Profitability
Weight: 25%
B
70
Scored using ROA (NIM proxy) — financial-archetype substitution.
- 5yr Avg ROA 3.1%
- Operating Margin Trend -4.74 pp/yr
BEN
Franklin Resources, Inc.
AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.
Capital Efficiency
Weight: 20%
A-
83
Scored using ROTCE — financial-archetype substitution.
- 5yr Avg ROTCE 58.6%
- 5yr Share-Count CAGR 1.2%
Growth Quality
Weight: 10%
B-
65
Scored using BVPS — financial-archetype substitution.
- 5yr BVPS CAGR 14.2%
- 5yr EPS CAGR -28.9%
- Positive-EPS Years (5) 5/5
Cash Generation
Weight: 5%
A+
97
Scored using OCF/NI — banks have no FCF concept.
- 5yr OCF/NI 1.51x
Balance Sheet
Weight: 30%
A+
95
Scored using Equity/Assets — financial-archetype substitution.
- Equity / Assets 37.3%
- Interest Coverage (EBIT/Int) 9.29x
Stability
Weight: 10%
C
52
- EPS Volatility (σ/μ) 0.43
- Piotroski F-Score 6
- Negative-Revenue Years (5) 2/5
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.4 of 4 gurus held; 1 new buy; 3 trimmed.
- Holders
- 4 +1
- Avg Δ position
- -18.8%
- New buys
- 1
- Full exits
- 0