BEN Stock Analysis — Franklin Templeton
Sector: Financials
AI Verdict
BEN trades at 10.9x next year's earnings with triple-digit EPS growth expected, so you're getting a low price for a big growth bet — but the moat relies on client stickiness, so any slip could unwind the discount fast.
Competitive Moat
Franklin Templeton is a global asset manager with a broad suite of actively managed funds and a sticky institutional client base that creates recurring fee income. Its scale and established distribution relationships with financial advisors make it difficult for smaller competitors to dislodge.
Summary
Earnings are expected to more than double next year, driving a dramatic drop in forward P/E.
Where It Stands
BEN has returned 36.91% over the past year, trades at 10.9x next year's earnings versus the sector median of 14x, and its RSI of 56.7 signals a neutral setup.
Key Metrics
- RSI: 56.7 — Neutral
- Trailing P/E: 23.2x
- Forward P/E: 10.9x
- PEG Ratio: 0.20
- Earnings Growth: +1.1%
- Revenue Growth: +0.1%
- Market Cap: $17.3B
- Dividend Yield: 0.05%
- 1-Year Return: 36.91%
- 52-Week High: $36.28
- 52-Week Low: $21.11
Analyst Consensus
6 Buy · 9 Hold · 2 Sell (17 analysts)
Bull Case
With forward EPS growth forecast at 112.5%, you're paying 10.9x for next year's earnings — cheap for the growth on offer if the client retention holds.
Bear Case
If the forward P/E reverts to the sector median of 14x without the expected earnings growth, the stock could see a sharp pullback from current optimism.
Catalyst to Watch
Quarterly earnings updates — any miss on the 112.5% EPS growth expectation would likely trigger a rerating.