BEN - FRANKLIN RESOURCES INC

📈 Is growth accelerating? 7 metrics

Metric	FY 2025 Sep 30, 2025 10-K ↗	FY 2024 Sep 30, 2024 10-K ↗	FY 2023 Sep 30, 2023 10-K ↗	FY 2022 Sep 30, 2022 10-K ↗	FY 2021 Sep 30, 2021 10-K ↗	FY 2020 Sep 30, 2020 10-K ↗	FY 2019 Sep 30, 2019 10-K ↗	FY 2018 Sep 30, 2018 10-K ↗	FY 2017 Sep 30, 2017 10-K ↗	FY 2016 Sep 30, 2016 10-K ↗	FY 2015 Sep 30, 2015 10-K ↗	FY 2014 Sep 30, 2014 10-K ↗	FY 2013 Sep 30, 2013 10-K ↗	FY 2012 Sep 30, 2012 10-K ↗	FY 2011 Sep 30, 2011 10-K ↗	FY 2010 Sep 30, 2010 10-K ↗	FY 2009 Sep 30, 2009 10-K ↗	FY 2008 Sep 30, 2008 10-K ↗	FY 2007 Sep 30, 2007 10-K ↗	FY 2006 Sep 30, 2006 10-K ↗
Revenue Growth YoY (%)	3.5% Caution ↑ Caution Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-42%)	8.0% Fair ↓ Fair Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+33%)	-5.1% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-186%)	-1.8% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-130%)	51.4% Excellent ↑ Excellent Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+756%)	-1.8% Weak ↑ Weak Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-130%)	-10.3% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-271%)	-1.1% Weak ↑ Weak Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-119%)	-3.4% Weak ↑ Weak Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-157%)	-16.7% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-379%)	-6.4% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-207%)	6.3% Fair ↓ Fair Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+6%)	12.4% Good ↓ Good Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+107%)	-0.5% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-109%)	22.0% Excellent ↑ Excellent Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+266%)	39.6% Excellent ↑ Excellent Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+559%)	-30.5% Weak Weak Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-608%)	-2.8% Weak Weak Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-147%)	—	—
EPS Growth YoY (%)	7.1% Fair ↑ Fair Improving Year-over-year change in earnings per share Optimal: > 10%	-50.6% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	-32.0% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	-29.3% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	125.2% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	-32.3% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	69.1% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	-53.8% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	2.4% Caution ↑ Caution Improving Year-over-year change in earnings per share Optimal: > 10%	-10.6% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	-13.2% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	12.5% Fair ↓ Fair Declining Year-over-year change in earnings per share Optimal: > 10%	12.7% Fair ↓ Fair Declining Year-over-year change in earnings per share Optimal: > 10%	3.6% Caution ↓ Caution Declining Year-over-year change in earnings per share Optimal: > 10%	36.2% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	64.3% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	-42.4% Weak Weak Year-over-year change in earnings per share Optimal: > 10%	-5.5% Weak Weak Year-over-year change in earnings per share Optimal: > 10%	—	—
Net Income Growth YoY (%)	12.9% Fair ↑ Fair Improving Year-over-year change in net income	-47.3% Weak ↓ Weak Declining Year-over-year change in net income	-31.7% Weak ↓ Weak Declining Year-over-year change in net income	-29.5% Weak ↓ Weak Declining Year-over-year change in net income	129.2% Excellent ↑ Excellent Improving Year-over-year change in net income	-33.2% Weak ↓ Weak Declining Year-over-year change in net income	56.4% Excellent ↑ Excellent Improving Year-over-year change in net income	-54.9% Weak ↓ Weak Declining Year-over-year change in net income	-1.7% Weak ↑ Weak Improving Year-over-year change in net income	-15.2% Weak ↓ Weak Declining Year-over-year change in net income	-14.6% Weak ↓ Weak Declining Year-over-year change in net income	10.9% Fair ↓ Fair Declining Year-over-year change in net income	11.3% Fair ↓ Fair Declining Year-over-year change in net income	0.4% Caution ↓ Caution Declining Year-over-year change in net income	33.1% Excellent ↑ Excellent Improving Year-over-year change in net income	61.2% Excellent ↑ Excellent Improving Year-over-year change in net income	-43.5% Weak Weak Year-over-year change in net income	-10.4% Weak Weak Year-over-year change in net income	—	—
