Franklin Resources Inc - Understand $ben stock

$BEN Market Cap: $11.87 Billion

Research Board Inbox Deep Research Not Interested Shortlisted

Financial Snapshot

Revenue

$6.267B

TTM

Gross Margin

Net Earnings

$542.3M

TTM

Current Assets

Current Liabilities

Current Ratio

Total Assets

$32.46B

Q3 2024

Total Liabilities

$17.90B

Q3 2024

Book Value

$14.56B

Q3 2024

Cash

$4.409B

Q3 2024

P/E

21.89

Nov 29, 2024 EST

Free Cash Flow

$305.8M

TTM

Revenues

Revenue YoY Change

Revenues

Concept	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983
Revenue	$8.478B	$7.849B	$8.275B	$8.426B	$5.567B	$5.775B	$6.319B	$6.392B	$6.618B	$7.949B	$8.491B	$7.985B	$7.101B	$7.140B	$5.853B	$4.194B	$6.032B	$6.206B	$5.051B	$4.310B	$3.438B	$2.632B	$2.523B	$2.355B	$2.340B	$2.263B	$2.577B	$2.163B	$1.520B	$1.253B	$1.343B	$631.4M	$370.9M	$300.6M	$252.5M	$225.1M	$197.0M	$204.2M	$140.5M	$61.60M	$35.60M	$23.20M
YoY Change	8.01%	-5.15%	-1.78%	51.36%	-3.6%	-8.62%	-1.14%	-3.41%	-16.74%	-6.39%	6.34%	12.45%	-0.55%	21.99%	39.55%	-30.47%	-2.79%	22.87%	17.18%	25.36%	30.63%	4.33%	7.14%	0.63%	3.43%	-12.21%	19.14%	42.37%	21.24%	-6.64%	112.62%	70.23%	23.39%	19.05%	12.17%	14.26%	-3.53%	45.34%	128.08%	73.03%	53.45%

Expenses

Cost Of Revenues

Gross Profit

Gross Profit Margin

Gross Profit

Concept	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983
Revenue	$8.478B	$7.849B	$8.275B	$8.426B	$5.567B	$5.775B	$6.319B	$6.392B	$6.618B	$7.949B	$8.491B	$7.985B	$7.101B	$7.140B	$5.853B	$4.194B	$6.032B	$6.206B	$5.051B	$4.310B	$3.438B	$2.632B	$2.523B	$2.355B	$2.340B	$2.263B	$2.577B	$2.163B	$1.520B	$1.253B	$1.343B	$631.4M	$370.9M	$300.6M	$252.5M	$225.1M	$197.0M	$204.2M	$140.5M	$61.60M	$35.60M	$23.20M
Cost Of Revenue																	$1.937B	$2.161B	$1.641B	$1.406B	$1.035B	$768.5M	$720.6M	$636.9M	$623.1M	$620.0M	$841.7M	$712.3M	$518.1M	$406.1M	$529.8M	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00
Gross Profit																	$4.095B	$4.045B	$3.409B	$2.904B	$2.403B	$1.864B	$1.802B	$1.718B	$1.717B	$1.643B	$1.736B	$1.451B	$1.001B	$847.2M	$812.8M	$631.4M	$370.9M	$300.6M	$252.5M	$225.1M	$197.0M	$204.2M	$140.5M	$61.60M	$35.60M	$23.20M
Gross Profit Margin																	67.89%	65.18%	67.5%	67.38%	69.89%	70.8%	71.44%	72.96%	73.37%	72.6%	67.34%	67.07%	65.9%	67.6%	60.54%	100.0%	100.0%	100.0%	100.0%	100.0%	100.0%	100.0%	100.0%	100.0%	100.0%	100.0%

