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Franklin Resources, Inc. (BEN) DCF Valuation
US | Financial Services | Asset Management | NYSE
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- ✓ Entièrement Modifiable: Adapté À Vos Besoins Dans Excel Ou Sheets
- ✓ Conception Professionnelle: Modèles Fiables Et Conformes Aux Normes Du Secteur
- ✓ Pré-Construits Pour Une Utilisation Rapide Et Efficace
- ✓ Aucune Expertise N'Est Requise; Facile À Suivre
Franklin Resources, Inc. (BEN) Bundle
Simplify Franklin Resources, Inc. (BEN) valuation with this customizable DCF Calculator! Featuring real Franklin Resources, Inc. (BEN) financials and adjustable forecast inputs, you can test scenarios and uncover Franklin Resources, Inc. (BEN) fair value in minutes.
Discounted Cash Flow (DCF) - (USD MM)
| Year | AY1 2020 |
AY2 2021 |
AY3 2022 |
AY4 2023 |
AY5 2024 |
FY1 2025 |
FY2 2026 |
FY3 2027 |
FY4 2028 |
FY5 2029 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 5,566.5 | 8,425.5 | 8,275.3 | 7,849.4 | 8,478.0 | 9,589.5 | 10,846.6 | 12,268.6 | 13,877.0 | 15,696.3 |
| Revenue Growth, % | 0 | 51.36 | -1.78 | -5.15 | 8.01 | 13.11 | 13.11 | 13.11 | 13.11 | 13.11 |
| EBITDA | 1,428.0 | 2,840.2 | 2,358.1 | 1,945.5 | 796.8 | 2,340.6 | 2,647.5 | 2,994.6 | 3,387.2 | 3,831.2 |
| EBITDA, % | 25.65 | 33.71 | 28.5 | 24.79 | 9.4 | 24.41 | 24.41 | 24.41 | 24.41 | 24.41 |
| Depreciation | 4,153.2 | 6,342.8 | 6,253.8 | 6,483.9 | 389.2 | 5,996.4 | 6,782.6 | 7,671.8 | 8,677.5 | 9,815.1 |
| Depreciation, % | 74.61 | 75.28 | 75.57 | 82.6 | 4.59 | 62.53 | 62.53 | 62.53 | 62.53 | 62.53 |
| EBIT | -2,725.2 | -3,502.6 | -3,895.7 | -4,538.4 | 407.6 | -3,655.8 | -4,135.1 | -4,677.2 | -5,290.4 | -5,983.9 |
| EBIT, % | -48.96 | -41.57 | -47.08 | -57.82 | 4.81 | -38.12 | -38.12 | -38.12 | -38.12 | -38.12 |
| Total Cash | 3,957.5 | 4,647.2 | 4,782.5 | 4,402.4 | 3,309.5 | 5,354.1 | 6,056.0 | 6,850.0 | 7,748.0 | 8,763.7 |
| Total Cash, percent | .0 | .0 | .0 | .0 | .0 | .0 | .0 | .0 | .0 | .0 |
| Account Receivables | 1,233.1 | 1,428.2 | 1,264.8 | 1,348.4 | 1,479.1 | 1,707.2 | 1,931.0 | 2,184.1 | 2,470.4 | 2,794.3 |
| Account Receivables, % | 22.15 | 16.95 | 15.28 | 17.18 | 17.45 | 17.8 | 17.8 | 17.8 | 17.8 | 17.8 |
| Inventories | 5,222.9 | .0 | .0 | .0 | .0 | 1,799.5 | 2,035.4 | 2,302.3 | 2,604.1 | 2,945.5 |
| Inventories, % | 93.83 | 0 | 0.0000000121 | 0 | 0 | 18.77 | 18.77 | 18.77 | 18.77 | 18.77 |
| Accounts Payable | 1,038.1 | 479.3 | 466.2 | 879.7 | 1,412.8 | 1,109.4 | 1,254.8 | 1,419.3 | 1,605.4 | 1,815.8 |
| Accounts Payable, % | 18.65 | 5.69 | 5.63 | 11.21 | 16.66 | 11.57 | 11.57 | 11.57 | 11.57 | 11.57 |
| Capital Expenditure | -103.7 | -79.3 | -90.3 | -148.8 | -177.1 | -151.1 | -170.9 | -193.4 | -218.7 | -247.4 |
| Capital Expenditure, % | -1.86 | -0.94119 | -1.09 | -1.9 | -2.09 | -1.58 | -1.58 | -1.58 | -1.58 | -1.58 |
| Tax Rate, % | 43.54 | 43.54 | 43.54 | 43.54 | 43.54 | 43.54 | 43.54 | 43.54 | 43.54 | 43.54 |
| EBITAT | -2,138.9 | -2,624.2 | -2,910.2 | -2,830.0 | 230.1 | -2,536.6 | -2,869.1 | -3,245.3 | -3,670.7 | -4,152.0 |
| Depreciation | ||||||||||
| Changes in Account Receivables | ||||||||||
| Changes in Inventories | ||||||||||
| Changes in Accounts Payable | ||||||||||
| Capital Expenditure | ||||||||||
| UFCF | -3,507.3 | 8,108.3 | 3,403.6 | 3,835.0 | 844.6 | 977.7 | 3,428.2 | 3,877.6 | 4,386.0 | 4,961.0 |
| WACC, % | 10.8 | 10.77 | 10.77 | 10.67 | 10.62 | 10.73 | 10.73 | 10.73 | 10.73 | 10.73 |
| PV UFCF | ||||||||||
| SUM PV UFCF | 12,434.5 | |||||||||
| Long Term Growth Rate, % | 2.00 | |||||||||
| Free cash flow (T + 1) | 5,060 | |||||||||
