Franklin Short Long Term Debt vs Net Invested Capital Analysis

BEN Stock

USD 24.99 0.10 0.40%

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 Short Long Term Debt and its Net Invested Capital 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 tightly coupled 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.

Short Long Term Debt vs Net Invested Capital

Short Long Term Debt vs Net Invested Capital Correlation Analysis

The overlapping area represents the amount of trend that can be explained by analyzing historical patterns of Franklin Resources Short Long Term Debt account and Net Invested Capital. At this time, the significance of the direction appears to have weak contrarian relationship.

The correlation between Franklin Resources' Short Long Term Debt and Net Invested Capital is -0.2. Overlapping area represents the amount of variation of Short Long Term Debt that can explain the historical movement of Net Invested Capital 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' Short Long Term Debt and Net Invested Capital is a relative statistical measure of the degree to which these accounts tend to move together. The correlation coefficient measures the extent to which Short Long Term Debt of Franklin Resources are associated (or correlated) with its Net Invested Capital. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when Net Invested Capital has no effect on the direction of Short Long Term Debt i.e., Franklin Resources' Short Long Term Debt and Net Invested Capital go up and down completely randomly.

Correlation Coefficient

-0.2

Relationship Direction	Negative
Relationship Strength	Insignificant

View All Relationships

Short Long Term Debt

The total of a company’s short-term and long-term borrowings.

Net Invested Capital

The total amount of capital invested in a company, including both equity and debt, minus any cash or cash equivalents.

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 tightly coupled 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 April 2024, Tax Provision is likely to grow to about 500.3 M, while Issuance Of Capital Stock is likely to drop about 25.9 M.

	2021	2022	2023	2024 (projected)
Gross Profit	3.3B	4.4B	5.0B	2.6B
Total Revenue	8.3B	7.8B	9.0B	9.5B