Selling, General & Admin Expense

Research & Development

Depreciation, Depletion & Amortization

SGA Expense to Gross Profit Ratio

R&D To Gross Profit Ratio

DDA To Gross Profit Ratio

Operating Expenses Total

Operating Profits/Loss

Operational Expenses

Concept	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983
Selling, General & Admin	$2.566B	$2.178B	$2.411B	$2.643B	$2.153B	$2.211B	$2.411B	$2.453B	$2.550B	$3.111B	$3.448B	$3.354B	$3.018B	$2.945B	$2.518B	$1.759B	$1.804B	$1.746B	$1.525B	$1.451B	$1.359B	$1.101B	$1.114B	$1.054B	$934.2M	$929.5M	$966.1M	$738.6M	$509.5M	$409.8M	$427.8M	$329.5M	$173.8M	$148.6M	$127.8M	$112.1M	$98.50M	$97.40M	$75.10M	$36.50M	$23.50M	$18.10M
YoY Change	17.83%	-9.64%	-8.8%	22.74%	-2.61%	-8.31%	-1.7%	-3.8%	-18.03%	-9.79%	2.81%	11.15%	2.47%	16.97%	43.15%	-2.51%	3.32%	14.51%	5.12%	6.75%	23.41%	-1.14%	5.69%	12.8%	0.51%	-3.79%	30.8%	44.97%	24.33%	-4.21%	29.83%	89.59%	16.96%	16.28%	14.01%	13.81%	1.13%	29.69%	105.75%	55.32%	29.83%
% of Gross Profit																	44.05%	43.17%	44.73%	49.95%	56.55%	59.08%	61.8%	61.34%	54.41%	56.59%	55.66%	50.91%	50.88%	48.37%	52.63%	52.19%	46.86%	49.43%	50.61%	49.8%	50.0%	47.7%	53.45%	59.25%	66.01%	78.02%
Research & Development	$620.1M	$505.0M	$500.2M	$486.1M	$288.4M	$258.5M	$243.9M	$219.8M	$207.3M	$224.3M	$216.3M	$191.1M	$182.9M	$173.1M	$165.6M	$156.9M
YoY Change	22.79%	0.96%	2.9%	68.55%	11.57%	5.99%	10.96%	6.03%	-7.58%	3.7%	13.19%	4.48%	5.66%	4.53%	5.58%
% of Gross Profit
Depreciation & Amortization	$116.5M	$104.3M	$95.80M	$78.60M	$74.50M	$78.70M	$74.60M	$81.50M	$81.00M	$81.60M	$82.60M	$76.90M	$67.90M	$71.50M	$67.70M	$61.50M	$215.2M	$198.6M	$215.3M	$212.2M	$183.4M	$177.4M	$183.1M	$223.8M	$199.6M	$200.0M	$191.4M	$123.9M	$64.70M	$46.80M	$36.70M	$24.30M	$4.300M	$4.700M	$4.400M	$3.900M	$3.300M	$3.000M	$1.200M	$0.00	$0.00	$0.00
YoY Change	11.7%	8.87%	21.88%	5.5%	-5.34%	5.5%	-8.47%	0.62%	-0.74%	-1.21%	7.41%	13.25%	-5.03%	5.61%	10.08%	-71.42%	8.36%	-7.76%	1.46%	15.7%	3.38%	-3.11%	-18.19%	12.12%	-0.2%	4.49%	54.48%	91.5%	38.25%	27.52%	51.03%	465.12%	-8.51%	6.82%	12.82%	18.18%	10.0%	150.0%
% of Gross Profit																	5.25%	4.91%	6.32%	7.31%	7.63%	9.52%	10.16%	13.03%	11.62%	12.18%	11.03%	8.54%	6.46%	5.52%	4.52%	3.85%	1.16%	1.56%	1.74%	1.73%	1.68%	1.47%	0.85%	0.0%	0.0%	0.0%
Operating Expenses	$8.070B	$6.747B	$6.501B	$6.551B	$4.518B	$4.203B	$4.176B	$4.128B	$4.252B	$4.921B	$5.270B	$5.064B	$4.586B	$4.480B	$3.894B	$2.991B	$1.996B	$1.978B	$1.708B	$1.616B	$1.503B	$1.220B	$1.217B	$1.198B	$1.054B	$1.045B	$1.094B	$859.5M	$584.3M	$479.0M	$446.0M	$346.5M	$173.9M	$148.8M	$127.8M	$112.1M	$98.50M	$97.40M	$75.10M	$36.50M	$23.50M	$18.10M
YoY Change	19.61%	3.78%	-0.75%	45.0%	7.5%	0.63%	1.17%	-2.93%	-13.59%	-6.62%	4.08%	10.42%	2.36%	15.05%	30.18%	49.85%	0.95%	15.82%	5.69%	7.52%	23.17%	0.25%	1.54%	13.73%	0.83%	-4.44%	27.23%	47.1%	21.98%	7.4%	28.72%	99.25%	16.87%	16.43%	14.01%	13.81%	1.13%	29.69%	105.75%	55.32%	29.83%
Operating Profit	$407.6M	$1.102B	$1.774B	$1.875B	$1.049B	$1.467B	$2.028B	$2.264B	$2.366B	$3.028B	$3.221B	$2.921B	$2.515B	$2.660B	$1.959B	$1.203B	$2.099B	$2.068B	$1.702B	$1.288B	$900.5M	$643.7M	$585.5M	$519.7M	$663.4M	$597.6M	$642.1M	$591.4M	$417.1M	$368.2M	$366.8M	$284.9M	$197.0M	$151.8M	$124.7M	$113.0M	$98.50M	$106.8M	$65.40M	$25.10M	$12.10M	$5.100M
YoY Change	-63.02%	-37.86%	-5.39%	78.76%	-28.5%	-27.67%	-10.43%	-4.29%	-21.86%	-6.01%	10.27%	16.15%	-5.44%	35.79%	62.87%	-42.71%	1.52%	21.49%	32.09%	43.08%	39.89%	9.94%	12.66%	-21.66%	11.01%	-6.93%	8.57%	41.79%	13.28%	0.38%	28.75%	44.62%	29.78%	21.73%	10.35%	14.72%	-7.77%	63.3%	160.56%	107.44%	137.25%

