FT
HoldUnloved QualityFranklin Universal Trust · Financial Services · United States · $201M · Avg Vol: $450K/d
Unloved Quality: Strong and cheap, but the market has not turned yet. Patience required.
ABOUT FRANKLIN UNIVERSAL TRUST
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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% | — |
| 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 | 54 | Hold |
| VPV | Invesco Pennsylvania Value Municipal Income Trust | $194M | 53 | Hold |
| SABA | Saba Capital Income & Opportunities Fund II | $213M | 51 | Hold |
| SCM | Stellus Capital Investment Corporation | $222M | 58 | Hold |
| ERC | Allspring Multi-Sector Income Fund | $245M | 56 | Hold |
| BSL | Blackstone Senior Floating Rate 2027 Term Fund | $168M | 52 | Hold |
| FLC | Flaherty & Crumrine Total Return Fund Inc. | $166M | 57 | Hold |
| DHF | BNY Mellon High Yield Strategies Fund | $162M | 56 | Hold |
| EHI | Western Asset Global High Income Fund Inc. | $165M | 57 | Hold |
| GGT | The Gabelli Multimedia Trust Inc. | $199M | 61 | Hold |
Peer medians: ROE 9.6% · P/E 12.7x · Gross margin 100.0%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.