Franklin Resources Ratios (2009-2025) | BEN

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Ratios	Mar2009	Jun2009	Sep2009	Dec2009	Mar2010	Jun2010	Sep2010	Dec2010	Mar2011	Jun2011	Sep2011	Dec2011	Mar2012	Jun2012	Sep2012	Dec2012	Mar2013	Jun2013	Sep2013	Dec2013	Mar2014	Jun2014	Sep2014	Dec2014	Mar2015	Jun2015	Sep2015	Dec2015	Mar2016	Jun2016	Sep2016	Dec2016	Mar2017	Jun2017	Sep2017	Dec2017	Mar2018	Jun2018	Sep2018	Dec2018	Mar2019	Jun2019	Sep2019	Dec2019	Mar2020	Jun2020	Sep2020	Dec2020	Mar2021	Jun2021	Sep2021	Dec2021	Mar2022	Jun2022	Sep2022	Dec2022	Mar2023	Jun2023	Sep2023	Dec2023	Mar2024	Jun2024	Sep2024	Dec2024	Mar2025	Jun2025	Sep2025	Dec2025
Profitability
Gross Margin	96.40%	96.57%	-16.66%	61.12%	60.56%	61.48%	60.81%	61.94%	61.31%	61.18%	63.56%	62.95%	60.23%	61.20%	61.37%	61.57%	61.22%	61.01%	63.85%	63.18%	63.44%	62.95%	64.93%	64.56%	64.65%	65.31%	66.58%	66.52%	67.05%	66.14%	66.73%	66.68%	66.59%	66.47%	66.92%	67.27%	67.76%	67.93%	65.33%	68.51%	68.66%	68.69%	65.62%	68.05%	67.67%	68.25%	72.63%	74.61%	73.91%	75.56%	75.86%	77.06%	76.82%	78.32%	78.71%	80.25%	78.90%	79.34%	79.30%	79.87%	77.50%	77.34%	77.53%	77.25%	76.41%	76.71%	77.82%	76.76%
EBT Margin	19.32%	39.41%	41.54%	37.34%	35.97%	32.25%	36.14%	41.03%	38.79%	37.08%	30.53%	40.84%	38.34%	34.48%	37.35%	37.65%	40.47%	37.03%	36.45%	40.23%	37.77%	41.47%	41.09%	39.84%	42.74%	37.55%	31.79%	38.23%	33.61%	39.71%	39.48%	39.70%	39.20%	39.87%	40.72%	40.33%	39.13%	28.69%	34.21%	24.51%	34.35%	28.00%	29.38%	32.08%	7.85%	23.24%	11.71%	26.93%	29.54%	25.56%	33.84%	31.29%	22.40%	15.41%	13.11%	11.65%	18.99%	16.80%	20.81%	16.63%	11.06%	14.14%	-2.09%	13.91%	2.02%	8.56%	10.85%	19.41%
EBIT Margin	24.48%	30.38%	31.05%	33.90%	32.63%	34.00%	33.30%	38.77%	35.98%	36.84%	37.47%	37.16%	34.30%	36.05%	34.29%	36.02%	36.22%	37.02%	37.04%	38.54%	37.50%	36.93%	38.75%	37.88%	37.70%	38.47%	38.32%	37.18%	33.29%	36.43%	35.95%	37.60%	34.71%	34.96%	34.49%	35.97%	34.35%	32.28%	27.49%	29.15%	26.47%	25.39%	22.34%	26.84%	25.92%	20.02%	6.08%	20.51%	21.97%	22.00%	24.37%	25.08%	22.25%	19.92%	17.97%	9.86%	13.24%	15.99%	17.03%	10.37%	6.01%	10.48%	-6.82%	9.73%	6.90%	7.47%	3.64%	12.08%
EBITDA Margin	24.48%	30.38%	31.05%	33.90%	32.63%	34.00%	33.30%	38.77%	35.98%	36.84%	37.47%	37.16%	34.30%	36.05%	34.29%	36.02%	36.22%	37.02%	37.04%	38.54%	37.50%	36.93%	38.75%	37.88%	37.70%	38.47%	38.32%	37.18%	33.29%	36.43%	35.95%	37.60%	34.71%	34.96%	34.49%	35.97%	34.35%	32.28%	27.49%	29.15%	26.47%	25.39%	22.34%	26.84%	25.92%	20.02%	6.08%	20.51%	21.97%	22.00%	24.37%	25.08%	22.25%	19.92%	17.97%	9.86%	13.24%	15.99%	17.03%	10.37%	6.01%	10.48%	-6.82%	9.73%	6.90%	7.47%	3.64%	12.08%