Interest Expenses

Interest Expenses To Operating Income %

Other Expense/Income

Interest & Other Expense/Income

Concept	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983
Interest Expense	$97.20M	$123.7M	$98.20M	$85.40M	$33.40M	$22.40M	$46.30M	$51.50M	$49.90M	$39.60M	$47.40M	$46.90M	$36.70M	$37.40M	$16.50M	$3.771M	$133.3M	$397.8M	$202.2M	$132.5M	$63.00M	$52.10M	-$7.200M	$125.8M	$76.10M	$35.00M	$34.20M	$24.30M	$39.10M	$18.50M	-$4.200M	-$10.50M	$7.700M	$10.90M	$19.70M	$16.70M	$10.20M	$4.900M	$800.0K	$1.300M	$300.0K	$400.0K
YoY Change	-21.42%	25.97%	14.99%	155.69%	49.11%	-51.62%	-10.1%	3.21%	26.01%	-16.46%	1.07%	27.79%	-1.87%	126.67%	337.55%	-97.17%	-66.49%	96.74%	52.6%	110.32%	20.92%	-823.61%	-105.72%	65.31%	117.43%	2.34%	40.74%	-37.85%	111.35%	-540.48%	-60.0%	-236.36%	-29.36%	-44.67%	17.96%	63.73%	108.16%	512.5%	-38.46%	333.33%	-25.0%
% of Operating Profit	23.85%	11.22%	5.54%	4.55%	3.18%	1.53%	2.28%	2.27%	2.11%	1.31%	1.47%	1.61%	1.46%	1.41%	0.84%	0.31%	6.35%	19.24%	11.88%	10.28%	7.0%	8.09%	-1.23%	24.21%	11.47%	5.86%	5.33%	4.11%	9.37%	5.02%	-1.15%	-3.69%	3.91%	7.18%	15.8%	14.78%	10.36%	4.59%	1.22%	5.18%	2.48%	7.84%
Other Income/Expense, Net	$415.6M	$313.4M	-$44.50M	$569.2M	-$31.00M	$180.9M	$187.0M	$284.8M	$134.1M	$800.0K	$188.4M	$105.3M	$163.0M	-$35.60M	$111.1M	$86.01M	$15.90M
YoY Change	32.61%	-804.27%	-107.82%	-1936.13%	-117.14%	-3.26%	-34.34%	112.38%	16662.5%	-99.58%	78.92%	-35.4%	-557.87%	-132.04%	29.17%	440.95%

