Franklin Resources, Inc. (BMV:BEN)
Mexico flag Mexico · Delayed Price · Currency is MXN
426.06
0.00 (0.00%)
At close: May 20, 2025

Franklin Resources Statistics

Total Valuation

BMV:BEN has a market cap or net worth of MXN 221.72 billion. The enterprise value is 294.07 billion.

Market Cap 221.72B
Enterprise Value 294.07B

Important Dates

The next estimated earnings date is Thursday, July 31, 2025.

Earnings Date Jul 31, 2025
Ex-Dividend Date Mar 31, 2025

Share Statistics

Current Share Class 525.52M
Shares Outstanding n/a
Shares Change (YoY) +4.23%
Shares Change (QoQ) +0.33%
Owned by Insiders (%) n/a
Owned by Institutions (%) n/a
Float 310.39M

Valuation Ratios

The trailing PE ratio is 30.28 and the forward PE ratio is 10.52.

PE Ratio 30.28
Forward PE 10.52
PS Ratio 1.25
PB Ratio 0.71
P/TBV Ratio 6.76
P/FCF Ratio n/a
P/OCF Ratio n/a
PEG Ratio n/a
Financial Ratio History

Enterprise Valuation

The stock's EV/EBITDA ratio is 7.40, with an EV/FCF ratio of 21.60.

EV / Earnings 40.16
EV / Sales 1.75
EV / EBITDA 7.40
EV / EBIT 12.39
EV / FCF 21.60

Financial Position

The company has a current ratio of 6.58, with a Debt / Equity ratio of 0.24.

Current Ratio 6.58
Quick Ratio 1.64
Debt / Equity 0.24
Debt / EBITDA 1.85
Debt / FCF 5.50
Interest Coverage 12.20

Financial Efficiency

Return on equity (ROE) is 2.80% and return on invested capital (ROIC) is 3.83%.

Return on Equity (ROE) 2.80%
Return on Assets (ROA) 2.22%
Return on Invested Capital (ROIC) 3.83%
Return on Capital Employed (ROCE) 3.92%
Revenue Per Employee 17.78M
Profits Per Employee 732,326
Employee Count 10,200
Asset Turnover 0.27
Inventory Turnover n/a

Taxes

Income Tax n/a
Effective Tax Rate n/a

Stock Price Statistics

The stock price has decreased by -41.80% in the last 52 weeks. The beta is 1.17, so BMV:BEN's price volatility has been higher than the market average.

Beta (5Y) 1.17
52-Week Price Change -41.80%
50-Day Moving Average n/a
200-Day Moving Average n/a
Relative Strength Index (RSI) 41.71
Average Volume (20 Days) 346

Short Selling Information

Short Interest n/a
Short Previous Month n/a
Short % of Shares Out n/a
Short % of Float n/a
Short Ratio (days to cover) 4.94

Income Statement

In the last 12 months, BMV:BEN had revenue of MXN 177.76 billion and earned 7.32 billion in profits. Earnings per share was 14.16.

Revenue 177.76B
Gross Profit 67.34B
Operating Income 23.60B
Pretax Income 12.46B
Net Income 7.32B
EBITDA 34.07B
EBIT 23.60B
Earnings Per Share (EPS) 14.16
Full Income Statement

Balance Sheet

The company has 56.29 billion in cash and 74.82 billion in debt, giving a net cash position of -18.53 billion.

Cash & Cash Equivalents 56.29B
Total Debt 74.82B
Net Cash -18.53B
Net Cash Per Share n/a
Equity (Book Value) 310.22B
Book Value Per Share 480.28
Working Capital 292.06B
Full Balance Sheet

Cash Flow

In the last 12 months, operating cash flow was 18.22 billion and capital expenditures -4.60 billion, giving a free cash flow of 13.61 billion.

Operating Cash Flow 18.22B
Capital Expenditures -4.60B
Free Cash Flow 13.61B
FCF Per Share n/a
Full Cash Flow Statement

Margins

Gross margin is 37.88%, with operating and profit margins of 13.27% and 4.65%.

Gross Margin 37.88%
Operating Margin 13.27%
Pretax Margin 7.01%
Profit Margin 4.65%
EBITDA Margin 19.17%
EBIT Margin 13.27%
FCF Margin 7.66%

Dividends & Yields

This stock pays an annual dividend of 24.77, which amounts to a dividend yield of 5.81%.

Dividend Per Share 24.77
Dividend Yield 5.81%
Dividend Growth (YoY) 18.79%
Years of Dividend Growth 1
Payout Ratio 166.81%
Buyback Yield -4.23%
Shareholder Yield 1.59%
Earnings Yield 3.30%
FCF Yield 6.14%
Dividend Details

Stock Splits

This stock does not have any record of stock splits.

Last Split Date n/a
Split Type n/a
Split Ratio n/a

Scores

BMV:BEN has an Altman Z-Score of 1.85. A Z-score under 3 suggests an increased risk of bankruptcy.

Altman Z-Score 1.85
Piotroski F-Score n/a