BEN Franklin Resources, Inc. - Fundamental Analysis
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BEN Stock | Fundamental Analysis & Investment Insights
NYSE
Financial Services
Asset Management
Current Price
Live
$25.31
Analyst Target
$25.73
+1.6%
Upside
52W High
$26.25
52W Low
$16.25
At a glance
Key valuation, profitability, growth, and risk metrics.
AI Analysis
Powered by advanced machine learning algorithms
Confidence Score
75%
Analysis Accuracy
Franklin Resources (BEN) shows a weak Piotroski F-Score of 4/9, indicating marginal financial health, and lacks an Altman Z-Score, limiting distress risk assessment. The stock trades above its Graham Number of $21.55 at a current price of $25.31, suggesting modest overvaluation for a defensive investor, though forward P/E of 9.02 implies improved earnings expectations. Strong dividend yield of 5.12% is offset by a concerning 140.66% payout ratio, raising sustainability questions. While recent earnings growth (YoY EPS +13.6%, Q/Q +36.7%) and beat rates are positive, weak profitability metrics like ROE (3.82%) and low insider activity temper optimism.
Key Strengths
High dividend yield of 5.12% provides attractive income potential
Low debt/equity ratio of 0.24 indicates conservative capital structure
Strong current ratio of 4.10 reflects robust short-term liquidity
Recent earnings momentum with 13.6% YoY EPS growth and strong recent beats
Forward P/E of 9.02 suggests favorable future earnings expectations
Key Risks
Piotroski F-Score of 4/9 signals weak to stable financial health
Dividend payout ratio of 140.66% exceeds earnings, threatening dividend sustainability
ROE (3.82%) and ROA (2.26%) are low, indicating inefficient capital utilization
Technical trend score of 10/100 indicates strong bearish momentum
Missing key financial data (Altman Z-Score, ROIC, cash/debt figures) limits risk assessment
AI Fair Value Estimate
Based on comprehensive analysis
$21.55
-14.9% below current price
Performance Snowflake
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Stock Price & Analyst Targets
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Historical Performance Trends
Long-term financial metrics and growth patterns
Valuation Metrics
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Profitability, Growth & Financial Health
Detailed profit margins, ROE, debt ratios, and liquidity metrics
Sector Comparison & Peer Analysis
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Insider Trading & Analyst Ratings
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