Overview
FRANKLIN TEMPLETON INC
Latest 10-K: FY2025, filed Nov 10, 2025 · Open the 10-K (Inline XBRL) ↗
- Revenue
- $8.77B
- 3.5%YoYup from FY2024
- TotalRevenue
- Gross profit
- Not reported
- Operating income
- $0.60B
- 48.2%YoYup from FY2024
- OperatingIncome
- Net income
- $0.52B
- 12.9%YoYup from FY2024
- NetIncome
- Diluted EPS
- $0.91
- 7.1%YoYup from FY2024
- EPSDiluted
- Diluted shares
- 517.4M
- 1.4%YoYup from FY2024
- WeightedAvgSharesDiluted
At a glance
Growth
- FRANKLIN TEMPLETON INC reported revenue of $8.77B for fiscal 2025, up 3.5% from fiscal 2024.
- Revenue grew faster than the median S&P 500 member in 2 of the last 5 fiscal years.
Profitability
- Operating margin was 6.9% and net margin was 6.0%, against a median net margin of 12.8% across S&P 500 members for the same fiscal year.
Per share
- Diluted EPS was $0.91, up 7.1% from the prior year.
Written from the filed figures on this page by fixed rules — no AI.
Data as of Oct 30, 2026 · Sources: SEC EDGAR 10-K
Financial statements
Annual figures from the 10-K, most recent fiscal year first.
Income Statement
5 annual periodsChip: YoY change.
| Line item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | 4Y CAGR |
|---|---|---|---|---|---|---|
| Revenue | $8.77B3.5%up Benchmark median 6.4% | $8.48B8.0%up Benchmark median 4.5% | $7.85B5.1%down Benchmark median 4.8% | $8.28B1.8%down Benchmark median 10.3% | $8.43B51.4%up Benchmark median 13.8% | 1.0% Benchmark median 6.6% |
| Gross Profit Median of 315 / 498 | — | — | — | — | — | — Benchmark median 6.2% |
| Operating Income Median of 373 / 498 | $0.60B48.2%up Benchmark median 7.3% | $0.41B63.0%down Benchmark median 7.4% | $1.10B37.9%down Benchmark median 4.9% | $1.77B5.4%down Benchmark median 7.5% | $1.88B78.8%up Benchmark median 23.5% | -24.7% Benchmark median 7.2% |
| Net Income | $0.52B12.9%up Benchmark median 4.8% | $0.46B47.3%down Benchmark median 5.7% | $0.88B31.7%down Benchmark median 1.9% | $1.29B29.5%down Benchmark median 1.3% | $1.83B129.2%up Benchmark median 33.9% | -26.8% Benchmark median 4.1% |
| EPS (Diluted) | $0.917.1%up Benchmark median 6.2% | $0.8550.6%down Benchmark median 7.9% | $1.7232.0%down Benchmark median 1.9% | $2.5329.1%down Benchmark median 1.5% | $3.57124.5%up Benchmark median 34.8% | -28.9% Benchmark median 5.6% |
Balance Sheet
5 annual periodsChip: YoY change.
| Line item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | 4Y CAGR |
|---|---|---|---|---|---|---|
| Total Assets | $32.37B0.3%down Benchmark median 5.6% | $32.46B7.8%up Benchmark median 3.4% | $30.12B7.3%up Benchmark median 4.1% | $28.06B16.1%up Benchmark median 2.2% | $24.17B11.5%up Benchmark median 6.7% | 7.6% Benchmark median 4.7% |
| Total Liabilities Median of 357 / 498 | $18.18B1.6%up Benchmark median 6.4% | $17.90B8.2%up Benchmark median 1.9% | $16.55B16.2%up Benchmark median 2.9% | $14.24B24.6%up Benchmark median 2.0% | $11.42B11.2%up Benchmark median 5.2% | 12.3% Benchmark median 4.4% |
| Stockholders' Equity | $13.01B1.8%down Benchmark median 6.8% | $13.24B5.5%up Benchmark median 5.4% | $12.55B2.0%up Benchmark median 7.3% | $12.30B4.1%up Benchmark median 2.5% | $11.81B8.7%up Benchmark median 9.0% | 2.4% Benchmark median 6.1% |
| Cash & Equivalents | — | — | — | — | $4.65B16.5%up Benchmark median -2.9% | — Benchmark median 2.0% |
| Total Debt | $2.36B†15.0%down Benchmark median 2.1% | $2.78B†8.9%down Benchmark median 0.2% | $3.05B†9.6%down Benchmark median 0.3% | $3.38B†0.7%down Benchmark median 0.1% | $3.40B†12.7%up Benchmark median -0.1% | -8.7% Benchmark median 4.3% |
† Sum of short-term and long-term debt; the company files no total-debt line.
