Franklin Resources (BEN.STR) AI Stock Analysis

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Franklin Resources

(BMV:BEN.STR)

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Positive Factors

Record AUM and broad-based net inflowsRecord assets and positive flows across asset classes and geographies indicate improving product demand and distribution reach. Sustained inflows can support recurring fee revenue, diversify earnings, and reduce reliance on market appreciation over the next several quarters.

Negative Factors

Weak cash generation and earnings conversionThe steep decline in operating and free cash flow weakens the quality of reported earnings and may constrain internally funded growth or shareholder returns. Persistently low cash conversion would make profitability less durable than the income statement suggests.

Franklin Resources (BEN.STR) vs. SPDR S&P 500 ETF (SPY)

Market Cap: MXN 17.14B
Dividend Yield: 3.98%
Average Volume (3M): 352
Price to Earnings (P/E): 22.5
Beta (1Y): -0.16
Revenue Growth: -2.95%
EPS Growth: 96.09%
Country: Mexico
Employees: 10,100
Sector: Financial
Sector Strength: 68
Industry: Asset Management

Franklin Resources Business Overview & Revenue Model

Company Description

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 mul...

Franklin Resources Risk Analysis

Franklin Resources disclosed 31 risk factors in its most recent earnings report. Franklin Resources reported the most risks in the "Finance & Corporate" category.

Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

0 New Risks

Franklin Resources Peers Comparison

Overall Rating

UnderperformOutperform

Sector (68)

Financial Indicators

MX:BEN.STR against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
FHI	80Outperform	$4.73B	11.43	33.97%	2.31%	13.31%	15.87%
SEIC	80Outperform	$12.49B	17.88	28.69%	0.99%	12.86%	5.86%
AB	79Outperform	$3.14B	10.09	25.21%	10.24%	―	11.43%
TROW	77Outperform	$23.13B	10.96	19.88%	4.77%	6.91%	7.61%
Sector *	68Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
IVZ	60Neutral	$11.90B	-39.25	-0.63%	3.14%	16.98%	-147.19%

* Financial Sector Average

Performance Comparison

MX:BEN.STR and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
MX:BEN.STR	Franklin Resources	578.66	175.39	43.49%
AB	AllianceBernstein Holding	34.09	-1.81	-5.04%
FHI	Federated Hermes, Inc.	63.99	15.57	32.16%
IVZ	Invesco Ltd.	27.08	4.17	18.20%
SEIC	SEI Investments	105.30	23.30	28.41%
TROW	T. Rowe Price Group	108.41	10.56	10.79%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Franklin Resources AI Stock Analysis