Sector note: Free-cash-flow and enterprise-value multiples (P/FCF, FCF yield, EV/EBITDA, EV/EBIT) are omitted — they aren't meaningful for banks and insurers, whose deposits and reserves a standard model misreads as debt. Book value (P/B), ROE and net interest margin are the right lenses here.
FT Valuation Metrics
FT Stock Price Metrics
FT Dividend Metrics
FT Growth Rate Metrics
FT Discounted Cash Flow Metrics
| Fair Value Price | - |
| Margin of Safety | - |
FT Revenue Metrics
FT PE Ratio Metrics
| PE Ratio | 2.98 |
| PE Ratio Avg TTM | 3.63 |
| PE Ratio Avg 3Y | 4.41 |
| Current VS TTM Avg | -17.94% |
| Current VS 3Y Avg | -32.40% |
| Current VS 5Y Avg | -48.83% |
FT PS Ratio Metrics
| PS Ratio | 5.37 |
| PS Ratio Avg TTM | 5.56 |
| PS Ratio Avg 3Y | 5.92 |
| Current VS TTM Avg | -3.44% |
| Current VS 3Y Avg | -9.29% |
| Current VS 5Y Avg | -7.25% |
FT PB Ratio Metrics
| PB Ratio | 0.88 |
| PB Ratio Avg TTM | 0.93 |
| PB Ratio Avg 3Y | 0.91 |
| Current VS TTM Avg | -5.42% |
| Current VS 3Y Avg | -3.64% |
| Current VS 5Y Avg | -3.61% |
FT Debt to Equity Ratio Metrics
| Debt/Equity Ratio | 0.28 |
| Debt/Equity Ratio Avg TTM | 0.29 |
| Debt/Equity Ratio Avg 3Y | 0.31 |
| Current VS TTM Avg | -1.75% |
| Current VS 3Y Avg | -9.68% |
| Current VS 5Y Avg | -9.19% |
FT PEG Ratio Metrics
| PEG Ratio | - |
| PEG Ratio Avg TTM | 0.58 |
| PEG Ratio Avg 3Y | 0.75 |
| Current VS TTM Avg | - |
| Current VS 3Y Avg | - |
| Current VS 5Y Avg | - |
FT Earnings Yield
| Earnings Yield | 33.56% |
| Earnings Yield Avg TTM | 28.02% |
| Earnings Yield Avg 3Y | 22.26% |
| Current VS TTM Avg | +19.77% |
| Current VS 3Y Avg | +50.75% |
| Current VS 5Y Avg | +95.86% |
FT Current Ratio Metrics
| Current Ratio | 12.80 |
| Current Ratio Avg TTM | 11.33 |
| Current Ratio Avg 3Y | 7.58 |
| Current VS TTM Avg | +12.97% |
| Current VS 3Y Avg | +68.92% |
| Current VS 5Y Avg | +122.48% |
FT Quick Ratio Metrics
| Quick Ratio | 12.80 |
| Quick Ratio Avg TTM | 11.33 |
| Quick Ratio Avg 3Y | 11.33 |
| Current VS TTM Avg | +12.97% |
| Current VS 3Y Avg | +12.97% |
| Current VS 5Y Avg | +56.67% |
FT ROIC Metrics
| ROIC | 8.38% |
| ROIC Avg 3Y | 4.68% |
| ROIC Avg 5Y | 4.95% |
| Current VS 3Y Avg | +79.06% |
| Current VS 5Y Avg | +69.35% |
| Current VS 10Y Avg | +53.99% |
FT Return on Assets Metrics
| ROA | 7.03 |
| ROA Avg TTM | 9.91 |
| ROA Avg 3Y | 3.89 |
| Current VS TTM Avg | -29.06% |
| Current VS 3Y Avg | +80.84% |
| Current VS 5Y Avg | +65.09% |
FT Return on Equity Metrics
| ROE | 9.04 |
| ROE Avg TTM | 12.80 |
| ROE Avg 3Y | 4.97 |
| Current VS TTM Avg | -29.38% |
| Current VS 3Y Avg | +81.89% |
| Current VS 5Y Avg | +64.86% |
FT Net Profit Margin Metrics
| Net Profit Margin | 100.92% |
| Net Profit Margin Avg TTM | 99.29% |
| Net Profit Margin Avg 3Y | 30.07% |
| Current VS TTM Avg | +1.64% |
| Current VS 3Y Avg | +235.59% |
| Current VS 5Y Avg | +35.97% |
Last Updated: Thursday, June 25, 2026
About Franklin Universal Trust
Established on September 23, 1988, Franklin Universal Trust operates as a U.S.-domiciled, closed-end balanced mutual fund. It was initiated by Franklin Resources, Inc. and is actively managed by Franklin Advisers, Inc. The fund directs its capital towards the public equity and fixed income markets throughout the United States, specifically focusing its equity investments on the utility sector. Employing fundamental analysis, it constructs a diverse portfolio comprising corporate debt instruments and dividend-yielding utility stocks. For performance evaluation, the trust measures its equity holdings against the S&P 500 Electric Utilities Index, while its fixed income components are benchmarked against the Credit Suisse High Yield.
- Sector
- Financial Services
- Industry
- Asset Management
- CEO
- Rupert Harris Johnson Jr.