Franklin Resources Inc (BEN)
Fair ValueFondamentale
51
Prezzo
$31.84
Capitalizzazione
$16.60B
Parte 1 · Quanto vale l'azienda
Panoramica
Franklin Templeton Inc. is a publicly owned asset investment manager. 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, Alberta; Dubai, United Arab Emirates; Edinburgh, Midlothian; Fort Lauderdale, Florida; Hyderabad, India; London, Greater London; Rancho Cordova, California; Shanghai, Shanghai Province; Singapore; Stamford, Connecticut; and Vienna.
Per questa società non c'è ancora una scheda redazionale
Concorrenti diretti
Con chi questa società si contende gli stessi clienti
Generato il 18 settembre 2026 con claude-haiku-4-5 — condiviso con tutti gli utenti
Gestore attivo americano di dimensioni paragonabili, vende fondi comuni, prodotti previdenziali e gestioni separate attraverso gli stessi consulenti finanziari e le stesse piattaforme pensionistiche su cui si appoggia Franklin Templeton.
Altro gestore globale multi-marchio cresciuto per acquisizioni, si contende gli stessi mandati azionari, obbligazionari ed ETF presso intermediari retail e clientela istituzionale in tutto il mondo.
Gestore attivo americano con un mix simile di fondi retail, mandati istituzionali e private banking, insegue le stesse masse a commissione con strategie attive azionarie e obbligazionarie.
Il maggiore gestore al mondo si rivolge agli stessi consulenti, fondi pensione e assicurazioni, e i suoi ETF iShares e fondi indicizzati raccolgono i flussi che i fondi attivi di Franklin Templeton cercano di conquistare.
Si scontra direttamente sui fondi monetari e obbligazionari distribuiti tramite banche, broker e intermediari, uno dei pilastri dell'offerta di liquidità e reddito fisso di Franklin.
Gestore americano privato, i cui fondi e piani previdenziali si contendono gli stessi risparmiatori e le stesse masse dei piani pensionistici 401(k), con il vantaggio di una piattaforma distributiva propria.
Stato Patrimoniale e Liquidità
Ricavi
$9.32B
Ultimi 12 mesi (al 30/06/2026)
Utile Netto
$813M
Ultimi 12 mesi (al 30/06/2026)
Free Cash Flow
$912M
Patrimonio Netto Totale
$12.08B
Passività Totali
$18.18B
Rapporto di Liquidità
1.00
Copertura Interessi
10.17
Debito/EBITDA
4.63
Utile per Azione
Ricavi e Utile Netto
Free Cash Flow
Scomposizione Ricavi
Prospetto storico
Margini nel tempo
Il debito nel tempo
Quanto pesa il debito
Griglia della crescita
Crescita — Ricavi
Stima del Fair Value
Fair Value
$27.35
Prezzo Attuale
$31.84
Margine di Sicurezza
-16.4%
Range Fair Value
$17.78 - $36.92
Intervallo di dispersione tra i metodi di valutazione usati, non una stima statisticamente calibrata.
