Franklin Universal Trust (FT) Fundamental Analysis: Revenue, Earnings & Valuation

2.77 / 10

Underperform

Fundamentally, FT scores 2.8/10 (underperform). Gross margin is healthy (0.5), but price‑to‑sales is high (141.98) and net profit margin is negative (‑4.19%). Asset‑to‑market and revenue‑to‑market ratios are modest, indicating defensive characteristics.

Analysis Checks(6/10)

Revenue-MV

Value-0.10

Score2/3

Weight8.43%

1M Return1.50%

PS

Value141.98

Score1/3

Weight4.58%

1M Return0.79%

Profit-MV

Value0.43

Score2/3

Weight7.66%

1M Return1.53%

Non-current assets / Total assets (%)

Value52.77

Score1/3

Weight10.50%

1M Return1.83%

GMAR

Value0.50

Score2/3

Weight4.28%

1M Return0.77%

NPM

Value-4.19

Score2/3

Weight8.93%

1M Return1.55%

Operating revenue (YoY growth rate %)

Value405.36

Score1/3

Weight8.90%

1M Return1.53%

Asset-MV

Value-0.43

Score2/3

Weight23.52%

1M Return4.20%

Inventory turnover days

Value389.25

Score3/3

Weight11.37%

1M Return1.93%

Current assets / Total assets (%)

Value47.71

Score1/3

Weight11.85%

1M Return1.95%

Is FT fundamentally strong?

FT scores 2.77/10 on fundamentals and holds a Premium valuation at present. Backed by its 9.18% ROE, 125.95% net margin, 10.39 P/E ratio, 0.94 P/B ratio, and 0.00% earnings growth, these metrics solidify its Underperform investment rating.