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
Fundamental
47.4Momentum
62.4Acceleration
61.4Confidence
96.0Annual 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
| Period | Revenue | Gross Profit | Operating Income | CFO | FCF | Gross Margin | Op Margin | FCF Margin | ROIC | Shares |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025 FY Sep 30, 2025 | $8.77B | $8.77B | $604.10M | $1.07B | $911.60M | 100% | 6.89% | 10.39% | 3.88% | 517.4M |
| 2025 FY Sep 30, 2024 | $8.48B | $8.48B | $407.60M | $971.30M | $794.20M | 100% | 4.81% | 9.37% | 2.81% | 510.3M |
| 2025 FY Sep 30, 2023 | $7.85B | $7.85B | $1.10B | $1.09B | $940.40M | 100% | 14.04% | 11.98% | 8.19% | 490.8M |
| 2024 FY Sep 30, 2022 | $8.28B | $8.28B | $1.77B | $1.96B | $1.87B | 100% | 21.44% | 22.55% | 13.65% | 489.3M |
| 2023 FY Sep 30, 2021 | $8.43B | $8.43B | $1.88B | $1.25B | $1.17B | 100% | 22.25% | 13.84% | 16.81% | 490.6M |
Formula Trace
| Metric | Value | Formula | Status | Source |
|---|---|---|---|---|
| Revenue TTM | $9.04B | sum latest 4 fiscal quarters Revenue | OK | 0000038777-26-000217, 0000038777-26-000033 |
| Revenue Growth TTM | 4.7% | Revenue_TTM / Revenue_TTM_1Y_ago - 1 | OK | 0000038777-26-000217, 0000038777-26-000033 |
| Revenue CAGR 3Y | 1.96% | (Revenue_current / Revenue_3Y_ago)^(1/3) - 1 | OK | 0000038777-25-000238 |
| Revenue CAGR 5Y | 9.52% | (Revenue_current / Revenue_5Y_ago)^(1/5) - 1 | OK | 0000038777-25-000238 |
| Gross Profit CAGR 3Y | 1.96% | (GrossProfit_current / GrossProfit_3Y_ago)^(1/3) - 1 | OK | 0000038777-25-000238 |
| Operating Income Growth | 35.99% | OperatingIncome_current / OperatingIncome_prior_year - 1 | OK | 0000038777-26-000217, 0000038777-26-000033 |
| FCF Growth | n/a | FCF_current / FCF_prior_year - 1 | INSUFFICIENT_HISTORY | derived |
| Revenue Growth Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Gross Profit Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Operating Income Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| FCF Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Gross Margin | 100% | Gross Profit / Revenue | OK | 0000038777-26-000217, 0000038777-26-000033 |
| Operating Margin | 10.77% | Operating Income / Revenue | OK | 0000038777-26-000217, 0000038777-26-000033 |
| CFO / Net Income | 2.01x | CFO / Net Income | OK | 0000038777-26-000217, 0000038777-26-000101 |
| ROIC | 6.57% | NOPAT / Average Invested Capital | OK | 0000038777-26-000217, 0000038777-26-000033 |
| Net Debt / CFO | -0.86x | Net Debt / CFO | OK | 0000038777-26-000217, 0000038777-26-000101 |
| Interest Coverage | 10.87x | Operating Income / abs(Interest Expense) | OK | derived |
| Cash / Debt | 1.57x | (Cash + Short-term Investments) / Total Debt | OK | 0000038777-26-000217 |