STOCK TITAN

Franklin Templeton Inc Financials

BEN
FY2025 annual
Revenue $8.8B +3.5% YoY
Net Income $524.9M +12.9% YoY
EPS (Diluted) $0.91 +7.1% YoY
Free Cash Flow $911.6M +14.8% YoY
Source SEC Filings (10-K/10-Q) Data as of Jun 30, 2026 Currency USD FYE September

Franklin Templeton Inc (BEN) reported $8.8B in revenue for fiscal year 2025, up 3.5% from the prior fiscal year. This page shows its income statement, balance sheet, cash flow statement, and key financial ratios. View 15 years of annual fundamentals and quarterly data, with year-over-year growth rates and compound annual growth rates (CAGR). All figures are derived from SEC filings (10-K and 10-Q reports).

Rhea AI BEN FY2025

Franklin Resources is becoming a cash-generative but lower-margin fee business, using that cash to delever faster than profits recover.

From FY2023 to FY2025, revenue climbed back above its FY2021 level, but operating margin recovered only to 6.9% from 4.8%, still far below FY2021’s 22.3%. With operating cash flow still at $1.1B in FY2025, the business looks more constrained by a heavier expense base than by an inability to turn fees into cash.

The balance sheet is less debt-funded than it was: long-term debt fell from $3.4B in FY2021 to $2.4B in FY2025, yet total liabilities still rose to $18.2B. That mix means deleveraging is real, but not the same as a broad reduction in obligations.

Capital intensity is low — FY2025 capital spending was only $155M against $1.1B of operating cash flow — so most cash can be redirected rather than reinvested. In FY2025, dividends plus buybacks of about $924M were roughly equal to free cash flow of $912M, which helps explain why cash balances have drifted down even as cash generation stayed positive.

[ NOT FINANCIAL ADVICE ]

Financial Health Signals

Profitability Growth Leverage Liquidity CashFlow Returns 46 / 100
Financial Health Score 46/100

Scored against operating companies for FY2025. Each of the six dimensions is a percentile rank within that peer group; the overall is their average, with missing dimensions counted as zero out of six. A high score means strong standing among peers, not absolute cross-industry strength. How this score is calculated →

Health score ≠ stock price. This rates the quality of Franklin Templeton Inc's business: profitability, growth, balance sheet strength. It doesn't tell you whether the stock is a good buy at today's price. Not financial advice. Use it alongside valuation analysis and your own research.

Profitability
60

Franklin Templeton Inc has an operating margin of 6.9%, meaning the company retains $7 of operating profit per $100 of revenue. This results in a moderate score of 60/100, indicating healthy but not exceptional operating efficiency. This is up from 4.8% the prior year.

Growth
53

Franklin Templeton Inc's revenue grew a modest 3.5% year-over-year to $8.8B. This slow but positive growth earns a score of 53/100.

Leverage
97

Franklin Templeton Inc carries a low D/E ratio of 0.20, meaning only $0.20 of long-term debt for every $1 of shareholders' equity. This conservative leverage earns a score of 97/100, indicating a strong balance sheet with room for future borrowing.

Liquidity
0

Not available for Franklin Templeton Inc, and counted as zero in the overall score.

Cash Flow
68

Franklin Templeton Inc converts 10.4% of revenue into free cash flow ($911.6M). This strong cash generation earns a score of 68/100.

Returns
0

Not available for Franklin Templeton Inc, and counted as zero in the overall score.

Piotroski F-Score Partial
7/7

Franklin Templeton Inc passes 7 of 7 computable financial strength tests (2 of the nine could not be computed from available data). All 4 profitability signals pass (positive income, cash flow, and earnings quality), all 2 leverage/liquidity signals pass, both operating efficiency signals pass.

Earnings Quality Cash-Backed
2.03x

For every $1 of reported earnings, Franklin Templeton Inc generates $2.03 in operating cash flow ($1.1B OCF vs $524.9M net income). This indicates profits are well-supported by actual cash generation, not accounting adjustments.

Interest Coverage Safe
6.37x

Franklin Templeton Inc earns $6.37 in operating income for every $1 of interest expense ($604.1M vs $94.9M). This wide margin provides strong safety for debt servicing, even if earnings decline temporarily.

