Franklin Total Revenue vs Interest Income Analysis

BEN Stock  USD 22.68  0.47  2.12%   
Franklin Resources financial indicator trend analysis is much more than just examining Franklin Resources latest accounting drivers to predict future trends. We encourage investors to analyze account correlations over time for multiple indicators to determine whether Franklin Resources is a good investment. Please check the relationship between Franklin Resources Total Revenue and its Interest Income accounts. Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Franklin Resources. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income.
To learn how to invest in Franklin Stock, please use our How to Invest in Franklin Resources guide.

Total Revenue vs Interest Income

Total Revenue vs Interest Income Correlation Analysis

The overlapping area represents the amount of trend that can be explained by analyzing historical patterns of Franklin Resources Total Revenue account and Interest Income. At this time, the significance of the direction appears to have very week relationship.
The correlation between Franklin Resources' Total Revenue and Interest Income is 0.21. Overlapping area represents the amount of variation of Total Revenue that can explain the historical movement of Interest Income in the same time period over historical financial statements of Franklin Resources, assuming nothing else is changed. The correlation between historical values of Franklin Resources' Total Revenue and Interest Income is a relative statistical measure of the degree to which these accounts tend to move together. The correlation coefficient measures the extent to which Total Revenue of Franklin Resources are associated (or correlated) with its Interest Income. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when Interest Income has no effect on the direction of Total Revenue i.e., Franklin Resources' Total Revenue and Interest Income go up and down completely randomly.

Correlation Coefficient

0.21
Relationship DirectionPositive 
Relationship StrengthVery Weak

Total Revenue

Total revenue comprises all receipts Franklin Resources generated from the sale of its products or services. The total amount of income generated by the sale of goods or services related to the company's primary operations.

Interest Income

Income earned from the investment of cash or from lending money to others, including interest from bank accounts, bonds, or other interest-bearing investments.
Most indicators from Franklin Resources' fundamental ratios are interrelated and interconnected. However, analyzing fundamental ratios indicators one by one will only give a small insight into Franklin Resources current financial condition. On the other hand, looking into the entire matrix of fundamental ratios indicators, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Franklin Resources. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income.
To learn how to invest in Franklin Stock, please use our How to Invest in Franklin Resources guide.At this time, Franklin Resources' Selling General Administrative is very stable compared to the past year. As of the 28th of November 2024, Enterprise Value is likely to grow to about 28.1 B, while Tax Provision is likely to drop about 204.5 M.
 2021 2022 2023 2024 (projected)
Gross Profit3.3B4.4B6.6B6.9B
Total Revenue8.3B7.8B8.5B4.4B

