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Franklin Universal Trust (FT) Competitors

Franklin Universal Trust logo
$7.84 +0.01 (+0.17%)
As of 03:55 PM Eastern
This is a fair market value price provided by Massive. Learn more.

FT vs. FDUS, PAX, RMT, PEO, and CGBD

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 Fidus Investment (FDUS), Patria Investments (PAX), Royce Otc Micro (RMT), Adams Natural Resources Fund (PEO), and Carlyle Secured Lending (CGBD). These companies are all part of the "capital markets" industry.

How does Franklin Universal Trust compare to Fidus Investment?

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

In the previous week, Fidus Investment had 12 more articles in the media than Franklin Universal Trust. MarketBeat recorded 13 mentions for Fidus Investment and 1 mentions for Franklin Universal Trust. Franklin Universal Trust's average media sentiment score of 1.53 beat Fidus Investment's score of 0.29 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
Fidus Investment
2 Very Positive mention(s)
2 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Franklin Universal Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Fidus Investment has a beta of 0.67, meaning that its stock price is 33% less volatile than the broader market. Comparatively, Franklin Universal Trust has a beta of 0.64, meaning that its stock price is 36% 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
Fidus Investment45.36% 10.87% 5.64%
Franklin Universal Trust N/A N/A N/A

Fidus Investment presently has a consensus price target of $21.00, indicating a potential upside of 6.14%. Given Fidus Investment's stronger consensus rating and higher probable upside, research analysts clearly believe Fidus Investment is more favorable than Franklin Universal Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fidus Investment
0 Sell rating(s)
3 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
2.50
Franklin Universal Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

28.1% of Fidus Investment shares are owned by institutional investors. 0.9% of Fidus Investment 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, large money managers and hedge funds believe a stock will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fidus Investment$94.05M7.98$82.40M$2.099.47
Franklin Universal TrustN/AN/AN/AN/AN/A

Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 8.7%. Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.5%. 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.

Summary

Fidus Investment beats Franklin Universal Trust on 11 of the 14 factors compared between the two stocks.

How does Franklin Universal Trust compare to Patria Investments?

Patria Investments (NYSE:PAX) and Franklin Universal Trust (NYSE:FT) 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, analyst recommendations, risk, media sentiment, profitability, earnings, institutional ownership and dividends.

Patria Investments pays an annual dividend of $0.65 per share and has a dividend yield of 5.8%. Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.5%. Patria Investments pays out 147.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Patria Investments has higher revenue and earnings than Franklin Universal Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Patria Investments$399.23M1.88$73.40M$0.4425.63
Franklin Universal TrustN/AN/AN/AN/AN/A

Patria Investments has a net margin of 19.91% compared to Franklin Universal Trust's net margin of 0.00%. Patria Investments' return on equity of 38.68% beat Franklin Universal Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Patria Investments19.91% 38.68% 15.84%
Franklin Universal Trust N/A N/A N/A

96.3% of Patria Investments shares are owned by institutional investors. 58.1% of Patria Investments 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 is poised for long-term growth.

In the previous week, Patria Investments had 2 more articles in the media than Franklin Universal Trust. MarketBeat recorded 3 mentions for Patria Investments and 1 mentions for Franklin Universal Trust. Franklin Universal Trust's average media sentiment score of 1.53 beat Patria Investments' score of 1.28 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
Patria Investments
2 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Franklin Universal Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Patria Investments has a beta of 0.76, suggesting that its stock price is 24% 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.

Patria Investments currently has a consensus price target of $17.00, suggesting a potential upside of 50.78%. Given Patria Investments' stronger consensus rating and higher possible upside, research analysts clearly believe Patria Investments is more favorable than Franklin Universal Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Patria Investments
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33
Franklin Universal Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Summary

Patria Investments beats Franklin Universal Trust on 11 of the 14 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 profitability, institutional ownership, earnings, risk, dividends, valuation, analyst recommendations and media sentiment.

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

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 1.53 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 Very Positive

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Royce Otc Micro$88.69M8.42N/AN/AN/A
Franklin Universal TrustN/AN/AN/AN/AN/A

Royce Otc Micro has a beta of 1.17, indicating that its stock price is 17% more volatile than the broader market. Comparatively, Franklin Universal Trust has a beta of 0.64, indicating that its stock price is 36% less volatile than the broader market.