Income/Loss

Pretax Income

Income Tax

Net Profits/Loss

Pretax Income YoY Change

Income Tax Rate

Net Profits/Loss YoY Change

Basic EPS

Net Income To Revenue Ratio

Pretax & Net Income

Concept	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983
Pretax Income	$823.2M	$1.416B	$1.729B	$2.444B	$1.018B	$1.648B	$2.215B	$2.549B	$2.500B	$3.028B	$3.410B	$3.027B	$2.678B	$2.624B	$2.070B	$1.289B	$2.248B	$2.465B	$1.836B	$1.421B	$993.9M	$700.2M	$578.3M	$637.8M	$739.6M	$574.1M	$676.3M	$615.7M	$456.2M	$386.7M	$362.5M	$274.4M	$204.7M	$162.7M	$144.4M	$129.7M	$108.8M	$111.7M	$66.30M	$26.40M	$12.40M	$5.500M
YoY Change	-41.85%	-18.14%	-29.24%	140.12%	-38.23%	-25.61%	-13.1%	1.97%	-17.45%	-11.18%	12.65%	13.01%	2.06%	26.79%	60.62%	-42.68%	-8.81%	34.3%	29.19%	42.96%	41.95%	21.08%	-9.33%	-13.76%	28.83%	-15.11%	9.84%	34.96%	17.97%	6.68%	32.11%	34.05%	25.81%	12.67%	11.33%	19.21%	-2.6%	68.48%	151.14%	112.9%	125.45%
Income Tax	$215.3M	$312.3M	$396.2M	$349.6M	$230.8M	$442.3M	$1.473B	$759.4M	$742.1M	$923.7M	$997.9M	$855.9M	$762.7M	$803.4M	$618.3M	$384.3M	$648.4M	$692.4M	$568.0M	$363.2M	$292.0M	$197.4M	$145.6M	$153.1M	$177.5M	$147.4M	$175.8M	$181.7M	$141.5M	$117.7M	$111.2M	$98.90M	$80.70M	$64.50M	$55.00M	$51.10M	$42.50M	$52.80M	$34.20M	$12.90M	$6.300M	$2.400M
% Of Pretax Income	26.15%	22.06%	22.91%	14.3%	22.67%	26.84%	66.47%	29.79%	29.69%	30.5%	29.27%	28.28%	28.48%	30.62%	29.87%	29.82%	28.84%	28.09%	30.94%	25.56%	29.38%	28.19%	25.18%	24.0%	24.0%	25.67%	25.99%	29.51%	31.02%	30.44%	30.68%	36.04%	39.42%	39.64%	38.09%	39.4%	39.06%	47.27%	51.58%	48.86%	50.81%	43.64%
Net Earnings	$464.8M	$882.8M	$1.292B	$1.831B	$798.9M	$1.196B	$764.4M	$1.697B	$1.727B	$2.035B	$2.384B	$2.150B	$1.931B	$1.924B	$1.446B	$896.8M	$1.588B	$1.773B	$1.268B	$1.058B	$706.7M	$502.8M	$432.7M	$484.7M	$562.1M	$426.7M	$500.5M	$434.1M	$314.7M	$268.9M	$251.3M	$175.5M	$124.1M	$98.20M	$89.40M	$78.60M	$66.30M	$58.90M	$32.10M	$13.50M	$6.100M	$3.100M
YoY Change	-47.35%	-31.67%	-29.45%	129.22%	-33.19%	56.42%	-54.95%	-1.74%	-15.16%	-14.64%	10.89%	11.33%	0.41%	33.06%	61.21%	-43.53%	-10.42%	39.86%	19.86%	49.65%	40.55%	16.2%	-10.73%	-13.77%	31.73%	-14.75%	15.3%	37.94%	17.03%	7.0%	43.19%	41.42%	26.37%	9.84%	13.74%	18.55%	12.56%	83.49%	137.78%	121.31%	96.77%
Net Earnings / Revenue	5.48%	11.25%	15.61%	21.73%	14.35%	20.71%	12.1%	26.54%	26.09%	25.61%	28.08%	26.93%	27.2%	26.94%	24.7%	21.38%	26.33%	28.57%	25.1%	24.54%	20.55%	19.1%	17.15%	20.58%	24.02%	18.86%	19.42%	20.07%	20.71%	21.46%	18.72%	27.8%	33.46%	32.67%	35.41%	34.92%	33.65%	28.84%	22.85%	21.92%	17.13%	13.36%
Basic Earnings Per Share	$0.85	$1.72	$2.53	$3.58	$1.59	$2.35	$1.39	$3.01	$2.94	$3.29	$3.79	$3.37	$2.99	$2.89	$6.36	$3.87
Diluted Earnings Per Share	$0.85	$1.72	$2.53	$3.57	$1.59	$2.35	$1.39	$3.01	$2.94	$3.29	$3.79	$3.37	$2.98	$2.87	$6.33	$3.85	$2.222M	$2.344M	$1.614M	$1.343M	$905.0K	$637.7K	$550.4K	$636.9K	$759.7K	$562.7K	$659.6K	$570.9K	$417.5K	$355.5K	$333.6K	$232.9K	$176.9K	$139.9K	$126.6K	$111.5K	$92.97K	$82.08K	$44.79K	$19.02K	$8.622K	$4.417K

