisitions, plus revenue milestones and insider buying.
- 2022AcquisitionFranklin Templeton acquired O'Shaughnessy Asset Management, an asset management firm founded by…
- FY2021FinancialBest year on record$1.83B net income
- 2021AcquisitionFranklin Templeton announced its acquisition of Lexington Partners in a $1.75 billion cash deal
- FY2020FinancialPositive free cash flow every year since6-year streak
- 2020AcquisitionFranklin Templeton acquired Legg Mason, Inc., making Franklin Templeton one of the world's largest…
- 2019AcquisitionThe firm acquired Benefit Street Partners, an alternative credit investment group
- FY2016FinancialProfitable every year on record10 consecutive profitable years in our data
- FY2016FinancialRevenue already above $1B$6.62B in first reported year
- 2001AcquisitionThe Fiduciary Trust Company was acquired by Franklin Templeton in April 2001
- 2000AcquisitionFranklin acquired Bissett Funds to increase its Canadian presence
- 1988AcquisitionFranklin acquired L.F
- 1979ProductFranklin Money Fund began a growth surge that made it Franklin's first billion-dollar fund and launched the…
- 1973AcquisitionThe company acquired Winfield & Company, a San Mateo, California-based investment firm
- 1947FoundedThey were founded in New York City in 1947 as Franklin Distributors, Inc
Achievements
Verifiable track record, straight from the reported numbers.
Strengths & watch-outs
What a bull and a bear would each point to. Both lists come from the reported numbers, not opinions.
Strengths
- Net cash position after subtracting debt from cash
- Interest covered 32.0× by operating earnings
Watch-outs
Nothing stands out as a concern in the available data.
Qualifications
The basics a company should meet before you research it further. Each check uses the reported numbers.
- Revenue growing — the company sells more than a year ago+7.9% YoY
- Profitable — makes more than it spends$813M TTM
- Profit growing — earnings are higher than last year-27.3% YoY
- Generates cash — cash left after running and investing$247M TTM
- Debt under control — could handle its obligationsmore cash than debt
- Established company — not a micro-cap — lower blow-up risk$16.3B market cap
- Not printing shares — share count not ballooning — you keep your slice+14.8% shares over ~5y
- Proven track record — years of profitability behind it10/10 profitable years
- Financially stable — balance sheet not near distresshealth score 37/100
- Pays a dividend — returns cash to shareholdersyield 4.27%
- Valuation not extreme — price not wildly above earningsP/E 20.0
Peer comparisonFranklin Templeton, Inc. vs 6 largest financial services peers — cap, P/E, growth and margin side by sideOpen ▾Close ▴
| Company | Market cap | P/E | Revenue growth | Net margin | Profile |
|---|---|---|---|---|---|
| BEN this company | $16.3B | 20.0 | +7.9% | 8.7% | Mixed |
| BRK.A Berkshire Hathaway Inc. | $1.1T | 11.6 | +3.9% | 22.3% | Mixed |
| BRK.B Berkshire Hathaway | $1.1T | 11.6 | +0.0% | 18.0% | Strong |
| JPM JPMorgan Chase & Co. | $886.2B | 13.6 | +13.5% | 32.6% | Strained |
| V VISA Inc. | $723.9B | 31.9 | +14.4% | 50.8% | Solid |
| MA Mastercard Incorporated | $516.4B | 31.7 | +16.0% | 46.3% | Mixed |
| BAC Bank of America Corporation | $380.4B | 11.3 | +15.9% | 27.8% | Mixed |
Head-to-head: BEN vs BRK.A · BEN vs BRK.B · BEN vs JPM
References
What covering analysts publish about the company — information only, not a recommendation.
Appendix · Financial records
The full statements behind this CV, FY2016–FY2025. For readers who want to check the numbers.
Live data and quarterly detail: stockcv.com/BEN
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Deeper analysis of BEN on PreMarketPriceFigures are derived from company filings (quarterly values normalised from as-filed year-to-date data where applicable) and may be delayed, restated or incomplete. This page is information, not investment advice. Latest price $32.00 · market cap $16.3B.