A+ Stock Grade Summary:
| VALUE: |
|
|
| GROWTH: |
|
|
| MOMENTUM: |
|
|
| EPS REVISIONS: |
|
|
| QUALITY: |
|
|
Rosalio Madrigal
Tudor Pop
Jenna Brashear
Jenna Brashear
Rosalio Madrigal
| Share Statistics | BEN | Industry Median |
Percentile (All Stocks) |
|
| Market Cap (Mil) | $17,594.9 | $2,836.7 | 85% |
|
| Shares Out (Mil) | 553.2 | 74.1 | 90% |
|
| Institutional Ownership | 57.5% | 79.1% | 38% |
|
| Float (Mil) | 302.3 | 69.7 | 80% |
|
| Beta | na | 0.94 | na |
|
| Avg Daily Volume (000s) | 5,054 | 445 | 92% |
|
| Price Change (52-week) |
39.3% | 72.7% | 75% |
|
| Growth | BEN | Industry Median |
Percentile (All Stocks) |
|
| Sales (5yr) | 9.5% | 7.7% | 56% |
|
| Net Income (5yr) | (8.1%) | 8.9% | 30% |
|
| EPS (5yr) | (10.6%) | 9.6% | 21 |
|
| Dividends (5yr) | 3.5% | 1.3% | 64% |
|
| Cash Flow (5yr) | 18.5% | 0.9% | 78% |
|
| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
|
| # of Estimates | 9 | 10 | 11 | |
| Current EPS | $0.665 | $2.816 | $3.099 | |
| Month Ago EPS | $0.652 | $2.781 | $3.040 | |
| # Rev Up | 1 | 0 | 0 | |
| # Rev Down | 0 | 1 | 1 | |
| Three Months Ago EPS | $0.653 | $2.733 | $2.943 | |
| Year/Year Chg | 114.5% | 209.5% | 274.0% | |
| Financials | BEN | Industry Median |
Percentile (All Stocks) |
|
| Sales (TTM) (Mil) | $9,324 | $871 | 83% |
|
| Net Income (TTM) (Mil) | $813 | $85 | 84% |
|
| EPS (TTM) | $1.480 | $1.000 | 66% |
|
| Operating Cash Flow (TTM) (Mil) | $278 | $64 | 64% |
|
| Net Cash Flow (TTM) (Mil) | ($196) | $25 | 10% |
|
| Long-Term Debt (Q1) (Mil) | $3,377 | $209 | 81% |
|
| Enterprise Value (Q1) (Mil) | $20,605 | $1,297 | 84% |
|
| Valuation | BEN | Industry Median |
Percentile (All Stocks) |
|
| P/B | 1.46 | 2.69 | 38% |
|
| P/E | 22.9 | 19.1 | 57% |
|
| Dividend Yield | 3.9% | 0.9% | 90% |
|
| PEG (5yr hist) | na | 1.4 | na |
|
| Ratios | BEN | Industry Median |
Percentile (All Stocks) |
|
| Gross Margin | 35.2% | 75.0% | 43% |
|
| Net Margin | 8.7% | 15.8% | 59% |
|
| ROA | 2.4% | 2.1% | 58% |
|
| ROE | 6.8% | 13.4% | 48% |
|
| Liabilities to Assets | 60.3% | 59.1% | 54% |
|
| F-Score | 7 | 5 | 84% |
|
Franklin Resources, Inc. did not pass any screens on 7/31/2026.
Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.
Ⓒ 2026 American Association of Individual Investors