Assets & Liabilities

Cash & Short-Term Investments

Cash & Equivalents

Cash To Operating Expenses Ratio

Inventory

Receivables

Total Short-Term Assets

Property, Plant And Equipment

Long-Term Investments

Total Long-Term Assets

Total Assets

Net Income To Total Assets Percentage

Accounts Payable

Short-Term Debt

Long Term Debt Due

Total Short-Term Liabilities

Long-Term Debt

Other Long-Term Liabilities

Total Long-Term Liabilities

Total Liabilities

Short-Term To Long-Term Debt Ratio

Short-Term Assets To Debt Ratio

Long-Term Debt To Net Income Ratio

Assets & Liabilities

Concept	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983
Cash & Short-Term Investments	$4.402B	$4.783B	$4.647B	$3.958B	$5.958B	$6.911B	$8.750B	$8.483B	$8.368B	$7.596B	$6.323B	$6.051B	$5.199B	$3.985B	$2.983B	$2.315B	$3.304B	$3.311B	$3.076B	$2.814B	$1.017B	$851.0M	$497.0M	$734.0M	$811.0M	$537.0M	$435.0M	$484.0M	$246.0M	$190.0M	$294.0M	$302.0M	$4.000M	$2.000M	$1.000M	$2.000M	$0.00	$0.00	$0.00	$1.000M	$0.00
YoY Change	-7.96%	2.91%	17.41%	-33.57%	-13.79%	-21.02%	3.15%	1.37%	10.16%	20.13%	4.5%	16.39%	30.46%	33.59%	28.86%	-29.93%	-0.21%	7.64%	9.31%	176.7%	19.51%	71.23%	-32.29%	-9.49%	51.02%	23.45%	-10.12%	96.75%	29.47%	-35.37%	-2.65%	7450.0%	100.0%	100.0%	-50.0%				-100.0%
Cash & Equivalents	$4.402B	$4.783B	$4.647B	$3.958B	$5.958B	$6.911B	$8.750B	$8.483B	$8.368B	$7.596B	$6.323B	$6.051B	$5.199B	$3.985B	$2.983B	$2.315B	$3.304B	$3.311B	$3.076B	$2.814B	$1.017B	$851.0M	$497.0M	$734.0M	$811.0M	$537.0M	$435.0M	$484.0M	$246.0M	$190.0M	$294.0M	$302.0M	$4.000M	$2.000M	$1.000M	$2.000M	$0.00	$0.00	$0.00	$1.000M	$0.00
Short-Term Investments
Other Short-Term Assets														$36.00M	$30.00M	$34.00M					$92.00M	$98.00M	$109.0M	$18.00M	$24.00M	$22.00M	$20.00M	$10.00M	$7.000M	$8.000M	$12.00M	$5.000M	$4.000M	$4.000M	$3.000M	$2.000M	$2.000M	$2.000M	$1.000M	$1.000M	$0.00
YoY Change														20.0%	-11.76%						-6.12%	-10.09%	505.56%	-25.0%	9.09%	10.0%	100.0%	42.86%	-12.5%	-33.33%	140.0%	25.0%	0.0%	33.33%	50.0%	0.0%	0.0%	100.0%	0.0%
Inventory
Prepaid Expenses
Receivables	$1.348B	$1.265B	$1.428B	$1.201B	$839.0M	$848.0M	$1.002B	$794.0M	$838.0M	$950.0M	$1.039B	$850.0M	$773.0M	$684.0M	$582.0M	$690.0M	$865.0M	$629.0M	$549.0M	$406.0M	$338.0M	$292.0M	$296.0M							$125.0M	$119.0M	$36.00M	$119.0M	$83.00M	$85.00M	$73.00M	$19.00M	$18.00M	$7.000M	$4.000M	$2.000M
Other Receivables	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00							$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00
Total Short-Term Assets	$5.750B	$6.047B	$6.075B	$5.159B	$6.797B	$7.759B	$9.752B	$9.277B	$9.206B	$8.546B	$7.362B	$6.901B	$5.972B	$4.705B	$3.595B	$3.039B	$4.169B	$3.940B	$3.625B	$3.220B	$1.447B	$1.241B	$902.0M	$779.0M	$868.0M	$585.0M	$475.0M	$549.0M	$291.0M	$323.0M	$425.0M	$343.0M	$127.0M	$89.00M	$89.00M	$77.00M	$21.00M	$20.00M	$8.000M	$6.000M	$2.000M
YoY Change	-4.92%	-0.46%	17.76%	-24.1%	-12.4%	-20.44%	5.12%	0.77%	7.72%	16.08%	6.68%	15.56%	26.93%	30.88%	18.3%	-27.1%	5.81%	8.69%	12.58%	122.53%	16.6%	37.58%	15.79%	-10.25%	48.38%	23.16%	-13.48%	88.66%	-9.91%	-24.0%	23.91%	170.08%	42.7%	0.0%	15.58%	266.67%	5.0%	150.0%	33.33%	200.0%
Property, Plant & Equipment	$1.206B	$1.208B	$1.218B	$1.349B	$684.0M	$535.0M	$517.0M	$523.0M	$510.0M	$531.0M	$564.0M	$583.0M	$590.0M	$549.0M	$535.0M	$555.0M	$559.0M	$506.0M	$489.0M	$471.0M	$357.0M	$394.0M	$450.0M	$445.0M	$416.0M	$349.0M	$241.0M	$162.0M	$119.0M	$94.00M	$66.00M	$35.00M	$22.00M	$20.00M	$9.000M	$10.00M	$10.00M	$9.000M	$1.000M	$1.000M	$0.00