Key Financial Metrics

Export CSV

Earnings & Revenue

Revenue
$8.8B
YoY+3.5%
5Y CAGR+9.5%
10Y CAGR+1.0%

Franklin Templeton Inc generated $8.8B in revenue in fiscal year 2025. This represents an increase of 3.5% from the prior year.

EBITDA
$729.4M
YoY+39.2%
5Y CAGR-8.3%
10Y CAGR-13.5%

Franklin Templeton Inc's EBITDA was $729.4M in fiscal year 2025, measuring earnings before interest, taxes, depreciation, and amortization. This represents an increase of 39.2% from the prior year.

Net Income
$524.9M
YoY+12.9%
5Y CAGR-8.1%
10Y CAGR-12.7%

Franklin Templeton Inc reported $524.9M in net income in fiscal year 2025. This represents an increase of 12.9% from the prior year.

EPS (Diluted)
$0.91
YoY+7.1%
5Y CAGR-10.6%
10Y CAGR-12.1%

Franklin Templeton Inc earned $0.91 per diluted share (EPS) in fiscal year 2025. This represents an increase of 7.1% from the prior year.

Cash & Balance Sheet

Free Cash Flow
$911.6M
YoY+14.8%
5Y CAGR-1.4%
10Y CAGR-8.4%

Franklin Templeton Inc generated $911.6M in free cash flow in fiscal year 2025, representing cash available after capex. This represents an increase of 14.8% from the prior year.

Cash & Debt
$3.6B
YoY-18.9%
5Y CAGR-2.2%
10Y CAGR-8.2%

Franklin Templeton Inc held $3.6B in cash against $2.4B in long-term debt as of fiscal year 2025.

Dividends Per Share
$1.28
YoY+3.2%
5Y CAGR+3.5%
10Y CAGR+1.5%

Franklin Templeton Inc paid $1.28 per share in dividends in fiscal year 2025. This represents an increase of 3.2% from the prior year.

Shares Outstanding
521M
YoY-0.5%
5Y CAGR+0.6%
10Y CAGR-1.4%

Franklin Templeton Inc had 521M shares outstanding in fiscal year 2025. This represents a decrease of 0.5% from the prior year.

Margins & Returns

Operating Margin
6.9%
YoY+2.1pp
5Y CAGR-12.0pp
10Y CAGR-31.2pp

Franklin Templeton Inc's operating margin was 6.9% in fiscal year 2025, reflecting core business profitability. This is up 2.1 percentage points from the prior year.

Net Margin
6.0%
YoY+0.5pp
5Y CAGR-8.4pp
10Y CAGR-19.6pp

Franklin Templeton Inc's net profit margin was 6.0% in fiscal year 2025, showing the share of revenue converted to profit. This is up 0.5 percentage points from the prior year.

Return on Equity
4.3%
YoY+0.6pp
5Y CAGR-3.6pp
10Y CAGR-12.8pp

Franklin Templeton Inc's ROE was 4.3% in fiscal year 2025, measuring profit generated per dollar of shareholder equity. This is up 0.6 percentage points from the prior year.

Gross Margin

Not reported for fiscal year 2025.

Capital Allocation

Share Buybacks
$240.3M
YoY-12.4%
5Y CAGR+1.9%
10Y CAGR-13.8%

Franklin Templeton Inc spent $240.3M on share buybacks in fiscal year 2025, returning capital to shareholders by reducing shares outstanding. This represents a decrease of 12.4% from the prior year.

Capital Expenditures
$154.5M
YoY-12.8%
5Y CAGR+8.3%
10Y CAGR+8.4%

Franklin Templeton Inc invested $154.5M in capex in fiscal year 2025, funding long-term assets and infrastructure. This represents a decrease of 12.8% from the prior year.

R&D Spending

Not reported for fiscal year 2025.

BEN Income Statement

Figures in USD, abbreviated K (thousand), M (million), B (billion), T (trillion). Negative values carry a minus sign and red type.

