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Franklin Universal Trust (FT) Competitors

Franklin Universal Trust logo
$7.92 +0.02 (+0.25%)
Closing price 03:59 PM Eastern
Extended Trading
$7.92 0.00 (-0.06%)
As of 04:10 PM Eastern
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FT vs. PFLT, NMFC, CGBD, 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 PennantPark Floating Rate Capital (PFLT), New Mountain Finance (NMFC), Carlyle Secured Lending (CGBD), 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 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 stock? We will contrast the two businesses based on the strength of their profitability, analyst recommendations, institutional ownership, media sentiment, risk, valuation, earnings and dividends.

In the previous week, PennantPark Floating Rate Capital had 2 more articles in the media than Franklin Universal Trust. MarketBeat recorded 3 mentions for PennantPark Floating Rate Capital and 1 mentions for Franklin Universal Trust. Franklin Universal Trust's average media sentiment score of 1.00 beat PennantPark Floating Rate Capital's score of -0.08 indicating that Franklin Universal Trust is being referred to more favorably in the media.

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

PennantPark Floating Rate Capital has a consensus price target of $9.80, indicating a potential upside of 21.66%. Given PennantPark Floating Rate Capital's stronger consensus rating and higher possible upside, analysts plainly 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
1 Sell rating(s)
2 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.63

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$261.43M3.06$66.36M$0.6212.99

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

19.8% of PennantPark Floating Rate Capital shares are owned by institutional investors. 7.8% of Franklin Universal Trust shares are owned by company insiders. Comparatively, 1.0% of PennantPark Floating Rate Capital shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.4%. PennantPark Floating Rate Capital pays an annual dividend of $1.23 per share and has a dividend yield of 15.3%. PennantPark Floating Rate Capital pays out 198.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

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
Franklin Universal TrustN/A N/A N/A
PennantPark Floating Rate Capital 23.08%9.95%3.87%

Summary

PennantPark Floating Rate Capital beats Franklin Universal Trust on 12 of the 15 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 stock? We will contrast the two companies based on the strength of their dividends, risk, earnings, analyst recommendations, valuation, media sentiment, institutional ownership and profitability.

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

New Mountain Finance has a consensus price target of $9.25, suggesting a potential upside of 17.24%. 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
2 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.71

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$327.08M2.28$16.49M-$0.58N/A

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 16.2%. New Mountain Finance pays out -220.7% of its earnings in the form of a dividend.

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 2 more articles in the media than Franklin Universal Trust. MarketBeat recorded 3 mentions for New Mountain Finance and 1 mentions for Franklin Universal Trust. New Mountain Finance's average media sentiment score of 1.20 beat Franklin Universal Trust's score of 1.00 indicating that New Mountain Finance is being referred to more favorably in the news media.

Company Overall Sentiment
Franklin Universal Trust Positive
New Mountain Finance Positive

Franklin Universal Trust has a beta of 0.65, indicating that its share price is 35% less volatile than the broader market. Comparatively, New Mountain Finance has a beta of 0.54, indicating that its share price is 46% less volatile than the broader market.

Summary

New Mountain Finance beats Franklin Universal Trust on 11 of the 13 factors compared between the two stocks.

How does Franklin Universal Trust compare to Carlyle Secured Lending?

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

24.5% of Carlyle Secured Lending shares are owned by institutional investors. 0.6% of Carlyle Secured Lending 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 hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Carlyle Secured Lending presently has a consensus target price of $12.50, suggesting a potential upside of 15.96%. Given Carlyle Secured Lending's stronger consensus rating and higher possible upside, equities 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
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
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Carlyle Secured Lending has higher revenue and earnings than Franklin Universal Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Carlyle Secured Lending$255.57M2.93$69.97M$0.7115.18
Franklin Universal TrustN/AN/AN/AN/AN/A

Carlyle Secured Lending pays an annual dividend of $1.60 per share and has a dividend yield of 14.8%. Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.4%. 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 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
Carlyle Secured Lending19.52% 8.99% 4.01%
Franklin Universal Trust N/A N/A N/A

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 1.39 beat Franklin Universal Trust's score of 1.00 indicating that Carlyle Secured Lending is being referred to more favorably in the media.

