Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
FT
HOLDFranklin Universal Trust · Financial Services · United States · $201M · Avg Vol: $253K/d
COMPANY DESCRIPTION
Franklin Universal Trust is a closed-end management investment company managed by Franklin Advisers, Inc., focusing on high-yield corporate bonds and utility stocks. The fund's primary investment objective is to provide high current income, with a secondary objective of capital appreciation. Its competitive position is backed by Franklin Templeton's extensive global research capabilities and institutional-grade credit analysis.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|---|
| Revenue | 31.6M | -6.5M | -3.0M | 35.0M | — | 3.4% | 15.3M |
| EPS | 1.23 | -0.29 | -0.15 | 1.35 | 0.77 | -11.0% | 1.30 |
| Shares | 25.1M | 25.1M | 25.1M | 25.1M | — | 0.0% | 25.1M |
| Debt | 64.9M | 65.0M | 65.0M | 60.0M | — | -2.6% | 60.0M |
| Equity | 224.2M | 203.1M | 184.9M | 206.2M | — | -2.8% | — |
| Op CF | 10.8M | 16.3M | 11.5M | 17.8M | — | 18.1% | 12.8M |
| Inv CF | — | — | — | — | — | — | — |
| Fin CF | -10.4M | -14.9M | -14.4M | -17.8M | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of FT are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| FT | Franklin Universal Trust(you) | $201M | 62 | HOLD |
| VPV | Invesco Pennsylvania Value Municipal Income Trust | $194M | 60 | HOLD |
| WIA | Western Asset Inflation-Linked Income Fund | $185M | 66 | BUY |
| FTF | Franklin Limited Duration Income Trust | $233M | 60 | HOLD |
| ERC | Allspring Multi-Sector Income Fund | $255M | 62 | HOLD |
| GGT | The Gabelli Multimedia Trust Inc. | $170M | 65 | HOLD |
| TPVG | TriplePoint Venture Growth BDC Corp. | $180M | 58 | HOLD |
| DHF | BNY Mellon High Yield Strategies Fund | $171M | 58 | HOLD |
| EOD | Wells Fargo Advantage Funds - Allspring Global Dividend Opportunity Fund | $276M | 61 | HOLD |
| BANX | ArrowMark Financial Corp. | $190M | 70 | BUY |
Peer medians: ROE 9.5% · P/E 13.9x · Gross margin 100.0%