FCF Growth YoY (%)	13.2% Fair ↑ Fair Improving Year-over-year change in free cash flow	-18.8% Weak ↓ Weak Declining Year-over-year change in free cash flow	-49.7% Weak ↓ Weak Declining Year-over-year change in free cash flow	60.4% Excellent Excellent Year-over-year change in free cash flow	19.5% Good Good Year-over-year change in free cash flow	N/M	N/M	108.2% Excellent ↑ Excellent Improving Year-over-year change in free cash flow	-32.0% Weak ↓ Weak Declining Year-over-year change in free cash flow	-21.4% Weak ↓ Weak Declining Year-over-year change in free cash flow	6.4% Fair ↓ Fair Declining Year-over-year change in free cash flow	7.0% Fair ↓ Fair Declining Year-over-year change in free cash flow	102.4% Excellent ↑ Excellent Improving Year-over-year change in free cash flow	-31.5% Weak ↑ Weak Improving Year-over-year change in free cash flow	-4.4% Weak Weak Year-over-year change in free cash flow	-99.7% Weak Weak Year-over-year change in free cash flow	—	—	—	—
Revenue CAGR 3Y (%)	2.0% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	0.2% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	12.1% Good ↑ Good Improving Compound annual revenue growth over 3 years	13.4% Good ↑ Good Improving Compound annual revenue growth over 3 years	10.1% Good ↑ Good Improving Compound annual revenue growth over 3 years	-4.5% Weak ↑ Weak Improving Compound annual revenue growth over 3 years	-5.0% Weak ↑ Weak Improving Compound annual revenue growth over 3 years	-7.4% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	-9.0% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	-6.1% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	3.8% Caution ↓ Caution Declining Compound annual revenue growth over 3 years	5.9% Fair ↓ Fair Declining Compound annual revenue growth over 3 years	10.9% Good ↑ Good Improving Compound annual revenue growth over 3 years	19.2% Excellent ↑ Excellent Improving Compound annual revenue growth over 3 years	5.8% Fair Fair Compound annual revenue growth over 3 years	-1.9% Weak Weak Compound annual revenue growth over 3 years	—	—	—	—
Revenue CAGR 5Y (%)	9.5% Good ↑ Good Improving Compound annual revenue growth over 5 years	8.4% Good ↑ Good Improving Compound annual revenue growth over 5 years	4.4% Fair ↑ Fair Improving Compound annual revenue growth over 5 years	5.3% Fair ↑ Fair Improving Compound annual revenue growth over 5 years	4.9% Fair ↑ Fair Improving Compound annual revenue growth over 5 years	-6.9% Weak ↓ Weak Declining Compound annual revenue growth over 5 years	-7.8% Weak ↓ Weak Declining Compound annual revenue growth over 5 years	-4.6% Weak ↓ Weak Declining Compound annual revenue growth over 5 years	-2.1% Weak ↓ Weak Declining Compound annual revenue growth over 5 years	-1.5% Weak ↓ Weak Declining Compound annual revenue growth over 5 years	6.3% Fair ↓ Fair Declining Compound annual revenue growth over 5 years	15.2% Excellent ↑ Excellent Improving Compound annual revenue growth over 5 years	5.8% Fair Fair Compound annual revenue growth over 5 years	2.7% Caution Caution Compound annual revenue growth over 5 years	—	—	—	—	—	—
EPS CAGR 3Y (%)	-28.9% Weak ↓ Weak Declining Compound annual EPS growth over 3 years	-38.1% Weak ↓ Weak Declining Compound annual EPS growth over 3 years	2.7% Caution ↓ Caution Declining Compound annual EPS growth over 3 years	2.5% Caution ↓ Caution Declining Compound annual EPS growth over 3 years	37.1% Excellent ↑ Excellent Improving Compound annual EPS growth over 3 years	-19.2% Weak ↓ Weak Declining Compound annual EPS growth over 3 years	-7.2% Weak ↑ Weak Improving Compound annual EPS growth over 3 years	-25.0% Weak ↓ Weak Declining Compound annual EPS growth over 3 years	-7.4% Weak ↓ Weak Declining Compound annual EPS growth over 3 years	-4.4% Weak ↓ Weak Declining Compound annual EPS growth over 3 years	3.2% Caution ↓ Caution Declining Compound annual EPS growth over 3 years	9.5% Fair ↓ Fair Declining Compound annual EPS growth over 3 years	16.7% Excellent ↑ Excellent Improving Compound annual EPS growth over 3 years	32.3% Excellent ↑ Excellent Improving Compound annual EPS growth over 3 years	8.8% Fair Fair Compound annual EPS growth over 3 years	-3.6% Weak Weak Compound annual EPS growth over 3 years	—	—	—	—