BEN annual income statement
MetricTTMFY25FY24FY23FY22FY21FY20FY19FY18FY17FY16FY15FY14FY13FY12FY11
Revenue$9.3B$8.8B+3.5%$8.5B+8.0%$7.8B-5.1%$8.3B-1.8%$8.4B+51.4%$5.6B-3.6%$5.8B-8.6%$6.3B-1.1%$6.4B-3.4%$6.6B-16.7%$7.9B-6.4%$8.5B+6.3%$8.0B+12.4%$7.1B-0.5%$7.1B
SG&A Expenses$918.8M$774.5M+10.1%$703.3M+24.5%$565.0M0.0%$564.9M+5.2%$537.2M+19.3%$450.3M+15.0%$391.4M+5.3%$371.7M+15.4%$322.2M-5.3%$340.1M-2.4%$348.5M-3.2%$360.1M+15.5%$311.8M+12.2%$277.8M+19.7%$232.1M
Operating Income$905.5M$604.1M+48.2%$407.6M-63.0%$1.1B-37.9%$1.8B-5.4%$1.9B+78.8%$1.0B-28.5%$1.5B-27.7%$2.0B-10.4%$2.3B-4.3%$2.4B-21.9%$3.0B-6.0%$3.2B+10.3%$2.9B+16.1%$2.5B-5.4%$2.7B
Interest Expense$89.0M$94.9M-2.4%$97.2M-21.4%$123.7M+26.0%$98.2M+15.0%$85.4M+155.7%$33.4M+49.1%$22.4M-51.6%$46.3M-10.1%$51.5M+3.2%$49.9M+26.0%$39.6M-16.5%$47.4M+1.1%$46.9M+27.8%$36.7M-1.9%$37.4M
Income Tax$385.5M$237.9M+10.5%$215.3M-31.1%$312.3M-21.2%$396.2M+13.3%$349.6M+51.5%$230.8M-47.8%$442.3M-70.0%$1.5B+93.9%$759.4M+2.3%$742.1M-19.7%$923.7M-7.4%$997.9M+16.6%$855.9M+12.2%$762.7M-5.1%$803.4M
Net Income$812.8M$524.9M+12.9%$464.8M-47.3%$882.8M-31.7%$1.3B-29.5%$1.8B+129.2%$798.9M-33.2%$1.2B+56.4%$764.4M-54.9%$1.7B-1.7%$1.7B-15.2%$2.0B-14.6%$2.4B+10.9%$2.2B+11.3%$1.9B+0.4%$1.9B
EPS (Diluted)$0.91+7.1%$0.85-50.6%$1.72-32.0%$2.53-29.1%$3.57+124.5%$1.59-32.3%$2.35+69.1%$1.39-53.8%$3.01+2.4%$2.94-10.6%$3.29-13.2%$3.79+12.5%$3.37$2.98+3.8%$2.87

Not reported in any period shown, so not listed: Cost of Revenue, Gross Profit, R&D Expenses.

TTM is the trailing twelve months, Q4 FY2025 through Q3 FY2026, summed from the four most recent quarterly filings. A row marked — cannot be summed at all, because a quarter in the window reports no per-share figure; a row marked N/A could be summed, but a quarter in the window does not report that metric.

BEN Balance Sheet

Figures in USD, abbreviated K (thousand), M (million), B (billion), T (trillion). Negative values carry a minus sign and red type.

