Franklin Templeton BEN
NYSE BEN
$32.85 +0.04 (+0.12%)
As of: Oct 5, 2026 · 3:59 PM EDT

Franklin Templeton (BEN) Return on Invested Capital [ROIC] (2009 - 2012)

Updated

Franklin Templeton's Return on Invested Capital [ROIC] was 18.58% in fiscal Q3 2012 (quarter ended Jun 30, 2012), down 1.54 percentage points from 20.12% a year earlier and down 0.89 percentage points from the prior quarter.

Analysis

Franklin Templeton (BEN) Return on Invested Capital [ROIC] (2009 - 2012) Analysis & Trends

For FY2011 (ended Sep 30, 2011), Return on Invested Capital [ROIC] at Franklin Templeton came in at 21.55%, up 3.93 percentage points from FY2010.

  • In earlier fiscal years, Return on Invested Capital [ROIC] was 17.61% in FY2010 (+6.33 pp) and 11.28% in FY2009.
  • The fiscal Q3 2012 figure marks the lowest quarterly Return on Invested Capital [ROIC] since fiscal Q4 2010.
  • Compared with a year earlier, Return on Invested Capital [ROIC] was higher in six of the last eight quarters, with an average year-over-year change of +2.69 percentage points.
  • The best year-over-year quarter for Return on Invested Capital [ROIC] over five years was fiscal Q4 2010 (a gain of 6.82 percentage points); the worst was fiscal Q3 2012 (a drop of 1.54 percentage points).
  • Per Business Quant data, BEN's Return on Invested Capital [ROIC] in the three fiscal quarters before Q3 2012 was 19.47% (Q2 2012), 19.95% (Q1 2012) and 20.36% (Q4 2011).
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROIC (Qtr)
1 BlackRock 164.13 Bn 110.49 Bn - -
2 Spdr Gold Trust 133.82 Bn -424.18 Bn - -
3 Blackstone 84.08 Bn 79.01 Bn - 21.55%
4 Brookfield 82.97 Bn -82.41 Bn 4.47 Bn -21.34%
5 Kkr 81.05 Bn 47.53 Bn - -
6 Brookfield Asset Management 71.64 Bn 67.88 Bn - 26.84%
7 Apollo Global Management 65.67 Bn 3.35 Bn 10.56 Bn -
8 Wheaton Precious Metals 61.89 Bn 57.32 Bn 687.86 Mn 20.60%
9 Franco Nevada 46.13 Bn 43.49 Bn 451.00 Mn -
10 Franklin Templeton 16.66 Bn 7.14 Bn - -
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2012 18.58%
Mar 31, 2012 19.47%
Dec 31, 2011 19.95%
Sep 30, 2011 20.36%
Jun 30, 2011 20.12%
Mar 31, 2011 19.71%
Dec 31, 2010 18.84%
Sep 30, 2010 17.93%
Jun 30, 2010 17.25%
Mar 31, 2010 15.42%
Dec 31, 2009 13.03%
Sep 30, 2009 11.11%
API Access

Franklin Templeton Return on Invested Capital [ROIC] API

Pull this series into your own models, spreadsheets and apps with the Business Quant Historical Metrics API. The request below matches the chart above — change the frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.

https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=BEN&period=max&api_key=YOUR_API_KEY