Franklin Templeton (BEN) Stock Analysis

November 11, 2026

This is a peer-relative look at Franklin Templeton (BEN): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Financial Services peers, so every number reads in context rather than in isolation.

Company Profile

Company profile fields for Franklin Templeton (BEN)
Profile Item	BEN
Name	Franklin Templeton Inc.
Country/Region	United States
GICS Sector	Financials
GICS Industry Group	Financial Services
GICS Industry	Capital Markets
GICS Sub-Industry	Asset Management & Custody Banks
Market Capitalization	17.29 billion USD
Currency	USD
Exchange	NYSE
Listing Date	September 23, 1983
Security Type	Common Stock

Price Performance

Cumulative Growth

BEN

GSPC

Franklin Templeton (BEN) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Franklin Templeton (BEN) and S&P 500 (GSPC). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Franklin Templeton (BEN) and S&P 500 (GSPC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Franklin Templeton (BEN) metric values compared with Financial Services industry-group medians
Metric	Current stock: BEN	Industry group median
Total Return (1Y)	70.17%	1.90%
Total Return (3Y, Annualized)	22.48%	12.71%
Total Return (5Y, Annualized)	5.29%	2.81%

Risk Profile

Drawdown History

BEN

GSPC

Franklin Templeton (BEN) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Franklin Templeton (BEN) and S&P 500 (GSPC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Franklin Templeton (BEN) metric values compared with Financial Services industry-group medians
Metric	Current stock: BEN	Industry group median
Volatility (1Y, Annualized)	29.18%	36.24%
Beta (5Y)	1.52	1.04
Max Drawdown (5Y)	-45.39%	-48.56%

Risk-Adjusted Performance

Risk-Return Positioning

Each dot is a stock plotted by 1-year volatility (risk) and 1-year return. BEN is highlighted; the dashed line is the Capital Allocation Line from the risk-free rate through the industry median — dots above it are stronger on a risk-adjusted basis.

Risk-Adjusted Metrics

Franklin Templeton (BEN) metric values compared with Financial Services industry-group medians
Metric	Current stock: BEN	Industry group median
Sharpe Ratio (1Y)	2.26	-0.09
Sortino Ratio (1Y)	3.55	-0.13

Profitability

ROE (TTM)

Franklin Templeton (BEN) posts ROE of 10.51%, roughly around the peer group’s normal range. Shareholders’ equity is producing a return that looks broadly typical for the industry.

BEN

Financial Services industry group

10.51%

Group distribution

Max: 44.78%
Q3: 21.85%
Median: 12.91%
BEN: 10.51%
Q1: 4.48%
Min: -18.71%

Largest peers

MA: 231.37%
V: 63.51%
MS: 18.04%
GS: 17.71%
BRK.A: 12.12%
BRK.B: 12.12%
BEN: 10.51%

Where Franklin Templeton (BEN) stands on ROE within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Net Margin (TTM)

Franklin Templeton (BEN) keeps 11.42% of revenue as net profit, roughly in line with the peer group’s normal net margin range. Its full cost stack is taking a typical share of sales for the industry.

BEN

Financial Services industry group

11.42%

Group distribution

Max: 62.84%
Q3: 28.05%
Median: 15.36%
BEN: 11.42%
Q1: 4.82%
Min: -28.52%

Largest peers

V: 51.20%
MA: 46.73%
GS: 31.21%
MS: 25.63%
BRK.A: 22.30%
BRK.B: 22.30%
BEN: 11.42%

Where Franklin Templeton (BEN) stands on net margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

Franklin Templeton (BEN) turns 14.61% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.

BEN

Financial Services industry group

14.61%

Group distribution

Max: 107.33%
Q3: 55.90%
Median: 30.09%
BEN: 14.61%
Q1: 14.60%
Min: -44.34%

Largest peers

V: 63.73%
MA: 60.53%
MS: 39.00%
GS: 38.37%
BRK.A: 32.56%
BRK.B: 32.56%
BEN: 14.61%

Where Franklin Templeton (BEN) stands on operating margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Profitability Metrics

Franklin Templeton (BEN) metric values compared with Financial Services industry-group medians
Metric	Current stock: BEN	Industry group median
ROE (TTM)	10.51%	12.91%
ROA (TTM)	--	3.60%
Net Margin (TTM)	11.42%	15.36%
Operating Margin (TTM)	14.61%	30.09%
Gross Margin (TTM)	--	--

Growth

Revenue Growth

No usable revenue growth is available for Franklin Templeton (BEN) this period, so the top-line momentum read is skipped.

Franklin Templeton (BEN) doesn't report Revenue Growth this period; the bars show the Financial Services industry-group medians on their own.

EPS Growth

Franklin Templeton (BEN) grew earnings per share 116.48%, in the upper peer quartile. Per-share profits are compounding faster than at most industry peers.

