Franklin Templeton Inc. (BEN) exhibits 41.0% gross margins and 3.0% return on invested capital within Financials (Investment Managers), balanced against a 27.4x enterprise multiple and 6.7% implied options volatility.
Sustained 41.0% gross profitability converts into 6.9% operating margin and 3.0% ROIC, outpacing sector cost of capital.
ROIC: 3.0% // GM: 41.0%YoY revenue trajectory of +3.5% paired with 5.55% free cash flow yield supports self-funded R&D and capital return.
REV YOY: +3.5% // FCF YLD: 5.55%Altman Z-Score of 1.60 and Piotroski F-Score of 8/9 indicate low near-term refinancing stress.
ALTMAN Z: 1.60 // F-SCORE: 8/9Trading at 31.3x trailing P/E (29.1x Fwd P/E) leaves valuation vulnerable if real 10Y TIPS yields spike.
P/E: 31.3x // EV/EBITDA: 27.4xOptions market prices a ±6.7% implied move with a 0.76 put/call ratio around $32.00 max pain.
IMPL MOVE: ±6.7% // P/C: 0.76Elevated industry capital intensity and customer concentration in Investment Managers require continuous execution to defend 6.0% net margins.
NET MARGIN: 6.0% // D/E: 0.63x| FILER | SIDE | $ VALUE |
|---|---|---|
| INSPECT FULL OWNERSHIP LEDGER IN OWN <GO> | ||
| STRIKE / EXP | TYPE | PREMIUM |
|---|---|---|
| INSPECT GEX & CHAIN IN OPT <GO> | ||
Unblur the exact $50,000 delta-adjusted ETF/options hedge ratio for BEN & activate live FRED threshold breach alerts.