tickrz reports
tickrz rank
B
Franklin Resources Inc (BEN)
Financial | Financial Services
42.91  0.73%
FACTOR RANKINGSFACTOR SCREENER 
tickrz RankB / 123Warren Buffett RankD / 389
Pure Value RankA / 97Dividend RankC / 282
Moat RankD / 361Financial Strength RankN/A
Growth RankC / 303Momentum RankB / 183
BEN vs FINANCIAL SERVICES SECTOR & S&P 500
VALUATION
BENSECTORS&P 500
P/E RATIO13.5523.719.28
EV/EBITDA RATIO7.4221.911.77
P/S RATIO3.77.22.03
P/B RATIO1.913.93.09
QUALITY
RETURN ON EQUITY13.41%11.29%13.82%
RETURN ON CAPITAL10.6%7.98%10.04%
NET MARGIN25.67%19.98%9.76%
DIVIDEND ANALYSIS
DIVIDEND YIELD
1.84%
PAYOUT RATIO24.27%
3 YR DIVIDEND GROWTH22.67%
FINANCIAL STRENGTH
F SCORE NOT AVAILABLE
DEBT-TO-EQUITY10%
INTEREST COVERAGE48.85x
CURRENT RATIO
GROWTH
5 YR EPS GROWTH0.46%
5 YR SPS GROWTH-1.5%
5 YR BPS GROWTH9.9%
About tickrz
Key Concepts
Great Investors
Franklin Resources Inc achieves a strong Pure Value rank with its low valuation multiples
tickrz rank B / 123
Franklin Resources Inc receives a B ranking in our proprietary ranking system that combines valuation, moat, operational performance, and financial strength. View the Top 50 tickrz ranked stocks here.
value
pure value ranking A / 97Warren Buffett ranking D / 389
Valuation is the most heavily weighted component in our tickrz ranking methodology. Numerous academic and practitioner studies have found that a value approach outperforms the market over the long-run. Franklin Resources Inc's valuation score is comprised of a P/E ratio of 13.6x, a P/B ratio of 1.9x, a P/S ratio of 3.7x, and an EV/EBITDA ratio of 7.4x. Franklin Resources Inc ranks 97 out of the S&P 500 constituents on valuation--a relatively strong score.Franklin Resources Inc ranks 389 out of the S&P 500 constituents in our multi-factor Warren Buffett ranking methodology. This is a weak score, meaning it ranks poorly on valuation, moat, volatility, and financial strength factors. If you're looking for undervalued stocks with high moats and strong competitive advantages, Franklin Resources Inc is probably not for you.

quality
moat D / 361financial strength N/A
To calculate a company's Moat Score, we look at its historical earnings growth, historical average return on equity, the volatility of its earnings stream, and also factor in the strength of its balance sheet. Our approach concludes the company's business moat is weak. Its position within the Financial sector appears to be weak. Either the dynamics of its sector place it in a difficult position or management's executition is to blame for its disappointing performance. Interest coverage of 48.85x, a debt/equity ratio of 10% and a Moat Rank of 361 translate to a not available Financial Strength score.


momentum B / 183
Investment research has shown that stocks with strong performance over the last 6 to 12 months tend to perform better in the medium term than stocks with poor performance over the same period. In fact, the momentum factor is one of the strongest of all the investment factors. The company has seen its stock appreciate by 19.97% over the last 12 months. This performance is average compared to other stocks in the S&P 500, earning it a rank of 183. Based on its 12 month stock performance, Franklin Resources Inc will not appeal to momentum investors.

yield C / 282
value + yield
Shares currently yield 1.84%. Our dividend ranking approach looks at a company's dividend growth rate, payout ratio, business moat, and valuation. Based on our methodology, Franklin Resources Inc ranks 282 among the S&P 500 constituents. Investors looking for undervalued dividend stocks will probably want to look elsewhere.

growth C / 303
A company's growth metrics are less important than its valuation, moat, and financial strength. However, a check on growth can be a good way to avoid companies in secular decline. The company's growth in sales, earnings, and book value places it among the bottom third of S&P500 companies. Its 0.5% 5 year annualized EPS growth, -1.5% 5 year annualized sales-per-share growth, and 5 year annualized book value-per-share growth of 9.9% speak to its relatively poor ranking.

