BENFranklin Templeton
+4.7% today · +52.3% over a year
2/10 A 1–10 summary of how an instrument compares with similar ones (same sector and region) by published rules. It describes today's data; it is not a price forecast. More in the glossary → «Balanced» — higher than 37% of the instruments we score
Trend: among the best of its peers. Dividend yield 3.91%.
Franklin Templeton (BEN) valuation against sector peers: P/E 22.6 (sector median 12.5), P/B 1.5, EV/EBIT 18.7, P/S 1.8.
Ratios vs sector
Medians of Financials companies in the same region (stocks and REITs).
| Metric | BEN | Sector median | vs median |
|---|---|---|---|
| P/E | 22.6 | 12.5 · n=296 | 81% above |
| P/B | 1.5 | 1.6 · n=318 | 6% below |
| P/S | 1.8 | 2.7 · n=310 | 32% below |
| EV/EBIT | 18.7 | 18.0 · n=71 | near the median |
| Free-cash-flow yield | — | 8.5% · n=220 | — |
| Dividend yield | 3.91% | 1.87% · n=350 | 110% above |
| Return on equity | 6.8% | 12.5% · n=332 | 46% below |
| Return on invested capital | 6.4% | 15.2% · n=80 | 58% below |
| Gross margin | — | 60.4% · n=39 | — |
| Net debt / EBITDA | −1.32 | 0.61 · n=71 | 316% below |
Value factor: 43 of 100 within the peer group. Full score breakdown →
Sector peers
The largest companies of the same sector and region.
| JPMJPMorgan | 13.8 | 2.4 | — | — | 1.8% | 5/10 |
|---|---|---|---|---|---|---|
| MAMastercard | 33.7 | 84.7 | 27.5 | 2.8% | 0.6% | 7/10 |
| BACBank of America Corp | 11.1 | 1.1 | — | — | 2.3% | 6/10 |
| MSMorgan Stanley | 14.3 | 2.4 | — | — | 2.4% | 3/10 |
| WFCWells Fargo & Company | 11.5 | 1.6 | — | — | 2.8% | 3/10 |
| GSGoldman Sachs | 11.7 | 2.3 | — | −16.0% | 2.1% | 3/10 |
| AXPAmerican Express | 17.7 | 6.0 | — | 6.5% | 1.4% | 3/10 |
| CCitigroup | 16.0 | 1.1 | — | −35.6% | 2.1% | 3/10 |
| BLKBlackRock | 25.1 | 3.1 | 19.7 | 2.6% | 1.9% | 4/10 |
| SCHWThe Charles Schwab Corporation | 15.4 | 3.5 | — | 7.4% | 1.3% | 4/10 |
Fiscal-year history
From annual SEC filings; each bar is a fiscal year, labelled by the year it ended.
Filings: U.S. SEC EDGAR · ratios computed by AI-Stock Invest from public filings and end-of-day prices · latest period 30 Jun 2026 · filed 31 Jul 2026
Withdraw from contract here · EU consumers: 14 days to withdraw from a purchase.