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Franklin Universal Trust (FT) Competitors

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$7.34 -0.03 (-0.34%)
As of 10:24 AM Eastern
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FT vs. FDUS, BCSF, RMT, PFLT, and NMFC

Should you buy Franklin Universal Trust stock or one of its competitors? Franklin Universal Trust's main competitors and comparable companies include Fidus Investment (FDUS), Bain Capital Specialty Finance (BCSF), Royce Otc Micro (RMT), PennantPark Floating Rate Capital (PFLT), and New Mountain Finance (NMFC). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

How does Franklin Universal Trust compare to Fidus Investment?

Franklin Universal Trust (NYSE:FT) and Fidus Investment (NASDAQ:FDUS) are both small-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their earnings, institutional ownership, media sentiment, risk, analyst recommendations, dividends, valuation and profitability.

Fidus Investment has a consensus price target of $19.50, indicating a potential upside of 0.94%. Given Fidus Investment's stronger consensus rating and higher probable upside, analysts clearly believe Fidus Investment is more favorable than Franklin Universal Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Franklin Universal Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Fidus Investment
0 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

In the previous week, Franklin Universal Trust had 1 more articles in the media than Fidus Investment. MarketBeat recorded 1 mentions for Franklin Universal Trust and 0 mentions for Fidus Investment. Franklin Universal Trust's average media sentiment score of 1.08 beat Fidus Investment's score of 0.00 indicating that Franklin Universal Trust is being referred to more favorably in the media.

Company Overall Sentiment
Franklin Universal Trust Positive
Fidus Investment Neutral

Franklin Universal Trust pays an annual dividend of $0.47 per share and has a dividend yield of 6.4%. Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 8.9%. Fidus Investment pays out 82.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

28.1% of Fidus Investment shares are held by institutional investors. 7.8% of Franklin Universal Trust shares are held by company insiders. Comparatively, 0.9% of Fidus Investment shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Franklin Universal Trust has a beta of 0.64, indicating that its stock price is 36% less volatile than the broader market. Comparatively, Fidus Investment has a beta of 0.67, indicating that its stock price is 33% less volatile than the broader market.

Fidus Investment has a net margin of 45.36% compared to Franklin Universal Trust's net margin of 0.00%. Fidus Investment's return on equity of 10.87% beat Franklin Universal Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Franklin Universal TrustN/A N/A N/A
Fidus Investment 45.36%10.87%5.64%

Fidus Investment has higher revenue and earnings than Franklin Universal Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Franklin Universal TrustN/AN/AN/AN/AN/A
Fidus Investment$155.87M4.70$82.40M$2.099.24

Summary

Fidus Investment beats Franklin Universal Trust on 9 of the 13 factors compared between the two stocks.

How does Franklin Universal Trust compare to Bain Capital Specialty Finance?

Franklin Universal Trust (NYSE:FT) and Bain Capital Specialty Finance (NYSE:BCSF) are both small-cap finance companies, but which is the better business? We will compare the two companies based on the strength of their risk, analyst recommendations, media sentiment, earnings, profitability, institutional ownership, dividends and valuation.

Franklin Universal Trust has a beta of 0.64, meaning that its share price is 36% less volatile than the broader market. Comparatively, Bain Capital Specialty Finance has a beta of 0.58, meaning that its share price is 42% less volatile than the broader market.

Franklin Universal Trust pays an annual dividend of $0.47 per share and has a dividend yield of 6.4%. Bain Capital Specialty Finance pays an annual dividend of $1.68 per share and has a dividend yield of 15.0%. Bain Capital Specialty Finance pays out 169.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Bain Capital Specialty Finance has raised its dividend for 4 consecutive years. Bain Capital Specialty Finance is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Bain Capital Specialty Finance has a net margin of 24.22% compared to Franklin Universal Trust's net margin of 0.00%. Bain Capital Specialty Finance's return on equity of 10.40% beat Franklin Universal Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Franklin Universal TrustN/A N/A N/A
Bain Capital Specialty Finance 24.22%10.40%4.33%

In the previous week, Bain Capital Specialty Finance had 1 more articles in the media than Franklin Universal Trust. MarketBeat recorded 2 mentions for Bain Capital Specialty Finance and 1 mentions for Franklin Universal Trust. Franklin Universal Trust's average media sentiment score of 1.08 beat Bain Capital Specialty Finance's score of -0.79 indicating that Franklin Universal Trust is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Franklin Universal Trust
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Bain Capital Specialty Finance
0 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Negative

