Franklin Resources (BEN) Return on Capital Employed (2009 - 2012)
Franklin Resources (BEN) posted quarterly Return on Capital Employed of 21.05% for Q2 2012, down 14.0% year-over-year from 24.47% in Q3 2011, and little changed on a QoQ basis from 21.1% in Q1 2012.
Franklin Resources (BEN) Return on Capital Employed (2009 - 2012) Analysis & Trends
Franklin Resources has reported Return on Capital Employed for 4 years, with the latest figure at 21.05% in Q2 2012.
- Return on Capital Employed for Q2 2012 came in at 21.05%, down 14.0% year-over-year; the trailing twelve-month figure through Jun 2012 was 21.05% (down 14.0% YoY), and the FY2011 annual result was 24.34%, up 277.0% from the prior year.
- Return on Capital Employed was little changed at 21.05% in Q2 2012, from 21.1% in the prior quarter.
- Over five years, Return on Capital Employed peaked at 21.89% in Q3 2011 and troughed at 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.
- The widest annual swing landed in 2010, when Return on Capital Employed surged 657 bps; it then decreased 14 bps in 2012.
- A 4-year view of Return on Capital Employed shows it stood at 16.73% in 2009, then gained by 23 bps to 20.6% in 2010, then climbed by 2 bps to 20.98% in 2011, then increased by 0 bps to 21.05% in 2012.
- Per Business Quant data, the three most recent Return on Capital Employed figures were 21.05% in Q2 2012, 21.1% in Q1 2012, and 20.98% in Q4 2011.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | - |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | - |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | - |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | - |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | - |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | - |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | - |
| 10 | Franklin Resources | 17.67 Bn | 13.96 Bn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| 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% |