MARKET WIREYahoo Finance • 1d ago
META_TITLE_QUOTEYahoo Finance report covering Franklin Templeton Inc. (BEN) market action, institutional positioning, and fundamental catalysts.
Why BEN Stock advanced +1.04% Today — RQD Quant Desk Flash
$31.97 +1.04% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot)
EXT / AFTER-HRS: $31.97
Franklin Templeton Inc. (BEN) carries a Roarable Rating of C (Hold) with 65/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.
ROARABLE C • HOLD / WATCH
Cap $16.08B
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER
Click Any Pre-Computed AI Quant Specialist Briefing on BEN Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief)
Is BEN stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
▼
As of 2026-11-03, Franklin Templeton Inc. (NYSE: BEN) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 65/100 at a spot price of $31.97 (+1.04% 1D, market cap $16.08B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 11/20, SEC Balance-Sheet Forensics 15/20, FRED Macro Regime Fit 11/20, and Executive Insider Alignment 15/20. Across 1097 tracked Financials issuers, BEN ranks #230 in composite RQD confidence.
✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does BEN compare to OWL and TPG in the Financials sector?
▼
Within the Financials sector (Investment Managers), BEN carries a Roarable C (65/100 RQD), trailing P/E of 31.3x, gross margin of —, and ROIC of 3.0%. By comparison, OWL (Blue Owl Capital Inc.) holds a C grade (65/100 RQD, P/E 53.1x, ROIC 6.3%, cap $16.11B) and TPG (TPG Inc.) posts a C- grade (60/100 RQD, P/E 98.2x, ROIC 2.5%, cap $17.64B). Among the 5-stock peer group, CG leads on earnings multiple (17.9x) while OWL leads on capital efficiency (6.3% ROIC).
✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for BEN?
▼
Per BEN's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-09-30, CIK 0000038777), Franklin Templeton Inc. generated $8.77B in revenue (+3.5% YoY), $524.9M in net income, and $911.6M in free cash flow against $32.55B in total assets and $8.17B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.
✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
EXT / AFTER-HRS: $31.97 (+0.00%)🧬 Cannibal Buyback (-2.08% YoY Shares)⚙️ Cash Engine: 13/20 (C) • 10.4% FCF Margin
Verify 90D Bucket Audit →📊 Historical Track Record: Scores of 65/100 (C) historically posted market-perform odds over rolling 90-day windows (+1.3% avg 90D alpha vs SPY • 55.6% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →RQD QUANT TACHOMETERHOLD / WATCH • C
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
5-PILLAR SNOWFLAKE RADARRw C · Rk C
Each axis scored 0–20
12M PRICE TARGET CONE+3.2% Base Target
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for BEN)Realized 20D OHLCV Swing Band: ±5.2%
Deterministic 5-Pillar Attribution (65/100 Composite)
🔍 WHY BEN SCORES 65/100 (C) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: SEC 10-K Forensic Risk+15/20 pts (23% of score)
Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 8/9
▲ #2 Bullish Driver: Insider Conviction & Share Dilution+15/20 pts (23% of score)
SEC Form 4 / 13F Thermometer: 75% Net Buy • Cannibal Buyback (-2.08% YoY Shares)
▼ #1 Drag / Risk Factor: Macro Regime Fit11/20 pts (-9 pt drag)
Macro rate sensitivity & RSI-14 (47.2) create a -9 pt regime headwind
📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)Grade C$30.53+3.8% Next Q
57
Q2 (-2Q)Grade C$31.68+0.2% Next Q
60
Q3 (-1Q)Grade C+$31.73+0.8% Next Q
62
CurrentGrade C$31.97+1.3% Hist 90D α
65
Trajectory: C (57) → C (65)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER
⚔️ Adversarial Opposing Case: Why the BEN Bull Thesis Could Fail
Even with a 65/100 (C) score, BEN faces multiple-compression risk if 31.3x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
⚠️ Forensic Kill-Switch #1
Broader market pullbacks can still drag down strong stocks in the short run.
