Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
FT
BUYREMOVEFranklin Universal Trust · Financial Services · United States · $202M · Avg Vol: $345K/d
Franklin Universal Trust is a closed-end fund investing in high-yield bonds and utility stocks. It is a passive income vehicle with no economic moat, no pricing power, and no alignment with our macro themes.
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 |
|---|---|---|---|---|---|---|
| Revenue | 32M | -7M | -3M | 35M | — | 3.4% |
| EPS | — | -0.29 | -0.15 | 1.35 | 0.77 | -43.0% |
| Shares | — | 25M | 25M | 25M | 25M | 0.0% |
| Debt | — | 65M | 65M | 65M | 60M | -2.6% |
| Equity | — | 224M | 203M | 185M | 206M | -2.8% |
| Op CF | — | 11M | 16M | 12M | 18M | 18.1% |
| Inv CF | — | — | — | — | — | — |
| Fin CF | — | -10M | -15M | -14M | -18M | — |
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) | $202M | 73 | BUY |
| ERC | Allspring Multi-Sector Income Fund | $255M | 73 | BUY |
| ECF | Ellsworth Growth and Income Fund Ltd. | $183M | 76 | BUY |
| GLO | Clough Global Opportunities Fund | $257M | 74 | BUY |
| EVG | Eaton Vance Short Duration Diversified Income Fund | $145M | 73 | BUY |
| EHI | Western Asset Global High Income Fund Inc. | $181M | 67 | BUY |
| GGT | The Gabelli Multimedia Trust Inc. | $181M | 66 | BUY |
| TPVG | TriplePoint Venture Growth BDC Corp. | $225M | 66 | BUY |
| GLQ | Clough Global Equity Fund | $162M | 77 | BUY |
| BCV | Bancroft Fund Ltd. | $153M | 77 | BUY |
Peer medians: ROE 10.8% · P/E 13.6x · Gross margin 0.0%