Franklin Resources Statistics

Total Valuation

BMV:BEN has a market cap or net worth of MXN 266.83 billion. The enterprise value is 325.11 billion.

Market Cap	266.83B
Enterprise Value	325.11B

Important Dates

The last earnings date was Tuesday, April 28, 2026.

Earnings Date	Apr 28, 2026
Ex-Dividend Date	Mar 31, 2026

Share Statistics

Current Share Class	520.76M
Shares Outstanding	n/a
Shares Change (YoY)	-0.20%
Shares Change (QoQ)	-0.02%
Owned by Insiders (%)	41.64%
Owned by Institutions (%)	53.80%
Float	303.41M

Valuation Ratios

The trailing PE ratio is 21.84 and the forward PE ratio is 10.66.

PE Ratio	21.84
Forward PE	10.66
PS Ratio	1.64
PB Ratio	1.01
P/TBV Ratio	8.52
P/FCF Ratio	15.86
P/OCF Ratio	15.12
PEG Ratio	n/a

Enterprise Valuation

The stock's EV/EBITDA ratio is 8.67, with an EV/FCF ratio of 19.32.

EV / Earnings	26.61
EV / Sales	2.07
EV / EBITDA	8.67
EV / EBIT	12.67
EV / FCF	19.32

Financial Position

The company has a current ratio of 6.34, with a Debt / Equity ratio of 0.23.

Current Ratio	6.34
Quick Ratio	1.35
Debt / Equity	0.23
Debt / EBITDA	1.67
Debt / FCF	3.67
Interest Coverage	15.08

Financial Efficiency

Return on equity (ROE) is 6.70% and return on invested capital (ROIC) is 6.74%.

Return on Equity (ROE)	6.70%
Return on Assets (ROA)	2.60%
Return on Invested Capital (ROIC)	6.74%
Return on Capital Employed (ROCE)	4.42%
Weighted Average Cost of Capital (WACC)	9.07%
Revenue Per Employee	16.44M
Profits Per Employee	1.23M
Employee Count	9,900
Asset Turnover	0.27
Inventory Turnover	n/a

Taxes

In the past 12 months, BMV:BEN has paid 5.95 billion in taxes.

Income Tax	5.95B
Effective Tax Rate	24.83%

Stock Price Statistics

The stock price has increased by +12.39% 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	+12.39%
50-Day Moving Average	n/a
200-Day Moving Average	n/a
Relative Strength Index (RSI)	n/a
Average Volume (20 Days)	807

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)	4.29

Income Statement

In the last 12 months, BMV:BEN had revenue of MXN 162.78 billion and earned 12.22 billion in profits. Earnings per share was 23.63.

Revenue	162.78B
Gross Profit	60.81B
Operating Income	24.82B
Pretax Income	23.95B
Net Income	12.22B
EBITDA	32.21B
EBIT	24.82B
Earnings Per Share (EPS)	23.63

Balance Sheet

The company has 46.36 billion in cash and 61.84 billion in debt, giving a net cash position of -15.48 billion.

Cash & Cash Equivalents	46.36B
Total Debt	61.84B
Net Cash	-15.48B
Net Cash Per Share	n/a
Equity (Book Value)	263.48B
Book Value Per Share	420.62
Working Capital	285.58B

Cash Flow

In the last 12 months, operating cash flow was 17.64 billion and capital expenditures -814.85 million, giving a free cash flow of 16.83 billion.

Operating Cash Flow	17.64B
Capital Expenditures	-814.85M
Depreciation & Amortization	7.13B
Net Borrowing	37.21B
Free Cash Flow	16.83B
FCF Per Share	n/a

Margins

Gross margin is 37.36%, with operating and profit margins of 15.25% and 8.12%.

Gross Margin	37.36%
Operating Margin	15.25%
Pretax Margin	14.71%
Profit Margin	8.12%
EBITDA Margin	19.79%
EBIT Margin	15.25%
FCF Margin	10.34%

Dividends & Yields

This stock pays an annual dividend of 23.83, which amounts to a dividend yield of 5.45%.

Dividend Per Share	23.83
Dividend Yield	5.45%
Dividend Growth (YoY)	-3.80%
Years of Dividend Growth	n/a
Payout Ratio	94.18%
Buyback Yield	0.20%
Shareholder Yield	5.66%
Earnings Yield	4.58%
FCF Yield	6.31%

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 1.81 and a Piotroski F-Score of 6. A Z-score under 3 suggests an increased risk of bankruptcy.

Altman Z-Score	1.81
Piotroski F-Score	6