Gross Profit Total Revenue

Franklin Resources fundamental ratios Correlations

	Total Assets	Short Long Term Debt Total	Total Stockholder Equity	Net Debt	Retained Earnings	Other Assets	Common Stock Shares Outstanding	Non Current Liabilities Total	Other Stockholder Equity	Total Liab	Total Current Liabilities	Property Plant And Equipment Net	Accounts Payable	Cash	Non Current Assets Total	Non Currrent Assets Other	Cash And Short Term Investments	Net Receivables	Other Current Assets	Property Plant And Equipment Gross	Total Current Assets	Short Term Investments	Other Current Liab	Short Term Debt	Intangible Assets	Current Deferred Revenue
Total Assets		0.93	0.79	0.72	0.81	0.76	-0.73	0.94	-0.29	0.95	0.54	0.91	0.89	-0.01	0.97	0.62	-0.02	0.92	-0.61	0.92	0.07	0.37	-0.05	0.22	0.84	-0.12
Short Long Term Debt Total	0.93		0.53	0.91	0.56	0.84	-0.64	1.0	-0.33	1.0	0.52	0.88	0.91	-0.33	0.98	0.52	-0.32	0.81	-0.69	0.95	-0.24	0.41	-0.12	0.19	0.92	0.22
Total Stockholder Equity	0.79	0.53		0.16	1.0	0.39	-0.54	0.56	-0.07	0.56	0.29	0.63	0.52	0.58	0.62	0.54	0.55	0.81	-0.2	0.55	0.61	0.24	0.03	0.28	0.4	-0.62
Net Debt	0.72	0.91	0.16		0.19	0.81	-0.56	0.9	-0.35	0.9	0.53	0.79	0.86	-0.67	0.86	0.38	-0.65	0.6	-0.77	0.88	-0.58	0.32	-0.13	0.08	0.93	0.5
Retained Earnings	0.81	0.56	1.0	0.19		0.42	-0.57	0.59	-0.12	0.59	0.32	0.65	0.55	0.56	0.65	0.54	0.51	0.81	-0.24	0.57	0.58	0.25	0.02	0.28	0.43	-0.6
Other Assets	0.76	0.84	0.39	0.81	0.42		-0.62	0.83	-0.35	0.83	0.52	0.75	0.85	-0.35	0.82	0.36	-0.36	0.71	-0.68	0.92	-0.28	0.22	-0.09	0.11	0.82	0.26
Common Stock Shares Outstanding	-0.73	-0.64	-0.54	-0.56	-0.57	-0.62		-0.66	0.56	-0.69	-0.73	-0.82	-0.79	0.07	-0.75	-0.46	0.16	-0.68	0.77	-0.77	0.08	-0.16	-0.04	-0.01	-0.75	0.14
Non Current Liabilities Total	0.94	1.0	0.56	0.9	0.59	0.83	-0.66		-0.32	1.0	0.5	0.89	0.91	-0.31	0.99	0.51	-0.31	0.83	-0.69	0.95	-0.23	0.37	-0.13	0.19	0.92	0.19
Other Stockholder Equity	-0.29	-0.33	-0.07	-0.35	-0.12	-0.35	0.56	-0.32		-0.33	-0.22	-0.32	-0.37	0.24	-0.37	0.14	0.35	-0.07	0.43	-0.38	0.34	-0.22	0.51	-0.22	-0.43	-0.33
Total Liab	0.95	1.0	0.56	0.9	0.59	0.83	-0.69	1.0	-0.33		0.57	0.91	0.93	-0.31	0.99	0.56	-0.3	0.84	-0.71	0.96	-0.22	0.39	-0.08	0.18	0.93	0.17
Total Current Liabilities	0.54	0.52	0.29	0.53	0.32	0.52	-0.73	0.5	-0.22	0.57		0.71	0.66	-0.21	0.56	0.81	-0.11	0.52	-0.66	0.64	-0.05	0.43	0.5	-0.05	0.63	-0.17
Property Plant And Equipment Net	0.91	0.88	0.63	0.79	0.65	0.75	-0.82	0.89	-0.32	0.91	0.71		0.95	-0.22	0.94	0.64	-0.22	0.89	-0.79	0.94	-0.13	0.26	0.07	0.18	0.94	-0.08
Accounts Payable	0.89	0.91	0.52	0.86	0.55	0.85	-0.79	0.91	-0.37	0.93	0.66	0.95		-0.32	0.94	0.54	-0.34	0.83	-0.8	0.98	-0.25	0.25	-0.1	0.16	0.97	0.1
Cash	-0.01	-0.33	0.58	-0.67	0.56	-0.35	0.07	-0.31	0.24	-0.31	-0.21	-0.22	-0.32		-0.25	0.11	0.96	0.07	0.52	-0.32	0.96	0.05	0.07	0.19	-0.47	-0.84
Non Current Assets Total	0.97	0.98	0.62	0.86	0.65	0.82	-0.75	0.99	-0.37	0.99	0.56	0.94	0.94	-0.25		0.52	-0.28	0.87	-0.73	0.97	-0.19	0.31	-0.11	0.17	0.94	0.11
Non Currrent Assets Other	0.62	0.52	0.54	0.38	0.54	0.36	-0.46	0.51	0.14	0.56	0.81	0.64	0.54	0.11	0.52		0.28	0.63	-0.33	0.54	0.35	0.6	0.53	0.04	0.48	-0.41
Cash And Short Term Investments	-0.02	-0.32	0.55	-0.65	0.51	-0.36	0.16	-0.31	0.35	-0.3	-0.11	-0.22	-0.34	0.96	-0.28	0.28		0.06	0.55	-0.33	0.99	0.21	0.22	0.15	-0.49	-0.84
Net Receivables	0.92	0.81	0.81	0.6	0.81	0.71	-0.68	0.83	-0.07	0.84	0.52	0.89	0.83	0.07	0.87	0.63	0.06		-0.54	0.85	0.16	0.15	0.09	0.16	0.76	-0.3
Other Current Assets	-0.61	-0.69	-0.2	-0.77	-0.24	-0.68	0.77	-0.69	0.43	-0.71	-0.66	-0.79	-0.8	0.52	-0.73	-0.33	0.55	-0.54		-0.79	0.48	-0.15	-0.02	-0.06	-0.82	-0.21
Property Plant And Equipment Gross	0.92	0.95	0.55	0.88	0.57	0.92	-0.77	0.95	-0.38	0.96	0.64	0.94	0.98	-0.32	0.97	0.54	-0.33	0.85	-0.79		-0.24	0.3	-0.07	0.16	0.95	0.13
Total Current Assets	0.07	-0.24	0.61	-0.58	0.58	-0.28	0.08	-0.23	0.34	-0.22	-0.05	-0.13	-0.25	0.96	-0.19	0.35	0.99	0.16	0.48	-0.24		0.22	0.23	0.17	-0.41	-0.87
Short Term Investments	0.37	0.41	0.24	0.32	0.25	0.22	-0.16	0.37	-0.22	0.39	0.43	0.26	0.25	0.05	0.31	0.6	0.21	0.15	-0.15	0.3	0.22		0.01	0.37	0.25	-0.01
Other Current Liab	-0.05	-0.12	0.03	-0.13	0.02	-0.09	-0.04	-0.13	0.51	-0.08	0.5	0.07	-0.1	0.07	-0.11	0.53	0.22	0.09	-0.02	-0.07	0.23	0.01		-0.3	-0.11	-0.41
Short Term Debt	0.22	0.19	0.28	0.08	0.28	0.11	-0.01	0.19	-0.22	0.18	-0.05	0.18	0.16	0.19	0.17	0.04	0.15	0.16	-0.06	0.16	0.17	0.37	-0.3		0.16	-0.14
Intangible Assets	0.84	0.92	0.4	0.93	0.43	0.82	-0.75	0.92	-0.43	0.93	0.63	0.94	0.97	-0.47	0.94	0.48	-0.49	0.76	-0.82	0.95	-0.41	0.25	-0.11	0.16		0.24
Current Deferred Revenue	-0.12	0.22	-0.62	0.5	-0.6	0.26	0.14	0.19	-0.33	0.17	-0.17	-0.08	0.1	-0.84	0.11	-0.41	-0.84	-0.3	-0.21	0.13	-0.87	-0.01	-0.41	-0.14	0.24