Franklin Templeton (BEN): EPS Growth across different time periods, set against Financial Services industry-group medians.

Growth Metrics

Franklin Templeton (BEN) metric values compared with Financial Services industry-group medians
Metric	Current stock: BEN	Industry group median
Revenue Growth (YoY)	--	9.46%
Revenue Growth (3Y CAGR)	--	10.90%
EPS Growth (YoY)	116.48%	7.46%
EPS Growth (3Y CAGR)	4.63%	13.04%

Financial Strength

Current Ratio (MRQ)

current ratio is set aside for Franklin Templeton (BEN) in Financial Services: these balance sheets are not best read through a current/non-current split, so regulatory, funding, or liquidity-coverage measures usually matter more.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for Franklin Templeton (BEN) in Financial Services: leverage is part of the business model itself, so capital adequacy, funding mix, and regulatory measures are usually better risk gauges.

Financial Strength Metrics

Franklin Templeton (BEN) metric values compared with Financial Services industry-group medians
Metric	Current stock: BEN	Industry group median
Current Ratio (MRQ)	--	--
Debt / Equity (MRQ)	--	--
Net Debt / EBITDA	--	--

Dividends

Dividend Yield (TTM)

Franklin Templeton (BEN) has dividend yield of 4.10%, in the upper peer-yield quartile while still inside the industry range. The dividend offers more cash income per dollar of share price than most peers, though payout coverage still matters.

BEN

Financial Services industry group

4.10%

Group distribution

Max: 9.77%
BEN: 4.10%
Q3: 3.92%
Median: 1.09%
Q1: 0.00%
Min: 0.00%

Largest peers

BEN: 4.10%
MS: 2.40%
GS: 2.07%
V: 0.66%
MA: 0.53%
BRK.A: 0.00%
BRK.B: 0.00%

Where Franklin Templeton (BEN) stands on dividend yield within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

Franklin Templeton (BEN) has payout ratio of 89.12%, within the industry’s typical payout band. The dividend shares profits with investors while leaving earnings coverage that looks normal for the peer group.

BEN

Financial Services industry group

89.12%

Group distribution

Max: 241.07%
Q3: 97.36%
BEN: 89.12%
Median: 25.77%
Q1: 0.00%
Min: 0.00%

Largest peers

BEN: 89.12%
MS: 32.91%
GS: 25.88%
V: 21.75%
MA: 17.63%
BRK.A: 0.00%
BRK.B: 0.00%

Where Franklin Templeton (BEN) stands on payout ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Metrics

Franklin Templeton (BEN) metric values compared with Financial Services industry-group medians
Metric	Current stock: BEN	Industry group median
Dividend Yield (TTM)	4.10%	1.09%
Dividend Payout Ratio (TTM)	89.12%	25.77%

Valuation

P/E Ratio (TTM)

Franklin Templeton (BEN) trades at P/E ratio of 17.12, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.

BEN

Financial Services industry group

17.12

Group distribution

Max: 45.85
Q3: 24.64
BEN: 17.12
Median: 15.37
Q1: 9.68
Min: 0.16

Largest peers

V: 34.31
MA: 34.15
BEN: 17.12
MS: 14.39
BRK.A: 14.36
BRK.B: 14.36
GS: 12.45

Where Franklin Templeton (BEN) stands on P/E ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

P/S Ratio (TTM)

Franklin Templeton (BEN) trades at 1.84 on P/S ratio, roughly in the peer group’s normal range. The market is not making a strong cheap-or-rich statement about its revenue base.

BEN

Financial Services industry group

1.84

Group distribution

Max: 9.23
Q3: 4.57
Median: 2.72
BEN: 1.84
Q1: 1.28
Min: -0.55

Largest peers

V: 17.18
MA: 15.67
MS: 3.55
GS: 3.52
BRK.A: 3.18
BRK.B: 3.18
BEN: 1.84

Where Franklin Templeton (BEN) stands on P/S ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

Franklin Templeton (BEN) trades at 1.46 on P/B ratio, roughly in line with the industry’s normal price-to-book range. Its balance sheet is not being priced at a clear discount or premium versus peers.

BEN

Financial Services industry group

1.46

Group distribution

Max: 7.79
Q3: 3.63
Median: 1.57
BEN: 1.46
Q1: 0.81
Min: -0.39

Largest peers

MA: 84.30
V: 22.05
MS: 2.65
GS: 2.36
BRK.A: 1.72
BEN: 1.46
BRK.B: 0.00

Where Franklin Templeton (BEN) stands on P/B ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Valuation Metrics

Franklin Templeton (BEN) metric values compared with Financial Services industry-group medians
Metric	Current stock: BEN	Industry group median
P/E Ratio (TTM)	17.12	15.37
P/S Ratio (TTM)	1.84	2.72
P/B Ratio (MRQ)	1.46	1.57
Free Cash Flow Yield (TTM)	--	--