Franklin Resources fundamental ratios Correlations

0.510.490.430.470.48-0.70.94-0.40.940.580.930.83-0.060.680.68-0.080.72-0.350.920.270.37-0.160.320.82-0.03
0.510.350.830.390.0-0.520.48-0.710.530.730.380.19-0.110.910.31-0.120.57-0.130.510.460.290.540.050.63-0.09
0.490.35-0.11.00.0-0.450.2-0.130.210.280.260.120.70.530.440.630.76-0.260.210.640.250.120.180.12-0.22
0.430.83-0.1-0.080.15-0.480.58-0.720.620.720.470.35-0.630.780.28-0.620.38-0.110.610.020.210.4-0.090.770.02
0.470.391.0-0.08-0.02-0.480.18-0.180.20.30.240.080.710.550.410.630.75-0.290.20.660.210.170.160.13-0.19
0.480.00.00.15-0.02-0.340.55-0.190.510.020.590.43-0.280.150.33-0.280.3-0.180.66-0.5-0.01-0.50.310.520.08
-0.7-0.52-0.45-0.48-0.48-0.34-0.60.75-0.64-0.7-0.72-0.560.1-0.77-0.430.19-0.650.73-0.71-0.140.13-0.190.0-0.75-0.27
0.940.480.20.580.180.55-0.6-0.430.990.550.940.88-0.380.620.62-0.380.58-0.240.970.030.39-0.240.320.90.02
-0.4-0.71-0.13-0.72-0.18-0.190.75-0.43-0.47-0.6-0.44-0.290.32-0.75-0.090.41-0.350.6-0.53-0.030.22-0.34-0.09-0.7-0.51
0.940.530.210.620.20.51-0.640.99-0.470.630.940.87-0.390.670.65-0.380.6-0.260.970.080.4-0.160.280.910.02
0.580.730.280.720.30.02-0.70.55-0.60.630.560.45-0.250.770.63-0.190.55-0.320.60.420.330.49-0.150.66-0.03
0.930.380.260.470.240.59-0.720.94-0.440.940.560.94-0.320.580.68-0.320.63-0.340.95-0.040.25-0.230.320.90.0
0.830.190.120.350.080.43-0.560.88-0.290.870.450.94-0.390.390.58-0.390.46-0.270.84-0.070.21-0.370.310.810.05
-0.06-0.110.7-0.630.71-0.280.1-0.380.32-0.39-0.25-0.32-0.39-0.11-0.060.960.15-0.05-0.390.610.010.060.1-0.52-0.19
0.680.910.530.780.550.15-0.770.62-0.750.670.770.580.39-0.110.46-0.170.79-0.350.670.380.220.420.020.76-0.03
0.680.310.440.280.410.33-0.430.62-0.090.650.630.680.58-0.060.460.090.65-0.040.610.210.690.110.150.54-0.36
-0.08-0.120.63-0.620.63-0.280.19-0.380.41-0.38-0.19-0.32-0.390.96-0.170.090.10.06-0.40.630.180.110.08-0.54-0.31
0.720.570.760.380.750.3-0.650.58-0.350.60.550.630.460.150.790.650.1-0.220.620.370.290.140.110.59-0.29
-0.35-0.13-0.26-0.11-0.29-0.180.73-0.240.6-0.26-0.32-0.34-0.27-0.05-0.35-0.040.06-0.22-0.34-0.070.42-0.010.26-0.34-0.65
0.920.510.210.610.20.66-0.710.97-0.530.970.60.950.84-0.390.670.61-0.40.62-0.34-0.020.27-0.210.270.930.07
0.270.460.640.020.66-0.5-0.140.03-0.030.080.42-0.04-0.070.610.380.210.630.37-0.07-0.020.340.33-0.07-0.09-0.21
0.370.290.250.210.21-0.010.130.390.220.40.330.250.210.010.220.690.180.290.420.270.340.090.220.17-0.56
-0.160.540.120.40.17-0.5-0.19-0.24-0.34-0.160.49-0.23-0.370.060.420.110.110.14-0.01-0.210.330.09-0.360.0-0.15
0.320.050.18-0.090.160.310.00.32-0.090.28-0.150.320.310.10.020.150.080.110.260.27-0.070.22-0.360.210.04
0.820.630.120.770.130.52-0.750.9-0.70.910.660.90.81-0.520.760.54-0.540.59-0.340.93-0.090.170.00.210.1
-0.03-0.09-0.220.02-0.190.08-0.270.02-0.510.02-0.030.00.05-0.19-0.03-0.36-0.31-0.29-0.650.07-0.21-0.56-0.150.040.1
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Franklin Resources Account Relationship Matchups