💰 Are margins durable? 5 metrics

Metric	FY 2025 Sep 30, 2025 10-K ↗	FY 2024 Sep 30, 2024 10-K ↗	FY 2023 Sep 30, 2023 10-K ↗	FY 2022 Sep 30, 2022 10-K ↗	FY 2021 Sep 30, 2021 10-K ↗	FY 2020 Sep 30, 2020 10-K ↗	FY 2019 Sep 30, 2019 10-K ↗	FY 2018 Sep 30, 2018 10-K ↗	FY 2017 Sep 30, 2017 10-K ↗	FY 2016 Sep 30, 2016 10-K ↗	FY 2015 Sep 30, 2015 10-K ↗	FY 2014 Sep 30, 2014 10-K ↗	FY 2013 Sep 30, 2013 10-K ↗	FY 2012 Sep 30, 2012 10-K ↗	FY 2011 Sep 30, 2011 10-K ↗	FY 2010 Sep 30, 2010 10-K ↗	FY 2009 Sep 30, 2009 10-K ↗	FY 2008 Sep 30, 2008 10-K ↗	FY 2007 Sep 30, 2007 10-K ↗	FY 2006 Sep 30, 2006 10-K ↗
Operating Margin (%) (%)	6.9% Caution ↓ Caution Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-72%)	4.8% Weak ↓ Weak Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-81%)	14.0% Fair ↓ Fair Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-44%)	21.4% Good → Good Stable Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-14%)	22.3% Good ↓ Good Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-11%)	18.8% Good ↓ Good Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-25%)	25.9% Excellent ↓ Excellent Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	33.5% Excellent ↓ Excellent Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+34%)	35.4% Excellent → Excellent Stable Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+42%)	35.7% Excellent → Excellent Stable Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+43%)	38.1% Excellent → Excellent Stable Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+52%)	37.9% Excellent → Excellent Stable Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+52%)	36.6% Excellent → Excellent Stable Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+46%)	35.4% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+42%)	37.3% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+49%)	33.5% Excellent → Excellent Stable Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+34%)	28.7% Excellent ↓ Excellent Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+15%)	34.8% Excellent Excellent Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+39%)	33.3% Excellent Excellent Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+33%)	—
Effective Tax Rate (%) (%)	30.2% Weak ↑ Weak Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	26.2% Caution ↑ Caution Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	23.3% Fair ↑ Fair Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	22.9% Fair ↑ Fair Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	14.3% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	22.7% Fair ↓ Fair Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	26.8% Caution ↓ Caution Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	66.5% Weak ↑ Weak Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	29.8% Caution → Caution Stable Actual taxes paid relative to pre-tax income Optimal: 15-25%	29.7% Caution → Caution Stable Actual taxes paid relative to pre-tax income Optimal: 15-25%	30.5% Weak ↑ Weak Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	29.3% Caution → Caution Stable Actual taxes paid relative to pre-tax income Optimal: 15-25%	28.3% Caution → Caution Stable Actual taxes paid relative to pre-tax income Optimal: 15-25%	28.5% Caution ↓ Caution Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	30.6% Weak Weak Actual taxes paid relative to pre-tax income Optimal: 15-25%	29.9% Caution Caution Actual taxes paid relative to pre-tax income Optimal: 15-25%	—	—	—	—
