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Franklin Universal Trust (FT) Competitors

Franklin Universal Trust logo
$7.94 -0.01 (-0.14%)
As of 10:02 AM Eastern
This is a fair market value price provided by Massive. Learn more.

FT vs. PHK, NMFC, PEO, BTO, and RMT

Should you buy Franklin Universal Trust stock or one of its competitors? MarketBeat compares Franklin Universal Trust with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Franklin Universal Trust include PIMCO High Income Fund (PHK), New Mountain Finance (NMFC), Adams Natural Resources Fund (PEO), John Hancock Financial Opportunities Fund (BTO), and Royce Otc Micro (RMT). These companies are all part of the "financial services" industry.

How does Franklin Universal Trust compare to PIMCO High Income Fund?

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

Franklin Universal Trust has a beta of 0.67, suggesting that its stock price is 33% less volatile than the broader market. Comparatively, PIMCO High Income Fund has a beta of 0.6, suggesting that its stock price is 40% less volatile than the broader market.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Franklin Universal TrustN/AN/AN/AN/AN/A
PIMCO High Income FundN/AN/AN/AN/AN/A

Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.4%. PIMCO High Income Fund pays an annual dividend of $0.58 per share and has a dividend yield of 12.9%.

11.8% of PIMCO High Income Fund shares are held by institutional investors. 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.

Company Net Margins Return on Equity Return on Assets
Franklin Universal TrustN/A N/A N/A
PIMCO High Income Fund N/A N/A N/A

In the previous week, Franklin Universal Trust had 2 more articles in the media than PIMCO High Income Fund. MarketBeat recorded 2 mentions for Franklin Universal Trust and 0 mentions for PIMCO High Income Fund. Franklin Universal Trust's average media sentiment score of 0.78 beat PIMCO High Income Fund'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
PIMCO High Income Fund Neutral

Summary

Franklin Universal Trust beats PIMCO High Income Fund on 4 of the 6 factors compared between the two stocks.

How does Franklin Universal Trust compare to New Mountain Finance?

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

Franklin Universal Trust has a beta of 0.67, meaning that its stock price is 33% less volatile than the broader market. Comparatively, New Mountain Finance has a beta of 0.57, meaning that its stock price is 43% less volatile than the broader market.

New Mountain Finance has a consensus target price of $9.25, suggesting a potential upside of 16.13%. Given New Mountain Finance's stronger consensus rating and higher probable upside, analysts clearly believe New Mountain 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
New Mountain Finance
1 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.86

Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.4%. New Mountain Finance pays an annual dividend of $1.28 per share and has a dividend yield of 16.1%. New Mountain Finance pays out -220.7% of its earnings in the form of a dividend.

32.1% of New Mountain Finance shares are owned by institutional investors. 7.8% of Franklin Universal Trust shares are owned by insiders. Comparatively, 14.9% of New Mountain Finance shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

New Mountain 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
New Mountain Finance$327.08M2.30$16.49M-$0.58N/A

Franklin Universal Trust has a net margin of 0.00% compared to New Mountain Finance's net margin of -18.65%. New Mountain Finance's return on equity of 11.14% 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
New Mountain Finance -18.65%11.14%4.63%

In the previous week, New Mountain Finance had 4 more articles in the media than Franklin Universal Trust. MarketBeat recorded 6 mentions for New Mountain Finance and 2 mentions for Franklin Universal Trust. Franklin Universal Trust's average media sentiment score of 0.78 beat New Mountain Finance's score of 0.44 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
1 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
2 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

New Mountain Finance beats Franklin Universal Trust on 10 of the 13 factors compared between the two stocks.

How does Franklin Universal Trust compare to Adams Natural Resources Fund?

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

Adams Natural Resources Fund pays an annual dividend of $2.01 per share and has a dividend yield of 7.5%. Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.4%.

Company Net Margins Return on Equity Return on Assets
Adams Natural Resources FundN/A N/A N/A
Franklin Universal Trust N/A N/A N/A

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Adams Natural Resources FundN/AN/AN/AN/AN/A
Franklin Universal TrustN/AN/AN/AN/AN/A

In the previous week, Franklin Universal Trust had 2 more articles in the media than Adams Natural Resources Fund. MarketBeat recorded 2 mentions for Franklin Universal Trust and 0 mentions for Adams Natural Resources Fund. Franklin Universal Trust's average media sentiment score of 0.78 beat Adams Natural Resources Fund's score of 0.00 indicating that Franklin Universal Trust is being referred to more favorably in the news media.

