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Franklin Universal Trust (FT) Competitors

Franklin Universal Trust logo
$7.69 -0.04 (-0.52%)
As of 03:57 PM Eastern
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FT vs. PEO, RMT, FDUS, 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 Adams Natural Resources Fund (PEO), Royce Otc Micro (RMT), Fidus Investment (FDUS), 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 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 superior investment? We will compare the two businesses based on the strength of their profitability, dividends, media sentiment, institutional ownership, valuation, risk, analyst recommendations and earnings.

Adams Natural Resources Fund has a beta of 0.45, meaning that its stock price is 55% 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.

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

Adams Natural Resources Fund pays an annual dividend of $2.04 per share and has a dividend yield of 7.1%. Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.6%.

In the previous week, Adams Natural Resources Fund and Adams Natural Resources Fund both had 2 articles in the media. Franklin Universal Trust's average media sentiment score of 1.49 beat Adams Natural Resources Fund's score of 1.39 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
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)
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)
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 is poised for long-term growth.

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

Summary

Franklin Universal Trust beats Adams Natural Resources Fund on 3 of the 5 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 superior investment? We will compare the two companies based on the strength of their risk, analyst recommendations, valuation, profitability, media sentiment, dividends, institutional ownership and earnings.

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

Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.6%. Royce Otc Micro pays an annual dividend of $0.82 per share and has a dividend yield of 5.9%.

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

In the previous week, Royce Otc Micro had 4 more articles in the media than Franklin Universal Trust. MarketBeat recorded 6 mentions for Royce Otc Micro and 2 mentions for Franklin Universal Trust. Franklin Universal Trust's average media sentiment score of 1.49 beat Royce Otc Micro's score of 1.26 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)
Positive
Royce Otc Micro
4 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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

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

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

Fidus Investment has a consensus target price of $19.50, suggesting a potential downside of 1.52%. 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

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

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

Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.6%. Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 8.7%. 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.

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$155.87M4.82$82.40M$2.099.47

In the previous week, Fidus Investment had 2 more articles in the media than Franklin Universal Trust. MarketBeat recorded 4 mentions for Fidus Investment and 2 mentions for Franklin Universal Trust. Fidus Investment's average media sentiment score of 1.57 beat Franklin Universal Trust's score of 1.49 indicating that Fidus Investment 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)
Positive
Fidus Investment
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Summary

Fidus Investment beats Franklin Universal Trust on 11 of the 13 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 better investment? We will contrast the two businesses based on the strength of their risk, analyst recommendations, profitability, media sentiment, valuation, institutional ownership, earnings and dividends.

In the previous week, PennantPark Floating Rate Capital had 3 more articles in the media than Franklin Universal Trust. MarketBeat recorded 5 mentions for PennantPark Floating Rate Capital and 2 mentions for Franklin Universal Trust. Franklin Universal Trust's average media sentiment score of 1.49 beat PennantPark Floating Rate Capital's score of 0.80 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)
Positive
PennantPark Floating Rate Capital
2 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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

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 0.76, indicating that its share price is 24% less volatile than the broader market.

Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.6%. PennantPark Floating Rate Capital pays an annual dividend of $0.96 per share and has a dividend yield of 12.8%. 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 a consensus price target of $9.80, suggesting a potential upside of 30.67%. 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%

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$261.43M2.85$66.36M$0.5114.71

Summary

PennantPark Floating Rate Capital beats Franklin Universal Trust on 11 of the 14 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 compare the two businesses based on the strength of their media sentiment, dividends, risk, analyst recommendations, profitability, institutional ownership, valuation and earnings.

New Mountain Finance has a consensus price target of $8.60, indicating a potential upside of 12.71%. 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
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)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67

In the previous week, Franklin Universal Trust and Franklin Universal Trust both had 2 articles in the media. Franklin Universal Trust's average media sentiment score of 1.49 beat New Mountain Finance's score of 1.48 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)
Positive
New Mountain Finance
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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$327.08M2.20$16.49M-$0.47N/A

Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.6%. New Mountain Finance pays an annual dividend of $1.00 per share and has a dividend yield of 13.1%. New Mountain Finance pays out -212.8% of its earnings in the form of a dividend.

Franklin Universal Trust has a beta of 0.64, meaning that its stock price is 36% less volatile than the broader market. Comparatively, New Mountain Finance has a beta of 0.55, meaning that its stock price is 45% less volatile than the broader market.

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
Franklin Universal TrustN/A N/A N/A
New Mountain Finance -16.78%10.94%4.58%

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

Summary

New Mountain Finance beats Franklin Universal Trust on 9 of the 12 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 TrustCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$194.27M$5.70B$14.03B$24.17B
Dividend Yield6.60%7.39%5.89%3.72%
P/E RatioN/A32.6126.6829.84
Price / SalesN/A1,269.15523.1220.70
Price / CashN/A48.1530.4019.75
Price / BookN/A3.612.784.82
Net IncomeN/A$418.14M$1.31B$1.07B
7 Day Performance-0.71%0.60%0.07%-0.89%
1 Month Performance-2.49%2.18%2.33%1.56%
1 Year Performance-2.97%5.87%10.56%12.92%

Franklin Universal Trust Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FT
Franklin Universal Trust
N/A$7.69
-0.5%		N/A-2.3%$194.27MN/AN/AN/A
PEO
Adams Natural Resources Fund
N/A$28.30
+0.2%		N/A+28.4%$776.93MN/AN/A18
RMT
Royce Otc Micro
N/A$14.18
-0.1%		N/A+37.5%$769.52MN/AN/AN/A
FDUS
Fidus Investment
2.8121 of 5 stars		$19.70
-0.3%		$19.50
-1.0%		-8.5%$749.60M$155.87M9.43N/A
PFLT
PennantPark Floating Rate Capital
4.2943 of 5 stars		$7.37
-0.7%		$9.80
+33.0%		N/A$736.20M$261.43M14.45658

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This page (NYSE:FT) was last updated on 8/31/2026 by MarketBeat.com Staff.
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