⚠️ Forensic Kill-Switch #2
Dilution & Margin Drag: Cannibal Buyback (-2.08% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.
⚠️ Forensic Kill-Switch #3
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($32.62) or 200D SMA ($30.34) invalidates the momentum regime and cuts Target Base ($32.98) toward Bear Floor ($25.72).
🎲 LIVE PREDICTION MARKET ODDS TIED TO $BEN• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “BEN Beats Next Quarter EPS Consensus (Dec 29, 2026) & Holds Above 200D SMA”
AUTOMATED RQD QUANT DESK MOVER BRIEFINGFull Market News Desk →
Why BEN Stock advanced +1.04% Today — RQD Quant Desk Flash
Franklin Templeton Inc. (BEN) advanced +1.04% to $31.97, trading at 72% of its 52-week range ($21.11 – $36.28). Solid steady margins (3% return on capital), mixed timing at 31x P/E—hold if owned, no rush to chase.
- ▸Technical Tape: Trading at 72% of its 52-week range ($21.11 – $36.28) with RSI-14 at 47.2 (NEUTRAL RANGE).
- ▸Volatility Profile: Historical 20-day realized swing band of ±5.2% around $31.97 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable C (Hold) backed by 52% gross margin and $911.6M annual free cash flow.
Live BEN Headlines & Catalysts
MARKET WIRETradingView • 1d ago
BEN Stock Price and Chart — NYSE:BENTradingView report covering Franklin Templeton Inc. (BEN) market action, institutional positioning, and fundamental catalysts.
MARKET WIREYahoo Finance • 1d ago
Franklin Templeton (BEN) Stock Could Be Cheap Despite Its 66% RunYahoo Finance report covering Franklin Templeton Inc. (BEN) market action, institutional positioning, and fundamental catalysts.
MARKET WIRESeeking Alpha • 1d ago
Franklin Templeton: Improving, But Not Yet Enough For A Buy (NYSE:BEN)Seeking Alpha report covering Franklin Templeton Inc. (BEN) market action, institutional positioning, and fundamental catalysts.
MARKET WIRE24/7 Wall St. • 1d ago
Franklin Templeton Just Launched ETFs That Turn Stock Dividends Into Bitcoin. Is That a Smarter Way to Own BTC?24/7 Wall St. report covering Franklin Templeton Inc. (BEN) market action, institutional positioning, and fundamental catalysts.
MARKET WIRESimply Wall St • 1d ago
Tokenized Fund Collateral Could Be A Game Changer For Franklin Templeton StockSimply Wall St report covering Franklin Templeton Inc. (BEN) market action, institutional positioning, and fundamental catalysts.
MARKET WIREStock Titan • 1d ago
The CEO of Franklin Templeton (BEN) gifts 32,625 shares to holdings by or for her children.Stock Titan report covering Franklin Templeton Inc. (BEN) market action, institutional positioning, and fundamental catalysts.
CATALYSTYahoo • 1d ago
KKR & Co. Inc. (KKR) Reports Next Week: Wall Street Expects Earnings GrowthKKR & Co. (KKR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
MARKET WIREYahoo • 1d ago
Benefit Street Partners Announces Closing of a $1.1 Billion CRE CLONEW YORK, November 02, 2026--Benefit Street Partners L.L.C. ("BSP") today announced the closing of BSPDF 2026-FL6 ("FL6"), a managed Commercial Real Estate Collateralized Loan Obligation totaling approximately $1.1 billi
CATALYSTYahoo • 1d ago
Franklin Templeton’s New ETFs Drip-Feed Investors BitcoinThe two funds, which begin with a 95/5 split between equities and bitcoin, automatically reinvest dividends in crypto.