Click cells to compare fundamentals

Franklin Resources Account Relationship Matchups

Franklin Resources fundamental ratios Accounts

	2019	2020	2021	2022	2023	2024 (projected)
Total Assets	20.2B	24.2B	28.1B	30.1B	34.6B	36.4B
Short Long Term Debt Total	5.0B	7.6B	9.4B	11.8B	13.5B	14.2B
Total Stockholder Equity	10.1B	11.2B	11.5B	11.9B	13.7B	14.4B
Net Debt	1.0B	2.9B	4.6B	7.4B	6.6B	6.9B
Retained Earnings	10.5B	11.6B	12.0B	12.4B	14.2B	14.9B
Other Assets	319.5M	22.7B	8.9B	13.0B	14.9B	15.7B
Common Stock Shares Outstanding	491.9M	490.6M	489.3M	490.8M	441.7M	542.4M
Liabilities And Stockholders Equity	20.2B	24.2B	28.1B	30.1B	34.6B	36.4B
Non Current Liabilities Total	7.1B	9.7B	12.6B	15.2B	17.4B	18.3B
Other Stockholder Equity	859.7M	587M	(621M)	(509.3M)	(585.7M)	(556.4M)
Total Liab	8.7B	11.4B	14.2B	16.5B	19.0B	20.0B
Total Current Liabilities	1.6B	1.7B	1.6B	1.4B	1.6B	1.0B
Property Plant And Equipment Net	1.3B	1.2B	1.2B	1.2B	1.4B	1.5B
Accounts Payable	793.8M	1.0B	1.1B	879.7M	1.0B	1.1B
Cash	4.0B	4.6B	4.8B	4.4B	5.1B	3.7B
Non Current Assets Total	15.1B	18.1B	22.0B	24.4B	28.0B	29.4B
Non Currrent Assets Other	275.4M	244.4M	292.6M	266.9M	306.9M	253.0M
Cash And Short Term Investments	4.0B	4.6B	4.8B	4.4B	5.1B	4.2B
Net Receivables	1.2B	1.4B	1.3B	1.3B	1.6B	1.6B
Other Current Assets	(5.2B)	(6.1B)	(6.0B)	(5.8B)	(5.2B)	(4.9B)
Property Plant And Equipment Gross	1.3B	2.4B	2.2B	2.2B	2.5B	2.6B
Total Current Assets	5.2B	6.1B	6.0B	5.8B	6.6B	5.1B
Short Term Investments	589.7M	504.8M	588.3M	1.7B	1.9B	1.0B
Other Current Liab	846.5M	693.6M	(5.3M)	513.5M	590.5M	428.2M
Short Term Debt	621M	518.4M	528.4M	467.8M	538.0M	564.9M
Intangible Assets	4.9B	4.7B	5.1B	4.9B	5.6B	5.9B
Good Will	4.5B	4.5B	5.8B	6.0B	6.9B	7.2B
Common Stock Total Equity	49.9M	49.5M	50.2M	50M	57.5M	36.0M
Accumulated Other Comprehensive Income	(407.6M)	(377.6M)	(621M)	(509.3M)	(458.4M)	(435.5M)
Common Stock	49.5M	50.2M	50M	49.6M	57.0M	36.7M
Other Liab	2.0B	4.3B	7.2B	9.9B	11.4B	12.0B
Long Term Debt	3.0B	3.4B	3.4B	11.3B	13.0B	13.6B
Property Plant Equipment	813.8M	770M	1.2B	1.2B	1.4B	1.5B
Net Tangible Assets	1.2B	1.6B	559.2M	1.0B	909.8M	864.3M
Noncontrolling Interest In Consolidated Entity	717.7M	859.3M	587.2M	824.3M	947.9M	525.0M
Retained Earnings Total Equity	10.3B	10.5B	11.6B	12.0B	13.9B	10.6B
Deferred Long Term Liab	120.1M	305.3M	311.7M	347.8M	400.0M	240.8M

