Franklin Resources (BEN) Return on Equity (ROE)

Price: $20.085
Market Cap: $10.55B
Avg Volume: 4.42M
Country: US
Industry: Asset Management
Sector: Financial Services
Beta: 1.45
52W Range: $18.83-28.15
Website: Franklin Resources

Return on Equity (ROE) Summary

Franklin Resources's ROE measures the return generated on shareholders' equity:

  • Annual: 3.72%
  • Quarterly: 1.31%
  • TTM: 2.98%

What is Return on Equity (ROE)?

Return on Equity measures a company's ability to generate profits from its shareholders' equity. It indicates how effectively the management is using the company’s assets to create profits. A higher ROE generally reflects well on the company’s management and its ability to generate profits without needing as much capital.

Related Metrics

Other important metrics to assess Franklin Resources's profitability include:

  • ROIC (Return on Invested Capital) - measures how effectively the company uses its invested capital to generate profits:
    • Annual: 1.02%
    • Quarterly: 0.37%
    • TTM: 1.92%
  • ROA (Return on Assets) - measures the return generated on the company's assets:
    • Annual: 1.43%
    • Quarterly: 0.51%
    • TTM: 1.16%
  • Profit Margin - indicates the profitability of the company relative to its revenue:
    • Annual: 5.48%
    • Quarterly: 7.27%
    • TTM: 4.34%

These metrics provide insights into Franklin Resources's profitability and efficiency in using its capital and assets to generate returns. Comparing these ratios with industry benchmarks can offer a deeper understanding of the company's performance.

Annual ROE

3.72%

Quarterly ROE

1.31%

TTM ROE

2.98%

Franklin Resources Historical ROE
17.19%17.19%13.75%13.75%10.31%10.31%6.88%6.88%3.44%3.44%0.00%0.00%ROE20162016201720172018201820192019202020202021202120222022202320232024202420252025
Historical ROIC
13.14%13.14%10.51%10.51%7.89%7.89%5.26%5.26%2.63%2.63%0.00%0.00%ROIC20162016201720172018201820192019202020202021202120222022202320232024202420252025
Historical ROA
12.46%12.46%9.97%9.97%7.48%7.48%4.98%4.98%2.49%2.49%0.00%0.00%ROA20162016201720172018201820192019202020202021202120222022202320232024202420252025

Franklin Resources Historical Profitability Metrics

The table below shows various profitability metrics for each year, with the latest data available for the last fiscal year 2024.

Year ROE ROIC ROA Profit Margin
2024 3.72% 1.02% 1.43% 5.48%
2023 7.41% 2.34% 2.93% 11.25%
2022 11.26% 5.18% 4.60% 15.61%
2021 16.32% 7.16% 7.58% 21.73%
2020 7.90% 4.37% 3.95% 14.35%
2019 12.07% 8.59% 8.23% 20.71%
2018 7.72% 5.47% 5.31% 12.10%
2017 13.44% 9.28% 9.68% 26.54%
2016 14.47% 10.30% 10.73% 26.09%
2015 17.19% 13.14% 12.46% 25.61%

Related Metrics

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