Franklin Resources Inc (BEN)
Financial | Financial Services
42.91  0.73%


tickrz rank
B
VALUATION RATIOS
P/E Ratio13.55x
P/B Ratio1.91x
P/S Ratio3.7x
EV/EBITDA Ratio7.42x
DIVIDEND ANALYSIS
DIVIDEND YIELD
1.84%
PAYOUT RATIO24.27%
3 YR DIVIDEND GROWTH22.67%
FINANCIAL STRENGTH
F SCORE NOT AVAILABLE
DEBT-TO-EQUITY10%
INTEREST COVERAGE48.85x
CURRENT RATIO
MOAT
ROE13.41%
ROIC10.6%
Net Margin25.67%
GROWTH
5 YR EPS GROWTH0.46%
5 YR SPS GROWTH-1.5%
5 YR BPS GROWTH9.9%

TICKRZ RANK
Franklin Resources Inc receives a B ranking in our proprietary ranking system that combines valuation, moat, operational performance, and financial strength. View the Top 50 tickrz ranked stocks here.

PURE VALUE
Valuation is the most heavily weighted component in our tickrz ranking methodology. Numerous academic and practitioner studies have found that a value approach outperforms the market over the long-run. Franklin Resources Inc's valuation score is comprised of a P/E ratio of 13.6x, a P/B ratio of 1.9x, a P/S ratio of 3.7x, and an EV/EBITDA ratio of 7.4x. Franklin Resources Inc ranks 97 out of the S&P 500 constituents on valuation--a relatively strong score.

WARREN BUFFETT RANKING
Franklin Resources Inc ranks 389 out of the S&P 500 constituents in our multi-factor Warren Buffett ranking methodology. This is a weak score, meaning it ranks poorly on valuation, moat, volatility, and financial strength factors. If you're looking for undervalued stocks with high moats and strong competitive advantages, Franklin Resources Inc is probably not for you.

MOAT
To calculate a company's Moat Score, we look at its historical earnings growth, historical average return on equity, the volatility of its earnings stream, and also factor in the strength of its balance sheet. Our approach concludes the company's business moat is weak. Its position within the Financial sector appears to be weak. Either the dynamics of its sector place it in a difficult position or management's executition is to blame for its disappointing performance.

FINANCIAL STRENGTH
Interest coverage of 48.85x, a debt/equity ratio of 10% and a Moat Rank of 361 translate to a not available Financial Strength score.

MOMENTUM
Investment research has shown that stocks with strong performance over the last 6 to 12 months tend to perform better in the medium term than stocks with poor performance over the same period. In fact, the momentum factor is one of the strongest of all the investment factors. The company has seen its stock appreciate by 19.97% over the last 12 months. This performance is average compared to other stocks in the S&P 500, earning it a rank of 183. Based on its 12 month stock performance, Franklin Resources Inc will not appeal to momentum investors.

VALUE + YIELD
Shares currently yield 1.84%. Our dividend ranking approach looks at a company's dividend growth rate, payout ratio, business moat, and valuation. Based on our methodology, Franklin Resources Inc ranks 282 among the S&P 500 constituents. Investors looking for undervalued dividend stocks will probably want to look elsewhere.

GROWTH
A company's growth metrics are less important than its valuation, moat, and financial strength. However, a check on growth can be a good way to avoid companies in secular decline. The company's growth in sales, earnings, and book value places it among the bottom third of S&P500 companies. Its 0.5% 5 year annualized EPS growth, -1.5% 5 year annualized sales-per-share growth, and 5 year annualized book value-per-share growth of 9.9% speak to its relatively poor ranking.