Franklin Universal Trust (FT)

Franklin Universal Trust Ratios and Metrics

Market cap in millions USD. Fiscal year is September - August.

Fiscal Year	Current	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Period Ending	Nov 19, 2025	Aug 31, 2024	Aug 31, 2023	Aug 31, 2022	Aug 31, 2021	Aug 31, 2020
Market Capitalization	198	183	170	201	216	176
Market Cap Growth	-	7.71%	-15.50%	-6.87%	22.71%	-5.02%
Enterprise Value	261	243	235	261	280	240
Last Close Price	8.01	6.77	5.82	6.34	6.36	4.90
PE Ratio	10.47	5.36	-	-	7.00	-
PS Ratio	13.19	12.60	10.53	12.65	14.50	11.36
PB Ratio	0.95	0.89	0.92	0.99	0.96	0.86
P/TBV Ratio	0.95	0.89	0.92	0.99	0.96	0.86
P/OCF Ratio	15.70	10.26	14.77	12.31	19.94	17.18
EV/Sales Ratio	17.12	16.73	14.56	16.42	18.80	15.50
EV/EBIT Ratio	20.59	20.53	17.52	20.13	23.24	18.60
Debt / Equity Ratio	0.29	0.29	0.35	0.32	0.29	0.32
Asset Turnover	0.06	0.06	0.06	0.06	0.05	0.06
Quick Ratio	4.34	4.34	2.00	3.20	1.56	2.04
Current Ratio	4.34	4.34	2.00	3.20	1.56	2.04
Return on Equity (ROE)	17.47%	17.47%	-1.98%	-3.46%	14.41%	-0.72%
Return on Assets (ROA)	2.85%	2.85%	3.21%	2.88%	2.67%	2.91%
Return on Capital (ROIC)	2.87%	2.87%	3.23%	2.91%	2.70%	2.94%
Return on Capital Employed (ROCE)	4.40%	4.40%	5.40%	4.80%	4.20%	4.80%
Earnings Yield	9.55%	18.66%	-2.26%	-3.68%	14.29%	-0.86%
Dividend Yield	6.37%	7.54%	9.81%	8.66%	6.70%	7.86%
Payout Ratio	66.67%	37.53%	-	-	33.84%	-
Total Shareholder Return	6.37%	7.54%	9.81%	8.66%	6.70%	7.86%

Source: S&P Global Market Intelligence. Standard template. Financial Sources.

SEC Filings: 10-K · 10-Q