Cash Flow Statement
5 annual periodsChip: YoY change.
| Line item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | 4Y CAGR |
|---|---|---|---|---|---|---|
| Operating Cash Flow | $1.07B9.8%up Benchmark median 6.3% | $0.97B10.8%down Benchmark median 4.8% | $1.09B44.3%down Benchmark median 9.9% | $1.96B57.1%up Benchmark median -0.7% | $1.25B15.0%up Benchmark median 10.7% | -3.8% Benchmark median 7.0% |
| Capital Expenditures | $154.50M12.8%down Benchmark median 5.4% | $177.10M19.0%up Benchmark median 2.8% | $148.80M64.8%up Benchmark median 11.3% | $90.30M13.9%up Benchmark median 14.0% | $79.30M23.5%down Benchmark median 8.1% | 18.1% Benchmark median 9.0% |
| Free Cash Flow Median of 378 / 498 | $0.91B14.8%up Benchmark median 7.3% | $0.79B15.5%down Benchmark median 6.1% | $0.94B49.6%down Benchmark median 8.8% | $1.87B60.1%up Benchmark median -11.3% | $1.17B19.0%up Benchmark median 10.2% | -6.0% Benchmark median 4.9% |
n/m: not meaningful — the base (the prior year, or the first year for the CAGR) was zero or negative, or a per-share figure’s share basis changed (stock split). “—” means the figure is not available.
Benchmark median = median of the companies in the benchmark universe on Dec 31 of each fiscal year, from their own 10-K filings; a change counts only companies whose prior year was positive. Each median uses every member that reports the line item; where fewer than 80% do (banks and insurers file no gross profit), the row names how many. Published where at least 250 companies report it. Updated 2026-10-27. This compares reported figures, not share-price returns. Methodology
Ratios & valuation
FY2025Every ratio read two ways: Wall Street’s popular formula and the value investor’s stricter one. Same question, same unit. Pick a ratio.
Valuation · Earnings yield
What a dollar of market value earned
3.9%
Wall Street
on net earnings
FY2024 4.2%
7.6%
Value investor
on free cash flow
FY2024 7.7%
Gap +3.7 pts: Value-investor figure 3.7 points higher
How it’s calculated
Wall Street · on net earnings
Diluted EPS ÷ fiscal-year-end share price (1 ÷ P/E)
pe_ratio (ratio table)
P/E 25.4×Value investor · on free cash flow
(Operating cash flow − capital expenditures) ÷ market capitalisation (fiscal-year-end close × weighted-average diluted shares)
free cash flow ÷ market cap
Valuation · Book yield
Net assets behind a dollar of market value
108.7%
Wall Street
on book equity
FY2024 128.8%
22.0%
Value investor
on tangible book
FY2024 21.7%
Gap −86.7 pts: Value-investor figure 86.7 points lower
How it’s calculated
Wall Street · on book equity
Book value of equity ÷ market capitalisation (1 ÷ P/B)
pb_ratio (ratio table)
P/B 0.9×Value investor · on tangible book
Tangible book value (equity less goodwill and intangibles) ÷ market capitalisation
tangible_book_value_per_share ÷ (pb_ratio × book_value_per_share)
Quality · Return on capital
Profit earned on the money in the business
4.0%
Wall Street
ROE: net income ÷ equity
FY2024 3.6%
1.3%
Value investor
ROIC: after-tax operating profit ÷ invested capital
FY2024 0.9%
Gap −2.7 pts: Value-investor figure 2.7 points lower
How it’s calculated
Wall Street · ROE: net income ÷ equity
Net income ÷ average stockholders' equity (start and end of year), including noncontrolling interests. Buybacks shrink equity and lift it.
