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Franklin Universal Trust (FT) Competitors

Franklin Universal Trust logo
$7.18 -0.04 (-0.55%)
As of 04/16/2025 03:45 PM Eastern

FT vs. CGBD, PHK, NXP, ASA, PDT, MUJ, BTO, CCAP, ECC, and PEO

Should you be buying Franklin Universal Trust stock or one of its competitors? The main competitors of Franklin Universal Trust include Carlyle Secured Lending (CGBD), PIMCO High Income Fund (PHK), Nuveen Select Tax-Free Income Portfolio (NXP), ASA Gold and Precious Metals (ASA), John Hancock Premium Dividend Fund (PDT), BlackRock MuniHoldings New Jersey Quality Fund (MUJ), John Hancock Financial Opportunities Fund (BTO), Crescent Capital BDC (CCAP), Eagle Point Credit (ECC), and Adams Natural Resources Fund (PEO). These companies are all part of the "financial services" industry.

Franklin Universal Trust vs.

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 companies based on the strength of their community ranking, analyst recommendations, risk, institutional ownership, profitability, earnings, dividends, media sentiment and valuation.

Carlyle Secured Lending received 107 more outperform votes than Franklin Universal Trust when rated by MarketBeat users. However, 64.52% of users gave Franklin Universal Trust an outperform vote while only 56.33% of users gave Carlyle Secured Lending an outperform vote.

CompanyUnderperformOutperform
Carlyle Secured LendingOutperform Votes
187
56.33%
Underperform Votes
145
43.67%
Franklin Universal TrustOutperform Votes
80
64.52%
Underperform Votes
44
35.48%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Carlyle Secured Lending$99.28M7.30$92.28M$1.628.78
Franklin Universal Trust$34.97M5.16N/AN/AN/A

Carlyle Secured Lending has a beta of 1.22, meaning that its share price is 22% more volatile than the S&P 500. Comparatively, Franklin Universal Trust has a beta of 0.68, meaning that its share price is 32% less volatile than the S&P 500.

24.5% of Carlyle Secured Lending shares are held by institutional investors. 0.6% of Carlyle Secured Lending shares are held by insiders. Comparatively, 7.8% of Franklin Universal Trust shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Carlyle Secured Lending has a net margin of 40.69% compared to Franklin Universal Trust's net margin of 0.00%. Carlyle Secured Lending's return on equity of 12.60% beat Franklin Universal Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Carlyle Secured Lending40.69% 12.60% 5.77%
Franklin Universal Trust N/A N/A N/A

Carlyle Secured Lending currently has a consensus price target of $17.00, suggesting a potential upside of 19.55%. Given Carlyle Secured Lending's stronger consensus rating and higher possible upside, research 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
2 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.33
Franklin Universal Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

In the previous week, Franklin Universal Trust had 1 more articles in the media than Carlyle Secured Lending. MarketBeat recorded 3 mentions for Franklin Universal Trust and 2 mentions for Carlyle Secured Lending. Carlyle Secured Lending's average media sentiment score of 1.59 beat Franklin Universal Trust's score of 1.54 indicating that Carlyle Secured Lending is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Carlyle Secured Lending
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Franklin Universal Trust
2 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 pays an annual dividend of $1.60 per share and has a dividend yield of 11.3%. Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 7.1%. Carlyle Secured Lending pays out 98.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Summary

Carlyle Secured Lending beats Franklin Universal Trust on 12 of the 16 factors compared between the two stocks.

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New MarketBeat Followers Over Time

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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 TrustInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$180.45M$7.44B$10.71B$18.32B
Dividend Yield7.24%7.16%6.01%4.23%
P/E RatioN/A3.5221.5530.99
Price / Sales5.1619.6925.3325.39
Price / CashN/A7.5117.6117.53
Price / BookN/A0.852.554.26
Net IncomeN/A$66.51M$1.03B$1.02B
7 Day Performance0.70%-0.68%-0.06%-1.29%
1 Month Performance-5.28%-5.19%-3.71%-7.34%
1 Year Performance12.72%-0.08%533.87%1.23%

Franklin Universal Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FT
Franklin Universal Trust
N/A$7.18
-0.6%
N/A+12.7%$180.45M$34.97M0.00N/AShort Interest ↓
News Coverage
Positive News
CGBD
Carlyle Secured Lending
1.9746 of 5 stars
$14.10
+0.6%
$17.00
+20.6%
-13.2%$718.49M$99.28M7.88N/APositive News
PHK
PIMCO High Income Fund
N/A$4.51
-0.2%
N/A-3.6%$659.04M$99.89M0.00147,000
NXP
Nuveen Select Tax-Free Income Portfolio
N/A$13.77
+0.8%
N/A-1.8%$644.64M$75.19M0.0040,400News Coverage
ASA
ASA Gold and Precious Metals
N/A$29.82
+1.3%
N/A+86.5%$641.85M$118.94M0.001,100Short Interest ↑
Positive News
PDT
John Hancock Premium Dividend Fund
N/A$12.13
+0.4%
N/A+13.7%$596.61M$198.30M0.00147,000Short Interest ↓
Positive News
MUJ
BlackRock MuniHoldings New Jersey Quality Fund
N/A$10.90
+1.1%
N/A-2.8%$588.45M$29.93M0.00N/A
BTO
John Hancock Financial Opportunities Fund
N/A$29.71
+0.3%
N/A+14.0%$586.54M$142.41M0.002,719Short Interest ↑
News Coverage
CCAP
Crescent Capital BDC
2.6068 of 5 stars
$14.76
+1.7%
$18.90
+28.0%
-10.7%$547.04M$83.50M7.42N/AShort Interest ↑
ECC
Eagle Point Credit
3.511 of 5 stars
$6.99
-0.6%
$10.50
+50.2%
-26.3%$537.87M$97.61M8.32N/AShort Interest ↑
PEO
Adams Natural Resources Fund
N/A$19.86
-0.4%
N/A-13.9%$521.86M$34.82M0.0018Upcoming Earnings
News Coverage
Positive News
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This page (NYSE:FT) was last updated on 4/17/2025 by MarketBeat.com Staff
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