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk
Scheduled RQD Strong Buys & Whale Accumulation Briefing (BEN Tape Review)
- ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
- ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
- ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
BEN // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +7.64%📐 HORIZONTAL RANGE
2026-11-03O $32.34H $32.34L $31.64C $31.97VOL 3.99M
RES: $36.00SUP: $29.71SMA50: $32.62SMA200: $30.34
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK
BEN Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Share Count & Dilution Monitor
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
Reverse-DCF Expectations Hurdle
24.2%/yr Implied 5Y Growth
vs. +3.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
Ellis Vennor Setup Ledger
No active Ellis Vennor swing setup published on BEN today. View full Setup Ledger →
🦋 Documented & Second-Order Butterfly Connections
Open Graph →
No direct multi-tier Butterfly edges indexed yet for BEN. Explore sector supply chains on /butterfly.
AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for BEN today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (BEN)
Financials Rank #230 of 1097
⚔️ OWL vs BEN Full Matrix →
1. Head-to-Head Financials Peer Comparison (BEN vs. OWL, TPG, CG, PS)
Industry: Investment Managers (79 Tracked Issuers)Across 1097 tracked Financials securities in the Roarable RQD universe, Franklin Templeton Inc. (BEN) ranks #230 by composite RQD confidence (65/100, grade C) and #132 by equity capitalization ($16.08B). Within this direct 5-issuer industry benchmark cohort, CG leads on earnings valuation at 17.9x trailing P/E, while OWL leads on capital efficiency and profitability with 6.3% ROIC and — gross margin. BEN currently leads its immediate peer cohort in composite quantitative strength at 65/100 (C).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| BEN
ACTIVE
Franklin Templeton Inc. | C | 65/100 | 31.3x | — | 3.0% | +1.04% | $16.08B | Benchmark Subject |
| OWL Blue Owl Capital Inc. | C | 65/100 | 53.1x | — | 6.3% | +2.81% | $16.11B | /owl-vs-ben → |
| TPG TPG Inc. | C- | 60/100 | 98.2x | — | 2.5% | +3.21% | $17.64B | /tpg-vs-ben → |
| CG The Carlyle Group Inc. | E | 33/100 | 17.9x | — | 5.4% | +2.19% | $14.32B | /cg-vs-ben → |
| PS Pershing Square Inc. | D+ | 54/100 | — | — | — | +2.10% | $18.26B | /ps-vs-ben → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-09-30 • CIK 0000038777 ↗In its most recent audited fiscal period (FY2025, filed 2025-09-30), Franklin Templeton Inc. (BEN) reported GAAP revenue of $8.77B (+3.5% vs. FY2024 revenue of $8.48B , and +11.7% cumulative change since FY2023) , GAAP net income of $524.9M, operating cash flow of $1.07B, and free cash flow of $911.6M (+14.8% YoY). On the balance sheet, BEN closed FY2025 with $32.55B in total assets against $8.17B in total debt (Altman Z-Score: N/A, Piotroski F-Score: 8/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-09-30 | $8.77B | $524.9M | $1.07B | $911.6M | $32.55B | $8.17B |
| FY2024 (FY) | 2024-09-30 | $8.48B | $464.8M | $971.3M | $794.2M | $32.39B | $7.67B |
| FY2023 (FY) | 2023-09-30 | $7.85B | $882.8M | $1.09B | $736.0M | $9.42B | $2.20B |
3. BEN Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs BEN stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-03, Franklin Templeton Inc. (NYSE: BEN) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 65/100 at a spot price of $31.97 (+1.04% 1D, market cap $16.08B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 11/20, SEC Balance-Sheet Forensics 15/20, FRED Macro Regime Fit 11/20, and Executive Insider Alignment 15/20. Across 1097 tracked Financials issuers, BEN ranks #230 in composite RQD confidence.
How does BEN compare to OWL and TPG in the Financials sector?
