Sirius Investors

Market Capitalization & Enterprise Value

Research-grade valuation history for BEN. Track market capitalization versus enterprise value to see the impact of net debt and share changes. Use the interactive chart to explore different horizons; the table updates accordingly to support auditability and export.

Market Cap & Enterprise Value

Comparison of market capitalization and enterprise value over time

Market Cap

Market Capitalization = Stock Price × Number of Shares Outstanding. Represents the total value of a company's equity.
10.27B
45.3x increase over period
CAGR: +10.26%
Compound Annual Growth Rate - The mean annual growth rate over time, accounting for compounding effects.

Enterprise Value

Enterprise Value = Market Cap + Total Debt - Cash and Cash Equivalents. Represents the total value of a company including its debt.
18.94B
83.4x increase over period
CAGR: +12.00%
Compound Annual Growth Rate - The mean annual growth rate over time, accounting for compounding effects.

Market Cap History

Enterprise Value Data

DateMarket CapEnterprise ValueStock PriceShares
Sep 30, 202410.27B18.94B$20.15509.50M
Sep 30, 202312.04B19.39B$24.58490.00M
Sep 30, 202210.52B15.10B$21.52488.70M
Sep 30, 202114.56B17.50B$29.72489.90M
Sep 30, 202010.01B12.46B$20.35491.90M
Sep 30, 201914.53B9.32B$28.86503.60M
Sep 30, 201816.39B10.20B$30.49537.40M
Sep 30, 201724.87B17.22B$44.51558.80M
Sep 30, 201620.77B14.37B$35.57583.80M
Sep 30, 201522.91B16.69B$37.26614.80M
Sep 30, 201434.12B28.67B$54.61624.80M
Sep 30, 201332.00B27.98B$50.55633.10M
Sep 30, 201226.91B23.63B$41.95641.40M
Sep 30, 201121.14B18.23B$31.88663.12M
Sep 30, 201024.17B21.16B$35.63678.31M
Sep 30, 200923.17B20.25B$33.53691.00M
Sep 30, 200820.84B18.65B$29.38709.19M
Sep 30, 200732.51B29.78B$43.48747.59M
Sep 30, 200626.97B24.22B$35.25765.13M
Sep 30, 200521.04B19.42B$27.99751.87M
Sep 30, 200413.88B12.43B$18.59746.48M
Sep 30, 200311.23B11.29B$14.74761.86M
Sep 30, 20028.11B7.73B$10.37781.99M
Sep 30, 20018.53B8.51B$11.26757.38M
Sep 30, 200010.95B10.58B$14.81739.59M
Sep 30, 19997.72B7.30B$10.19757.48M
Sep 30, 19987.55B7.61B$9.96758.26M
Sep 30, 199711.75B11.92B$15.52757.09M
Sep 30, 19965.47B5.37B$7.37742.58M
Sep 30, 19954.78B4.99B$6.40747.07M
Sep 30, 19943.13B3.39B$4.15753.92M
Sep 30, 19934.08B4.28B$5.47745.14M
Sep 30, 19922.26B2.42B$3.22702.45M
Sep 30, 19911.41B1.41B$2.01701.43M
Sep 30, 19901.09B1.09B$1.55705.79M
Sep 30, 19891.02B1.03B$1.47693.53M
Sep 30, 1988572.24M574.84M$0.81710.36M
Sep 30, 1987569.37M572.97M$0.81706.80M
Sep 30, 1986550.29M556.99M$0.80687.86M
Sep 30, 1985226.66M227.06M$0.34675.00M

Enterprise Value Analysis

Price Change (Sep 2023 to Sep 2024)

The stock price has decreased from Sep 2023 to Sep 2024.
-18.02%

Recent Volatility

The stock price has been relatively volatile over the last 5 periods, indicating a higher risk profile.
0.29

Risk-Adjusted Return

The stock's returns compensate somewhat for its risk, suggesting a moderate investment opportunity.
0.13

Market Cap Change (Sep 2023 to Sep 2024)

The company's market capitalization has decreased from Sep 2023 to Sep 2024.
-14.76%

Enterprise Value Change (Sep 2023 to Sep 2024)

The company's enterprise value has decreased from Sep 2023 to Sep 2024, suggesting a decline in the company's total economic value.
-2.32%

Market Cap vs. Enterprise Value

A higher enterprise value growth rate compared to market cap growth could indicate that the company is investing heavily in growth initiatives or taking on more debt.
EV Growth > Market Cap Growth

Market Cap CAGR

The Compound Annual Growth Rate (CAGR) of market capitalization represents the mean annual growth rate over the entire available history (40 periods), accounting for compounding effects.
10.26%

Enterprise Value CAGR

The Compound Annual Growth Rate (CAGR) of enterprise value represents the mean annual growth rate over the entire available history (40 periods), accounting for compounding effects.
12.00%