return_on_equity (ratio table)
Value investor · ROIC: after-tax operating profit ÷ invested capital
Operating profit after tax ÷ invested capital (total assets − cash − non-interest-bearing current liabilities), so leverage cannot flatter it
roic (ratio table)
Quality · Cash margin
Cash profit kept from each dollar of sales
11.5%
Wall Street
EBITDA margin
FY2024 8.8%
10.4%
Value investor
Free-cash-flow margin
FY2024 9.4%
Gap −1.1 pts: Value-investor figure 1.1 points lower
How it’s calculated
Wall Street · EBITDA margin
EBITDA ÷ revenue
ebitda ÷ revenue
Value investor · Free-cash-flow margin
(Operating cash flow − capital expenditures) ÷ revenue: taxes, interest, working capital and capex all paid
free cash flow ÷ revenue
Balance sheet · Debt cover
How many times one year of earnings repays all debt
0.43×
Wall Street
EBITDA ÷ total debt
FY2024 0.27×
0.39×
Value investor
FCF ÷ total debt
FY2024 0.29×
Gap −0.04×: Value-investor figure 0.04 lower
How it’s calculated
Wall Street · EBITDA ÷ total debt
EBITDA ÷ total debt (short-term + long-term)
ebitda ÷ total debt
Value investor · FCF ÷ total debt
Free cash flow ÷ total debt: what is actually left to repay it
free cash flow ÷ total debt
Balance sheet · Interest cover
How many times earnings pay the year's interest
10.6×
Wall Street
EBITDA ÷ interest
FY2024 7.7×
6.4×
Value investor
EBIT ÷ interest
FY2024 4.2×
Gap −4.2×: Value-investor figure 4.2 lower
How it’s calculated
Wall Street · EBITDA ÷ interest
EBITDA ÷ interest expense
ebitda_interest_coverage (ratio table)
Value investor · EBIT ÷ interest
Operating income ÷ interest expense
interest_coverage (ratio table)
Each ratio measures one thing two ways, in the same unit: the popular formula, then a stricter one, so a lower figure is the stricter reading. Gap = value-investor figure minus Wall Street figure, from the figures shown.
Price-based ratios use the fiscal-year-end closing price. Free cash flow = operating cash flow − capital expenditures (we compute it; filings rarely report it). n/m = not meaningful (denominator ≤ 0); “—” = not reported. Each ratio’s formulas are under “How it’s calculated”.
Smart money
Showing the most recent 5 annual periods. Get longer history on the Pro plan, or the full history (1993–present) plus the smart-money dataset and webhooks on Institutional.
Peers, filings & research
Research Reports
No published research on BEN yet.
Reports appear here as analysts publish research on this company — built with Valuein's agentic workflows on data pinned to its SEC filing. Be the first: run equity_research_brief on BEN and publish the result to your public profile.
Cite this page
Data as of Oct 30, 2026. Canonical address: https://valuein.biz/data/BEN
Valuein. (2026, October 30). FRANKLIN TEMPLETON INC (BEN) financial statements, earnings power and smart-money summary [Data set]. Source: SEC EDGAR filings. https://valuein.biz/data/BEN
@misc{valuein_ben_2026,
author = {{Valuein}},
title = {FRANKLIN TEMPLETON INC (BEN) financial statements, earnings power and smart-money summary},
year = {2026},
howpublished = {\url{https://valuein.biz/data/BEN}},
note = {Data as of 2026-10-30; source: SEC EDGAR filings}
}10-K filed Nov 10, 2025 · accession 0000038777-25-000238
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