Operating Margin	24.48%	30.38%	31.05%	33.90%	32.63%	34.00%	33.30%	38.77%	35.98%	36.84%	37.47%	37.16%	34.30%	36.05%	34.29%	36.02%	36.22%	37.02%	37.04%	38.54%	37.50%	36.93%	38.75%	37.88%	37.70%	38.47%	38.32%	37.18%	33.29%	36.43%	35.95%	37.60%	34.71%	34.96%	34.49%	35.97%	34.35%	32.28%	27.49%	29.15%	26.47%	25.39%	22.34%	26.84%	25.92%	20.02%	6.08%	20.51%	21.97%	22.00%	24.37%	25.08%	22.25%	19.92%	17.97%	9.86%	13.24%	15.99%	17.03%	10.37%	6.01%	10.48%	-6.82%	9.73%	6.90%	7.47%	3.64%	12.08%
Net Margin	11.96%	27.50%	30.55%	25.96%	25.36%	23.37%	24.59%	28.83%	28.33%	25.81%	19.43%	29.01%	27.11%	24.11%	27.75%	26.54%	29.47%	26.96%	-5.13%	28.25%	26.38%	29.67%	0.12%	-1.57%	0.74%	-4.72%	-14.59%	-10.09%	-16.88%	-7.83%	-7.41%	8.75%	9.71%	9.56%	9.94%	-55.36%	8.60%	1.83%	11.86%	-5.05%	-16.30%	-27.10%	-24.17%	-29.13%	-60.35%	-46.16%	-36.84%	-24.25%	-22.62%	-3.87%	7.13%	-4.44%	-13.93%	-25.49%	-31.90%	-36.62%	-17.52%	-17.50%	-14.73%	-19.07%	-25.33%	-25.11%	-35.75%	-23.96%	-38.06%	-35.55%	-31.60%	-26.59%
FCF Margin	21.79%	22.13%	11.27%	22.32%	25.55%	40.31%	27.57%	11.28%	13.23%	27.02%	30.82%	8.28%	16.23%	21.92%	9.02%	14.41%	23.32%	35.61%	24.56%	14.68%	14.38%	35.75%	33.04%	26.95%	26.64%	33.97%	21.98%	15.71%	7.34%	43.41%	32.64%	27.77%	9.50%	20.06%	9.35%	18.64%	34.13%	37.45%	48.58%	16.23%	9.97%	-27.45%	5.05%	0.43%	4.69%	47.35%	21.25%	13.91%	11.94%	8.23%	21.17%	6.73%	3.76%	39.71%	42.89%	-14.42%	-4.60%	29.23%	37.12%	-13.63%	4.41%	22.72%	22.09%	-9.64%	-4.15%	61.44%	-2.21%	-10.96%
Efficiency
Assets Average			9.36B	9.35B	9.37B	9.97B	10.56B	11.55B	12.61B	12.99B	13.46B	13.59B	13.53B	13.65B	14.19B	14.55B	14.58B	15.06B	15.35B	15.65B	16.02B	16.41B	16.52B	16.33B	16.39B	16.58B	16.50B	16.25B	16.02B	15.94B	16.05B	16.15B	16.71B	17.34B	17.51B	17.80B	17.88B	16.61B	14.96B	14.17B	14.09B	14.35B	14.50B	14.77B	14.83B	15.14B	18.65B	21.46B	21.55B	22.50B	23.65B	24.58B	25.41B	26.71B	27.83B	28.70B	29.21B	29.66B	30.18B	29.99B	31.39B	33.08B	32.86B	32.43B	32.19B	32.27B	32.46B	32.46B
Equity Average			7.49B	7.39B	7.26B	7.41B	7.58B	7.93B	8.28B	8.59B	8.93B	9.02B	9.14B	9.33B	9.53B	9.65B	9.81B	10.24B	10.54B	10.88B	11.28B	11.70B	12.07B	12.18B	12.29B	12.57B	12.60B	12.46B	12.41B	12.39B	12.45B	12.39B	12.36B	12.59B	12.82B	12.51B	11.24B	10.30B	10.20B	10.14B	10.29B	10.53B	10.55B	10.69B	10.79B	10.83B	10.89B	11.07B	11.48B	11.56B	11.62B	12.00B	12.19B	12.24B	12.29B	12.43B	12.50B	12.49B	12.54B	12.59B	13.11B	13.61B	13.44B	13.24B	13.20B	13.11B	13.03B	13.05B
