Last 47 quarters of trend data · Financial Services · Asset Managers & Custodians
Quarterly valuation ratios — annualised for comparability. YoY Δ shows same-quarter-prior-year change.
| Metric | TTM | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| P/E Ratio → | 19.53 | 26.83 | 11.36 | 12.98 | 27.54 | 39.75 | 18.51 | 17.49 | — | 17.46 | 30.55 | 14.89 | 10.59 | 15.18 | 9.76 | 20.61 | 11.70 | 11.65 | 10.26 | 9.51 | 5.72 |
| — | -32.5% | -38.6% | -25.8% | — | +127.7% | -39.4% | +17.4% | — | +15.1% | +213.0% | -27.7% | -9.4% | +30.2% | -4.9% | +116.6% | +104.6% | +25.3% | +2.6% | +2.0% | -83.1% | |
| P/S Ratio | 1.90 | 1.84 | 1.35 | 1.34 | 1.29 | 1.51 | 1.19 | 1.18 | 1.19 | 1.38 | 1.72 | 1.84 | 1.53 | 1.70 | 1.75 | 1.67 | 1.37 | 1.42 | 1.66 | 1.86 | 1.68 |
| — | +21.7% | +12.8% | +13.8% | +8.1% | +9.7% | -30.5% | -36.0% | -22.5% | -18.8% | -1.8% | +10.3% | +11.7% | +19.5% | +5.1% | -10.4% | -18.2% | -22.2% | -5.6% | +19.2% | +8.2% | |
| P/B Ratio | 1.23 | 1.33 | 0.84 | 0.86 | 0.84 | 0.85 | 0.66 | 0.69 | 0.71 | 0.78 | 0.98 | 1.06 | 0.89 | 0.97 | 0.99 | 0.89 | 0.76 | 0.83 | 1.03 | 1.25 | 1.14 |
| — | +55.7% | +27.4% | +25.5% | +17.6% | +10.0% | -33.2% | -35.3% | -19.5% | -19.7% | -0.4% | +19.1% | +16.8% | +17.0% | -3.9% | -28.6% | -33.5% | -34.3% | -11.6% | +22.1% | +30.2% | |
| P/FCF | 78.49 | 7.64 | — | — | — | 2.43 | — | — | 5.32 | 5.99 | 38.45 | — | 4.04 | 5.70 | — | — | 3.16 | 3.52 | 43.73 | 27.44 | 7.88 |
| — | +214.6% | — | — | — | -59.5% | — | — | +31.9% | +5.1% | — | — | +27.8% | +61.7% | — | — | -59.9% | -83.9% | +198.4% | +148.0% | +12.3% | |
| EV / EBITDA | 21.76 | 25.21 | 14.92 | 15.83 | 29.14 | 18.02 | 17.00 | 13.58 | — | 15.72 | 24.04 | 17.62 | 10.76 | 12.09 | 13.55 | 15.30 | 8.25 | 7.96 | 8.11 | 7.81 | 7.33 |
| — | +39.9% | -12.3% | +16.6% | — | +14.6% | -29.3% | -22.9% | — | +30.1% | +77.4% | +15.1% | +30.3% | +51.8% | +67.2% | +95.9% | +12.7% | -3.3% | +9.0% | +12.3% | -75.9% | |
| EV / EBIT | 45.11 | 34.89 | 13.89 | 12.23 | 19.36 | 26.69 | 77.28 | 14.60 | — | 16.19 | 22.22 | 16.00 | 10.83 | 14.07 | 12.52 | 17.79 | 13.41 | 11.94 | 9.01 | 6.97 | 5.82 |
| — | +30.7% | -82.0% | -16.3% | — | +64.9% | +247.8% | -8.7% | — | +15.0% | +77.5% | -10.0% | -19.3% | +17.9% | +38.9% | +155.1% | +130.5% | +49.9% | +41.9% | +16.2% | -59.8% |
Quarterly margins and returns. Watch for margin compression across consecutive quarters.