Profit Margin (%) (%)	6.0% Caution ↓ Caution Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-73%)	5.5% Caution ↓ Caution Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-75%)	11.2% Fair ↓ Fair Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-49%)	15.6% Good ↓ Good Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-29%)	21.7% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	14.4% Fair ↓ Fair Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-35%)	21.1% Excellent → Excellent Stable Net income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	12.1% Fair ↓ Fair Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-45%)	26.5% Excellent → Excellent Stable Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+21%)	26.1% Excellent → Excellent Stable Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+19%)	25.6% Excellent ↓ Excellent Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+16%)	28.1% Excellent → Excellent Stable Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+28%)	26.9% Excellent → Excellent Stable Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+22%)	27.2% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+24%)	26.9% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+22%)	24.7% Excellent → Excellent Stable Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+12%)	21.4% Excellent ↓ Excellent Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	26.3% Excellent Excellent Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+20%)	28.6% Excellent Excellent Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+30%)	—
FCF Margin (%) (%)	10.4% Fair ↓ Fair Declining Free cash flow as a percentage of revenue Optimal: > 10%	9.4% Caution ↓ Caution Declining Free cash flow as a percentage of revenue Optimal: > 10%	12.0% Fair ↓ Fair Declining Free cash flow as a percentage of revenue Optimal: > 10%	22.6% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	13.8% Fair ↓ Fair Declining Free cash flow as a percentage of revenue Optimal: > 10%	17.6% Good ↑ Good Improving Free cash flow as a percentage of revenue Optimal: > 10%	-0.6% Weak ↓ Weak Declining Free cash flow as a percentage of revenue Optimal: > 10%	33.6% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	16.6% Good ↓ Good Declining Free cash flow as a percentage of revenue Optimal: > 10%	24.6% Excellent → Excellent Stable Free cash flow as a percentage of revenue Optimal: > 10%	27.5% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	24.6% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	24.7% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	13.9% Fair ↓ Fair Declining Free cash flow as a percentage of revenue Optimal: > 10%	20.9% Excellent → Excellent Stable Free cash flow as a percentage of revenue Optimal: > 10%	27.2% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	14.2% Fair ↓ Fair Declining Free cash flow as a percentage of revenue Optimal: > 10%	22.2% Excellent Excellent Free cash flow as a percentage of revenue Optimal: > 10%	25.5% Excellent Excellent Free cash flow as a percentage of revenue Optimal: > 10%	—
FCF / Net Income (x)	1.74x Excellent ↑ Excellent Improving Free cash flow relative to reported net income Optimal: > 1x	1.71x Excellent ↑ Excellent Improving Free cash flow relative to reported net income Optimal: > 1x	1.07x Fair → Fair Stable Free cash flow relative to reported net income Optimal: > 1x	1.44x Good ↑ Good Improving Free cash flow relative to reported net income Optimal: > 1x	0.64x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	1.23x Good ↑ Good Improving Free cash flow relative to reported net income Optimal: > 1x	-0.03x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	2.78x Excellent ↑ Excellent Improving Free cash flow relative to reported net income Optimal: > 1x	0.63x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	0.94x Caution → Caution Stable Free cash flow relative to reported net income Optimal: > 1x	1.07x Fair ↑ Fair Improving Free cash flow relative to reported net income Optimal: > 1x	0.87x Caution ↑ Caution Improving Free cash flow relative to reported net income Optimal: > 1x	0.92x Caution ↑ Caution Improving Free cash flow relative to reported net income Optimal: > 1x	0.51x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	0.77x Caution ↓ Caution Declining Free cash flow relative to reported net income Optimal: > 1x	1.10x Fair ↑ Fair Improving Free cash flow relative to reported net income Optimal: > 1x	0.67x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	0.84x Caution Caution Free cash flow relative to reported net income Optimal: > 1x	0.89x Caution Caution Free cash flow relative to reported net income Optimal: > 1x	—