Company Overall Sentiment
Carlyle Secured Lending Positive
Franklin Universal Trust Positive

Carlyle Secured Lending has a beta of 0.62, meaning that its stock price is 38% 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.

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

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 large money managers, endowments and hedge funds believe a company is poised for long-term growth.

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

In the previous week, John Hancock Financial Opportunities Fund had 3 more articles in the media than Franklin Universal Trust. MarketBeat recorded 4 mentions for John Hancock Financial Opportunities Fund and 1 mentions for Franklin Universal Trust. Franklin Universal Trust's average media sentiment score of 1.00 beat John Hancock Financial Opportunities Fund's score of 0.17 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 has a beta of 0.93, suggesting that its share price is 7% less volatile than the broader market. Comparatively, Franklin Universal Trust has a beta of 0.65, suggesting that its share price is 35% less volatile than the broader market.

John Hancock Financial Opportunities Fund pays an annual dividend of $2.60 per share and has a dividend yield of 6.9%. Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.4%.

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

Summary

John Hancock Financial Opportunities Fund beats Franklin Universal Trust on 4 of the 6 factors compared between the two stocks.

How does Franklin Universal Trust compare to Royce Otc Micro?

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

Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.4%. Royce Otc Micro pays an annual dividend of $0.79 per share and has a dividend yield of 5.8%.

Franklin Universal Trust has a beta of 0.65, meaning that its share price is 35% less volatile than the broader market. Comparatively, Royce Otc Micro has a beta of 1.17, meaning that its share price is 17% more volatile than the broader market.

Company Net Margins Return on Equity Return on Assets
Franklin Universal TrustN/A N/A N/A
Royce Otc Micro N/A N/A N/A

In the previous week, Royce Otc Micro had 1 more articles in the media than Franklin Universal Trust. MarketBeat recorded 2 mentions for Royce Otc Micro and 1 mentions for Franklin Universal Trust. Royce Otc Micro's average media sentiment score of 1.97 beat Franklin Universal Trust's score of 1.00 indicating that Royce Otc Micro is being referred to more favorably in the news media.

Company Overall Sentiment
Franklin Universal Trust Positive
Royce Otc Micro Very Positive

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

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

Summary

Royce Otc Micro beats Franklin Universal Trust 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$198.54M$4.71B$13.54B$22.98B
Dividend Yield6.46%7.01%5.80%4.11%
P/E RatioN/A0.0221.2227.78
Price / SalesN/A52.47136.4021.22
Price / CashN/A4.9419.2423.83
Price / BookN/A3.212.214.64
Net IncomeN/A$388.27M$1.13B$1.07B
7 Day Performance-0.56%-1.30%0.75%-0.71%
1 Month Performance-1.61%-1.76%0.46%0.06%
1 Year Performance6.02%12.23%11.31%21.50%

Franklin Universal Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FT
Franklin Universal Trust
N/A$7.92
+0.3%
N/A+5.6%$198.54MN/AN/AN/A
PFLT
PennantPark Floating Rate Capital
4.8741 of 5 stars
$8.20
+0.4%
$9.80
+19.6%
N/A$809.62M$261.43M13.22658
NMFC
New Mountain Finance
3.6307 of 5 stars
$8.05
+0.8%
$9.25
+14.9%
-27.7%$754.67M$327.08MN/AN/A
CGBD
Carlyle Secured Lending
3.9917 of 5 stars
$10.88
+1.1%
$12.50
+14.9%
-24.4%$747.79M$255.57M15.32N/A
BTO
John Hancock Financial Opportunities Fund
N/A$36.63
-0.8%
N/A+8.3%$731.64MN/AN/A2,719

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This page (NYSE:FT) was last updated on 6/9/2026 by MarketBeat.com Staff.
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