Metodi di Stima
Metriche di Valutazione
Rapporto P/E
21.85
ROE
4.3%
Rapporto P/B
1.39
P/FCF
18.21
Margine Lordo
-
ROIC
-
Radar Redditività
Creazione di Valore (Vantaggio Competitivo)
ROIC
-
WACC
11.5%
ROIC − WACC
-
Criteri di Analisi Fondamentale
Superati (13)
- P/FCF 18.21
- P/B Ratio 1.39
- Debt/Equity ratio
- Operating Margin 9.7%
- Positive Free Cash Flow
- CapEx intensity
- Interest Coverage
- Debt/EBITDA
- Return on Tangible Assets
- Revenue Growth 5Y 9.5%
- Earnings Surprise avg 18.6%
- Net Margin Trend 8.7% vs 3.7%
- Piotroski F-Score 5/9
Non superati (10)
- EPS shows upward trend
- EPS CAGR -10.74%
- Price CAGR -1.61%
- Low reliance on intangibles
- Price below Graham Number
- DCF valuation (Fairly valued)
- ROE 6.8%
- Analyst Consensus 35% Buy
- Earnings Quality (OCF/NI) 0.34
- Share Dilution 5.5%
Non disponibili (5)
- ROIC NaN%
- Gross Margin NaN%
- Dividend Payout NaN%
- Current Ratio
- PEG Ratio (need PE > 0 and growth > 0)
Piotroski F-Score
Segnali misti: alcune aree necessitano attenzione
Qualità degli Utili
Bassa qualità: indagare la contabilità
Diluizione Azionaria
Emissione nuove azioni, diluizione proprietà
Partecipazioni istituzionali
Governance
Team Dirigenziale
| Nome | Ruolo | Età |
|---|---|---|
| Mr. Gregory Eugene Johnson CPA | Executive Chairman of the Board & Non-Independent Director | 64 |
| Ms. Jennifer M. Johnson | CEO & Non-Independent Director | 61 |
| Mr. Matthew Nicholls | Co-President, CFO & COO | 52 |
| Mr. Terrence James Murphy | Co-President & Head of Public Market Investments | 57 |
| Mr. Daniel Ernesto Gamba CFA | Co-President & Chief Commercial Officer | 57 |
| Mr. Avinash Deepak Satwalekar CFA | President of India | - |
| Ms. Lindsey Harumi Oshita | Senior VP & Chief Accounting Officer | 42 |
| Mr. Bassel Khatoun | Head of Research & Director of Portfolio Management | - |
| Ms. Anupama Sawhney | Chief Administrative Officer & Head of Business Development | - |
| Ms. Selene Oh | Head of Investor Relations | - |
Rischio Audit
7
Rischio CdA
6
Rischio Compensi
7
Rischio Diritti Azionisti
4
Parte 2 · Il prezzo e il momento d'ingresso
Questa parte non serve a capire se l'azienda vale: serve a scegliere quando comprarla, dopo che i fondamentali ti hanno convinto. Dentro: analisi tecnica, potenziale, drawdown storici, esposizione gamma.
Documenti
- Vedi documento
Relazione annuale (10-K)
Una panoramica annuale del business, dei risultati finanziari e dei rischi dell'azienda.
Depositato il 2025-11-10
- Vedi documento
Relazione trimestrale (10-Q)
Un aggiornamento sull'andamento finanziario degli ultimi tre mesi.
Depositato il 2026-07-31
- Vedi documento
Comunicazione price-sensitive (8-K)
Una comunicazione su un evento importante, come un cambio ai vertici o un grande annuncio.
Depositato il 2026-08-10
via SEC EDGAR
Storico Ricavi
via SEC EDGAR
Ultime Notizie
Ultime notizie per BEN, da Markets Gazette.
- 8d agoNEUTRALEarnings Growth Driving Market: Katrina Dudley
Katrina Dudley, Senior Investment Strategist at Franklin Templeton, discussed the equity market's resilience in a high-yield environment on Bloomberg's "Bloomberg Brief". The conversation focused on the underlying earnings growth that is supporting stock valuations despite rising interest rates. Dudley's insights suggest that corporate profitability remains robust, providing a foundation for continued market performance. Investors are advised to monitor earnings reports closely as a key indicator of market direction, especially in the current macroeconomic climate.
- 23d agoPOSITIVEFranklin Templeton to Acquire Real Assets Firm Stoneshield
Franklin Templeton Inc. has announced its intention to acquire a majority stake in Stoneshield Capital, a European firm focused on real estate and infrastructure investments. This strategic acquisition marks a significant expansion for the US-based money manager into the burgeoning alternative assets sector. Stoneshield's expertise in tangible assets is expected to complement Franklin Templeton's existing portfolio, potentially attracting new investor capital seeking diversification beyond traditional equities and bonds. The deal underscores a broader industry trend of established asset managers bolstering their alternative offerings.