🎯 Is capital allocation efficient? 3 metrics

Metric	FY 2025 Sep 30, 2025 10-K ↗	FY 2024 Sep 30, 2024 10-K ↗	FY 2023 Sep 30, 2023 10-K ↗	FY 2022 Sep 30, 2022 10-K ↗	FY 2021 Sep 30, 2021 10-K ↗	FY 2020 Sep 30, 2020 10-K ↗	FY 2019 Sep 30, 2019 10-K ↗	FY 2018 Sep 30, 2018 10-K ↗	FY 2017 Sep 30, 2017 10-K ↗	FY 2016 Sep 30, 2016 10-K ↗	FY 2015 Sep 30, 2015 10-K ↗	FY 2014 Sep 30, 2014 10-K ↗	FY 2013 Sep 30, 2013 10-K ↗	FY 2012 Sep 30, 2012 10-K ↗	FY 2011 Sep 30, 2011 10-K ↗	FY 2010 Sep 30, 2010 10-K ↗	FY 2009 Sep 30, 2009 10-K ↗	FY 2008 Sep 30, 2008 10-K ↗	FY 2007 Sep 30, 2007 10-K ↗	FY 2006 Sep 30, 2006 10-K ↗
Return on Invested Capital (%)	2.9% Weak ↓ Weak Declining Return earned on debt + equity capital invested Optimal: > 10%	2.0% Weak ↓ Weak Declining Return earned on debt + equity capital invested Optimal: > 10%	5.6% Caution ↓ Caution Declining Return earned on debt + equity capital invested Optimal: > 10%	9.2% Fair → Fair Stable Return earned on debt + equity capital invested Optimal: > 10%	11.0% Good ↑ Good Improving Return earned on debt + equity capital invested Optimal: > 10%	6.7% Caution ↓ Caution Declining Return earned on debt + equity capital invested Optimal: > 10%	10.1% Good → Good Stable Return earned on debt + equity capital invested Optimal: > 10%	6.7% Caution ↓ Caution Declining Return earned on debt + equity capital invested Optimal: > 10%	11.6% Good ↓ Good Declining Return earned on debt + equity capital invested Optimal: > 10%	12.5% Good ↓ Good Declining Return earned on debt + equity capital invested Optimal: > 10%	16.0% Excellent ↓ Excellent Declining Return earned on debt + equity capital invested Optimal: > 10%	17.8% Excellent → Excellent Stable Return earned on debt + equity capital invested Optimal: > 10%	18.6% Excellent ↑ Excellent Improving Return earned on debt + equity capital invested Optimal: > 10%	16.7% Excellent → Excellent Stable Return earned on debt + equity capital invested Optimal: > 10%	19.4% Excellent ↑ Excellent Improving Return earned on debt + equity capital invested Optimal: > 10%	15.9% Excellent ↓ Excellent Declining Return earned on debt + equity capital invested Optimal: > 10%	12.4% Good ↓ Good Declining Return earned on debt + equity capital invested Optimal: > 10%	23.1% Excellent Excellent Return earned on debt + equity capital invested Optimal: > 10%	22.3% Excellent Excellent Return earned on debt + equity capital invested Optimal: > 10%	—
Return on Capital (%) (%)	1.9% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	1.3% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	3.7% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	6.3% Caution ↓ Caution Declining Operating profit relative to total assets Optimal: > 10%	7.8% Fair ↓ Fair Declining Operating profit relative to total assets Optimal: > 10%	4.8% Caution ↓ Caution Declining Operating profit relative to total assets Optimal: > 10%	10.1% Good ↓ Good Declining Operating profit relative to total assets Optimal: > 10%	14.7% Good → Good Stable Operating profit relative to total assets Optimal: > 10%	12.9% Good ↓ Good Declining Operating profit relative to total assets Optimal: > 10%	14.7% Good ↓ Good Declining Operating profit relative to total assets Optimal: > 10%	18.5% Excellent → Excellent Stable Operating profit relative to total assets Optimal: > 10%	19.7% Excellent ↑ Excellent Improving Operating profit relative to total assets Optimal: > 10%	19.0% Excellent → Excellent Stable Operating profit relative to total assets Optimal: > 10%	17.1% Excellent → Excellent Stable Operating profit relative to total assets Optimal: > 10%	19.3% Excellent ↑ Excellent Improving Operating profit relative to total assets Optimal: > 10%	18.3% Excellent → Excellent Stable Operating profit relative to total assets Optimal: > 10%	12.7% Good Good Operating profit relative to total assets Optimal: > 10%	22.9% Excellent Excellent Operating profit relative to total assets Optimal: > 10%	—	—
Return on Common Equity (%) (%)	4.3% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-64%)	3.7% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-69%)	7.4% Caution ↓ Caution Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-38%)	11.3% Fair ↓ Fair Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-6%)	16.3% Good ↑ Good Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+36%)	7.9% Caution ↓ Caution Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-34%)	12.1% Fair → Fair Stable Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: At sector avg	7.7% Caution ↓ Caution Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-36%)	13.4% Fair ↓ Fair Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+12%)	14.5% Fair ↓ Fair Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+21%)	17.2% Good ↓ Good Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+43%)	20.6% Excellent → Excellent Stable Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+72%)	21.3% Excellent → Excellent Stable Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+78%)	21.0% Excellent ↑ Excellent Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+75%)	22.6% Excellent ↑ Excellent Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+88%)	18.7% Good → Good Stable Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+56%)	11.7% Fair ↓ Fair Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: At sector avg	22.5% Excellent Excellent Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+87%)	24.2% Excellent Excellent Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+101%)	—