Bain Capital Specialty Finance has higher revenue and earnings than Franklin Universal Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Franklin Universal TrustN/AN/AN/AN/AN/A
Bain Capital Specialty Finance$273.24M2.65$98.76M$0.9911.29

Bain Capital Specialty Finance has a consensus price target of $12.60, indicating a potential upside of 12.70%. Given Bain Capital Specialty Finance's stronger consensus rating and higher probable upside, analysts clearly believe Bain Capital Specialty Finance is more favorable than Franklin Universal Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Franklin Universal Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Bain Capital Specialty Finance
1 Sell rating(s)
3 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.75

Summary

Bain Capital Specialty Finance beats Franklin Universal Trust on 9 of the 12 factors compared between the two stocks.

How does Franklin Universal Trust compare to Royce Otc Micro?

Royce Otc Micro (NYSE:RMT) and Franklin Universal Trust (NYSE:FT) are both small-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, earnings, analyst recommendations, risk, profitability, dividends, media sentiment and valuation.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Royce Otc MicroN/AN/AN/AN/AN/A
Franklin Universal TrustN/AN/AN/AN/AN/A

Royce Otc Micro has a beta of 1.18, meaning that its share price is 18% more volatile than the broader market. Comparatively, Franklin Universal Trust has a beta of 0.64, meaning that its share price is 36% less volatile than the broader market.

Royce Otc Micro pays an annual dividend of $0.87 per share and has a dividend yield of 6.5%. Franklin Universal Trust pays an annual dividend of $0.47 per share and has a dividend yield of 6.4%.

In the previous week, Franklin Universal Trust had 1 more articles in the media than Royce Otc Micro. MarketBeat recorded 1 mentions for Franklin Universal Trust and 0 mentions for Royce Otc Micro. Franklin Universal Trust's average media sentiment score of 1.08 beat Royce Otc Micro's score of 0.00 indicating that Franklin Universal Trust is being referred to more favorably in the news media.

Company Overall Sentiment
Royce Otc Micro Neutral
Franklin Universal Trust Positive

Company Net Margins Return on Equity Return on Assets
Royce Otc MicroN/A N/A N/A
Franklin Universal Trust N/A N/A N/A

35.0% of Royce Otc Micro shares are held by institutional investors. 0.2% of Royce Otc Micro shares are held by company insiders. Comparatively, 7.8% of Franklin Universal Trust shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Summary

Royce Otc Micro and Franklin Universal Trust tied by winning 3 of the 6 factors compared between the two stocks.

How does Franklin Universal Trust compare to PennantPark Floating Rate Capital?

Franklin Universal Trust (NYSE:FT) and PennantPark Floating Rate Capital (NYSE:PFLT) are both small-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their valuation, earnings, media sentiment, institutional ownership, analyst recommendations, profitability, dividends and risk.

19.8% of PennantPark Floating Rate Capital shares are held by institutional investors. 7.8% of Franklin Universal Trust shares are held by insiders. Comparatively, 1.0% of PennantPark Floating Rate Capital shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

In the previous week, Franklin Universal Trust and Franklin Universal Trust both had 1 articles in the media. PennantPark Floating Rate Capital's average media sentiment score of 1.49 beat Franklin Universal Trust's score of 1.08 indicating that PennantPark Floating Rate Capital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Franklin Universal Trust
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
PennantPark Floating Rate Capital
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

PennantPark Floating Rate Capital has a consensus target price of $9.80, indicating a potential upside of 39.11%. Given PennantPark Floating Rate Capital's stronger consensus rating and higher possible upside, analysts clearly believe PennantPark Floating Rate Capital is more favorable than Franklin Universal Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Franklin Universal Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
PennantPark Floating Rate Capital
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.50

PennantPark Floating Rate Capital has a net margin of 18.53% compared to Franklin Universal Trust's net margin of 0.00%. PennantPark Floating Rate Capital's return on equity of 10.24% beat Franklin Universal Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Franklin Universal TrustN/A N/A N/A
PennantPark Floating Rate Capital 18.53%10.24%3.88%

Franklin Universal Trust pays an annual dividend of $0.47 per share and has a dividend yield of 6.4%. PennantPark Floating Rate Capital pays an annual dividend of $0.96 per share and has a dividend yield of 13.6%. PennantPark Floating Rate Capital pays out 188.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

PennantPark Floating Rate Capital has higher revenue and earnings than Franklin Universal Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Franklin Universal TrustN/AN/AN/AN/AN/A
PennantPark Floating Rate Capital$61.93M11.29$66.36M$0.5113.81

Franklin Universal Trust has a beta of 0.64, indicating that its share price is 36% less volatile than the broader market. Comparatively, PennantPark Floating Rate Capital has a beta of 0.78, indicating that its share price is 22% less volatile than the broader market.

