Franklin Resources Inc
Statements
Ratios
Valuation ratios (P/E, P/S, EV/EBITDA and the other multiples) are based on the closing price at the end of each period, not on the current price. Margins and returns are shown in percent, multiples without a unit, per-share figures in the reporting currency, net debt in millions.
Tick rows to compare them in a chart (up to 4)
| Line item | 1996 | 1997 | 1998 | 1999 | 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Valuation | ||||||||||||||||||||||||||||||
| 17.6 | 27.2 | 15.1 | 18.1 | 19.5 | 18.2 | 18.8 | 22.4 | 20.3 | 20.7 | 21.8 | 18.1 | 13.2 | 26.0 | 16.8 | 11.0 | 13.9 | 14.9 | 14.3 | 11.3 | 12.0 | 14.7 | 21.4 | 12.2 | 12.6 | 8.0 | 8.1 | 13.7 | 22.2 | 22.7 | |
| 3.6 | 5.5 | 2.9 | 3.4 | 4.7 | 3.7 | 3.2 | 4.3 | 4.2 | 5.1 | 5.5 | 5.2 | 3.5 | 5.6 | 4.2 | 3.0 | 3.8 | 4.0 | 4.0 | 2.9 | 3.1 | 3.9 | 2.6 | 2.5 | 1.8 | 1.7 | 1.3 | 1.5 | 1.2 | 1.4 | |
| 4.0 | 6.4 | 3.3 | 2.9 | 3.7 | 2.2 | 1.9 | 2.6 | 2.8 | 3.8 | 4.1 | 4.4 | 3.0 | 3.1 | 3.1 | 2.5 | 2.9 | 3.2 | 2.9 | 1.8 | 1.7 | 2.0 | 1.7 | 1.5 | 1.0 | 1.3 | 0.9 | 1.0 | 0.8 | 1.0 | |
| 3.3 | 5.3 | 2.8 | 3.1 | 4.5 | 3.7 | 3.1 | 4.5 | 3.7 | 4.7 | 4.9 | 4.7 | 3.1 | 4.9 | 3.6 | 2.4 | 3.1 | 3.4 | 3.4 | 2.3 | 2.1 | 2.7 | 1.6 | 1.6 | 1.7 | 1.6 | 1.1 | 2.5 | 2.1 | 2.5 | |
| 5.0 | 8.0 | 4.2 | 5.2 | 7.1 | 6.4 | 3.1 | 7.4 | 6.0 | 7.0 | 7.1 | 10.9 | 7.6 | 14.7 | 9.0 | 6.2 | 8.0 | 8.9 | 8.6 | 5.8 | 5.7 | 7.3 | 4.6 | 5.7 | 8.2 | 4.8 | 4.2 | 10.1 | 13.2 | 15.3 | |
| 18.8 | 34.2 | 14.2 | 17.2 | 18.4 | 19.8 | 11.1 | 23.3 | 15.9 | 28.2 | 22.8 | 20.4 | 15.7 | 39.0 | 15.3 | 14.2 | 27.2 | 16.3 | 16.4 | 10.5 | 12.7 | 23.5 | 7.7 | 418.8 | 10.9 | 12.5 | 5.6 | 12.2 | 13.0 | 13.1 | |
| 5.3% | 2.9% | 7.0% | 5.8% | 5.4% | 5.1% | 9.0% | 4.3% | 6.3% | 3.5% | 4.4% | 4.9% | 6.4% | 2.6% | 6.6% | 7.0% | 3.7% | 6.2% | 6.1% | 9.5% | 7.8% | 4.3% | 13.0% | 0.2% | 9.1% | 8.0% | 17.7% | 8.2% | 7.7% | 7.7% | |
| Margins | ||||||||||||||||||||||||||||||
| 66.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 65.2% | 67.9% | 67.8% | 61.0% | 82.8% | 82.3% | 44.6% | 46.3% | 47.0% | 46.0% | 45.8% | 45.7% | 41.0% | 80.9% | 83.0% | 82.8% | 80.9% | 80.1% | 80.3% | |
| 27.5% | 27.3% | 24.9% | 23.8% | 28.4% | 21.7% | 23.2% | 24.6% | 27.1% | 29.9% | 32.3% | 33.3% | 34.8% | 28.7% | 33.5% | 37.3% | 35.4% | 36.6% | 37.9% | 38.1% | 35.7% | 35.4% | 33.5% | 27.0% | 18.8% | 22.3% | 21.4% | 14.0% | 4.8% | 6.9% | |
| 20.7% | 20.1% | 19.4% | 18.9% | 24.0% | 20.6% | 17.2% | 19.1% | 20.6% | 24.5% | 25.1% | 28.6% | 26.3% | 21.4% | 24.7% | 26.9% | 27.2% | 26.9% | 28.1% | 25.6% | 26.1% | 26.5% | 12.1% | 20.7% | 14.4% | 21.7% | 15.6% | 11.2% | 5.5% | 6.0% | |