Franklin Resources fundamental ratios Accounts

201920202021202220232024 (projected)
Total Assets20.2B24.2B28.1B30.1B32.5B34.1B
Short Long Term Debt Total5.0B7.6B9.4B11.8B965.1M1.8B
Total Stockholder Equity10.1B11.2B11.5B11.9B12.5B6.3B
Net Debt1.0B2.9B4.6B7.4B(2.3B)(2.2B)
Retained Earnings10.5B11.6B12.0B12.4B11.9B6.2B
Other Assets319.5M22.7B8.9B(9.6B)14.9B15.6B
Common Stock Shares Outstanding491.9M490.6M489.3M490.8M510.3M539.0M
Liabilities And Stockholders Equity20.2B24.2B28.1B30.1B32.5B34.1B
Non Current Liabilities Total7.1B9.7B12.6B13.4B16.5B17.4B
Other Stockholder Equity(10.5B)(11.6B)(12.0B)(12.4B)947.6M995.0M
Total Liab8.7B11.4B14.2B16.5B17.9B18.8B
Total Current Liabilities1.6B1.7B1.6B3.2B1.4B1.1B
Property Plant And Equipment Net1.3B1.2B1.2B1.2B1.8B1.9B
Accounts Payable1.0B479.3M466.2M879.7M1.4B1.5B
Cash4.0B4.6B4.8B4.4B3.3B3.7B
Non Current Assets Total15.1B18.1B22.0B24.4B12.8B6.5B
Non Currrent Assets Other275.4M244.4M292.6M266.9M420M257.4M
Cash And Short Term Investments4.0B4.6B4.8B4.4B3.3B4.2B
Net Receivables1.2B1.4B1.3B1.3B1.5B780.3M
Other Current Assets(5.2B)(6.1B)(6.0B)(5.8B)(5.2B)(4.9B)
Property Plant And Equipment Gross1.3B2.4B2.2B2.2B2.7B2.9B
Total Current Assets5.2B6.1B6.0B15.4B4.8B5.4B
Short Term Investments589.7M504.8M588.3M1.7B1.9B1.1B
Other Current Liab1.3B39.1M2.1B1.7B(1.4B)(1.3B)
Short Term Debt621M518.4M528.4M95.2M965.1M1.0B
Intangible Assets4.9B4.7B5.1B4.9B4.8B5.0B
Good Will4.5B4.5B5.8B6.0B6.2B6.5B
Common Stock Total Equity49.9M49.5M50.2M50M57.5M36.0M
Accumulated Other Comprehensive Income(407.6M)(377.6M)(621M)(509.3M)(419.5M)(398.5M)
Common Stock49.5M50.2M50M49.6M52.4M37.3M
Other Liab2.0B4.3B7.2B9.9B11.4B12.0B
Long Term Debt3.0B3.4B3.4B11.3B12.1B12.7B
Property Plant Equipment813.8M770M1.2B1.2B1.4B1.5B
Net Tangible Assets1.2B1.6B559.2M1.0B909.8M864.3M
Noncontrolling Interest In Consolidated Entity717.7M859.3M587.2M824.3M947.9M525.0M
Retained Earnings Total Equity10.3B10.5B11.6B12.0B13.9B10.6B
Deferred Long Term Liab120.1M305.3M311.7M347.8M400.0M240.8M

Pair Trading with Franklin Resources

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Franklin Resources position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Franklin Resources will appreciate offsetting losses from the drop in the long position's value.

Moving together with Franklin Stock

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  0.88AXP American Express Fiscal Year End 24th of January 2025 PairCorr

Moving against Franklin Stock

  0.32EG Everest GroupPairCorr
The ability to find closely correlated positions to Franklin Resources could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Franklin Resources when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Franklin Resources - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Franklin Resources to buy it.
The correlation of Franklin Resources is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Franklin Resources moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Franklin Resources moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Franklin Resources can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether Franklin Resources offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Franklin Resources' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Franklin Resources Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Franklin Resources Stock:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Franklin Resources. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income.
To learn how to invest in Franklin Stock, please use our How to Invest in Franklin Resources guide.
You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Franklin Resources. If investors know Franklin will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Franklin Resources listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.27)
Dividend Share
1.24
Earnings Share
0.85
Revenue Per Share
16.64
Quarterly Revenue Growth
0.113
The market value of Franklin Resources is measured differently than its book value, which is the value of Franklin that is recorded on the company's balance sheet. Investors also form their own opinion of Franklin Resources' value that differs from its market value or its book value, called intrinsic value, which is Franklin Resources' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Franklin Resources' market value can be influenced by many factors that don't directly affect Franklin Resources' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Franklin Resources' value and its price as these two are different measures arrived at by different means. Investors typically determine if Franklin Resources is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Franklin Resources' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.