BEN annual balance sheet
MetricFY25FY24FY23FY22FY21FY20FY19FY18FY17FY16FY15FY14FY13FY12FY11
Total Assets$32.4B-0.3%$32.5B+7.8%$30.1B+7.3%$28.1B+16.1%$24.2B+11.5%$21.7B+49.2%$14.5B+1.0%$14.4B-18.0%$17.5B+8.9%$16.1B-1.5%$16.3B-0.1%$16.4B+6.3%$15.4B+4.3%$14.8B+7.1%$13.8B
Current AssetsN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A$7.6B
Cash & Equivalents$3.6B-18.9%$4.4B+0.1%$4.4B-7.9%$4.8B+2.9%$4.6B+16.5%$4.0B-35.7%$6.2B-10.2%$6.9B-21.0%$8.7B+3.1%$8.5B+1.4%$8.4B+10.2%$7.6B+20.1%$6.3B+4.5%$6.1B+16.4%$5.2B
Accounts Receivable$1.5B+4.2%$1.5B+9.7%$1.3B+6.6%$1.3B-11.4%$1.4B+15.8%$1.2B+66.6%$740.0M+0.9%$733.7M-4.4%$767.8M+2.9%$746.4M-10.9%$838.0M-11.8%$950.0M-8.6%$1.0B+22.2%$850.2M+10.0%$773.2M
Goodwill$6.2B-0.1%$6.2B+3.5%$6.0B+3.9%$5.8B+29.6%$4.5B-1.0%$4.5B+111.3%$2.1B+18.7%$1.8B+6.4%$1.7B+1.6%$1.7B0.0%$1.7B-1.8%$1.7B-0.6%$1.7B+10.4%$1.5B+0.3%$1.5B
Total Liabilities$18.2B+1.6%$17.9B+8.2%$16.5B+16.2%$14.2B+24.6%$11.4B+11.2%$10.3B+225.0%$3.2B+0.9%$3.1B+17.9%$2.7B-24.3%$3.5B-7.2%$3.8B-3.3%$3.9B-14.7%$4.6B-7.7%$5.0B+6.7%$4.7B
Current LiabilitiesN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A$1.3B
Long-Term Debt$2.4B-15.0%$2.8B-8.9%$3.1B-9.6%$3.4B-0.7%$3.4B+12.7%$3.0B+332.9%$696.9M+0.1%$695.9M-33.4%$1.0B-25.5%$1.4B+3.9%$1.3B+12.5%$1.2B0.0%$1.2B-23.5%$1.6B-15.4%$1.9B
Total Equity$12.1B-3.4%$12.5B+5.0%$11.9B+3.9%$11.5B+2.2%$11.2B+11.0%$10.1B+2.1%$9.9B+0.1%$9.9B-21.6%$12.6B+5.7%$11.9B+0.8%$11.8B+2.2%$11.6B+15.0%$10.1B+9.5%$9.2B+7.9%$8.5B
Retained Earnings$11.5B-3.5%$11.9B-3.6%$12.4B+2.7%$12.0B+4.3%$11.6B+10.3%$10.5B+1.8%$10.3B+0.7%$10.2B-20.5%$12.8B+5.1%$12.2B+1.1%$12.1B+4.0%$11.6B+16.4%$10.0B+10.5%$9.0B+7.1%$8.4B

Not reported in any period shown, so not listed: Inventory.

BEN Cash Flow Statement

Figures in USD, abbreviated K (thousand), M (million), B (billion), T (trillion). Negative values carry a minus sign and red type.

BEN annual cash flow statement
MetricTTMFY25FY24FY23FY22FY21FY20FY19FY18FY17FY16FY15FY14FY13FY12FY11
Operating Cash Flow$277.8M$1.1B+9.8%$971.3M-10.8%$1.1B-44.3%$2.0B+57.1%$1.2B+15.0%$1.1B+303.5%$268.5M-88.0%$2.2B+96.4%$1.1B-34.3%$1.7B-23.3%$2.3B+5.3%$2.1B+5.0%$2.0B+90.9%$1.1B-34.3%$1.6B
Capital ExpendituresN/A$154.5M-12.8%$177.1M+19.0%$148.8M+64.8%$90.3M+13.9%$79.3M-23.5%$103.7M-55.6%$233.7M+119.4%$106.5M+42.2%$74.9M-23.3%$97.6M+41.9%$68.8M+29.6%$53.1M-14.6%$62.2M-20.7%$78.4M-40.5%$131.7M
Free Cash FlowN/A$911.6M+14.8%$794.2M-15.5%$940.4M-49.6%$1.9B+60.1%$1.2B+19.0%$979.6M+2714.9%$34.8M-98.4%$2.1B+100.2%$1.1B-34.9%$1.6B-25.3%$2.2B+4.7%$2.1B+5.6%$2.0B+99.8%$987.8M-33.7%$1.5B
Investing Cash Flow-$3.8B-$2.3B+3.3%-$2.4B+32.9%-$3.6B-8.4%-$3.3B-27.3%-$2.6B+35.6%-$4.1B-218.5%-$1.3B-339.2%-$290.4M-658.5%$52.0M-72.9%$192.2M-22.8%$248.9M-36.3%$390.6M+67.7%$232.9M-73.3%$873.4M+100.4%$435.9M
Financing Cash Flow$3.3B$452.4M-68.0%$1.4B-32.8%$2.1B+32.9%$1.6B-21.9%$2.0B+176.4%$734.4M+116.1%$339.9M+109.0%-$3.8B-293.5%-$956.0M+46.9%-$1.8B-11.7%-$1.6B-34.9%-$1.2B+40.8%-$2.0B-86.0%-$1.1B-12.1%-$968.2M
Dividends Paid$693.9M$683.7M+4.2%$656.4M+8.1%$607.3M+4.2%$583.1M+4.2%$559.7M+5.0%$533.2M+2.8%$518.6M-75.5%$2.1B+379.8%$441.2M+8.0%$408.7M-38.7%$666.4M+129.5%$290.4M-67.1%$882.7M+33.1%$663.0M+206.5%$216.3M
Share Buybacks$511.9M$240.3M-12.4%$274.4M+7.1%$256.3M+41.8%$180.8M-13.2%$208.2M-4.6%$218.2M-71.1%$754.5M-47.0%$1.4B+86.2%$765.3M-41.5%$1.3B+23.4%$1.1B+70.3%$622.2M+26.7%$491.0M-38.4%$797.4M-16.4%$954.2M