Franklin Resources Investors Sentiment

The influence of Franklin Resources' investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Franklin. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.

Investor biases related to Franklin Resources' public news can be used to forecast risks associated with an investment in Franklin. The trend in average sentiment can be used to explain how an investor holding Franklin can time the market purely based on public headlines and social activities around Franklin Resources. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

Franklin Resources' market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Franklin Resources' and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Franklin Resources' news discussions. The higher the estimated score, the more favorable is the investor's outlook on Franklin Resources.

Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Franklin Resources in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Franklin Resources' short interest history, or implied volatility extrapolated from Franklin Resources options trading.

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 against Franklin Stock

0.8	EMCGU	Embrace Change Acqui	Pair Corr
0.63	VSAC	Vision Sensing Acqui	Pair Corr
0.6	DPCS	DP Cap Acquisition	Pair Corr
0.56	VCXB	10X Capital Venture	Pair Corr
0.51	DSAQ	Direct Selling Acqui	Pair Corr

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 Correlation Correlation 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:

How To Invest In Franklin

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Is Franklin Stock a good investment?

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What is Franklin Resources' Net Worth?

Details

Largest Asset Management & Custody Banks Companies

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Largest Financial Services Companies

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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 tightly coupled 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.

Note that the Franklin Resources information on this page should be used as a complementary analysis to other Franklin Resources' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.

Complementary Tools for Franklin Stock analysis

When running Franklin Resources' price analysis, check to measure Franklin Resources' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Franklin Resources is operating at the current time. Most of Franklin Resources' value examination focuses on studying past and present price action to predict the probability of Franklin Resources' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Franklin Resources' price. Additionally, you may evaluate how the addition of Franklin Resources to your portfolios can decrease your overall portfolio volatility.

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Is Franklin Resources' industry 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

0.55

Dividend Share

1.21

Earnings Share

1.9

Revenue Per Share

16.09

Quarterly Revenue Growth

0.012

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.

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Franklin Short Long Term Debt vs Net Invested Capital Analysis

Short Long Term Debt vs Net Invested Capital

Short Long Term Debt vs Net Invested Capital Correlation Analysis

Correlation Coefficient

Short Long Term Debt

Net Invested Capital

Franklin Resources fundamental ratios Correlations

Franklin Resources Account Relationship Matchups

High Positive Relationship

High Negative Relationship

Franklin Resources fundamental ratios Accounts

Franklin Resources Investors Sentiment

Pair Trading with Franklin Resources

Moving against Franklin Stock

Complementary Tools for Franklin Stock analysis

COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY

Non Current Liabilities Total	+ 1.0	Short Long Term Debt Total
Total Liab	+ 1.0	Short Long Term Debt Total
Retained Earnings	+ 1.0	Total Stockholder Equity
Total Liab	+ 1.0	Non Current Liabilities Total
Non Current Assets Total	+ 0.99	Non Current Liabilities Total
Non Current Assets Total	+ 0.99	Total Liab

Current Deferred Revenue	- 0.87	Total Current Assets
Current Deferred Revenue	- 0.84	Cash And Short Term Investments
Current Deferred Revenue	- 0.84	Cash
Intangible Assets	- 0.82	Other Current Assets
Property Plant And Equipment Net	- 0.82	Common Stock Shares Outstanding
Other Current Assets	- 0.8	Accounts Payable