- 8/13/2026POSITIVESEC allows Franklin Templeton funds to invest in onchain money fund
The U.S. Securities and Exchange Commission (SEC) has signaled a more permissive stance towards the integration of traditional finance with blockchain technology. In a recent development, the SEC stated it would not pursue enforcement actions against Franklin Templeton's funds for investing in the asset manager's own tokenized money market fund. This regulatory green light is a significant step for the tokenization of financial assets, potentially paving the way for broader adoption of on-chain investments within established fund structures. Investors may see this as a positive indicator for innovation in asset management and a potential catalyst for increased efficiency and accessibility in the money market space.
- 7/22/2026POSITIVEFranklin Templeton calls agentic AI next ‘killer’ use case for blockchain
Franklin Templeton's digital assets lead has identified agentic AI as the next major application for blockchain technology. The firm anticipates that the burgeoning autonomous AI agent economy will significantly drive demand for blockchain protocols capable of facilitating machine-to-machine micropayments. This strategic outlook suggests a potential surge in utility and adoption for blockchain networks that can support high-frequency, low-value transactions, positioning them as critical infrastructure for the future of AI-driven commerce and services. Investors watching the intersection of AI and blockchain may find this a compelling growth narrative.
- 7/9/2026POSITIVEFranklin’s Dudley Sees AI Infrastructure Bull Case Through 2027
Franklin Templeton's Katrina Dudley highlighted a strong, durable bull case for artificial intelligence infrastructure spending, projecting its strength through 2027 and beyond. This optimistic outlook suggests continued robust investment in AI-related hardware, data centers, and networking, benefiting companies involved in these sectors. Investors should consider the long-term growth potential driven by AI adoption, as the underlying demand for computing power and specialized infrastructure is expected to remain high, potentially leading to sustained revenue growth for key players in the AI ecosystem.
- 6/22/2026POSITIVEFranklin Templeton launches dedicated crypto division after closing 250 Digital acquisition
Franklin Templeton has launched a dedicated cryptocurrency division, bolstered by the acquisition of 250 Digital. This strategic move aligns with the rapid expansion of tokenized assets, as the firm's on-chain product offerings have surged from approximately $768 million to over $2.5 billion in the past year. The growth signifies increasing institutional interest and adoption within the digital asset space, positioning Franklin Templeton to capitalize on this burgeoning market. Investors may view this as a positive step towards diversification and future revenue streams.
- 5/14/2026NEUTRALFranklin Templeton CEO Jenny Johnson on Trump-Xi Summit, Data Center Risks
Franklin Templeton CEO Jenny Johnson commented on the US-China relationship, suggesting both nations recognize the importance of dialogue. She also voiced concerns that markets are underestimating inflation risks and highlighted the rapid pace of data center investments as a potential area of concern. While the geopolitical commentary offers a broad market perspective, the specific concerns about inflation and data center spending do not present a clear, immediate directional signal for Franklin Templeton's stock itself, making the overall impact neutral for investors.
- 5/12/2026POSITIVEFranklin Templeton Turns to Fixed Income to Fuel India Growth
Franklin Templeton is strategically focusing on India's burgeoning fixed income market to drive its next phase of growth in the region. This move comes six years after the company faced challenges from a credit crunch. The asset manager anticipates that the increasing investor appetite for fixed-income products in India will be a key catalyst for expansion. This strategic pivot suggests confidence in the stability and potential returns within India's debt markets, aiming to capitalize on evolving investor preferences and re-establish a stronger market presence.
- 4/28/2026POSITIVEFranklin Shares Rise as $12.4 Billion Flows Into Alternatives
Franklin Resources Inc. reported substantial inflows of approximately $12.4 billion into its alternative investment strategies during the first quarter of 2026. This significant capital allocation occurred even as clients withdrew funds from the company's traditional stock and bond offerings. The strong performance in alternatives highlights a strategic shift in investor demand and Franklin's success in capturing this trend. For investors, this indicates robust growth potential in Franklin's alternative asset management division, potentially offsetting headwinds in traditional segments and driving future earnings.
via Markets Gazette