Franklin Financial Statements From 2010 to 2025
| BEN Stock | USD 19.86 0.06 0.30% |
Check Franklin Resources financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Franklin Resources' main balance sheet or income statement drivers, such as , as well as many indicators such as . Franklin financial statements analysis is a perfect complement when working with Franklin Resources Valuation or Volatility modules.
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Franklin Resources Company Operating Margin Analysis
Franklin Resources' Operating Margin shows how much operating income a company makes on each dollar of sales. It is one of the profitability indicators which helps analysts to understand whether the firm is successful or not making money from everyday operations.
Current Franklin Resources Operating Margin | 0.15 % |
Most of Franklin Resources' fundamental indicators, such as Operating Margin, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Franklin Resources is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
A good Operating Margin is required for a company to be able to pay for its fixed costs or payout its debt, which implies that the higher the margin, the better. This ratio is most effective in evaluating the earning potential of a company over time when comparing it against a firm's competitors.
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Based on the recorded statements, Franklin Resources has an Operating Margin of 0.1485%. This is 99.2% lower than that of the Capital Markets sector and 99.43% lower than that of the Financials industry. The operating margin for all United States stocks is 102.7% lower than that of the firm.
Franklin Resources Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Franklin Resources's current stock value. Our valuation model uses many indicators to compare Franklin Resources value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Franklin Resources competition to find correlations between indicators driving Franklin Resources's intrinsic value. More Info.Franklin Resources is rated below average in return on equity category among its peers. It is rated below average in return on asset category among its peers reporting about 0.61 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Franklin Resources is roughly 1.63 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Franklin Resources' earnings, one of the primary drivers of an investment's value.About Franklin Resources Financial Statements
Franklin Resources investors utilize fundamental indicators, such as revenue or net income, to predict how Franklin Stock might perform in the future. Analyzing these trends over time helps investors make informed market timing decisions. For further insights, please visit our fundamental analysis page.
Franklin Resources, Inc. is a publicly owned asset management holding company. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Hyderabad, India. Franklin Resources operates under Asset Management classification in the United States and is traded on New York Stock Exchange. It employs 9800 people.
Pair Trading with Franklin Resources
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Franklin Resources position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Franklin Resources will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Franklin Resources could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Franklin Resources when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Franklin Resources - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Franklin Resources to buy it.
The correlation of Franklin Resources is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Franklin Resources moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Franklin Resources moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Franklin Resources can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out the analysis of Franklin Resources Correlation against competitors. To learn how to invest in Franklin Stock, please use our How to Invest in Franklin Resources guide.You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Franklin Resources. If investors know Franklin will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Franklin Resources listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Franklin Resources is measured differently than its book value, which is the value of Franklin that is recorded on the company's balance sheet. Investors also form their own opinion of Franklin Resources' value that differs from its market value or its book value, called intrinsic value, which is Franklin Resources' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Franklin Resources' market value can be influenced by many factors that don't directly affect Franklin Resources' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Franklin Resources' value and its price as these two are different measures arrived at by different means. Investors typically determine if Franklin Resources is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Franklin Resources' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.