| Metric | TTM | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 81.2% | 54.7% | 53.3% | 82.3% | 82.7% | 80.3% | 79.7% | 82.0% | 81.2% | 81.0% | 79.9% | 82.1% | 82.5% | 82.5% | 80.8% | 83.0% | 83.2% | 83.1% | 83.5% | 85.0% | 85.3% |
| — | -31.8% | -33.1% | +0.3% | +1.9% | -0.9% | -0.4% | -0.1% | -1.6% | -1.8% | -1.1% | -1.0% | -0.9% | -0.8% | -3.2% | -2.4% | -2.4% | -1.2% | +0.3% | +2.0% | -19.0% | |
| Operating Margin | 7.0% | 9.2% | 14.2% | 12.2% | 3.7% | 7.6% | 7.0% | 9.8% | -6.9% | 10.6% | 6.1% | 10.5% | 17.2% | 16.3% | 13.5% | 10.0% | 18.2% | 20.2% | 22.5% | 25.3% | 24.5% |
| — | +22.2% | +104.0% | +24.0% | +153.4% | -28.7% | +14.5% | -6.1% | -140.0% | -34.8% | -54.8% | +4.5% | -5.4% | -19.4% | -40.1% | -60.4% | -25.7% | -9.2% | +1.6% | +21.5% | +752.0% | |
| Net Margin | 6.1% | 7.3% | 15.2% | 11.1% | 5.1% | 4.5% | 7.2% | 7.3% | -3.9% | 8.3% | 5.8% | 12.7% | 15.1% | 11.8% | 10.3% | 8.6% | 12.2% | 12.8% | 17.0% | 20.6% | 30.7% |
| — | +62.2% | +110.4% | +50.9% | +230.9% | -45.4% | +23.9% | -42.4% | -125.7% | -29.5% | -43.0% | +49.0% | +23.8% | -8.1% | -39.6% | -58.4% | -60.4% | -37.3% | -8.3% | +17.0% | +527.5% |
| Metric | TTM | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROE | 3.7% | 1.2% | 2.4% | 1.8% | 0.8% | 0.6% | 1.0% | 1.1% | -0.6% | 1.2% | 0.9% | 1.8% | 2.2% | 1.7% | 1.4% | 1.2% | 1.7% | 1.9% | 2.6% | 3.5% | 5.3% |
| — | +99.8% | +140.8% | +63.4% | +242.9% | -46.7% | +14.0% | -40.6% | -126.4% | -30.6% | -37.4% | +57.7% | +29.0% | -10.9% | -47.3% | -66.6% | -68.1% | -46.1% | -15.3% | +18.7% | +673.5% | |
| ROA | 1.6% | 0.5% | 1.0% | 0.8% | 0.4% | 0.3% | 0.5% | 0.5% | -0.3% | 0.5% | 0.4% | 0.8% | 1.0% | 0.8% | 0.7% | 0.6% | 0.8% | 1.0% | 1.4% | 1.8% | 2.8% |
| — | +70.4% | +121.1% | +56.0% | +240.5% | -45.6% | +18.9% | -39.8% | -126.3% | -31.4% | -40.5% | +45.2% | +17.1% | -20.1% | -51.7% | -68.7% | -70.3% | -50.7% | -22.4% | +14.6% | +565.5% | |
| ROIC | 1.6% | 0.5% | 0.8% | 0.8% | 0.2% | 0.4% | 0.4% | 0.6% | -0.4% | 0.6% | 0.4% | 0.6% | 1.0% | 0.9% | 0.8% | 0.6% | 1.1% | 1.3% | 1.6% | 2.0% | 2.0% |
| — | +31.6% | +114.0% | +27.6% | +157.7% | -30.1% | +6.6% | -3.4% | -140.2% | -37.7% | -53.5% | +0.2% | -11.3% | -29.0% | -51.1% | -69.7% | -43.4% | -29.3% | -15.9% | +16.8% | +794.6% |
Quarterly solvency trend — watch for debt spikes or covenant pressure.
