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Franklin Universal Trust (FT) Competitors

Franklin Universal Trust logo
$8.06 +0.02 (+0.19%)
Closing price 06/29/2026 03:58 PM Eastern
Extended Trading
$8.07 +0.01 (+0.06%)
As of 06/29/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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FT vs. BCSF, OXLC, BTO, CGBD, and PFLT

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 Bain Capital Specialty Finance (BCSF), Oxford Lane Capital (OXLC), John Hancock Financial Opportunities Fund (BTO), Carlyle Secured Lending (CGBD), and PennantPark Floating Rate Capital (PFLT). These companies are all part of the "financial services" industry.

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 superior investment? We will contrast the two companies based on the strength of their valuation, profitability, earnings, risk, analyst recommendations, institutional ownership, media sentiment and dividends.

Bain Capital Specialty Finance has a net margin of 27.00% compared to Franklin Universal Trust's net margin of 0.00%. Bain Capital Specialty Finance's return on equity of 10.44% 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 27.00%10.44%4.35%

Franklin Universal Trust has a beta of 0.65, suggesting that its stock price is 35% less volatile than the broader market. Comparatively, Bain Capital Specialty Finance has a beta of 0.57, suggesting that its stock price is 43% less volatile than the broader market.

Bain Capital Specialty Finance has a consensus price target of $14.00, indicating a potential upside of 11.82%. Given Bain Capital Specialty Finance's stronger consensus rating and higher probable upside, analysts plainly 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
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33

Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.3%. Bain Capital Specialty Finance pays an annual dividend of $1.68 per share and has a dividend yield of 13.4%. Bain Capital Specialty Finance pays out 147.4% 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 increased 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 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$273.24M2.97$98.76M$1.1410.98

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. Bain Capital Specialty Finance's average media sentiment score of 0.38 beat Franklin Universal Trust's score of 0.00 indicating that Bain Capital Specialty Finance 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)
Neutral
Bain Capital Specialty Finance
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Bain Capital Specialty Finance beats Franklin Universal Trust on 11 of the 13 factors compared between the two stocks.

How does Franklin Universal Trust compare to Oxford Lane Capital?

Oxford Lane Capital (NASDAQ:OXLC) and Franklin Universal Trust (NYSE:FT) are both small-cap financial services companies, but which is the better stock? We will contrast the two companies based on the strength of their dividends, analyst recommendations, institutional ownership, risk, valuation, earnings, profitability and media sentiment.

6.7% of Oxford Lane Capital shares are owned by institutional investors. 3.2% of Oxford Lane Capital shares are owned by insiders. Comparatively, 7.8% of Franklin Universal Trust shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Oxford Lane Capital pays an annual dividend of $4.10 per share and has a dividend yield of 46.5%. Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.3%. Oxford Lane Capital pays out 63.5% of its earnings in the form of a dividend.

Oxford Lane Capital has higher earnings, but lower revenue than Franklin Universal Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Oxford Lane Capital-$580.18M-1.38$585.52M$6.461.36
Franklin Universal TrustN/AN/AN/AN/AN/A

Company Net Margins Return on Equity Return on Assets
Oxford Lane CapitalN/A N/A N/A
Franklin Universal Trust N/A N/A N/A

Oxford Lane Capital has a beta of 0.63, meaning that its stock price is 37% less volatile than the broader market. Comparatively, Franklin Universal Trust has a beta of 0.65, meaning that its stock price is 35% less volatile than the broader market.

In the previous week, Oxford Lane Capital and Oxford Lane Capital both had 1 articles in the media. Oxford Lane Capital's average media sentiment score of 1.89 beat Franklin Universal Trust's score of 0.00 indicating that Oxford Lane Capital is being referred to more favorably in the media.

Company Overall Sentiment
Oxford Lane Capital Very Positive
Franklin Universal Trust Neutral

Summary

Franklin Universal Trust beats Oxford Lane Capital on 4 of the 7 factors compared between the two stocks.

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

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

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

19.6% of John Hancock Financial Opportunities 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 endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

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

In the previous week, John Hancock Financial Opportunities Fund had 2 more articles in the media than Franklin Universal Trust. MarketBeat recorded 3 mentions for John Hancock Financial Opportunities Fund and 1 mentions for Franklin Universal Trust. John Hancock Financial Opportunities Fund's average media sentiment score of 0.43 beat Franklin Universal Trust's score of 0.00 indicating that John Hancock Financial Opportunities Fund 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)
Neutral
John Hancock Financial Opportunities Fund
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Franklin Universal Trust has a beta of 0.65, suggesting that its stock price is 35% less volatile than the broader market. Comparatively, John Hancock Financial Opportunities Fund has a beta of 0.93, suggesting that its stock price is 7% less volatile than the broader market.

Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.3%. John Hancock Financial Opportunities Fund pays an annual dividend of $2.60 per share and has a dividend yield of 6.6%.

Summary

John Hancock Financial Opportunities Fund beats Franklin Universal Trust on 5 of the 6 factors compared between the two stocks.

How does Franklin Universal Trust compare to Carlyle Secured Lending?