| 19.4% | 16.0% | 20.6% | 19.9% | 25.4% | 18.9% | 29.1% | 18.4% | 26.3% | 18.0% | 23.9% | 25.5% | 22.2% | 14.2% | 27.2% | 20.9% | 13.9% | 24.7% | 24.6% | 27.5% | 24.6% | 16.6% | 33.6% | 0.6% | 16.5% | 13.8% | 22.6% | 12.6% | 9.4% | 10.4% | |
| Returns | ||||||||||||||||||||||||||||||
| 22.5% | 23.4% | 21.9% | 16.1% | 19.0% | 12.2% | 10.1% | 11.7% | 13.8% | 18.6% | 19.0% | 24.2% | 22.5% | 11.7% | 18.7% | 22.6% | 21.0% | 21.3% | 20.6% | 16.2% | 14.5% | 13.4% | 7.7% | 12.1% | 7.9% | 16.3% | 11.3% | 7.4% | 3.7% | 4.3% | |
| 13.3% | 14.0% | 14.4% | 11.6% | 13.9% | 7.7% | 6.7% | 7.2% | 8.6% | 11.9% | 13.3% | 17.9% | 17.3% | 9.5% | 13.5% | 14.0% | 13.1% | 14.0% | 14.6% | 12.5% | 10.7% | 9.7% | 5.3% | 8.2% | 3.7% | 7.6% | 4.6% | 2.9% | 1.4% | 1.6% | |
| Balance Sheet & Debt | ||||||||||||||||||||||||||||||
| -502 | -324 | -438 | -710 | -377 | -22 | -378 | 493 | -1,483 | -1,669 | -2,713 | -2,754 | -2,188 | -2,876 | -3,056 | -4,110 | -4,485 | -5,125 | -5,497 | -4,865 | -6,689 | -7,700 | -6,182 | -5,210 | -352 | -1,046 | -1,251 | 7,232 | 7,793 | 9,726 | |
| -0.5 | -0.2 | -0.3 | -0.5 | -0.3 | 0.0 | -0.1 | 0.3 | -0.7 | -0.6 | -0.8 | -1.0 | -0.9 | -2.1 | -1.3 | -1.5 | -1.6 | -1.7 | -1.7 | -1.6 | -2.7 | -3.3 | -2.8 | -3.2 | -0.3 | -0.4 | -0.6 | 3.8 | 5.7 | 6.9 | |
| 59.0% | 59.9% | 65.5% | 72.5% | 73.4% | 63.5% | 66.4% | 61.8% | 62.1% | 63.9% | 70.4% | 73.8% | 77.1% | 80.6% | 72.2% | 61.9% | 62.4% | 65.5% | 70.8% | 76.9% | 74.1% | 72.0% | 68.8% | 68.2% | 46.6% | 46.4% | 40.9% | 39.6% | 38.5% | 37.3% | |
| 0.0 | 0.1 | 0.1 | 0.0 | 0.1 | 0.1 | 0.1 | 0.4 | 0.3 | 0.2 | 0.1 | 0.1 | 0.0 | 0.0 | 0.1 | 0.1 | 0.2 | 0.1 | 0.2 | 0.3 | 0.2 | 0.1 | 0.1 | 0.1 | 0.4 | 0.3 | 0.3 | 1.0 | 1.0 | 1.1 | |
| Per Share | ||||||||||||||||||||||||||||||
| 0.42 | 0.57 | 0.66 | 0.56 | 0.76 | 0.64 | 0.55 | 0.66 | 0.92 | 1.35 | 1.62 | 2.34 | 2.22 | 1.29 | 2.12 | 2.89 | 3.00 | 3.39 | 3.81 | 3.31 | 2.96 | 3.03 | 1.42 | 2.37 | 1.62 | 3.73 | 2.64 | 1.80 | 0.91 | 1.02 | |
| 2.02 | 2.84 | 3.40 | 2.98 | 3.16 | 3.09 | 3.21 | 3.44 | 4.46 | 5.52 | 6.46 | 8.20 | 8.44 | 6.04 | 8.58 | 10.72 | 11.04 | 12.59 | 13.58 | 12.93 | 11.34 | 11.43 | 11.75 | 11.45 | 11.32 | 17.17 | 16.91 | 15.99 | 16.61 | 17.02 | |
| 1.87 | 2.43 | 3.01 | 3.51 | 4.01 | 5.22 | 5.43 | 5.63 | 6.62 | 7.27 | 8.54 | 9.69 | 9.90 | 10.99 | 11.33 | 12.80 | 14.31 | 15.89 | 18.53 | 20.42 | 20.45 | 22.57 | 18.40 | 19.64 | 20.56 | 22.88 | 23.45 | 24.28 | 24.51 | 23.43 | |
| 0.39 | 0.45 | 0.70 | 0.59 | 0.80 | 0.59 | 0.94 | 0.63 | 1.17 | 0.99 | 1.54 | 2.09 | 1.87 | 0.86 | 2.34 | 2.24 | 1.54 | 3.11 | 3.33 | 3.55 | 2.79 | 1.90 | 3.95 | 0.07 | 1.87 | 2.38 | 3.81 | 2.02 | 1.56 | 1.77 | |
Data as of: September 21, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.