⚖️ Is the balance sheet risky? 4 metrics

Metric	FY 2025 Sep 30, 2025 10-K ↗	FY 2024 Sep 30, 2024 10-K ↗	FY 2023 Sep 30, 2023 10-K ↗	FY 2022 Sep 30, 2022 10-K ↗	FY 2021 Sep 30, 2021 10-K ↗	FY 2020 Sep 30, 2020 10-K ↗	FY 2019 Sep 30, 2019 10-K ↗	FY 2018 Sep 30, 2018 10-K ↗	FY 2017 Sep 30, 2017 10-K ↗	FY 2016 Sep 30, 2016 10-K ↗	FY 2015 Sep 30, 2015 10-K ↗	FY 2014 Sep 30, 2014 10-K ↗	FY 2013 Sep 30, 2013 10-K ↗	FY 2012 Sep 30, 2012 10-K ↗	FY 2011 Sep 30, 2011 10-K ↗	FY 2010 Sep 30, 2010 10-K ↗	FY 2009 Sep 30, 2009 10-K ↗	FY 2008 Sep 30, 2008 10-K ↗	FY 2007 Sep 30, 2007 10-K ↗	FY 2006 Sep 30, 2006 10-K ↗
Debt to Equity (x)	0.20x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-84%)	0.22x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-81%)	0.26x Excellent → Excellent Stable Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-79%)	0.29x Excellent ↑ Excellent Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-75%)	0.30x Good ↑ Good Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-75%)	0.20x Excellent ↑ Excellent Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-84%)	0.07x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-94%)	0.07x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-94%)	0.08x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-93%)	0.12x Excellent → Excellent Stable Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-90%)	0.11x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-91%)	0.10x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-91%)	0.12x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-90%)	0.17x Excellent ↑ Excellent Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-86%)	0.12x Excellent ↑ Excellent Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-90%)	0.12x Excellent ↑ Excellent Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-90%)	0.00x Excellent Excellent Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-100%)	0.02x Excellent Excellent Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-99%)	—	—
Interest Coverage (x)	6.37x Good ↓ Good Declining Operating income divided by interest expense Optimal: > 5x	4.19x Fair ↓ Fair Declining Operating income divided by interest expense Optimal: > 5x	8.91x Good ↓ Good Declining Operating income divided by interest expense Optimal: > 5x	18.06x Excellent ↓ Excellent Declining Operating income divided by interest expense Optimal: > 5x	21.96x Excellent ↓ Excellent Declining Operating income divided by interest expense Optimal: > 5x	31.40x Excellent ↓ Excellent Declining Operating income divided by interest expense Optimal: > 5x	65.49x Excellent ↑ Excellent Improving Operating income divided by interest expense Optimal: > 5x	43.50x Excellent ↓ Excellent Declining Operating income divided by interest expense Optimal: > 5x	43.97x Excellent ↓ Excellent Declining Operating income divided by interest expense Optimal: > 5x	47.41x Excellent ↓ Excellent Declining Operating income divided by interest expense Optimal: > 5x	76.45x Excellent ↑ Excellent Improving Operating income divided by interest expense Optimal: > 5x	67.96x Excellent → Excellent Stable Operating income divided by interest expense Optimal: > 5x	62.29x Excellent ↓ Excellent Declining Operating income divided by interest expense Optimal: > 5x	68.53x Excellent ↓ Excellent Declining Operating income divided by interest expense Optimal: > 5x	71.05x Excellent ↓ Excellent Declining Operating income divided by interest expense Optimal: > 5x	118.66x Excellent ↓ Excellent Declining Operating income divided by interest expense Optimal: > 5x	318.91x Excellent ↑ Excellent Improving Operating income divided by interest expense Optimal: > 5x	133.20x Excellent Excellent Operating income divided by interest expense Optimal: > 5x	89.04x Excellent Excellent Operating income divided by interest expense Optimal: > 5x	—
Net Debt (USD)	$2.36B	$2.78B	$3.05B	$3.38B	$-1.25B	$-1.99B	$-5.26B	$-6.21B	$-7.71B	$-7.08B	$-7.02B	$-6.40B	$-4.99B	$-4.22B	$-3.70B	$-3.09B	$-2.98B	$-2.20B	$-3.30B	$-3.31B
Debt / EBITDA (x)	3.24x Caution → Caution Stable Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	5.30x Weak ↑ Weak Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	2.53x Fair ↑ Fair Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	1.81x Good ↑ Good Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	1.74x Good ↑ Good Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	1.78x Good ↑ Good Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.45x Excellent → Excellent Stable Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.32x Excellent ↓ Excellent Declining Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.45x Excellent → Excellent Stable Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.57x Excellent ↑ Excellent Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.43x Excellent → Excellent Stable Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.36x Excellent ↓ Excellent Declining Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.40x Excellent ↓ Excellent Declining Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.61x Excellent ↑ Excellent Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.37x Excellent ↑ Excellent Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.44x Excellent ↑ Excellent Improving Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.00x Excellent Excellent Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.06x Excellent Excellent Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	—	—

