Franklin Resources, Inc. (BEN) Return on Invested Capital (ROIC): 1.38%
Is Franklin Resources, Inc.’s return on invested capital (ROIC) high or low?
Franklin Resources, Inc.'s return on invested capital (ROIC) of 1.38% is 62% below its 5-year average of 3.62%, near the low end of its 5-year range (0.98%–7.16%).
As of Saturday, June 13, 2026. 16.95% above its 12-month average of 1.18%.
BEN Return on Invested Capital (ROIC) Chart
BEN Average Return on Invested Capital (ROIC) Chart
BEN Current vs Average Return on Invested Capital (ROIC) Chart
BEN Return on Invested Capital (ROIC) Metrics
RETURN ON INVESTED CAPITAL (ROIC)
1.38%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
1.18%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
2.62%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
3.62%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
6.19%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
8.64%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
9.93%
CURRENT VS TTM AVG
+16.95%
CURRENT VS 3Y AVG
-47.33%
CURRENT VS 5Y AVG
-61.86%
CURRENT VS 10Y AVG
-77.69%
CURRENT VS 15Y AVG
-84.03%
CURRENT VS 20Y AVG
-86.10%
BEN Competitors' Return on Invested Capital (ROIC)
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Franklin Resources, Inc. (BEN) | $16.70B | 1.38% | 1.18% | 2.62% | 3.62% |
| Global Payments Inc. (GPN) | $16.03B | 2.50% | 3.54% | 3.38% | 3.30% |
| Brown & Brown, Inc. (BRO) | $20.33B | 5.87% | 7.48% | 7.73% | 7.95% |
| Assurant, Inc. (AIZ) | $12.93B | 7.04% | 6.96% | 5.78% | 4.68% |
| SoFi Technologies, Inc. (SOFI) | $21.27B | 0.95% | 1.65% | -0.55% | -1.75% |
| Loews Corporation (L) | $22.25B | 3.76% | 3.56% | 2.80% | -579.32% |
| Principal Financial Group, Inc. (PFG) | $24.00B | 0.37% | 0.44% | -21.92% | -14.38% |
| KeyCorp (KEY) | $24.61B | 5.83% | 2.69% | 3.04% | 4.15% |
| Synchrony Financial (SYF) | $24.68B | 9.36% | 9.36% | 9.00% | 9.31% |
| Willis Towers Watson Public Limited Company (WTW) | $24.80B | 11.52% | 4.01% | 5.09% | 5.32% |
Capital Efficiency
ROIC
1.4%
ROE
6.7%
Franklin Resources, Inc. Return on Invested Capital (ROIC) Formula & Definition
ROIC = NOPAT / Invested Capital
Return on invested capital measures the after-tax return a company earns on all capital (debt and equity) invested in the business.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
Franklin Resources, Inc. Return on Invested Capital (ROIC) FAQ
- What is the return on invested capital (ROIC) for Franklin Resources, Inc. (BEN)?
- The return on invested capital (ROIC) for BEN stock is 1.38%.
- Is Franklin Resources, Inc.'s return on invested capital (ROIC) high or low?
- Franklin Resources, Inc.'s return on invested capital (ROIC) of 1.38% is 62% below its 5-year average of 3.62%, near the low end of its 5-year range (0.98%–7.16%).
- What is the TTM average return on invested capital (ROIC) for Franklin Resources, Inc. (BEN)?
- The TTM average return on invested capital (ROIC) for BEN stock is 1.18%.
- What is the 3Y average return on invested capital (ROIC) for Franklin Resources, Inc. (BEN)?
- The 3Y average return on invested capital (ROIC) for BEN stock is 2.62%.
- What is the 5Y average return on invested capital (ROIC) for Franklin Resources, Inc. (BEN)?
- The 5Y average return on invested capital (ROIC) for BEN stock is 3.62%.
- What is the 10Y average return on invested capital (ROIC) for Franklin Resources, Inc. (BEN)?
- The 10Y average return on invested capital (ROIC) for BEN stock is 6.19%.
- What is the 15Y average return on invested capital (ROIC) for Franklin Resources, Inc. (BEN)?
- The 15Y average return on invested capital (ROIC) for BEN stock is 8.64%.
- What is the 20Y average return on invested capital (ROIC) for Franklin Resources, Inc. (BEN)?
- The 20Y average return on invested capital (ROIC) for BEN stock is 9.93%.
Franklin Resources, Inc. Return on Invested Capital (ROIC) History
| DATE | RETURN ON INVESTED CAPITAL (ROIC) |
|---|---|
| 2025-09-30 | 1.38% |
| 2024-09-30 | 0.98% |
| 2023-09-30 | 2.94% |
| 2022-09-30 | 5.18% |
| 2021-09-30 | 7.16% |
| 2020-09-30 | 4.07% |
| 2019-09-30 | 8.09% |
| 2018-09-30 | 5.23% |
| 2017-09-30 | 9.32% |
| 2016-09-30 | 10.55% |
| 2015-09-30 | 13.14% |
| 2014-09-30 | 14.20% |
| 2013-09-30 | 13.86% |
| 2012-09-30 | 12.40% |
| 2011-09-30 | 15.63% |
| 2010-09-30 | 14.11% |
| 2009-09-30 | 9.58% |
| 2008-09-30 | 18.06% |
| 2007-09-30 | 16.68% |
| 2006-09-30 | 14.35% |
| 2005-09-30 | 11.58% |
| 2004-09-30 | 8.79% |
| 2003-09-30 | 6.73% |
| 2002-09-30 | 8.60% |
| 2001-09-30 | 8.20% |
| 2000-09-30 | 14.91% |
| 1999-09-30 | 12.87% |
| 1998-09-30 | 16.15% |
| 1997-09-30 | 16.65% |
| 1996-09-30 | 15.78% |
Related Metrics
About Franklin Resources, Inc.
Franklin Resources, Inc. is a publicly traded holding company specializing in investment management. Operating through its various subsidiaries, the firm provides a comprehensive range of financial services to a diverse clientele, including individual investors, institutions, pension funds, trusts, and partnerships. It designs and offers a suite of mutual funds, spanning strategies in equity, fixed income, balanced portfolios, and multi-asset classes. The company actively allocates capital across public stock markets, bond markets, and alternative investment opportunities. Founded in 1947, Franklin Resources is headquartered in San Mateo, California, with an additional operational center located in Hyderabad, India.
- Sector
- Financial Services
- Industry
- Asset Management
- CEO
- Jennifer Johnson