FT
BULLISHAt a glance
Key valuation, profitability, growth, and risk metrics.
AI Analysis
AI-powered fundamental assessment
Key Strengths
Key Risks
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Trading at a significant discount to both defensive and growth-based fair value estimates.
- P/E of 10.57 vs Sector Avg 38.69
- Price below Graham Number ($12.11)
- P/B ratio of 0.96
- High Price/Sales ratio (13.40)
Earnings growth appears decoupled from revenue, suggesting one-time gains or cost-cutting rather than organic growth.
- Massive YoY earnings growth (709.9%)
- Revenue growth is sharply negative (-27.1%)
- Technical trend is heavily bearish
Long-term performance is positive, though short-term technicals are weak.
- Positive 5Y (+52.1%), 3Y (+46.6%), and 1Y (+19%) returns
- Recent short-term momentum is stalling
Balance sheet is exceptionally clean with high liquidity and low leverage.
- Piotroski F-Score 7/9
- Very low Debt/Equity (0.29)
- High Current/Quick Ratio (6.15)
- Altman Z-Score not provided
Strong income generator for value investors.
- High yield of 6.27%
- Sustainable payout ratio (66.23%)
- Lack of historical 5-year average yield data
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for FT and closest competitors.
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
FT
Franklin Universal Trust
Primary
|
+52.1% | +46.6% | +19.0% | +5.1% | +2.2% | -1.8% |
|
ETX
Eaton Vance Municipal Income 2028 Term Trust
Peer
|
+6.3% | +17.3% | +9.6% | +0.4% | +0.4% | +1.2% |
|
INBK
First Internet Bancorp
Peer
|
-28.5% | +50.5% | +0.5% | +9.1% | +13.4% | +0.2% |
|
PMTS
CPI Card Group Inc.
Peer
|
+9.1% | -59.3% | -28.2% | +17.1% | +23.8% | +5.0% |
|
CMTV
Community Bancorp
Peer
|
+130.5% | +116.2% | +119.1% | +63.4% | +15.3% | +16.1% |
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Valuation Metrics
Key valuation ratios and pricing indicators
Profitability
Profit margins and return metrics
Growth
Revenue and earnings growth rates
Financial Health
Balance sheet strength and liquidity metrics
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q1 2025
Financial Services Sector Comparison
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
FT
Franklin Universal Trust
|
BULLISH | $204.57M | 10.57 | 9.2% | 126.0% | $8.14 | |
|
ETX
Eaton Vance Municipal...
|
BEARISH | $204.74M | 24.09 | -% | -% | $18.79 | Compare |
|
INBK
First Internet Bancorp
|
BEARISH | $204.84M | - | -9.5% | -79.6% | $23.5 | Compare |
|
PMTS
CPI Card Group Inc.
|
BULLISH | $205.03M | 14.31 | -% | 2.8% | $17.89 | Compare |
|
CMTV
Community Bancorp
|
BULLISH | $202.27M | 11.99 | 16.0% | 35.8% | $36.09 | Compare |
SEC Filings
Recent regulatory filings from the SEC EDGAR database
Past News Coverage
Recent headlines mentioning FT from our newsroom.