TTM is the trailing twelve months, Q4 FY2025 through Q3 FY2026, summed from the four most recent quarterly filings. A row marked — cannot be summed at all, because a quarter in the window reports no per-share figure; a row marked N/A could be summed, but a quarter in the window does not report that metric.

BEN Financial Ratios

Margins and returns are percentages; the remaining ratios are unitless multiples.

BEN annual financial ratios
MetricFY25FY24FY23FY22FY21FY20FY19FY18FY17FY16FY15FY14FY13FY12FY11
Operating Margin6.9%+2.1pp4.8%-9.2pp14.0%-7.4pp21.4%-0.8pp22.3%+3.4pp18.8%-6.6pp25.4%-6.7pp32.1%-3.3pp35.4%-0.3pp35.8%-2.3pp38.1%+0.2pp37.9%+1.4pp36.6%+1.2pp35.4%-1.8pp37.3%
Net Margin6.0%+0.5pp5.5%-5.8pp11.3%-4.4pp15.6%-6.1pp21.7%+7.4pp14.3%-6.4pp20.7%+8.6pp12.1%-14.4pp26.5%+0.5pp26.1%+0.5pp25.6%-2.5pp28.1%+1.2pp26.9%-0.3pp27.2%+0.3pp26.9%
Return on Equity4.3%+0.6pp3.7%-3.7pp7.4%-3.9pp11.3%-5.1pp16.3%+8.4pp7.9%-4.2pp12.1%+4.3pp7.7%-5.7pp13.4%-1.0pp14.5%-2.7pp17.2%-3.4pp20.6%-0.8pp21.3%+0.4pp21.0%-1.6pp22.6%
Return on Assets1.6%+0.2pp1.4%-1.5pp2.9%-1.7pp4.6%-3.0pp7.6%+3.9pp3.7%-4.5pp8.2%+2.9pp5.3%-4.4pp9.7%-1.1pp10.7%-1.7pp12.5%-2.1pp14.6%+0.6pp14.0%+0.9pp13.1%-0.9pp14.0%
Current RatioN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A5.81
Debt-to-Equity0.200.0x0.220.0x0.260.0x0.290.0x0.300.0x0.30+0.2x0.070.0x0.070.0x0.080.0x0.120.0x0.110.0x0.100.0x0.12-0.1x0.170.0x0.22
FCF Margin10.4%+1.0pp9.4%-2.6pp12.0%-10.6pp22.6%+8.7pp13.8%-3.8pp17.6%+17.0pp0.6%-33.0pp33.6%+17.0pp16.6%-8.0pp24.6%-2.8pp27.5%+2.9pp24.6%-0.2pp24.7%+10.8pp13.9%-7.0pp20.9%

Not reported in any period shown, so not listed: Gross Margin.

Similar Companies

Frequently Asked Questions

What is Franklin Templeton Inc's annual revenue?

Franklin Templeton Inc (BEN) reported $8.8B in total revenue for fiscal year 2025. This represents a 3.5% change compared to the previous fiscal year. Revenue measures the total income earned from the company's primary business operations before any expenses are deducted.

How fast is Franklin Templeton Inc's revenue growing?

Franklin Templeton Inc (BEN) revenue grew by 3.5% year-over-year, from $8.5B to $8.8B in fiscal year 2025.

Is Franklin Templeton Inc profitable?

