Franklin Resources, Inc. (BEN) Fair Value 2026

BEN · Investment Advice ·

By CirclFi Research Team · Data from SEC EDGAR, FRED & GDELT

Quality Score

8.0 /10

32 fundamental signals · 12 models active

Value Trap Risk

LOW (33/100)

Quick Summary — As of 2026-07-14, Franklin Resources, Inc. (BEN) trades at $33.14, approximately 5% below CirclFi’s Bayesian DCF fair value of $34.90. QOC: 8.0/10. Value Trap Risk: 33/100 (LOW). 12/13 models active.

Key Facts

Ticker
BEN
Price
$33.14
Quality Score
8.0/10
Value Trap Risk
33/100
Models Active
12/13
Last Updated
Strength: Bayesian DCF suggests +5.3% upside with 58% confidence
Risk: Limited model coverage (12/13) may reduce confidence

Valuation Matrix

12 Intrinsic Value Models vs. Current Price ($33.14)

Core Models (Unlocked)
Model Fair Value Upside
Bayesian DCF
High Conviction
 $34.90 +5.3%
Earnings Power Value
High Conviction
 $20.42 -38.4%
CUCE Ensemble
Medium Conviction
 $21.52 -35.1%
First Chicago
High Conviction
 $34.51 +4.1%

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What Is Franklin Resources, Inc. (BEN) Worth in 2026?

According to the CirclFi Deep Alpha Valuation Engine, Franklin Resources, Inc.'s intrinsic value is estimated at $23.99, suggesting the stock is overvalued at its current price of $33.14. With 9 out of 12 models flagging downside (-27.6% average return), the market may be pricing in unsustainable growth. The most optimistic model, Bayesian DCF, places fair value at $34.90 (+5.3%), while RCMH-DCF — the most conservative — estimates $15.70 (-52.6%). This +57.9% gap reflects genuine analytical uncertainty about Franklin Resources, Inc.'s intrinsic worth.

What Do the Models Say About BEN?

12 of 13 models are currently active for BEN. Of these, 3 models suggest upside while 9 models suggest overvaluation. The Bayesian DCF estimates BEN's intrinsic value at $34.90, implying +5.3% upside from the current price. See which stocks rank higher →

How Does BEN Rank in Investment Advice?

Among 55 Investment Advice stocks, BEN ranks #30 by Quality of Company score. CirclFi's QOC score of 8.0/10 evaluates 32 fundamental signals. A score of 8.0 indicates above-average quality.

See all Most Undervalued Investment Advice Stocks →

Franklin Resources, Inc. operates in a competitive landscape where fundamental quality metrics are key differentiators for long-term value creation.

Is BEN a Value Trap?

CirclFi's Value Trap algorithm assigns BEN a score of 33/100 (LOW). This indicates low risk. The financial profile does not exhibit typical value trap warning signs. The score cross-references apparent undervaluation against fundamental deterioration signals. Browse lowest value-trap stocks →

Multi-Model Methodology

12 of 13 models are active for Franklin Resources, Inc.. Broad coverage provides high confidence. Each model applies a fundamentally different valuation philosophy. See the complete methodology →

According to the CirclFi 32-factor quality framework, Franklin Resources, Inc.'s fundamental quality profile registers 8.0/10. This robust score captures the company's profitability depth, growth consistency, balance sheet resilience, and shareholder return track record.

The gap between the most bullish and bearish model spans +57.9% — demonstrating why single-model analysis is dangerous. Browse all stocks with 13-model coverage →

Data Sources & Confidence

Every BEN valuation is built from SEC EDGAR XBRL filings — 700+ standardized financial tags. Macroeconomic context from FRED calibrates discount rates, while GDELT news sentiment feeds into our Sentiment SOTP model. All pipelines run daily. Read the complete data methodology →

Across BEN's 12 active models, average confidence is 44%. Lower confidence may reflect limited history or high volatility.

CirclFi's output is a research starting point, not a buy/sell signal. All data updates daily. Read the full methodology →

This analysis is produced by the CirclFi Valuation Engine using quantitative models applied to SEC EDGAR filings, public market feeds, and FRED macroeconomic indicators. It is not financial advice.

Read the full investment analysis: Should You Buy Franklin Resources, Inc. Stock in 2026? →

Bull case, bear case, risk factors & peer comparison — updated daily

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Read investment analysis: HLNE · AMP · APAM · VCTR · HLI

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Frequently Asked Questions About Franklin Resources, Inc.

What is Franklin Resources, Inc.'s intrinsic value in 2026?

Based on CirclFi's 13-model analysis, Franklin Resources, Inc. (BEN) has multiple fair value estimates. The Bayesian DCF model runs 10,000 Monte Carlo simulations with jump-diffusion to estimate intrinsic value at $34.90. The Quality of Company score is 8.0/10 across 32 fundamental signals. All models use SEC EDGAR filings updated daily. See our methodology page for how each model works.

Is BEN overvalued or undervalued right now?

At $33.14, 3 of 12 active models suggest BEN may be undervalued, while 9 indicate potential overvaluation. The assessment depends on which methodology best fits Franklin Resources, Inc.'s business model in Investment Advice.

What does a Quality of Company score of 8.0 mean for BEN?

Franklin Resources, Inc.'s QOC of 8.0/10 reflects 32 fundamental signals: profitability margins, revenue growth consistency, balance sheet leverage, free cash flow generation, and capital allocation efficiency. Scores above 7 indicate strong fundamentals and disciplined management.

How many valuation models does CirclFi run on BEN?

CirclFi analyzes BEN with 13 institutional-grade models daily: Bayesian DCF (Monte Carlo + jump-diffusion), EPV (Greenwald zero-growth), EROIC Spread (McKinsey reinvestment), First Chicago (3-scenario), Markov DDM (regime-switching), ML-RIV (machine learning residual income), Dynamic NAV (asset-based), PWERM (option-theoretic), Regime Cross-Sectional (relative), Sentiment SOTP (hybrid), CUCE Ensemble (meta-model), FTNN Topology (neural network), and RCMH-DCF (conditional regime). Currently 12 of 13 are active for this stock. Read the full methodology →

Is BEN a value trap in 2026?

Franklin Resources, Inc.'s Value Trap score is 33/100 (LOW). This low score indicates the current valuation is not artificially depressed by fundamental deterioration, suggesting genuine opportunity rather than a trap. Browse stocks by value-trap risk →

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