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Franklin Resources, Inc. is a publicly owned asset investment manager. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fixed income, and alternative markets. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Calgary, Alberta; Dubai, United Arab Emirates; Edinburgh, Midlothian; Fort Lauderdale, Florida; Hyderabad, India; London, Greater London; Rancho Cordova, California; Shanghai, Shanghai Province; Singapore; Stamford, Connecticut; and Vienna.
Rule-based from financial data. Not advice.
5-year financial trends. Figures in USD millions.
Latest fiscal year: 2025
Year-by-year revenue, profitability, and cash flow (USD millions, last 5 years)
| Year | Revenue | EBITDA | Net Profit | FCF | ROE | Rev Growth 1Y | NP Growth 1Y |
|---|---|---|---|---|---|---|---|
| 2025 | $8.8B | $1.4B | $525M | $912M | 4.3% | 3.5% | 12.9% |
| 2024 | $8.5B | $1.4B | $465M | $794M | 3.7% | 8.0% | -47.3% |
| 2023 | $7.8B | $1.9B | $883M | $940M | 7.4% | -5.1% | -31.7% |
| 2022 | $8.3B | $2.2B | $1.3B | $1.9B | 11.3% | - | - |
| 2021 | - |
Income statement, balance sheet, and cash flow as reported
Consolidated Figures in USD Millions.
| Metric | 2025 |
|---|---|
| Total Revenue | 8,770.70 |
| Operating Revenue | 8,721 |
| Cost Of Revenue | 1,724 |
| Gross Profit | 7,046.70 |
| Operating Expense | 5,946.90 |
| Selling General And Administration | 4,896.80 |
| Total Expenses | 7,670.90 |
| Operating Income | 1,099.80 |
| Total Operating Income As Reported | 604.10 |
| EBITDA | 1,413.50 |
| Normalized EBITDA | 1,760 |
| EBIT | 881.70 |
| Interest Income | - |
| Interest Expense | 94.90 |
| Net Interest Income | -94.90 |
| Other Non Operating Income Expenses | 50.40 |
| Other Income Expense | -218.10 |
| Interest Income Non Operating | - |
| Interest Expense Non Operating | 94.90 |
| Net Non Operating Interest Income Expense | -94.90 |
| Pretax Income | 786.80 |
| Tax Provision | 237.90 |
| Tax Rate For Calcs | 0 |
| Tax Effect Of Unusual Items | -104.64 |
| Net Income Continuous Operations | 548.90 |
| Net Income From Continuing And Discontinued Operation | 524.90 |
| Net Income From Continuing Operation Net Minority Interest | 524.90 |
| Net Income | 524.90 |
| Net Income Common Stockholders | 471.70 |
| Net Income Including Noncontrolling Interests | 548.90 |
| Normalized Income | 766.76 |
| Diluted NI Availto Com Stockholders | 471.70 |
| Basic Average Shares | 516.70 |
| Diluted Average Shares | 517.40 |
| Reconciled Depreciation | 531.80 |
| Reconciled Cost Of Revenue | 1,598.70 |
| Total Unusual Items | -346.50 |
| Total Unusual Items Excluding Goodwill | -346.50 |
| Minority Interests | -24 |
| Special Income Charges | -495.70 |
| Impairment Of Capital Assets | 226.60 |
| Restructuring And Mergern Acquisition | 269.10 |
| Gain On Sale Of Security | 149.20 |
| Depreciation Amortization Depletion Income Statement | 406.50 |
| Depreciation And Amortization In Income Statement | 406.50 |
| General And Administrative Expense | 2,885.90 |
| Other Gand A | 774.50 |
| Salaries And Wages | 1,825.10 |
| Rent Expense Supplemental | 286.30 |
| Other Operating Expenses | 643.60 |
| Selling And Marketing Expense | 2,010.90 |
| Rent And Landing Fees | 286.30 |
| Otherunder Preferred Stock Dividend | 53.20 |
| Earnings From Equity Interest | 78 |
| Amortization | 406.50 |
| Amortization Of Intangibles Income Statement | 406.50 |
Financial Services sector peers, ranked by market cap
| Company | Ticker | Market Cap | P/E | P/B | ROE | EV/EBITDA |
|---|---|---|---|---|---|---|
| Franklin Resources, Inc.this co. | BEN | $16.6B | 31.65↑ premium | 1.38 | 4.3% | 18.63 |
| Principal Financial Group, Inc. | PFG | $22.4B | 18.87 | 1.88 | 10.0% | - |
| Loews Corporation | L | $21.6B | 12.96 | 1.16 | 8.9% | - |
| Brown & Brown, Inc. | BRO | $19.4B | 18.65 | 1.55 | 8.3% | 12.86 |
| Everest Group, Ltd. | EG | $12.6B |
| - |
| - |
| - |
| - |
| - |
| - |
| 7.95 |
| 0.82 |
| 10.3% |
| - |
| Invesco Ltd. | IVZ | $12.5B | -44.33 | 1.28 | -2.9% | 13.22 |
| Assurant, Inc. | AIZ | $12.5B | 14.29 | 2.12 | 14.9% | - |
| Globe Life Inc. | GL | $12.0B | 10.32 | 2.01 | 19.4% | - |
| Erie Indemnity Company | ERIE | $11.5B | 20.52 | 5.03 | 24.5% | - |
| Peer Median | - | 13.63 | 1.72 | 10.1% | 13.04 | |