Franklin Resources

BEN

Asset Management · Financial Services

Also trades as: 0RT6.L

Winston Score

Winston is curious

A decent business — some strong pillars, some weaker.

Data as of Aug 23, 2026 · filings through Jun 30, 2026

How the score breaks down

Quality

Mixed

Growth

Good

Cash Flow

Weak

Stability

Exceptional

Valuation

Strong

Dividends

Good

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Winston Score History

The full picture

Franklin Resources is an investment management company that manages money on behalf of individuals, retirement funds, and institutions around the world. It operates mainly under the Franklin Templeton brand and offers mutual funds, exchange-traded funds (ETFs), and other investment products across stocks, bonds, and alternative assets. The company is one of the largest independent asset managers in the United States.

Franklin Resources earns money by charging fees based on a percentage of the assets it manages — so when markets rise and clients add money, revenue grows, and when markets fall or clients withdraw, revenue shrinks. The company operates globally, with a significant presence in the Americas, Europe, and Asia, and manages roughly $1.6 trillion in assets. Its main competitive advantage is its long history and broad product lineup, but it faces real pressure from low-cost index funds and ETFs that are pulling investors away from the actively managed funds that Franklin Templeton depends on most.

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Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+14.3% YoY

YoY Growth Rate

Steady revenue growth

EPS Growth

+106.7% YoY

YoY Growth Rate

EPS growth accelerating

Insider Activity

47.3%ownership

→ Flat

Insider ownership roughly steady over the past year

Cash Position

Cash flow positive

$2.7B cash & investments

Quarterly Free Cash Flow

↓ Burn rate worsening

Company generates more cash than it spends — no dilution risk from fundraising

Growth + cash flow

Franklin Resources is a rare growth stock that's already generating positive cash flow while growing at 14%. The Winston Score doesn't fully credit this transition from "burner" to "earner."

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

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Quality

Profit per sale

Gross Margin

54.2%

Healthy — 54.2% gross margin

Profit after running costs

Operating Margin

9.2%

Modest — 9.2% operating margin

Return on the money invested

ROCE

7.1%

Weak — 7.1% return on capital

ROIC between 5% and 15%. They earn 5 to 15 cents back per year on every dollar invested.

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Growth

Sales growth

Sales YoY

+7.9%

Steady sales growth (+7.9% YoY)

Profit growth

EPS YoY

+188.5%

Earnings growing fast (+188.5% YoY)

Earnings growing 25%+ a year. The compounder zone.

How steady the profit is

EPS Consistency

5/8 quarters

Mixed — about half the quarters showed growth

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Cash Flow

Profit that turns into cash

Cash Conversion

30%

Weak — only 30% of profit becomes cash

Spare cash per sale

FCF Margin

2.3%

Thin free cash flow (2.3%)

FCF margin between 0% and 10%. Some cash from sales, but not a lot.

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Stability

What it owes vs what it owns

Debt / Equity

0.08

Conservative — low debt load (0.08)

Covers its interest

Interest Cover

10.17x

Comfortably covers interest (10.2x)

Interest coverage above 8. Profits cover interest many times over.

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Valuation

Price vs profit

P/E Ratio (TTM)

22.6x

no trend

Growth-priced — P/E 22.6

P/E above the market average. People are paying up for expected growth.

Cheaper or dearer next year

P/E vs Forward

+10.2

GROWING

Earnings expected to grow meaningfully — cheaper on forward P/E (22.6 → 12.5)

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Dividends

Dividend

Dividend Yield

3.85%

no trend

Moderate income — 3.85% yield

Standard yield zone for stable dividend payers. A meaningful piece of total return.

Dividend record

Dividend Growth

+3.1%

no trend

Dividend growing modestly (3.1% YoY)

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