BEN

FRANKLIN TEMPLETON INC

NYSE · CIK 38777

Last close32.81
Daily change+0.31 (0.95%)
10 Years gain+29.47%
Dividends TTM1.32 (+3.13%)
Dividend yield4.06%

Fundamental Analysis

BEN · STANDARD

SIC 6282 · Investment Advice · Fiscal year end 0930

Screener
Fundamental
47.4
Momentum
62.4
Acceleration
61.4
Confidence
96.0
Annual Revenue19
Quarterly Revenue58
Annual CFO19
Balance SheetAvailable
RankingEligible

Score Breakdown

Growth8.4 / 25
Quality13.3 / 25
Capital Efficiency3.5 / 20
Balance Sheet13.0 / 15
Shareholder Economics6.7 / 10
Forward Indicators0.0 / 5

Signals

Operating leverageOperating margin improved by 2.4784 percentage points.
ROIC expansionROIC improved by 1.9659 percentage points.
Net debt reductionNet debt declined versus the comparison period.
Share count reductionDiluted share count declined 0.7501%.
Strong operating leverageOperating income is growing faster than revenue while operating margin expands.

Key Metrics

Revenue Growth TTM4.7%OK
Revenue CAGR 3Y1.96%OK
Gross Margin100%OK
Operating Margin10.77%OK
FCF Marginn/aMISSING
FCF Growthn/aINSUFFICIENT_HISTORY
ROIC6.57%OK
Incremental Operating Margin 3Y-145.55%OK
Net Debt / CFO-0.86xOK
Diluted Share Growth 1Y-0.75%OK
SBC / Revenue2.22%OK
SBC / FCFn/aNOT_MEANINGFUL

Financial History

PeriodRevenueGross ProfitOperating IncomeCFOFCFGross MarginOp MarginFCF MarginROICShares
2025 FY Sep 30, 2025$8.77B$8.77B$604.10M$1.07B$911.60M100%6.89%10.39%3.88%517.4M
2025 FY Sep 30, 2024$8.48B$8.48B$407.60M$971.30M$794.20M100%4.81%9.37%2.81%510.3M
2025 FY Sep 30, 2023$7.85B$7.85B$1.10B$1.09B$940.40M100%14.04%11.98%8.19%490.8M
2024 FY Sep 30, 2022$8.28B$8.28B$1.77B$1.96B$1.87B100%21.44%22.55%13.65%489.3M
2023 FY Sep 30, 2021$8.43B$8.43B$1.88B$1.25B$1.17B100%22.25%13.84%16.81%490.6M

Formula Trace

MetricValueFormulaStatusSource
Revenue TTM$9.04Bsum latest 4 fiscal quarters RevenueOK0000038777-26-000217, 0000038777-26-000033
Revenue Growth TTM4.7%Revenue_TTM / Revenue_TTM_1Y_ago - 1OK0000038777-26-000217, 0000038777-26-000033
Revenue CAGR 3Y1.96%(Revenue_current / Revenue_3Y_ago)^(1/3) - 1OK0000038777-25-000238
Revenue CAGR 5Y9.52%(Revenue_current / Revenue_5Y_ago)^(1/5) - 1OK0000038777-25-000238
Gross Profit CAGR 3Y1.96%(GrossProfit_current / GrossProfit_3Y_ago)^(1/3) - 1OK0000038777-25-000238
Operating Income Growth35.99%OperatingIncome_current / OperatingIncome_prior_year - 1OK0000038777-26-000217, 0000038777-26-000033
FCF Growthn/aFCF_current / FCF_prior_year - 1INSUFFICIENT_HISTORYderived
Revenue Growth Accelerationn/a0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3)INSUFFICIENT_HISTORYderived
Gross Profit Accelerationn/a0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3)INSUFFICIENT_HISTORYderived
Operating Income Accelerationn/a0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3)INSUFFICIENT_HISTORYderived
FCF Accelerationn/a0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3)INSUFFICIENT_HISTORYderived
Gross Margin100%Gross Profit / RevenueOK0000038777-26-000217, 0000038777-26-000033
Operating Margin10.77%Operating Income / RevenueOK0000038777-26-000217, 0000038777-26-000033
CFO / Net Income2.01xCFO / Net IncomeOK0000038777-26-000217, 0000038777-26-000101
ROIC6.57%NOPAT / Average Invested CapitalOK0000038777-26-000217, 0000038777-26-000033
Net Debt / CFO-0.86xNet Debt / CFOOK0000038777-26-000217, 0000038777-26-000101
Interest Coverage10.87xOperating Income / abs(Interest Expense)OKderived
Cash / Debt1.57x(Cash + Short-term Investments) / Total DebtOK0000038777-26-000217