Invested Capital		7.35B	7.63B	7.14B	7.39B	8.33B	8.63B	9.03B	9.32B	9.66B	10.10B	9.91B	10.32B	9.97B	11.33B	10.80B	11.34B	11.65B	11.88B	12.28B	12.67B	13.12B	13.41B	13.35B	14.03B	14.06B	13.84B	13.77B	13.85B	13.81B	13.93B	13.64B	13.85B	14.08B	13.98B	13.12B	11.45B	10.89B	10.90B	10.77B	11.20B	11.26B	11.24B	11.53B	11.45B	11.60B	13.89B	15.03B	15.17B	14.91B	15.21B	15.59B	15.58B	15.67B	15.68B	15.93B	15.81B	15.90B	15.60B	15.68B	16.62B	16.67B	16.02B	16.01B	15.83B	15.72B	15.37B	15.46B
Asset Utilization Ratio			0.45	0.49	0.54	0.56	0.55	0.53	0.52	0.53	0.53	0.53	0.53	0.52	0.50	0.50	0.52	0.52	0.52	0.52	0.52	0.51	0.51	0.52	0.51	0.50	0.48	0.47	0.45	0.43	0.41	0.40	0.38	0.37	0.37	0.36	0.36	0.39	0.41	0.42	0.41	0.40	0.39	0.38	0.37	0.34	0.30	0.29	0.32	0.35	0.36	0.35	0.34	0.32	0.30	0.28	0.27	0.26	0.26	0.26	0.26	0.25	0.26	0.27	0.27	0.27	0.27	0.27
Leverage & Solvency
Interest Coverage Ratio	106.75	0.00B	0.00B	629.35	492.67	107.85	50.97	83.50	75.26	67.89	62.10	73.53	64.28	63.66	74.13	47.25	66.92	77.17	63.92	64.53	68.95	72.18	66.82	69.20	445.71	56.19	55.67	54.47	44.04	48.41	43.24	44.13	44.09	43.74	43.91	53.81	55.57	22.76	114.21	64.30	66.58	66.95	64.04	61.13	91.86	44.71	5.63	13.77	28.70	18.60	37.70	28.90	20.22	14.00	12.86	6.28	7.61	9.02	13.86	10.98	4.67	8.66	-6.03	9.48	7.00	5.97	3.39	13.77
Debt to Equity		0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.11	0.01	0.01	0.04	0.15
Debt Ratio		0.01	0.01	0.01	0.01	0.00	0.01	0.01	0.01	0.01	0.07	0.01	0.01	0.03	0.10
Equity Ratio		0.79	0.81	0.77	0.78	0.71	0.72	0.66	0.66	0.67	0.66	0.67	0.68	0.68	0.66	0.66	0.68	0.68	0.69	0.70	0.71	0.71	0.75	0.75	0.75	0.76	0.76	0.77	0.78	0.77	0.78	0.76	0.72	0.73	0.74	0.67	0.59	0.66	0.71	0.72	0.74	0.73	0.73	0.72	0.73	0.70	0.50	0.53	0.53	0.49	0.49	0.49	0.47	0.45	0.44	0.43	0.43	0.41	0.42	0.42	0.41	0.41	0.41	0.41	0.41	0.40	0.40	0.40
Times Interest Earned	106.75	0.00B	0.00B	629.35	492.67	107.85	50.97	83.50	75.26	67.89	62.10	73.53	64.28	63.66	74.13	47.25	66.92	77.17	63.92	64.53	68.95	72.18	66.82	69.20	445.71	56.19	55.67	54.47	44.04	48.41	43.24	44.13	44.09	43.74	43.91	53.81	55.57	22.76	114.21	64.30	66.58	66.95	64.04	61.13	91.86	44.71	5.63	13.77	28.70	18.60	37.70	28.90	20.22	14.00	12.86	6.28	7.61	9.02	13.86	10.98	4.67	8.66	-6.03	9.48	7.00	5.97	3.39	13.77
Dividends & Payouts
FCF Payout Ratio	0.25	0.21	0.35	2.38	0.14	0.08	0.12	0.26	0.24	0.11	0.10	-3.88	0.00	-0.15	7.74	-2.77	0.00	-0.08	3.49	0.21	0.25	0.10	0.11	0.14	0.76	0.14	0.22	0.33	0.91	0.15	0.20	0.24	0.74	0.35	0.74	0.37	0.23	3.01	0.18	0.53	0.93	-0.33	1.93	21.77	2.19	0.24	0.37	0.49	0.57	0.79	0.31	0.96	1.88	0.18	0.18	-0.52	-1.73	0.27	0.21	-0.57	1.75	0.35	0.34	-0.77	-1.98	0.14	-3.30	-0.67
