Franklin Resources (BEN) Return on Invested Capital (2011 - 2013)
Franklin Resources (BEN) posted quarterly Return on Invested Capital of 0.06% for Q1 2013, down 2.0% year-over-year from 0.06% in Q1 2012, and up 20.86% on a QoQ basis from 0.05% in Q4 2012.
Franklin Resources (BEN) Return on Invested Capital (2011 - 2013) Analysis & Trends
Franklin Resources has reported Return on Invested Capital for 4 years, with the latest figure at 0.06% in Q1 2013.
- Return on Invested Capital for Q1 2013 came in at 0.06%, down 2.0% year-over-year; the trailing twelve-month figure through Mar 2013 was 0.06% (down 2.0% YoY), and the FY2011 annual result was 0.32%, changed N/A from the prior year.
- Return on Invested Capital climbed to 0.06% in Q1 2013, from 0.05% in the prior quarter.
- Over five years, Return on Invested Capital peaked at 0.26% in Q4 2010 and troughed at 0.04% in Q3 2012.
- A 4-year average of 0.1% and a median of 0.08% in 2011 frame the typical range for Return on Invested Capital.
- The widest annual swing landed in 2011, when Return on Invested Capital dropped 18 bps; it then slipped 2 bps in 2013.
- A 4-year view of Return on Invested Capital shows it stood at 0.26% in 2010, then sank by 71 bps to 0.08% in 2011, then slumped by 39 bps to 0.05% in 2012, then gained by 21 bps to 0.06% in 2013.
- Per Business Quant data, the three most recent Return on Invested Capital figures were 0.06% in Q1 2013, 0.05% in Q4 2012, and 0.04% in Q3 2012.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 0.00% |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | - |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 0.16% |
| 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 | - | 0.01% |
| 10 | Franklin Resources | 17.67 Bn | 13.96 Bn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2013 | 0.06% |
| Dec 31, 2012 | 0.06% |
| Sep 30, 2012 | 0.05% |
| Jun 30, 2012 | 0.06% |
| Mar 31, 2012 | 0.11% |
| Dec 31, 2011 | 0.09% |
| Sep 30, 2011 | 0.09% |
| Jun 30, 2011 | 0.14% |
| Mar 31, 2011 | 0.21% |