YoY Change	-0.15%	-0.87%	-9.68%	97.22%	27.85%	3.48%	-1.15%	2.55%	-3.95%	-5.85%	-3.26%	-1.19%	7.47%	2.62%	-3.6%	-0.72%	10.47%	3.48%	3.82%	31.93%	-9.39%	-12.44%	1.12%	6.97%	19.2%	44.81%	48.77%	36.13%	26.6%	42.42%	88.57%	59.09%	10.0%	122.22%	-10.0%	0.0%	11.11%	800.0%	0.0%
Goodwill
YoY Change
Intangibles
YoY Change
Long-Term Investments	$11.86B	$9.549B	$7.330B	$3.980B	$3.860B	$3.536B	$4.861B	$3.930B	$4.109B	$4.678B	$4.585B	$4.615B	$4.340B	$2.857B	$2.803B	$2.934B	$2.195B	$1.910B	$1.674B	$1.488B	$2.250B	$1.993B	$1.841B	$679.0M	$424.0M	$516.0M	$226.0M	$222.0M	$263.0M	$615.0M	$368.0M	$457.0M	$429.0M	$370.0M	$297.0M	$238.0M	$106.0M	$59.00M	$23.00M	$9.000M	$6.000M
YoY Change	24.19%	30.27%	84.18%	3.11%	9.16%	-27.26%	23.69%	-4.36%	-12.16%	2.03%	-0.65%	6.34%	51.91%	1.93%	-4.46%	33.67%	14.92%	14.1%	12.5%	-33.87%	12.9%	8.26%	171.13%	60.14%	-17.83%	128.32%	1.8%	-15.59%	-57.24%	67.12%	-19.47%	6.53%	15.95%	24.58%	24.79%	124.53%	79.66%	156.52%	155.56%	50.0%
Other Assets									$101.0M	$98.00M	$112.0M	$95.00M	$108.0M	$89.00M	$172.0M	$205.0M	$340.0M	$371.0M	$432.0M	$432.0M	$216.0M	$131.0M	$104.0M	$87.00M	$103.0M	$124.0M	$120.0M	$24.00M	$18.00M	$9.000M	$10.00M	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00
YoY Change									3.06%	-12.5%	17.89%	-12.04%	21.35%	-48.26%	-16.1%	-39.71%	-8.36%	-14.12%	0.0%	100.0%	64.89%	25.96%	19.54%	-15.53%	-16.94%	3.33%	400.0%	33.33%	100.0%	-10.0%
Total Long-Term Assets	$24.37B	$22.01B	$18.09B	$15.06B	$7.735B	$6.625B	$7.782B	$6.822B	$7.130B	$7.811B	$8.028B	$7.851B	$7.804B	$6.003B	$5.873B	$6.138B	$5.763B	$5.560B	$5.269B	$5.008B	$5.524B	$5.182B	$5.364B	$3.263B	$2.799B	$2.895B	$2.620B	$1.825B	$1.954B	$1.646B	$1.157B	$491.0M	$452.0M	$390.0M	$305.0M	$247.0M	$117.0M	$68.00M	$24.00M	$10.00M	$7.000M
YoY Change	10.71%	21.67%	20.12%	94.73%	16.75%	-14.87%	14.07%	-4.32%	-8.72%	-2.7%	2.25%	0.6%	30.0%	2.21%	-4.32%	6.51%	3.65%	5.52%	5.21%	-9.34%	6.6%	-3.39%	64.39%	16.58%	-3.32%	10.5%	43.56%	-6.6%	18.71%	42.26%	135.64%	8.63%	15.9%	27.87%	23.48%	111.11%	72.06%	183.33%	140.0%	42.86%
Total Assets	$30.12B	$28.06B	$24.17B	$20.22B	$14.53B	$14.38B	$17.53B	$16.10B	$16.34B	$16.36B	$15.39B	$14.75B	$13.78B	$10.71B	$9.468B	$9.177B	$9.932B	$9.500B	$8.894B	$8.228B	$6.971B	$6.423B	$6.266B	$4.042B	$3.667B	$3.480B	$3.095B	$2.374B	$2.245B	$1.969B	$1.582B	$834.0M	$579.0M	$479.0M	$394.0M	$324.0M	$138.0M	$88.00M	$32.00M	$16.00M	$9.000M
YoY Change
Accounts Payable	$880.0M	$1.113B	$1.037B	$794.0M	$304.0M	$227.0M	$292.0M	$233.0M	$232.0M	$238.0M	$263.0M	$242.0M	$266.0M	$244.0M	$175.0M	$290.0M	$272.0M	$181.0M	$206.0M	$250.0M	$113.0M	$117.0M	$128.0M	$73.00M	$81.00M	$76.00M				$0.00	$39.00M	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00
YoY Change	-20.94%	7.31%	30.64%	161.18%	33.92%	-22.26%	25.32%	0.43%	-2.52%	-9.51%	8.68%	-9.02%	9.02%	39.43%	-39.66%	6.62%	50.28%	-12.14%	-17.6%	121.24%	-3.42%	-8.59%	75.34%	-9.88%	6.58%					-100.0%
Accrued Expenses	$2.133B	$1.993B	$1.698B	$1.685B	$502.0M	$406.0M	$397.0M	$357.0M	$433.0M	$465.0M	$445.0M	$401.0M	$401.0M	$331.0M	$211.0M	$307.0M	$323.0M	$277.0M	$253.0M	$284.0M	$225.0M	$228.0M	$222.0M	$181.0M	$163.0M	$156.0M	$154.0M	$78.00M	$53.00M
YoY Change	7.04%	17.38%	0.75%	235.66%	23.65%	2.27%	11.2%	-17.55%	-6.88%	4.49%	10.97%	0.0%	21.15%	56.87%	-31.27%	-4.95%	16.61%	9.49%	-10.92%	26.22%	-1.32%	2.7%	22.65%	11.04%	4.49%	1.3%	97.44%	47.17%
Deferred Revenue
YoY Change
Short-Term Debt	$0.00	$0.00	$0.00	$0.00	$51.00M	$33.00M	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$30.00M	$64.00M	$13.00M	$0.00	$168.0M	$169.0M	$170.0M	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$118.0M	$0.00	$87.00M	$84.00M	$52.00M	$0.00	$6.000M	$4.000M	$6.000M	$8.000M	$4.000M	$7.000M	$0.00	$0.00	$0.00