Royce Otc Micro pays an annual dividend of $0.82 per share and has a dividend yield of 5.8%. Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.5%.

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 hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Summary

Franklin Universal Trust beats Royce Otc Micro on 4 of the 7 factors compared between the two stocks.

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

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

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

In the previous week, Adams Natural Resources Fund had 1 more articles in the media than Franklin Universal Trust. MarketBeat recorded 2 mentions for Adams Natural Resources Fund and 1 mentions for Franklin Universal Trust. Adams Natural Resources Fund's average media sentiment score of 1.68 beat Franklin Universal Trust's score of 1.53 indicating that Adams Natural Resources Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Franklin Universal Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Adams Natural Resources Fund
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Company Net Margins Return on Equity Return on Assets
Franklin Universal TrustN/A N/A N/A
Adams Natural Resources Fund N/A N/A N/A

Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.5%. Adams Natural Resources Fund pays an annual dividend of $2.04 per share and has a dividend yield of 7.5%.

Franklin Universal Trust has a beta of 0.64, indicating that its share price is 36% less volatile than the broader market. Comparatively, Adams Natural Resources Fund has a beta of 0.45, indicating that its share price is 55% less volatile than the broader market.

33.5% of Adams Natural Resources Fund shares are held by institutional investors. 7.8% of Franklin Universal Trust shares are held by company insiders. Comparatively, 0.1% of Adams Natural Resources Fund shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Summary

Adams Natural Resources Fund beats Franklin Universal Trust on 4 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 superior investment? We will compare the two companies based on the strength of their earnings, media sentiment, dividends, valuation, analyst recommendations, institutional ownership, risk and profitability.

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 endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

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$255.57M3.03$69.97M$0.5121.82

Carlyle Secured Lending has a consensus target price of $12.50, indicating a potential upside of 12.31%. Given Carlyle Secured Lending's stronger consensus rating and higher possible upside, analysts clearly 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

Franklin Universal Trust has a beta of 0.64, suggesting that its share price is 36% less volatile than the broader market. Comparatively, Carlyle Secured Lending has a beta of 0.62, suggesting that its share price is 38% less volatile than the broader market.

In the previous week, Carlyle Secured Lending had 5 more articles in the media than Franklin Universal Trust. MarketBeat recorded 6 mentions for Carlyle Secured Lending and 1 mentions for Franklin Universal Trust. Franklin Universal Trust's average media sentiment score of 1.53 beat Carlyle Secured Lending's score of 1.38 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)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Carlyle Secured Lending
3 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Carlyle Secured Lending has a net margin of 14.26% compared to Franklin Universal Trust's net margin of 0.00%. Carlyle Secured Lending's return on equity of 8.70% 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 14.26%8.70%3.83%

Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.5%. Carlyle Secured Lending pays an annual dividend of $1.40 per share and has a dividend yield of 12.6%. Carlyle Secured Lending pays out 274.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Summary

Carlyle Secured Lending beats Franklin Universal Trust on 10 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

MetricFranklin Universal TrustCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$197.04M$5.59B$14.03B$24.19B
Dividend Yield6.51%7.40%5.89%3.69%
P/E RatioN/A37.8729.0129.09
Price / SalesN/A1,200.69503.5013.85
Price / CashN/A48.3030.2219.37
Price / BookN/A3.733.714.91
Net IncomeN/A$417.15M$1.31B$1.06B
7 Day Performance-0.75%0.78%0.27%1.33%
1 Month Performance-2.54%0.23%0.73%2.33%
1 Year Performance-2.17%6.45%12.54%20.14%

Franklin Universal Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FT
Franklin Universal Trust
N/A$7.84
+0.2%
N/A-2.2%$197.10MN/AN/AN/A
FDUS
Fidus Investment
2.4256 of 5 stars
$20.13
-1.7%
$21.00
+4.3%
-4.8%$776.93M$155.87M8.83N/A
PAX
Patria Investments
4.878 of 5 stars
$11.34
-0.8%
$17.00
+49.9%
-15.5%$760.36M$399.23M22.68390
RMT
Royce Otc Micro
N/A$14.13
-0.6%
N/A+50.8%$747.34MN/AN/AN/A
PEO
Adams Natural Resources Fund
N/A$26.25
-1.4%
N/A+26.8%$732.37MN/AN/A18

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This page (NYSE:FT) was last updated on 8/10/2026 by MarketBeat.com Staff.
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