Franklin Resources Statistics

Total Valuation

BMV:BEN has a market cap or net worth of MXN 221.80 billion. The enterprise value is 265.20 billion.

Market Cap	221.80B
Enterprise Value	265.20B

Important Dates

The last earnings date was Friday, November 7, 2025.

Earnings Date	Nov 7, 2025
Ex-Dividend Date	Sep 30, 2025

Share Statistics

Current Share Class	519.20M
Shares Outstanding	n/a
Shares Change (YoY)	+1.39%
Shares Change (QoQ)	-0.21%
Owned by Insiders (%)	41.61%
Owned by Institutions (%)	52.15%
Float	303.72M

Valuation Ratios

The trailing PE ratio is 25.64 and the forward PE ratio is 9.28.

PE Ratio	25.64
Forward PE	9.28
PS Ratio	1.38
PB Ratio	0.85
P/TBV Ratio	7.09
P/FCF Ratio	13.26
P/OCF Ratio	11.34
PEG Ratio	n/a

Financial Ratio History

Enterprise Valuation

The stock's EV/EBITDA ratio is 7.07, with an EV/FCF ratio of 15.86.

EV / Earnings	30.65
EV / Sales	1.66
EV / EBITDA	7.07
EV / EBIT	11.68
EV / FCF	15.86

Financial Position

The company has a current ratio of 4.10, with a Debt / Equity ratio of 0.24.

Current Ratio	4.10
Quick Ratio	1.09
Debt / Equity	0.24
Debt / EBITDA	1.70
Debt / FCF	3.69
Interest Coverage	12.32

Financial Efficiency

Return on equity (ROE) is 3.82% and return on invested capital (ROIC) is 4.08%.

Return on Equity (ROE)	3.82%
Return on Assets (ROA)	2.25%
Return on Invested Capital (ROIC)	4.08%
Return on Capital Employed (ROCE)	4.16%
Revenue Per Employee	16.42M
Profits Per Employee	882,859
Employee Count	9,800
Asset Turnover	0.27
Inventory Turnover	n/a

Taxes

In the past 12 months, BMV:BEN has paid 4.36 billion in taxes.

Income Tax	4.36B
Effective Tax Rate	30.24%

Stock Price Statistics

The stock price has increased by +8.86% in the last 52 weeks. The beta is 1.17, so BMV:BEN's price volatility has been higher than the market average.

Beta (5Y)	1.17
52-Week Price Change	+8.86%
50-Day Moving Average	n/a
200-Day Moving Average	n/a
Relative Strength Index (RSI)	n/a
Average Volume (20 Days)	1,339

Short Selling Information

Short Interest	n/a
Short Previous Month	n/a
Short % of Shares Out	n/a
Short % of Float	n/a
Short Ratio (days to cover)	5.52

Income Statement

In the last 12 months, BMV:BEN had revenue of MXN 160.87 billion and earned 8.65 billion in profits. Earnings per share was 16.69.

Revenue	160.87B
Gross Profit	60.17B
Operating Income	21.45B
Pretax Income	14.43B
Net Income	8.65B
EBITDA	31.21B
EBIT	21.45B
Earnings Per Share (EPS)	16.69

Full Income Statement

Balance Sheet

The company has 56.64 billion in cash and 61.68 billion in debt, giving a net cash position of -5.03 billion.

Cash & Cash Equivalents	56.64B
Total Debt	61.68B
Net Cash	-5.03B
Net Cash Per Share	n/a
Equity (Book Value)	260.25B
Book Value Per Share	425.25
Working Capital	241.18B

Full Balance Sheet

Cash Flow

In the last 12 months, operating cash flow was 19.55 billion and capital expenditures -2.83 billion, giving a free cash flow of 16.72 billion.

Operating Cash Flow	19.55B
Capital Expenditures	-2.83B
Free Cash Flow	16.72B
FCF Per Share	n/a

Full Cash Flow Statement

Margins

Gross margin is 37.40%, with operating and profit margins of 13.33% and 5.98%.

Gross Margin	37.40%
Operating Margin	13.33%
Pretax Margin	8.97%
Profit Margin	5.98%
EBITDA Margin	19.40%
EBIT Margin	13.33%
FCF Margin	10.39%

Dividends & Yields

This stock pays an annual dividend of 24.93, which amounts to a dividend yield of 5.89%.

Dividend Per Share	24.93
Dividend Yield	5.89%
Dividend Growth (YoY)	12.31%
Years of Dividend Growth	1
Payout Ratio	130.25%
Buyback Yield	-1.39%
Shareholder Yield	4.50%
Earnings Yield	3.90%
FCF Yield	7.54%

Dividend Details

Stock Splits

This stock does not have any record of stock splits.

Last Split Date	n/a
Split Type	n/a
Split Ratio	n/a

Scores

BMV:BEN has an Altman Z-Score of 1.75 and a Piotroski F-Score of 5. A Z-score under 3 suggests an increased risk of bankruptcy.

Altman Z-Score	1.75
Piotroski F-Score	5