YoY Change				-100.0%	54.55%								-100.0%	-53.13%	392.31%		-100.0%	-0.59%	-0.59%							-100.0%		-100.0%	3.57%	61.54%		-100.0%	50.0%	-33.33%	-25.0%	100.0%	-42.86%
Long-Term Debt Due														$0.00		$0.00	$420.0M	$0.00			$0.00	$8.000M	$8.000M	$69.00M	$109.0M	$118.0M
YoY Change																-100.0%					-100.0%	0.0%	-88.41%	-36.7%	-7.63%
Total Short-Term Liabilities	$3.527B	$3.629B	$3.429B	$3.326B	$1.819B	$1.829B	$802.0M	$695.0M	$758.0M	$803.0M	$729.0M	$643.0M	$796.0M	$704.0M	$478.0M	$676.0M	$1.135B	$724.0M	$654.0M	$781.0M	$382.0M	$366.0M	$370.0M	$385.0M	$411.0M	$417.0M	$304.0M	$106.0M	$148.0M	$84.00M	$91.00M	$27.00M	$216.0M	$158.0M	$177.0M	$149.0M	$4.000M	$7.000M	$9.000M	$5.000M	$4.000M
YoY Change	-2.81%	5.84%	3.08%	82.85%	-0.55%	128.05%	15.4%	-8.31%	-5.6%	10.15%	13.37%	-19.22%	13.07%	47.28%	-29.29%	-40.44%	56.77%	10.7%	-16.26%	104.45%	4.37%	-1.08%	-3.9%	-6.33%	-1.44%	37.17%	186.79%	-28.38%	76.19%	-7.69%	237.04%	-87.5%	36.71%	-10.73%	18.79%	3625.0%	-42.86%	-22.22%	80.0%	25.0%
Long-Term Debt	$11.29B	$8.834B	$7.070B	$4.351B	$697.0M	$696.0M	$1.098B	$2.083B	$2.155B	$2.149B	$2.304B	$2.777B	$2.169B	$950.0M	$57.00M	$256.0M	$403.0M	$860.0M	$1.448B	$1.196B	$1.109B	$595.0M	$566.0M	$294.0M	$294.0M	$494.0M	$493.0M	$399.0M	$382.0M	$384.0M	$455.0M	$156.0M	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00
YoY Change	27.74%	24.94%	62.5%	524.25%	0.14%	-36.61%	-47.29%	-3.34%	0.28%	-6.73%	-17.03%	28.03%	128.32%	1566.67%	-77.73%	-36.48%	-53.14%	-40.61%	21.07%	7.84%	86.39%	5.12%	92.52%	0.0%	-40.49%	0.2%	23.56%	4.45%	-0.52%	-15.6%	191.67%
Other Long-Term Liabilities	$1.286B	$1.425B	$614.1M	$724.0M	$525.0M	$482.0M	$587.0M	$569.0M	$626.0M	$699.0M	$1.279B	$1.269B	$1.415B	$1.066B	$1.015B	$946.0M	$806.0M	$924.0M	$797.0M	$832.0M	$941.0M	$1.020B	$1.199B	$399.0M	$305.0M	$287.0M	$443.0M	$468.0M	$553.0M	$443.0M	$224.0M	$184.0M	$0.00	$0.00	$0.00	$0.00	$8.000M	$7.000M	$1.000M	$0.00	$0.00
YoY Change	-9.75%	132.05%	-15.18%	37.9%	8.92%	-17.89%	3.16%	-9.11%	-10.44%	-45.35%	0.79%	-10.32%	32.74%	5.02%	7.29%	17.37%	-12.77%	15.93%	-4.21%	-11.58%	-7.75%	-14.93%	200.5%	30.82%	6.27%	-35.21%	-5.34%	-15.37%	24.83%	97.77%	21.74%					-100.0%	14.29%	600.0%
Total Long-Term Liabilities	$12.57B	$10.26B	$7.685B	$5.075B	$1.222B	$1.178B	$1.685B	$2.652B	$2.781B	$2.848B	$3.583B	$4.046B	$3.584B	$2.016B	$1.072B	$1.202B	$1.209B	$1.784B	$2.245B	$2.028B	$2.050B	$1.615B	$1.765B	$693.0M	$599.0M	$781.0M	$936.0M	$867.0M	$935.0M	$827.0M	$679.0M	$340.0M	$0.00	$0.00	$0.00	$0.00	$8.000M	$7.000M	$1.000M	$0.00	$0.00
YoY Change	22.54%	33.5%	51.42%	315.3%	3.74%	-30.09%	-36.46%	-4.64%	-2.35%	-20.51%	-11.44%	12.89%	77.78%	88.06%	-10.82%	-0.58%	-32.23%	-20.53%	10.7%	-1.07%	26.93%	-8.5%	154.69%	15.69%	-23.3%	-16.56%	7.96%	-7.27%	13.06%	21.8%	99.71%					-100.0%	14.29%	600.0%
Total Liabilities	$18.20B	$16.59B	$12.95B	$10.11B	$4.626B	$4.484B	$4.914B	$4.163B	$4.495B	$4.773B	$5.317B	$5.550B	$5.251B	$2.981B	$1.836B	$2.102B	$2.600B	$2.815B	$3.210B	$3.121B	$2.661B	$2.156B	$2.288B	$1.077B	$1.010B	$1.199B	$1.241B	$974.0M	$1.084B	$1.038B	$861.0M	$367.0M	$216.0M	$190.0M	$177.0M	$174.0M	$33.00M	$35.00M	$10.00M	$6.000M	$4.000M
YoY Change	9.76%	28.13%	28.09%	118.46%	3.17%	-8.75%	18.04%	-7.39%	-5.82%	-10.23%	-4.2%	5.69%	76.15%	62.36%	-12.65%	-19.15%	-7.64%	-12.31%	2.85%	17.29%	23.42%	-5.77%	112.44%	6.63%	-15.76%	-3.38%	27.41%	-10.15%	4.43%	20.56%	134.6%	69.91%	13.68%	7.34%	1.72%	427.27%	-5.71%	250.0%	66.67%	50.0%