Company Overall Sentiment
Adams Natural Resources Fund Neutral
Franklin Universal Trust Positive

33.5% of Adams Natural Resources Fund shares are held by institutional investors. 0.1% of Adams Natural Resources Fund 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 large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Adams Natural Resources Fund has a beta of 0.47, suggesting that its share price is 53% less volatile than the broader market. Comparatively, Franklin Universal Trust has a beta of 0.67, suggesting that its share price is 33% less volatile than the broader market.

Summary

Franklin Universal Trust beats Adams Natural Resources Fund on 4 of the 6 factors compared between the two stocks.

How does Franklin Universal Trust compare to John Hancock Financial Opportunities Fund?

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
John Hancock Financial Opportunities FundN/AN/AN/AN/AN/A
Franklin Universal TrustN/AN/AN/AN/AN/A

John Hancock Financial Opportunities Fund has a beta of 0.95, meaning that its share price is 5% less volatile than the broader market. Comparatively, Franklin Universal Trust has a beta of 0.67, meaning that its share price is 33% less volatile than the broader market.

Company Net Margins Return on Equity Return on Assets
John Hancock Financial Opportunities FundN/A N/A N/A
Franklin Universal Trust N/A N/A N/A

19.6% of John Hancock Financial Opportunities Fund shares are owned by institutional investors. 7.8% of Franklin Universal Trust shares are owned 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.

In the previous week, Franklin Universal Trust had 2 more articles in the media than John Hancock Financial Opportunities Fund. MarketBeat recorded 2 mentions for Franklin Universal Trust and 0 mentions for John Hancock Financial Opportunities Fund. Franklin Universal Trust's average media sentiment score of 0.78 beat John Hancock Financial Opportunities Fund's score of 0.00 indicating that Franklin Universal Trust is being referred to more favorably in the news media.

Company Overall Sentiment
John Hancock Financial Opportunities Fund Neutral
Franklin Universal Trust Positive

John Hancock Financial Opportunities Fund pays an annual dividend of $2.60 per share and has a dividend yield of 7.2%. Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.4%.

Summary

John Hancock Financial Opportunities Fund and Franklin Universal Trust tied by winning 3 of the 6 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 superior stock? We will compare the two businesses based on the strength of their analyst recommendations, earnings, valuation, dividends, institutional ownership, media sentiment, profitability and risk.

Royce Otc Micro has a beta of 1.17, suggesting that its stock price is 17% more volatile than the broader market. Comparatively, Franklin Universal Trust has a beta of 0.67, suggesting that its stock price is 33% less volatile than the broader market.

35.0% of Royce Otc Micro shares are owned by institutional investors. 0.2% of Royce Otc Micro shares are owned by company insiders. Comparatively, 7.8% of Franklin Universal Trust shares are owned 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.

Royce Otc Micro pays an annual dividend of $0.79 per share and has a dividend yield of 6.1%. Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.4%.

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

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

In the previous week, Franklin Universal Trust had 2 more articles in the media than Royce Otc Micro. MarketBeat recorded 2 mentions for Franklin Universal Trust and 0 mentions for Royce Otc Micro. Franklin Universal Trust's average media sentiment score of 0.78 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

Summary

Franklin Universal Trust beats Royce Otc Micro on 4 of the 6 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 TrustFIN IndustryFinance SectorNYSE Exchange
Market Cap$199.51M$4.51B$13.39B$22.74B
Dividend Yield6.41%7.22%5.86%4.12%
P/E RatioN/A0.0223.6429.55
Price / SalesN/A28.36166.1513.46
Price / CashN/A5.4719.9118.80
Price / BookN/A3.352.174.55
Net IncomeN/A$388.27M$1.13B$1.07B
7 Day Performance-1.73%-2.14%-0.88%-1.54%
1 Month Performance-4.69%-2.01%-1.43%-1.94%
1 Year Performance5.57%12.27%8.95%21.01%

Franklin Universal Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FT
Franklin Universal Trust
N/A$7.94
-0.1%
N/A+5.5%$199.51MN/AN/AN/A
PHK
PIMCO High Income Fund
N/A$4.69
+0.3%
N/A-5.0%$800.87MN/AN/A147,000
NMFC
New Mountain Finance
3.7434 of 5 stars
$8.53
+1.4%
$9.25
+8.4%
-26.0%$794.34M$327.08MN/AN/A
PEO
Adams Natural Resources Fund
N/A$25.95
-4.2%
N/A+29.5%$744.75MN/AN/A18
BTO
John Hancock Financial Opportunities Fund
N/A$37.56
+0.9%
N/A+2.4%$737.78MN/AN/A2,719

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This page (NYSE:FT) was last updated on 5/19/2026 by MarketBeat.com Staff.
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