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BEN Stock Analysis

Data source: Trade-Ideas Alerts | 11 alerts analyzed | Backtest period: 2022-01-14 → 2024-12-20

⚠️ Small sample size (11 alerts). Statistics may have high variance. Interpret with caution.

🏢 Company Profile

Franklin Resources, Inc. INVESTMENT ADVICE (SIC 6282)
📍 NYSE 📅 IPO: Sep 23, 1983 🔗 www.franklinresources.com
💰 Market Cap: $13.20B 👥 Employees: 9,800
Franklin Resources provides investment services for individual and institutional investors. At the end of July 2025, Franklin had $1.617 trillion in managed assets, composed primarily of equity (41%), fixed-income (27%), multi-asset/balanced (11%) funds, alternatives (16%) and money market funds (5%). Distribution tends to be weighted between retail investors (56% of AUM) and institutional accounts (41%), with high-net-worth clients accounting for the remainder. Franklin is one of the more global of the US-based asset managers we cover, with 31% of its assets under management invested in global/international strategies and just as much sourced from clients domiciled outside the United States.
📊
11
Total Alerts
🎯
63.6%
Win Rate (15MIN)
💰
+0.44%
Avg Gain (15MIN)
🚀
+2.25%
Avg MFE (Max Potential)

📈 Performance by Timeframe

5MIN

Win Rate: 36.4%
Avg Gain: +0.06%
Avg Winner: +1.52%
Avg Loser: -0.77%
Best: +4.07%
Worst: -1.97%
Trades: 4/7

15MIN

Win Rate: 63.6%
Avg Gain: +0.44%
Avg Winner: +1.32%
Avg Loser: -1.09%
Best: +4.77%
Worst: -1.72%
Trades: 7/4

30MIN

Win Rate: 63.6%
Avg Gain: +0.77%
Avg Winner: +1.78%
Avg Loser: -1.01%
Best: +5.43%
Worst: -1.90%
Trades: 7/4

60MIN

Win Rate: 45.5%
Avg Gain: +0.84%
Avg Winner: +2.88%
Avg Loser: -0.85%
Best: +5.30%
Worst: -1.67%
Trades: 5/6

EOD (End of Day)

Win Rate: 54.5%
Avg Gain: +0.51%
Avg Winner: +2.16%
Avg Loser: -1.47%
Best: +4.31%
Worst: -3.98%
Trades: 6/5

🚀 Max Favorable / Adverse Excursion (MFE/MAE)

Institutional-grade metrics showing the maximum profit potential and risk for each alert.

📈 MFE (Max Profit Potential)

Average MFE: +2.25%
Best MFE: +6.47%
Avg Time to MFE: 116 min

On average, BEN alerts reach +2.25% profit potential within 116 minutes.

📉 MAE (Max Drawdown Risk)

Average MAE: -0.67%
Worst MAE: -3.03%
Avg Time to MAE: 10 min

Before reaching MFE, expect an average drawdown of 0.67%.

⚖️ Risk/Reward Ratio

3.35:1

Excellent risk/reward - potential gain is 3.35x the typical drawdown.

💡 Trading Insight: Based on 11 alerts, BEN typically reaches +2.25% profit before pulling back. Consider setting profit targets around 1.8% to capture most of the move.

🌅 Premarket Gap Analysis (9:25 → 9:30)

Total Gaps Analyzed 11
Gap Up % 45.5%
Avg Gap +0.09%
Best Gap +4.74%

🏭 Sector Comparison: INVESTMENT ADVICE

How BEN compares to 30 other tickers in the same sector.

5-Min Gain
BEN: +0.06% Sector: -0.13% +0.19%
EOD Gain
BEN: +0.51% Sector: +3.47% -2.97%
Avg MFE
BEN: +2.25% Sector: +1.91% +0.33%

📋 Last 20 Alerts

Historical BEN alerts with performance metrics calculated from 1-minute price data. Each row shows the actual price movement at different timeframes after the alert.

Date Time Price 5min 15min 30min 60min EOD MFE MAE Gap Result
2024-12-20 09:29:52 $19.96 +1.48% +1.70% +2.05% +3.16% +2.66% +4.78% -0.10% +0.10% WIN
2024-12-05 09:25:39 $22.64 -0.64% +0.22% -0.31% -0.49% -1.06% +0.44% -1.10% +0.09% LOSS
2024-08-02 09:25:57 $21.91 -0.64% -0.87% -0.50% -1.51% -0.14% +0.55% -0.14% +0.05% LOSS
2023-07-28 09:25:00 $28.29 +4.07% +4.77% +5.43% +5.30% +4.31% +6.47% +1.77% +4.74% WIN
2022-10-04 09:25:00 $22.8 +0.44% +0.53% +0.70% +0.75% +2.72% +2.81% +0.04% +0.44% WIN
2022-04-25 09:25:00 $26.37 -1.14% -1.33% -1.90% -1.67% +0.99% +1.00% -3.03% -0.57% LOSS
2022-02-14 09:25:00 $30.72 -0.26% +0.49% +0.29% -0.49% -1.04% +0.85% -0.42% -0.39% LOSS
2022-02-11 09:25:00 $31.9 -1.97% -1.72% -1.32% -0.85% -3.98% -0.60% -2.16% -1.91% LOSS
2022-02-10 09:25:00 $31.28 -0.74% +0.54% +2.14% +3.90% +0.35% +5.59% -1.05% -1.05% LOSS
2022-02-08 09:25:00 $31.3 -0.02% -0.43% +0.34% -0.13% -1.15% +0.50% -0.56% -0.29% LOSS
2022-01-14 09:25:00 $34.6 +0.09% +0.95% +1.50% +1.27% +1.94% +2.31% -0.61% -0.20% WIN

Table Metrics Explained:

  • 5min/15min/30min/60min/EOD: Price change at each timeframe (calculated from real minute-by-minute data)
  • MFE: Maximum Favorable Excursion - highest profit potential reached during the day
  • MAE: Maximum Adverse Excursion - worst drawdown experienced before reaching MFE
  • Gap: Premarket price gap from 9:25 AM to 9:30 AM market open
  • Result: WIN if 5min change > 0%, LOSS otherwise

🚀 Beat the 63.6% Baseline on BEN

The 63.6% win rate is just the raw starting point. Launch the app to apply filters (Volume, RSI, Time) and see if you can push BEN's performance to 75%+.

Optimize BEN Strategy →

Why Analyze BEN with FILTRIX?

🛡️ Realistic Entry Simulation

We don't inflate stats. Our analysis tracks only the first alert of the day for BEN. This simulates a true "Gap & Go" entry at pre-market hours (9:25-9:30 AM), avoiding the trap of chasing a stock that has already extended.

💰 Max Potential (MFE) Analysis

How much is left in the move? On winning days, BEN historically offers an average upside of +2.25% intraday. Our data helps you distinguish between a quick scalp and a runner.

📊 BEN Momentum Personality

With a baseline win rate of 63.6%, BEN shows strong follow-through, making it a prime candidate for momentum strategies.

⏱️ Optimized Exit Timing

Don't guess when to sell. Our backtests show BEN performs best on the 15MIN timeframe (Avg Gain: +0.44%), signaling that gains often fade later in the session.