Franklin Resources Statistics

Total Valuation

BMV:BEN has a market cap or net worth of MXN 249.55 billion. The enterprise value is 303.84 billion.

Market Cap	249.55B
Enterprise Value	303.84B

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)	-7.03%
Shares Change (QoQ)	-1.41%
Owned by Insiders (%)	41.64%
Owned by Institutions (%)	53.80%
Float	303.41M

Valuation Ratios

The trailing PE ratio is 20.34 and the forward PE ratio is 10.31.

PE Ratio	20.34
Forward PE	10.31
PS Ratio	1.53
PB Ratio	0.95
P/TBV Ratio	7.97
P/FCF Ratio	16.79
P/OCF Ratio	14.14
PEG Ratio	n/a

Enterprise Valuation

The stock's EV/EBITDA ratio is 8.15, with an EV/FCF ratio of 20.45.

EV / Earnings	24.77
EV / Sales	1.94
EV / EBITDA	8.15
EV / EBIT	11.95
EV / FCF	20.45

Financial Position

The company has a current ratio of 7.04, with a Debt / Equity ratio of 0.22.

Current Ratio	7.04
Quick Ratio	1.50
Debt / Equity	0.22
Debt / EBITDA	1.57
Debt / FCF	3.93
Interest Coverage	15.17

Financial Efficiency

Return on equity (ROE) is 6.70% and return on invested capital (ROIC) is 6.82%.

Return on Equity (ROE)	6.70%
Return on Assets (ROA)	2.62%
Return on Invested Capital (ROIC)	6.82%
Return on Capital Employed (ROCE)	4.41%
Weighted Average Cost of Capital (WACC)	9.08%
Revenue Per Employee	16.44M
Profits Per Employee	1.24M
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)	n/a

Income Statement

In the last 12 months, BMV:BEN had revenue of MXN 162.78 billion and earned 12.27 billion in profits. Earnings per share was 24.18.

Revenue	162.78B
Gross Profit	60.95B
Operating Income	24.96B
Pretax Income	23.95B
Net Income	12.27B
EBITDA	32.35B
EBIT	24.96B
Earnings Per Share (EPS)	24.18

Balance Sheet

The company has 46.36 billion in cash and 58.43 billion in debt, giving a net cash position of -12.07 billion.

Cash & Cash Equivalents	46.36B
Total Debt	58.43B
Net Cash	-12.07B
Net Cash Per Share	n/a
Equity (Book Value)	263.48B
Book Value Per Share	420.62
Working Capital	290.83B

Cash Flow

In the last 12 months, operating cash flow was 17.64 billion and capital expenditures -2.79 billion, giving a free cash flow of 14.86 billion.

Operating Cash Flow	17.64B
Capital Expenditures	-2.79B
Depreciation & Amortization	7.13B
Net Borrowing	37.18B
Free Cash Flow	14.86B
FCF Per Share	n/a

Margins

Gross margin is 37.44%, with operating and profit margins of 15.34% and 8.12%.

Gross Margin	37.44%
Operating Margin	15.34%
Pretax Margin	14.71%
Profit Margin	8.12%
EBITDA Margin	19.88%
EBIT Margin	15.34%
FCF Margin	9.13%

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	7.03%
Shareholder Yield	12.48%
Earnings Yield	4.92%
FCF Yield	5.95%

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

Altman Z-Score	n/a
Piotroski F-Score	8