📊 What does each share earn? 8 metrics

Metric	FY 2025 Sep 30, 2025 10-K ↗	FY 2024 Sep 30, 2024 10-K ↗	FY 2023 Sep 30, 2023 10-K ↗	FY 2022 Sep 30, 2022 10-K ↗	FY 2021 Sep 30, 2021 10-K ↗	FY 2020 Sep 30, 2020 10-K ↗	FY 2019 Sep 30, 2019 10-K ↗	FY 2018 Sep 30, 2018 10-K ↗	FY 2017 Sep 30, 2017 10-K ↗	FY 2016 Sep 30, 2016 10-K ↗	FY 2015 Sep 30, 2015 10-K ↗	FY 2014 Sep 30, 2014 10-K ↗	FY 2013 Sep 30, 2013 10-K ↗	FY 2012 Sep 30, 2012 10-K ↗	FY 2011 Sep 30, 2011 10-K ↗	FY 2010 Sep 30, 2010 10-K ↗	FY 2009 Sep 30, 2009 10-K ↗	FY 2008 Sep 30, 2008 10-K ↗	FY 2007 Sep 30, 2007 10-K ↗	FY 2006 Sep 30, 2006 10-K ↗
Revenue per Share (USD)	$16.97	$16.64	$16.02	$16.93	$17.20	$11.32	$11.26	$11.76	$11.44	$11.34	$12.93	$13.59	$12.61	$11.07	$10.77	$8.63	$6.07K	—	—	—
Basic EPS, GAAP (USD)	$0.91	$0.85	$1.72	$2.53	$3.58	$1.59	$2.35	$1.39	$3.01	$2.94	$3.29	$3.79	$3.37	$2.99	$2.89	$2.12	$1.29	$2.24	$2.37	—
Free Cash Flow per Share (USD)	$1.76	$1.56	$1.92	$3.82	$2.38	$1.99	$-0.06	$3.95	$1.90	$2.79	$3.55	$3.34	$3.12	$1.54	$2.25	$2.35	$863.60	—	—	—
Dividend per Share (USD)	$1.28	$1.24	$1.20	$1.16	$1.12	$1.08	$1.04	$3.92	$0.80	$0.72	$1.10	$0.48	$1.39	$1.03	$0.33	$1.29	$0.28	$0.27	$0.20	—
Book Value per Share (USD)	$23.18	$23.89	$24.03	$22.97	$22.37	$20.43	$19.84	$19.07	$22.74	$20.93	$19.62	$18.60	$15.97	$14.45	$13.05	$11.50	$11.09	$10.13	—	—
Tangible Book Value per Share (USD)	$3.27	$2.85	$2.04	$1.23	$4.10	$1.41	$13.84	$15.61	$19.70	$18.01	$16.87	$15.88	$12.23	$11.09	$9.76	$8.51	$8.18	$7.24	—	—
Basic Weighted Avg Shares (shares)	516.70M	509.50M	490.00M	488.70M	489.90M	491.90M	503.60M	537.40M	558.80M	583.80M	614.80M	624.80M	633.10M	641.40M	663.12M	678.31M	691,002	—	—	—
Dividend Payout Ratio (%)	140.7% Weak ↑ Weak Improving Dividends paid as a percentage of earnings Optimal: 30-60%	145.9% Weak ↑ Weak Improving Dividends paid as a percentage of earnings Optimal: 30-60%	69.8% Fair ↑ Fair Improving Dividends paid as a percentage of earnings Optimal: 30-60%	45.8% Good → Good Stable Dividends paid as a percentage of earnings Optimal: 30-60%	31.3% Good ↓ Good Declining Dividends paid as a percentage of earnings Optimal: 30-60%	67.9% Fair ↓ Fair Declining Dividends paid as a percentage of earnings Optimal: 30-60%	44.3% Good ↓ Good Declining Dividends paid as a percentage of earnings Optimal: 30-60%	282.0% Weak ↑ Weak Improving Dividends paid as a percentage of earnings Optimal: 30-60%	26.6% Excellent ↑ Excellent Improving Dividends paid as a percentage of earnings Optimal: 30-60%	24.5% Excellent ↓ Excellent Declining Dividends paid as a percentage of earnings Optimal: 30-60%	33.4% Good ↑ Good Improving Dividends paid as a percentage of earnings Optimal: 30-60%	12.7% Excellent ↓ Excellent Declining Dividends paid as a percentage of earnings Optimal: 30-60%	41.2% Good ↑ Good Improving Dividends paid as a percentage of earnings Optimal: 30-60%	34.4% Good ↑ Good Improving Dividends paid as a percentage of earnings Optimal: 30-60%	11.5% Excellent ↓ Excellent Declining Dividends paid as a percentage of earnings Optimal: 30-60%	61.0% Fair ↑ Fair Improving Dividends paid as a percentage of earnings Optimal: 30-60%	21.7% Excellent ↑ Excellent Improving Dividends paid as a percentage of earnings Optimal: 30-60%	11.9% Excellent Excellent Dividends paid as a percentage of earnings Optimal: 30-60%	8.4% Excellent Excellent Dividends paid as a percentage of earnings Optimal: 30-60%	—

