Franklin Resources, Inc. (BEN) Stock Analysis
Score AValue · Grade B · Bullish
$31.37
$32.09
+2.3%
7/10
B
Value
Investment Thesis
Good opportunity: Solid company with good risk/reward at 7.4:1.
For New Investors
Quantitative score: high
For Current Holders
Quantitative score: neutral
Buy if
- Price drops 15-20% (improves asymmetry)
- Bull scenario catalysts materialize
- Market-wide correction creates opportunity
Sell if
- Bear scenario triggers occur
- Quality metrics deteriorate (ROIC declining)
- Better alternatives emerge
Valuation
Fair Value estimate: $32.09 (+2.3%). Slightly undervalued. (Methods diverge significantly. Conservative estimate shown.)
PEG-Based EPS
$40.78
FCF DCF Model
$35.19
EV/EBITDA
$7.23
Blended Fair Value
$32.09
Confidence
Low
Methods
PEG-Based EPS (conservative), FCF 2-Stage DCF, EV/EBITDA
Quality Analysis
82/120 points
Investable
ROE (3Y Avg)
5.2%
ROIC-WACC Spread
-4.8%
D/E Ratio
1.1x
Current Ratio
2.7x
Interest Coverage
6x
FCF Positive Years
3/3
Quality Flags
- Financial sector: alternative quality assessment applied
- Excellent efficiency
- Earnings declining
Market Sentiment
Wall Street Consensus
$31.00
-1.2% Upside
11 analysts
Range: $28.00 — $34.00
Rating: Hold
Our model is slightly more bullish than Wall Street.
Trend & Technical
Price ($31.35) is 27.6% above SMA 200 ($24.56). Bullish trend confirmed.
Tech Score 78/100 — Strong technical setup. Trend, momentum, and positioning aligned bullish.
Risk & Reward
Asymmetry Ratio
7.40:1
Expected Return
+12.7%
Bull Upside
+37.1%
Bear Downside
-5.0%
Excellent asymmetry: 7.40:1 ratio. Upside significantly outweighs downside.
Verdict: Very Favorable
Scenario Analysis
Bear
Base
Bull
Buy Zone & Action Plan
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AI Executive Summary
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Technical Analysis
RSI, MACD, moving averages, trend signals, and momentum indicators.
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Frequently Asked Questions
What is the fair value of BEN?
Based on our multi-method conviction analysis, the estimated fair value of Franklin Resources, Inc. (BEN) is $32.09. This is calculated by blending PEG-Based EPS (conservative), FCF 2-Stage DCF, EV/EBITDA and applying a quality premium of 0% based on the company's fundamentals. The confidence level of this estimate is low.
Is BEN a buy, sell, or hold?
BEN currently has a BUY rating with a conviction score of 7/10. Good opportunity: Solid company with good risk/reward at 7.4:1. Quantitative score: high.
Is BEN a high-quality stock?
Franklin Resources, Inc. has a quality grade of B (82/120 points), rated as Investable. Key metrics include ROE of 5.2%, ROIC-WACC spread of -4.8%, and D/E ratio of 1.1x.
What type of stock is BEN?
BEN is classified as a "value" in our framework. High dividend: 4.1%, Mature growth: 0.2%, High beta (cyclical behavior): 1.59, Consistent FCF: 3/3 years positive
What do Wall Street analysts say about BEN?
11 Wall Street analysts have a consensus price target of $31.00 for BEN, representing -1.2% upside. Targets range from $28.00 to $34.00. The consensus recommendation is "Hold". Our model is slightly more bullish than Wall Street.
What are the risks of investing in BEN?
The risk/reward asymmetry ratio for BEN is 7.40:1, rated as Very Favorable. Excellent asymmetry: 7.40:1 ratio. Upside significantly outweighs downside. The expected return is +12.7%, with bull case upside of +37.1% and bear case downside of -5.0%.
What is the current trend for BEN?
BEN is in a bullish trend. Price ($31.35) is 27.6% above SMA 200 ($24.56). Bullish trend confirmed. The technical score is 78/100.
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Last updated: May 19, 2026 · Framework version 3.7
This analysis is for informational purposes only and should not be considered financial advice. Always do your own research before making investment decisions.