Summary

PennantPark Floating Rate Capital beats Franklin Universal Trust on 11 of the 13 factors compared between the two stocks.

How does Franklin Universal Trust compare to New Mountain Finance?

New Mountain Finance (NASDAQ:NMFC) and Franklin Universal Trust (NYSE:FT) are both small-cap finance companies, but which is the better investment? We will compare the two companies based on the strength of their media sentiment, analyst recommendations, valuation, dividends, profitability, earnings, institutional ownership and risk.

Franklin Universal Trust has a net margin of 0.00% compared to New Mountain Finance's net margin of -16.78%. New Mountain Finance's return on equity of 10.94% beat Franklin Universal Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
New Mountain Finance-16.78% 10.94% 4.58%
Franklin Universal Trust N/A N/A N/A

New Mountain Finance has a beta of 0.57, suggesting that its stock price is 43% less volatile than the broader market. Comparatively, Franklin Universal Trust has a beta of 0.64, suggesting that its stock price is 36% less volatile than the broader market.

New Mountain Finance has higher earnings, but lower revenue than Franklin Universal Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
New Mountain Finance-$53.58M-12.43$16.49M-$0.47N/A
Franklin Universal TrustN/AN/AN/AN/AN/A

New Mountain Finance currently has a consensus price target of $8.25, suggesting a potential upside of 16.97%. Given New Mountain Finance's stronger consensus rating and higher possible upside, analysts plainly believe New Mountain Finance is more favorable than Franklin Universal Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
New Mountain Finance
1 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.80
Franklin Universal Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

32.1% of New Mountain Finance shares are held by institutional investors. 14.9% of New Mountain Finance shares are held by insiders. Comparatively, 7.8% of Franklin Universal Trust shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

In the previous week, New Mountain Finance had 3 more articles in the media than Franklin Universal Trust. MarketBeat recorded 4 mentions for New Mountain Finance and 1 mentions for Franklin Universal Trust. Franklin Universal Trust's average media sentiment score of 1.08 beat New Mountain Finance's score of 0.99 indicating that Franklin Universal Trust is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
New Mountain Finance
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Franklin Universal Trust
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

New Mountain Finance pays an annual dividend of $1.00 per share and has a dividend yield of 14.2%. Franklin Universal Trust pays an annual dividend of $0.47 per share and has a dividend yield of 6.4%. New Mountain Finance pays out -212.8% of its earnings in the form of a dividend.

Summary

New Mountain Finance beats Franklin Universal Trust on 9 of the 13 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding FT and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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FT vs. The Competition

MetricFranklin Universal TrustCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$184.33M$5.37B$13.85B$23.08B
Dividend Yield6.35%7.49%5.94%3.62%
P/E RatioN/A29.9825.3528.25
Price / SalesN/A1,254.36519.4891.30
Price / CashN/A47.8530.0819.33
Price / BookN/A3.522.734.72
Net IncomeN/A$417.39M$1.31B$1.07B
7 Day Performance-1.66%0.40%0.12%-1.11%
1 Month Performance-6.20%-1.30%0.08%-4.16%
1 Year Performance-6.50%1.78%8.09%8.58%

Franklin Universal Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FT
Franklin Universal Trust
N/A$7.34
-0.3%
N/A-6.2%$184.33MN/AN/AN/A
FDUS
Fidus Investment
1.3033 of 5 stars
$19.25
+0.7%
$19.50
+1.3%
-6.9%$725.69M$155.87M9.21N/A
BCSF
Bain Capital Specialty Finance
2.46 of 5 stars
$11.10
+0.2%
$12.75
+14.9%
-25.4%$718.09M$273.24M11.211,000
RMT
Royce Otc Micro
N/A$13.35
+1.3%
N/A+28.7%$714.24MN/AN/AN/A
PFLT
PennantPark Floating Rate Capital
4.2855 of 5 stars
$7.03
+0.1%
$9.80
+39.5%
-28.2%$696.51M$261.43M13.77658

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This page (NYSE:FT) was last updated on 9/21/2026 by MarketBeat.com Staff.
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