🏦 How resilient is the balance sheet? 3 metrics

Metric	FY 2025 Sep 30, 2025 10-K ↗	FY 2024 Sep 30, 2024 10-K ↗	FY 2023 Sep 30, 2023 10-K ↗	FY 2022 Sep 30, 2022 10-K ↗	FY 2021 Sep 30, 2021 10-K ↗	FY 2020 Sep 30, 2020 10-K ↗	FY 2019 Sep 30, 2019 10-K ↗	FY 2018 Sep 30, 2018 10-K ↗	FY 2017 Sep 30, 2017 10-K ↗	FY 2016 Sep 30, 2016 10-K ↗	FY 2015 Sep 30, 2015 10-K ↗	FY 2014 Sep 30, 2014 10-K ↗	FY 2013 Sep 30, 2013 10-K ↗	FY 2012 Sep 30, 2012 10-K ↗	FY 2011 Sep 30, 2011 10-K ↗	FY 2010 Sep 30, 2010 10-K ↗	FY 2009 Sep 30, 2009 10-K ↗	FY 2008 Sep 30, 2008 10-K ↗	FY 2007 Sep 30, 2007 10-K ↗	FY 2006 Sep 30, 2006 10-K ↗
Working Capital (USD)	—	—	—	—	—	—	—	—	—	—	—	—	—	—	$6.30B	$5.36B	$4.52B	$3.91B	—	—
LT Debt (USD)	$2.36B	$2.78B	$3.05B	$3.38B	$3.40B	$2.00B	$696.90M	$695.90M	$1.04B	$1.40B	$1.35B	$1.20B	$1.20B	$1.57B	$1.00B	$898.90M	$0.00	$118.43M	—	—
Total Equity (USD)	$12.08B	$12.51B	$11.92B	$11.47B	$11.22B	$10.11B	$9.91B	$9.90B	$12.62B	$11.94B	$11.84B	$11.58B	$10.07B	$9.20B	$8.52B	$7.73B	$7.63B	$7.07B	$7.33B	$6.68B

📋 What is driving earnings? 4 metrics

Metric	FY 2025 Sep 30, 2025 10-K ↗	FY 2024 Sep 30, 2024 10-K ↗	FY 2023 Sep 30, 2023 10-K ↗	FY 2022 Sep 30, 2022 10-K ↗	FY 2021 Sep 30, 2021 10-K ↗	FY 2020 Sep 30, 2020 10-K ↗	FY 2019 Sep 30, 2019 10-K ↗	FY 2018 Sep 30, 2018 10-K ↗	FY 2017 Sep 30, 2017 10-K ↗	FY 2016 Sep 30, 2016 10-K ↗	FY 2015 Sep 30, 2015 10-K ↗	FY 2014 Sep 30, 2014 10-K ↗	FY 2013 Sep 30, 2013 10-K ↗	FY 2012 Sep 30, 2012 10-K ↗	FY 2011 Sep 30, 2011 10-K ↗	FY 2010 Sep 30, 2010 10-K ↗	FY 2009 Sep 30, 2009 10-K ↗	FY 2008 Sep 30, 2008 10-K ↗	FY 2007 Sep 30, 2007 10-K ↗	FY 2006 Sep 30, 2006 10-K ↗
Sales/Revenue/Turnover (USD)	$8.77B	$8.48B	$7.85B	$8.28B	$8.43B	$5.57B	$5.67B	$6.32B	$6.39B	$6.62B	$7.95B	$8.49B	$7.99B	$7.10B	$7.14B	$5.85B	$4.19B	$6.03B	$6.21B	—
Depreciation Expense (USD)	$125.30M	$116.50M	$104.30M	$95.80M	$78.60M	$74.50M	$78.70M	$78.90M	$81.50M	$81.00M	$81.60M	$82.60M	$76.90M	$67.90M	$71.50M	$67.70M	$61.50M	—	—	—
Net Income, GAAP (USD)	$524.90M	$464.80M	$882.80M	$1.29B	$1.83B	$798.90M	$1.20B	$764.40M	$1.70B	$1.73B	$2.04B	$2.38B	$2.15B	$1.93B	$1.92B	$1.45B	$896.78M	$1.59B	$1.77B	—
Operating Cash Flow (USD)	$1.07B	$971.30M	$1.09B	$1.96B	$1.25B	$1.08B	$201.60M	$2.23B	$1.14B	$1.73B	$2.25B	$2.14B	$2.04B	$1.07B	$1.62B	$1.65B	$641.40M	$1.41B	$1.67B	—

FRANKLIN RESOURCES INC

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