April 11, 2025 a 07:58 pm
BEN: Fundamental Ratio Analysis - Franklin Resources, Inc.
Franklin Resources, Inc. (BEN) has maintained a stable presence in the asset management sector, showing a solid track record. While the company faces competition, its diversified approach in asset management provides a cushion. The stock could appeal to medium-risk investors given its balanced portfolio offerings.
Fundamental Rating
The fundamental rating of BEN reflects a solid financial base with room for improvement in profitability ratios.
| Category | Score | Visualization |
|---|---|---|
| Discounted Cash Flow | 5 | |
| Return on Equity | 2 | |
| Return on Assets | 4 | |
| Debt to Equity | 3 | |
| Price to Earnings | 1 | |
| Price to Book | 3 |
Historical Rating
The historical performance shows consistency in fundamental metrics over time.
| Date | Overall | DCF | ROE | ROA | Debt/Eq | P/E | P/B |
|---|---|---|---|---|---|---|---|
| 2025-04-11 | 3 | 5 | 2 | 4 | 3 | 1 | 3 |
| Previous | 0 | 5 | 2 | 4 | 3 | 1 | 3 |
Analyst Price Targets
Analyst estimates indicate a consistent price target with a consensus of holding the stock at current levels.
| High | Low | Median | Consensus |
|---|---|---|---|
| 19 | 19 | 19 | 19 |
Analyst Sentiment
The analyst sentiment suggests a neutral stance with a dominant 'Hold' recommendation.
| Recommendation | Count | Distribution |
|---|---|---|
| Strong Buy | 0 | |
| Buy | 4 | |
| Hold | 14 | |
| Sell | 3 | |
| Strong Sell | 0 |
Conclusion
Franklin Resources, Inc. presents a stable investment opportunity with consistent scores across fundamental metrics. The company has room for profitability improvement, but its debt position is manageable. The neutral analyst consensus indicates cautious optimism about future prospects. Investors may find it suitable for a balanced risk portfolio. However, monitoring the competitive landscape is essential for long-term growth.