# Franklin Templeton, Inc. (BEN) — Stock CV

Franklin Templeton, Inc. is a $16.3B financial services company. Revenue grew 7.9% over the last year, and it keeps 9¢ of every dollar of sales as profit. It trades at 20.0× earnings — around the middle of its own history.

> Franklin Templeton provides investment services for individual and institutional investors. At the end of July 2026, the company had $1.798 trillion in managed assets, composed primarily of equity (42%), fixed-income (25%), multi-asset/balanced (12%) funds, alternatives (16%), and money market funds (5%).

## Identity

- **Ticker**: BEN
- **Sector**: Financial Services
- **Industry**: Investment Advice
- **Headquarters**: SAN MATEO, CA
- **Employees**: 10 100
- **Website**: https://www.franklintempleton.com/corporate
- **Market cap**: $16.3B
- **Last price**: $32.00
- **Financial profile**: Mixed

## Vitals (TTM)

- **Revenue**: $9.32B
- **Net income**: $813M
- **Free cash flow**: $247M
- **Net cash**: $740M
- **P/E**: 20.0
- **Revenue growth (YoY)**: 7.9%

## Skills (profile scores, 0–100)

| Pillar | Score |
|---|---|
| Valuation | 47 |
| Growth | 31 |
| Profitability | 35 |
| Health | 62 |
| Quality | 55 |
| Moat | 62 |

## Qualifications (beginner checklist) — 8 of 11 passed

- [x] Revenue growing — +7.9% YoY
- [x] Profitable — $813M TTM
- [ ] Profit growing — -27.3% YoY
- [x] Generates cash — $247M TTM
- [x] Debt under control — more cash than debt
- [x] Established company — $16.3B market cap
- [ ] Not printing shares — +14.8% shares over ~5y
- [x] Proven track record — 10/10 profitable years
- [ ] Financially stable — health score 37/100
- [x] Pays a dividend — yield 4.27%
- [x] Valuation not extreme — P/E 20.0

## Experience (career milestones)

- **2022** — Franklin Templeton acquired O'Shaughnessy Asset Management, an asset management firm founded by…
- **FY2021** — Best year on record: $1.83B net income
- **2021** — Franklin Templeton announced its acquisition of Lexington Partners in a $1.75 billion cash deal
- **FY2020** — Positive free cash flow every year since: 6-year streak
- **2020** — Franklin Templeton acquired Legg Mason, Inc., making Franklin Templeton one of the world's largest…
- **2019** — The firm acquired Benefit Street Partners, an alternative credit investment group
- **FY2016** — Profitable every year on record: 10 consecutive profitable years in our data
- **FY2016** — Revenue already above $1B: $6.62B in first reported year
- **2001** — The Fiduciary Trust Company was acquired by Franklin Templeton in April 2001
- **2000** — Franklin acquired Bissett Funds to increase its Canadian presence
- **1988** — Franklin acquired L.F
- **1979** — Franklin Money Fund began a growth surge that made it Franklin's first billion-dollar fund and launched the…
- **1973** — The company acquired Winfield & Company, a San Mateo, California-based investment firm
- **1947** — They were founded in New York City in 1947 as Franklin Distributors, Inc

## Strengths

- Net cash position after subtracting debt from cash
- Interest covered 32.0× by operating earnings

## Watch-outs

- None stand out in the data.

## Track record

| Year | Revenue | Net income | Free cash flow |
|---|---|---|---|
| FY2021 | $8.43B | $1.83B | $1.17B |
| FY2022 | $8.28B | $1.29B | $1.87B |
| FY2023 | $7.85B | $883M | $990M |
| FY2024 | $8.48B | $465M | $794M |
| FY2025 | $8.77B | $525M | $912M |

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Source: https://stockcv.com/BEN — derived from company filings; may be delayed or incomplete. Information, not investment advice.