Within the Financials sector (Investment Managers), BEN carries a Roarable C (65/100 RQD), trailing P/E of 31.3x, gross margin of —, and ROIC of 3.0%. By comparison, OWL (Blue Owl Capital Inc.) holds a C grade (65/100 RQD, P/E 53.1x, ROIC 6.3%, cap $16.11B) and TPG (TPG Inc.) posts a C- grade (60/100 RQD, P/E 98.2x, ROIC 2.5%, cap $17.64B). Among the 5-stock peer group, CG leads on earnings multiple (17.9x) while OWL leads on capital efficiency (6.3% ROIC).
What are the biggest fundamental strengths and SEC risk factors for BEN?
Per BEN's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-09-30, CIK 0000038777), Franklin Templeton Inc. generated $8.77B in revenue (+3.5% YoY), $524.9M in net income, and $911.6M in free cash flow against $32.55B in total assets and $8.17B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.
Where is BEN trading relative to its 50-day, 200-day, and 52-week technical levels?
BEN last traded at $31.97 (+1.04% on volume of 3,908,393 shares), positioning the stock -1.99% below its 50-day simple moving average ($32.62) and +5.37% above its 200-day simple moving average ($30.34). Across its 52-week range of $21.11 to $36.28, BEN sits at the 71.6% percentile with a 14-day RSI of 47.2 (NEUTRAL RANGE) and an implied next-earnings move of ±5.2% ($30.31 to $33.63).
ROARABLE RATING BRIEF • RQD 65/100 (C)
✓ SEC XBRL & RQD VERIFIED
BEN — Franklin Templeton Inc.: What the Facts Mean to a Prospective Investor
Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-09-30
1. Roarable Rating Brief: What This Means to a Prospective Investor
Franklin Templeton Inc. (BEN) earns a live Roarable RQD composite score of 65/100, corresponding to a C letter grade (Roarable Hold) at a spot price of $31.97 (+1.04% 1D, market capitalization $16.08B).
- Fundamental Cash Engine (13/20): Anchored by return on invested capital (ROIC) of 3.0%, gross margin of —, operating margin of 6.9%, and free cash flow yield of 5.55%.
- Whale 13F & Options Flow (11/20) + Insider Conviction (15/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
- Macro Regime Fit (11/20) + Forensic Balance Sheet (15/20): Incorporates a 0.95x equity beta, Altman Z-Score of N/A, Piotroski F-Score of 8/9, and Debt/Equity of N/A.
2. Business Model, Unit Margins & SEC Financial Trajectory
Franklin Templeton Inc. Is a NYSE-listed issuer in the Financials sector, Investment Managers industry, per the SEC profile..4B.
In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-09-30), Franklin Templeton Inc. (BEN) reported $8.77B in annual revenue (up from $8.48B in FY2024, +3.5% YoY) and $524.9M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($7.85B revenue, $882.8M net income) through FY2025, BEN scaled operating cash flow to $1.07B and free cash flow to $911.6M, backed by $32.55B in total assets against $8.17B in total debt.
3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff
- 🐂 Primary Bull Case (C • RQD 65/100): Company leadership has skin in the game with net positive insider conviction. Clean SEC annual filing review with no major hidden accounting time-bombs. With Fundamental Cash Engine at 13/20 and Institutional Whale Flow at 11/20, sustained execution supports upside toward the upper end of the $21.11 – $36.28 52-week range.
- 🐻 Primary Bear Case & Valuation Risk: Broader market pullbacks can still drag down strong stocks in the short run. Investors must weigh 31.3x trailing P/E and 27.4x EV/EBITDA against 6.9% operating margins and a 0.95x macro beta.
4. 2nd-Order Butterfly Ripples & Key Questions to Watch
Operating in Investment Managers (Financials), BEN carries a macro regime beta of 0.95 and gross margin of —.
- Key Question #1: Can BEN sustain or expand its 6.9% operating margin and 3.0% ROIC against Investment Managers peers over the next 4 quarters?