Ownership

Basic Shares Outstanding

Diluted Shares Outstanding

Preferred Stock

Treasury Stock Shares

Stock Issuance & Repurchase

Ownership Data

Concept	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009
Basic Shares Outstanding	509.5M shares	490.0M shares	488.7M shares	489.9M shares	491.9M shares	503.6M shares	537.4M shares	558.8M shares	583.8M shares	614.8M shares	624.8M shares	633.1M shares	641.4M shares	663.1M shares	226.1M shares	230.3M shares
Diluted Shares Outstanding	510.3M shares	490.8M shares	489.3M shares	490.6M shares	492.4M shares	504.3M shares	538.0M shares	559.1M shares	583.8M shares	614.9M shares	625.2M shares	634.1M shares	643.3M shares	666.3M shares	227.4M shares	231.5M shares
Preferred Stock
Treasury Stock Shares

Return On Shareholders' Equity

Book Value

Free Cash Flow

Free Cash Flow YoY

Free Cash Flow Margin

Dividends

Stock Price

Market Cap: $11.872 Billion

About FRANKLIN RESOURCES INC

Franklin Resources, Inc. is a holding company, which engages in the provision of investment management and related services. The company is headquartered in San Mateo, California and currently employs 10,200 full-time employees. The company offers specialization on a global scale, bringing capabilities in fixed income, equity, alternatives and multi-asset solutions. The firm provides its investment management and related services to retail, institutional and high-net-worth investors in jurisdictions worldwide. Its investment products include sponsored funds, as well as institutional and high-net-worth separate accounts, retail separately managed account programs, sub-advised products, and other investment vehicles. Its funds include registered funds (including exchange-traded funds or ETFs) and unregistered funds. The firm offers its services and products under its various brand names, including Alcentra, K2, Benefit Street Partners, ClearBridge Investments, Martin Currie, O’Shaughnessy, and Lexington Partners. The company also focuses on the retirement sector.

Industry: Investment Advice Peers: BLUE OWL CAPITAL INC. AMERIPRISE FINANCIAL INC ARES CAPITAL CORP Ares Management Corp Blackstone Inc. Carlyle Group Inc. NORTHERN TRUST CORP PRICE T ROWE GROUP INC STATE STREET CORP TPG Inc.