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

Carlyle Secured Lending 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
Carlyle Secured Lending$255.57M2.95$69.97M$0.7115.30

In the previous week, Carlyle Secured Lending had 1 more articles in the media than Franklin Universal Trust. MarketBeat recorded 2 mentions for Carlyle Secured Lending and 1 mentions for Franklin Universal Trust. Carlyle Secured Lending's average media sentiment score of 1.20 beat Franklin Universal Trust's score of 0.00 indicating that Carlyle Secured Lending 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)
Neutral
Carlyle Secured Lending
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

24.5% of Carlyle Secured Lending shares are held by institutional investors. 7.8% of Franklin Universal Trust shares are held by insiders. Comparatively, 0.4% of Carlyle Secured Lending shares are held by 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.

Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.3%. Carlyle Secured Lending pays an annual dividend of $1.60 per share and has a dividend yield of 14.7%. Carlyle Secured Lending pays out 225.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Carlyle Secured Lending has a consensus target price of $12.50, indicating a potential upside of 15.10%. Given Carlyle Secured Lending's stronger consensus rating and higher probable upside, analysts plainly believe Carlyle Secured Lending 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
Carlyle Secured Lending
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43

Carlyle Secured Lending has a net margin of 19.52% compared to Franklin Universal Trust's net margin of 0.00%. Carlyle Secured Lending's return on equity of 8.99% 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
Carlyle Secured Lending 19.52%8.99%4.01%

Franklin Universal Trust has a beta of 0.65, suggesting that its stock price is 35% less volatile than the broader market. Comparatively, Carlyle Secured Lending has a beta of 0.62, suggesting that its stock price is 38% less volatile than the broader market.

Summary

Carlyle Secured Lending beats Franklin Universal Trust on 11 of the 14 factors compared between the two stocks.

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

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
PennantPark Floating Rate Capital$261.43M2.84$66.36M$0.6212.06
Franklin Universal TrustN/AN/AN/AN/AN/A

PennantPark Floating Rate Capital has a net margin of 23.08% compared to Franklin Universal Trust's net margin of 0.00%. PennantPark Floating Rate Capital's return on equity of 9.95% beat Franklin Universal Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
PennantPark Floating Rate Capital23.08% 9.95% 3.87%
Franklin Universal Trust N/A N/A N/A

PennantPark Floating Rate Capital pays an annual dividend of $0.96 per share and has a dividend yield of 12.8%. Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.3%. PennantPark Floating Rate Capital pays out 154.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

19.8% of PennantPark Floating Rate Capital shares are held by institutional investors. 1.0% of PennantPark Floating Rate Capital 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 hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

In the previous week, Franklin Universal Trust had 1 more articles in the media than PennantPark Floating Rate Capital. MarketBeat recorded 1 mentions for Franklin Universal Trust and 0 mentions for PennantPark Floating Rate Capital. PennantPark Floating Rate Capital's average media sentiment score of 0.00 equaled Franklin Universal Trust'saverage media sentiment score.

Company Overall Sentiment
PennantPark Floating Rate Capital Neutral
Franklin Universal Trust Neutral

PennantPark Floating Rate Capital has a beta of 0.75, indicating that its stock price is 25% less volatile than the broader market. Comparatively, Franklin Universal Trust has a beta of 0.65, indicating that its stock price is 35% less volatile than the broader market.

PennantPark Floating Rate Capital currently has a consensus price target of $9.80, suggesting a potential upside of 31.10%. Given PennantPark Floating Rate Capital's stronger consensus rating and higher probable 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
PennantPark Floating Rate Capital
1 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.57
Franklin Universal Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Summary

PennantPark Floating Rate Capital beats Franklin Universal Trust on 11 of the 14 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

Export
MetricFranklin Universal TrustFIN IndustryFinance SectorNYSE Exchange
Market Cap$202.31M$4.71B$13.86B$23.30B
Dividend Yield6.34%6.86%5.69%4.07%
P/E RatioN/A0.0220.4631.73
Price / SalesN/A40.19128.3621.09
Price / CashN/A4.8519.6718.60
Price / BookN/A3.112.254.78
Net IncomeN/A$388.27M$1.14B$1.07B
7 Day Performance0.69%0.94%0.73%1.47%
1 Month Performance0.31%-0.29%1.41%0.77%
1 Year Performance5.98%11.85%14.51%25.25%

Franklin Universal Trust Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FT
Franklin Universal Trust
N/A$8.07
+0.2%		N/A+6.6%$202.31MN/AN/AN/A
BCSF
Bain Capital Specialty Finance
2.7528 of 5 stars		$11.98
-1.4%		$14.00
+16.9%		-16.0%$787.50M$273.24M10.511,000
OXLC
Oxford Lane Capital
1.9853 of 5 stars		$8.41
+1.0%		N/A-57.4%$761.80M-$580.18M1.30601
BTO
John Hancock Financial Opportunities Fund
N/A$38.43
+1.0%		N/A+11.9%$754.23MN/AN/A2,719
CGBD
Carlyle Secured Lending
3.4907 of 5 stars		$10.55
-1.6%		$12.50
+18.5%		-22.0%$745.01M$255.57M14.86N/A

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This page (NYSE:FT) was last updated on 6/30/2026 by MarketBeat.com Staff.
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