| Metric | TTM | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.94 | 1.29 | 1.05 | 0.99 | 0.94 | 0.92 | 0.87 | 0.83 | 0.90 | 0.92 | 0.89 | 0.86 | 0.87 | 0.87 | 0.82 | 0.69 | 0.68 | 0.68 | 0.67 | 0.61 | 0.60 |
| — | +40.9% | +21.2% | +18.5% | +4.3% | +0.2% | -2.0% | -2.8% | +3.8% | +5.1% | +7.7% | +23.6% | +27.8% | +27.3% | +22.7% | +13.3% | +13.7% | +18.7% | +44.3% | +28.3% | +5.5% | |
| Debt / EBITDA | 11.71 | 55.96 | 38.17 | 38.93 | 71.62 | 44.18 | 45.71 | 35.32 | — | 40.68 | 53.54 | 36.96 | 26.07 | 27.82 | 29.93 | 33.32 | 20.49 | 18.40 | 16.46 | 12.63 | 12.71 |
| — | +26.7% | -16.5% | +10.2% | — | +8.6% | -14.6% | -4.4% | — | +46.2% | +78.9% | +10.9% | +27.3% | +51.2% | +81.8% | +163.8% | +61.2% | +43.6% | +52.0% | +7.6% | -79.8% | |
| Current Ratio | 2.71 | 1.34 | 17.14 | 3.42 | 2.71 | 2.79 | 3.96 | 2.64 | 3.24 | 3.48 | 3.38 | 3.30 | 4.13 | 3.63 | 3.81 | 3.11 | 3.70 | 1.20 | 1.24 | 2.96 | 3.51 |
| — | -52.0% | +332.9% | +29.3% | -16.2% | -20.0% | +17.3% | -19.9% | -21.6% | -4.1% | -11.3% | +6.2% | +11.7% | +201.8% | +206.3% | +4.9% | +5.3% | -70.1% | -68.7% | -24.1% | +17.0% | |
| Quick Ratio | 2.71 | 1.34 | 17.14 | 3.42 | 2.71 | 2.79 | 3.96 | 2.64 | 3.24 | 3.48 | 3.38 | 3.30 | 4.13 | 3.63 | 3.81 | 3.11 | 3.70 | 1.20 | 1.24 | 2.96 | 3.51 |
| — | -52.0% | +332.9% | +29.3% | -16.2% | -20.0% | +17.3% | -19.9% | -21.6% | -4.1% | -11.3% | +6.2% | +11.7% | +201.8% | +206.3% | +4.9% | +5.3% | -70.1% | -68.7% | -24.1% | +17.0% | |
| Interest Coverage | 9.29 | 9.18 | 21.77 | 23.15 | 11.09 | 7.84 | 3.05 | 14.56 | -0.85 | 12.68 | 9.60 | 18.62 | 18.36 | 10.48 | 11.93 | 8.41 | 10.38 | 11.83 | 21.36 | 37.06 | 53.34 |
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Includes 30+ ratios · 47 years · Updated daily
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Quick answers to the most common questions about buying BEN stock.
Franklin Resources, Inc.'s current P/E is 19.5x. The average P/E over the last 4 quarters is 19.7x. Quarterly P/E ratios can vary due to seasonal revenue patterns and one-time charges.
Franklin Resources, Inc.'s current operating margin is 7.0%. Margins have been expanding over recent quarters. Quarterly margins are particularly useful for identifying trend inflections that annual data smooths over.
Quarterly financial ratios reveal short-term trend shifts — margin compression, debt spikes, or valuation re-ratings — that annual figures smooth over. They're essential for active investors tracking Franklin Resources, Inc.'s business trajectory between earnings reports.