Valuation
Enterprise Value	-2.28B	-3.72B	-3.94B	-3.78B	-3.88B	-4.73B	-5.08B	-5.10B	-5.09B	-5.44B	-5.15B	-4.65B	-5.06B	-5.14B	-6.62B	-4.50B	-4.75B	-5.45B	-6.20B	-6.55B	-6.74B	-7.51B	-7.36B	-7.81B	-8.07B	-8.35B	-8.31B	-8.22B	-8.00B	-8.20B	-7.89B	-7.61B	-7.12B	-6.96B	-6.81B	-6.76B	-6.64B	-4.62B	-5.87B	-5.73B	-5.13B	-4.95B	-5.46B	-5.19B	-5.19B	-6.24B	-3.24B	-3.58B	-3.25B	-3.31B	-3.42B	-3.90B	-3.27B	-2.31B	-2.61B	-1.57B	-2.51B	-2.68B	-2.66B	-2.25B	-2.05B	-2.11B	-1.99B	-0.70B	-0.74B	-1.87B	-1.91B	-1.38B
Return Ratios
Return on Sales	0.12%	0.29%	0.31%	0.26%	0.25%	0.23%	0.25%	0.29%	0.28%	0.26%	0.19%	0.29%	0.27%	0.24%	0.28%	0.27%	0.29%	0.27%	0.26%	0.28%	0.26%	0.30%	0.29%	0.27%	0.31%	0.27%	0.20%	0.26%	0.22%	0.28%	0.29%	0.27%	0.27%	0.28%	0.29%	-0.35%	0.30%	0.23%	0.34%	0.18%	0.27%	0.17%	0.23%	0.25%	0.04%	0.22%	0.07%	0.20%	0.23%	0.22%	0.34%	0.24%	0.17%	0.11%	0.11%	0.09%	0.14%	0.13%	0.17%	0.13%	0.08%	0.11%	-0.03%	0.10%	0.01%	0.06%	0.08%	0.15%
Return on Capital Employed			0.14%	0.17%	0.20%	0.20%	0.21%	0.21%	0.20%	0.21%	0.22%	0.21%	0.21%	0.21%
Return on Invested Capital			0.11%	0.13%	0.16%	0.17%	0.16%	0.17%	0.18%	0.18%	0.19%	0.18%	0.18%	0.18%	0.17%	0.17%	0.17%	0.18%	0.18%	0.18%	0.18%	0.17%	0.17%	0.17%	0.16%	0.16%	0.15%	0.15%	0.13%	0.12%	0.12%	0.12%	0.12%	0.12%	0.11%	0.05%	0.06%	0.06%	0.06%	0.14%	0.13%	0.11%	0.10%	0.09%	0.09%	0.09%	0.06%	0.06%	0.06%	0.07%	0.11%	0.11%	0.11%	0.11%	0.09%	0.07%	0.06%	0.05%	0.05%	0.06%	0.05%	0.04%	0.02%	0.02%	0.02%	0.01%	0.03%	0.03%
Return on Assets			0.10%	0.12%	0.15%	0.15%	0.14%	0.14%	0.14%	0.14%	0.14%	0.13%	0.13%	0.13%	0.13%	0.13%	0.14%	0.14%	0.14%	0.14%	0.14%	0.14%	0.15%	0.15%	0.15%	0.14%	0.13%	0.12%	0.11%	0.10%	0.11%	0.11%	0.11%	0.10%	0.10%	0.04%	0.05%	0.04%	0.05%	0.11%	0.10%	0.10%	0.08%	0.09%	0.07%	0.06%	0.04%	0.04%	0.06%	0.07%	0.09%	0.09%	0.08%	0.07%	0.05%	0.03%	0.03%	0.03%	0.03%	0.04%	0.03%	0.03%	0.02%	0.02%	0.01%	0.01%	0.02%	0.02%
Return on Equity			0.12%	0.16%	0.19%	0.20%	0.19%	0.20%	0.21%	0.21%	0.20%	0.20%	0.20%	0.19%	0.20%	0.20%	0.21%	0.21%	0.21%	0.21%	0.20%	0.20%	0.20%	0.20%	0.20%	0.19%	0.17%	0.16%	0.14%	0.13%	0.14%	0.14%	0.14%	0.14%	0.14%	0.06%	0.08%	0.07%	0.07%	0.16%	0.14%	0.13%	0.11%	0.12%	0.09%	0.09%	0.07%	0.08%	0.11%	0.13%	0.18%	0.19%	0.17%	0.15%	0.11%	0.08%	0.07%	0.07%	0.08%	0.09%	0.08%	0.07%	0.05%	0.04%	0.03%	0.02%	0.04%	0.05%

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Franklin Resources Ratios (2009-2025) | BEN

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