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Franklin Resources, Inc. BEN NYSE

NYSE • Financial Services • Asset Management • US • USD

SharesGrow Score
55/100
2/7 Pass
SharesGrow Intrinsic Value
$63.83
+141.5%
Analyst Price Target
$23.50
-11.1%

Franklin Resources, Inc. (BEN) reported total assets of $32.37B and total liabilities of $18.18B for fiscal year 2025, resulting in total equity of $14.19B.

The company held $3.57B in cash and short-term investments. Total debt stood at $13.3B, with net debt of $9.73B. The Debt-to-Equity (D/E) ratio was 0.94 (moderate).

Current ratio is 2.71, indicating strong short-term liquidity. Interest coverage is 6.4x (adequate).

Criteria supported by this page:

  • HEALTH (67/100, Partial) — some metrics are adequate but not all reach ideal thresholds
  • MOAT (80/100) — Total assets $32.37B and equity $14.19B support the company's competitive scale
  • VALUE (45/100) — Debt-to-Equity 0.94 contributes to the overall valuation risk assessment

Overall SharesGrow Score: 55/100 with 2/7 criteria passed.

SharesGrow 7-Criteria Score
55/100
SG Score
View full scorecard →
~
VALUE
45/100
Price-to-Earnings & upside
→ Valuation
FUTURE
16/100
Analyst consensus
→ Forecast
PAST
100/100
→ Income
~
HEALTH
67/100
Debt-to-Equity & liquidity
Proven by this page
MOAT
80/100
→ Income
GROWTH
30/100
→ Income
~
INCOME
45/100
→ Income
Franklin Resources, Inc. Balance Sheet History
Metric FY2025 FY2024 FY2023 FY2022
Total Assets $32.37B$32.46B$30.12B$28.06B
Total Liabilities $18.18B$17.9B$16.55B$14.24B
Total Debt $13.3B$13.09B$11.75B$9.36B
Cash & Investments $3.57B$4.41B$4.4B$4.78B
Total Stockholders Equity $12.08B$12.51B$11.92B$11.47B
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