| Terminal Value | 57,994 | |||||||||
| Present Terminal Value | 34,846 | |||||||||
| Enterprise Value | 47,280 | |||||||||
| Net Debt | -2,344 | |||||||||
| Equity Value | 49,625 | |||||||||
| Diluted Shares Outstanding, MM | 510 | |||||||||
| Equity Value Per Share | 97.25 |
What You Will Get
- Pre-Filled Financial Model: Franklin Resources, Inc.'s (BEN) actual data enables precise DCF valuation.
- Full Forecast Control: Adjust revenue growth, margins, WACC, and other key drivers.
- Instant Calculations: Automatic updates ensure you see results as you make changes.
- Investor-Ready Template: A refined Excel file designed for professional-grade valuation.
- Customizable and Reusable: Tailored for flexibility, allowing repeated use for detailed forecasts.
Key Features
- Customizable Investment Metrics: Adjust essential parameters such as asset allocation, expense ratios, and projected returns.
- Instant Portfolio Valuation: Quickly assesses intrinsic value, risk-adjusted returns, and other financial metrics.
- High-Precision Analytics: Leverages Franklin Resources' extensive market data for accurate investment insights.
- Effortless Scenario Testing: Explore various market conditions and evaluate potential impacts with ease.
- Efficiency Booster: Streamlines the investment analysis process, eliminating the need for intricate models.
How It Works
- Download the Template: Gain immediate access to the Excel-based BEN DCF Calculator.
- Input Your Assumptions: Modify the yellow-highlighted cells for growth rates, WACC, margins, and more.
- Instant Calculations: The model automatically recalculates Franklin Resources' intrinsic value.
- Test Scenarios: Experiment with different assumptions to assess potential valuation variations.
- Analyze and Decide: Leverage the results to inform your investment or financial analysis.
Why Choose Franklin Resources, Inc. (BEN)?
- Save Time: Quickly access comprehensive investment insights without starting from scratch.
- Enhance Accuracy: Dependable financial metrics and methodologies minimize valuation errors.
- Fully Customizable: Adjust the model to align with your investment strategies and forecasts.
- Easy to Understand: Intuitive visuals and outputs simplify the analysis of results.
- Endorsed by Professionals: Crafted for investors who prioritize accuracy and functionality.
Who Should Use Franklin Resources, Inc. (BEN)?
- Investors: Gain insights and make informed decisions with our comprehensive investment resources.
- Financial Analysts: Streamline your analysis processes with our robust financial data and tools.
- Consultants: Enhance client deliverables with tailored investment strategies and presentations.
- Finance Enthusiasts: Explore the world of asset management and investment strategies through our extensive resources.
- Educators and Students: Utilize our materials as a valuable resource for finance education and research.
What the Template Contains
- Comprehensive DCF Model: Editable template with detailed valuation calculations tailored for Franklin Resources, Inc. (BEN).
- Real-World Data: Franklin's historical and projected financials preloaded for in-depth analysis.
- Customizable Parameters: Adjust WACC, growth rates, and tax assumptions to explore various scenarios.
- Financial Statements: Complete annual and quarterly breakdowns for enhanced insights.
- Key Ratios: Built-in analysis for profitability, efficiency, and leverage specific to Franklin Resources, Inc. (BEN).
- Dashboard with Visual Outputs: Charts and tables providing clear, actionable results for informed decision-making.