Yes, Franklin Templeton Inc (BEN) reported a net income of $524.9M in fiscal year 2025, with a net profit margin of 6.0%.

Franklin Templeton Inc (BEN) reported diluted earnings per share of $0.91 for fiscal year 2025. This represents a 7.1% change compared to the previous fiscal year. EPS represents the portion of a company's net income allocated to each outstanding share of common stock and is widely used to evaluate profitability on a per-share basis.

Franklin Templeton Inc (BEN) had EBITDA of $729.4M in fiscal year 2025, measuring earnings before interest, taxes, depreciation, and amortization.

As of fiscal year 2025, Franklin Templeton Inc (BEN) had $3.6B in cash and equivalents against $2.4B in long-term debt.

Franklin Templeton Inc (BEN) had an operating margin of 6.9% in fiscal year 2025, reflecting the profitability of core business operations before interest and taxes.

Franklin Templeton Inc (BEN) had a net profit margin of 6.0% in fiscal year 2025, representing the share of revenue converted into profit after all expenses.

Yes, Franklin Templeton Inc (BEN) paid $1.28 per share in dividends during fiscal year 2025.

Franklin Templeton Inc (BEN) has a return on equity of 4.3% for fiscal year 2025, measuring how efficiently the company generates profit from shareholder equity.

Franklin Templeton Inc (BEN) generated $911.6M in free cash flow during fiscal year 2025. This represents a 14.8% change compared to the previous fiscal year. Free cash flow represents the cash a company generates after accounting for capital expenditures, and is widely used to assess financial flexibility and shareholder value.

Franklin Templeton Inc (BEN) generated $1.1B in operating cash flow during fiscal year 2025, representing cash generated from core business activities.

Franklin Templeton Inc (BEN) had $32.4B in total assets as of fiscal year 2025, including both current and long-term assets.

Franklin Templeton Inc (BEN) invested $154.5M in capital expenditures during fiscal year 2025, funding long-term assets and infrastructure.

Yes, Franklin Templeton Inc (BEN) spent $240.3M on share buybacks during fiscal year 2025, returning capital to shareholders by reducing shares outstanding.

Franklin Templeton Inc (BEN) had 521M shares outstanding as of fiscal year 2025.

Franklin Templeton Inc (BEN) had a debt-to-equity ratio of 0.20 as of fiscal year 2025, measuring the company's financial leverage by comparing total debt to shareholder equity.

Franklin Templeton Inc (BEN) had a return on assets of 1.6% for fiscal year 2025, measuring how efficiently the company uses its assets to generate profit.

Franklin Templeton Inc (BEN) has a Piotroski F-Score of 7 out of 7 computable signals; 2 of the nine could not be computed from available data, so the full-scale strength rating is not shown. The F-Score evaluates nine binary signals across profitability (positive ROA, positive cash flow, improving ROA, earnings quality), leverage (decreasing debt, improving liquidity, no share dilution), and operating efficiency (improving gross margin, improving asset turnover). Scores of 7 to 9 indicate strong and improving fundamentals. Learn more in our complete guide to financial health indicators.

Franklin Templeton Inc (BEN) has an earnings quality ratio of 2.03x, considered cash-backed (high quality). This ratio compares operating cash flow to net income. A ratio above 1.0x means the company generates more cash than its reported earnings, indicating sustainable, cash-backed profits. Ratios below 1.0x suggest earnings rely on accounting accruals rather than actual cash generation. Learn more in our complete guide to financial health indicators.

Franklin Templeton Inc (BEN) has an interest coverage ratio of 6.37x, meaning it can comfortably cover its interest obligations. This ratio divides operating income by interest expense. Ratios above 5x indicate strong debt-servicing ability, while ratios below 2x suggest the company may face difficulty meeting interest payments if earnings decline. Learn more in our complete guide to financial health indicators.

Franklin Templeton Inc (BEN) scores 46 out of 100 on our Financial Health Score, indicating moderate standing within its operating companies peer group. The score is a 0-100 composite of six dimensions (Profitability, Growth, Leverage, Liquidity, Cash Flow, Returns), each ranked as a percentile relative to companies in the same scoring family (banks against banks, REITs against REITs, and so on) rather than across all industries. It rates the quality of the business, not whether the stock is fairly priced, and is not financial advice. Learn more in our complete guide to financial health indicators.

Back to top