BENNEUTRAL

BEN Return on Equity (ROE) Analysis

7.9%

Updated 1755h ago·SEC filings & market data

Key Takeaway

Return on Equity (ROE) measures how much profit a company generates from each dollar of shareholders' equity, and BEN's current 7.9% means it earns $0.079 for each dollar of equity.

Sector Performance

31th percentile

BEN

7.9%

Sector Median

13.2%

Sector Avg

16.4%

Prior Period

6.7%(Jul 2026)

↑ Improving
📊

Deep Analysis

Return on Equity (ROE) measures how much profit a company generates from each dollar of shareholders' equity, and BEN's current 7.9% means it earns $0.079 for each dollar of equity.

This sits below the sector median of 13.9%, placing the company at the 30th percentile among peer companies. The year-over-year change is not available, but quarter-over-quarter ROE improved by +17.9% to 7.9% from 6.7% in the prior quarter, while the 8-quarter trend direction is also not available. That combination — a level below most peers with a recent quarterly gain — hints at a possible turnaround, but the missing longer-term trend leaves that uncertain. For risk, the low ROE signals weaker profitability than competitors, yet the upward quarterly move offers a chance for improvement. This mixed picture directly supports the overall NEUTRAL verdict, as the below-median level is countered by the positive quarter-over-quarter change.

Frequently Asked Questions

What does the Return on Equity (ROE) tell investors about BEN?

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.

How is the Return on Equity (ROE) calculated?

Return on Equity (ROE) is calculated as: Net Income / Shareholders' Equity.

The Formula

Net Income / Shareholders' Equity

Why It Matters

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.

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BEN

7.9%

Sector Median

13.2%

Sector Avg

16.4%

How BEN's Return on Equity (ROE) compares to sector peers.

Not financial advice. Research tool only. Data may be delayed.