- Key Question #2: Following FY2025 revenue of $8.77B and free cash flow of $911.6M, how will capital allocation balance growth reinvestment against $8.17B in total debt?
- Key Question #3: How sensitive is BEN's 29.1x forward P/E multiple to Financials capital spending cycles and macro interest-rate shifts (Beta 0.95x)?
BEN Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for Franklin Templeton Inc. (BEN) • Click "Debate This Headline" to argue it in the Roar Pit below
🟡 MARKET WIRE Yahoo Finance • 1d ago
META_TITLE_QUOTE Yahoo Finance report covering Franklin Templeton Inc. (BEN) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE TradingView • 1d ago
BEN Stock Price and Chart — NYSE:BEN TradingView report covering Franklin Templeton Inc. (BEN) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Yahoo Finance • 1d ago
Franklin Templeton (BEN) Stock Could Be Cheap Despite Its 66% Run Yahoo Finance report covering Franklin Templeton Inc. (BEN) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Seeking Alpha • 1d ago
Franklin Templeton: Improving, But Not Yet Enough For A Buy (NYSE:BEN) Seeking Alpha report covering Franklin Templeton Inc. (BEN) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE 24/7 Wall St. • 1d ago
Franklin Templeton Just Launched ETFs That Turn Stock Dividends Into Bitcoin. Is That a Smarter Way to Own BTC? 24/7 Wall St. report covering Franklin Templeton Inc. (BEN) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Simply Wall St • 1d ago
Tokenized Fund Collateral Could Be A Game Changer For Franklin Templeton Stock Simply Wall St report covering Franklin Templeton Inc. (BEN) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Stock Titan • 1d ago
The CEO of Franklin Templeton (BEN) gifts 32,625 shares to holdings by or for her children. Stock Titan report covering Franklin Templeton Inc. (BEN) market action, institutional positioning, and fundamental catalysts.
🟢 CATALYST Yahoo • 1d ago
KKR & Co. Inc. (KKR) Reports Next Week: Wall Street Expects Earnings Growth KKR & Co. (KKR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE
3 Active Posts & Replies
BEN Bull vs. Bear Conversation Board — What's Your Call at $31.97?
🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON BEN 🐻 33% BEARISH CONVICTION
MA MacroHawk_NYC RQD DEBATE OPENER • Cross-Asset Macro Desk 🐂 BULLISH
🎯 Target: $40.18 (+27.0%)
📌 Pinned Debate Strong balance-sheet forensics (Piotroski F 8/9, Altman Z 2.5) and a 4.16% dividend yield support the stock despite a 3% ROIC.
Strong balance-sheet forensics (Piotroski F 8/9, Altman Z 2.5) and a 4.16% dividend yield support the stock despite a 3% ROIC.. When you look under the hood at BEN, Fundamental Cash Engine is 13/20 with 0.0% gross margins and 3.0% ROIC. Bears are staring in the rearview mirror while institutional 13F flow (11/20) has been quietly accumulating below $36.28. My 12M target is $40.18.
SectorRotator 🐂 BULL
@MacroHawk_NYC Agree on the RQD 65/100 quality, though with 0.95 beta I'm scaling in with half-size at $31.64 and keeping dry powder in case we test $29.43.
CR CreditSpread_Watch RQD DEBATE OPENER • Balance Sheet Analyst 🐻 BEARISH
🎯 Target: $25.00 (-21.0%)
Spot @ $31.64 A 31.3x trailing P/E against a 3% ROIC and falling net income (from $882.8M to $524.9M) leaves limited valuation margin for error.
Here is the bear case nobody on the bull side wants to address on BEN: A 31.3x trailing P/E against a 3% ROIC and falling net income (from $882.8M to $524.9M) leaves limited valuation margin for error.. At 31.3x trailing P/E, even a small guidance miss in Investment Managers triggers a 12-15% air pocket.