Growth Metrics

Franklin Resources (BEN) Return on Capital Employed (2009 - 2012)

Franklin Resources recorded quarterly Return on Capital Employed of 21.05% in Q2 2012, little changed quarter-over-quarter from 21.1% in Q1 2012, and down 14.0% year-over-year from 24.47% in Q3 2011.

Franklin Resources' Return on Capital Employed history runs 4 years deep, the most recent figure standing at 21.05% for Q2 2012.

  • In Q2 2012, Return on Capital Employed fell 14.0% year-over-year to 21.05%; the TTM figure through Jun 2012 stood at 21.05% (down 14.0% YoY), while the FY2011 annual figure was 24.34%, up 277.0% from the prior year.
  • Return on Capital Employed came in at 21.05% for Q2 2012 at Franklin Resources, roughly flat from 21.1% in the prior quarter.
  • In the past five years, Return on Capital Employed ranged from a high of 21.89% in Q3 2011 to a low of 13.93% in Q3 2009.
  • A 4-year average of 19.85% and a median of 20.55% in 2010 frame the typical range for Return on Capital Employed.
  • Across the five-year window, Return on Capital Employed soared 657 bps in 2010 and slipped 14 bps in 2012, its largest moves.
  • Franklin Resources' Return on Capital Employed stood at 16.73% in 2009, then rose by 23 bps to 20.6% in 2010, then advanced by 2 bps to 20.98% in 2011, then grew by 0 bps to 21.05% in 2012.
  • According to Business Quant data, Return on Capital Employed over the past three periods registered 21.05%, 21.1%, and 20.98% for Q2 2012, Q1 2012, and Q4 2011 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - -
2 Blackstone 92.68 Bn 91.63 Bn - -
3 Kkr 84.94 Bn 132.45 Bn - -
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - -
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn -
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn -
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - -
10 Franklin Resources 16.04 Bn 17.45 Bn 1.75 Bn -

Historic Data

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DateValue
Jun 30, 2012 21.05%
Mar 31, 2012 21.10%
Dec 31, 2011 20.98%
Sep 30, 2011 21.89%
Jun 30, 2011 21.18%
Mar 31, 2011 20.28%
Dec 31, 2010 20.60%
Sep 30, 2010 20.50%
Jun 30, 2010 20.44%
Mar 31, 2010 19.55%
Dec 31, 2009 16.73%
Sep 30, 2009 13.93%