
Profitability, historical returns, and peer comparisons.
According to Franklin Universal Trust’s latest financial reports and current stock price. The company's current ROE is 7.01%. This represents a change of 77.44% compared to the average of 3.95% of the last 4 quarters.
The mean historical ROE of Franklin Universal Trust over the last ten years is 6.46%. The current 7.01% ROE has changed 8.41% with respect to the historical average. Over the past ten years (40 quarters), FT's ROE was at its highest in in the August 2009 quarter at 28.99%. The ROE was at its lowest in in the February 2009 quarter at -53.55%.
Average
6.46%
Median
8.13%
Minimum
-3.64%
Maximum
16.56%
Discovering the peaks and valleys of Franklin Universal Trust ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 546.75%
Maximum Annual ROE = 16.56%
Minimum Annual Increase = -1954.43%
Minimum Annual ROE = -3.64%
| Year | ROE | Change |
|---|---|---|
| 2026 | 7.21% | -20.28% |
| 2025 | 9.04% | -45.41% |
| 2024 | 16.56% | -897.70% |
| 2023 | -2.08% | -42.95% |
| 2022 | -3.64% | -126.45% |
| 2021 | 13.76% | -1954.43% |
| 2020 | -0.74% | -106.62% |
| 2019 | 11.22% | 546.75% |
| 2018 | 1.73% | -85.00% |
| 2017 | 11.56% | -13.16% |
The current ROE of Franklin Universal Trust (FT) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
10.94%
5-year avg
5.42%
10-year avg
6.46%
Franklin Universal Trust’s ROE is less than Flaherty & Crumrine Total Return Fund Inc. (9.51%), greater than NexPoint Diversified Real Estate Trust (-9.29%), less than Wasatch Ultra Growth Fund (0%), greater than BlackRock Investment Quality Municipal Trust Inc. (-13.28%), less than Western Asset Global High Income Fund Inc. (10.75%), less than ProFunds Internet UltraSector Fund Investor Class (0%), less than Provident Trust Strategy Fund (7.81%), greater than Tweedy, Browne International Value Fund II - Currency Unhedged (0%), less than Franklin Limited Duration Income Trust (6.65%), greater than Royce Micro Cap Fund Financial Intermediary Class (0%),
| Company | ROE | Market cap |
|---|---|---|
| 9.51% | $165.43M | |
| -9.29% | $192.24M | |
| 0% | $229.85M | |
| -13.28% | $198.56M | |
| 10.75% | $163.62M | |
| 0% | $191.90M | |
| 7.81% | $184.09M | |
| 0% | $166.79M | |
| 6.65% | $221.42M | |
| 0% | $225.32M |
One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like Franklin Universal Trust using the financials and key metrics that matter to you in a single view.
The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:
Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.
Get your free trial here.
The easiest way to analyze a company like Franklin Universal Trust or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.
Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.
Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.
What is the ROE?
How can you use the ROE?
What is Franklin Universal Trust's ROE?
How is the ROE calculated for Franklin Universal Trust (FT)?
What is the highest ROE for Franklin Universal Trust (FT)?
What is the 3-year average ROE for Franklin Universal Trust (FT)?
What is the 5-year average ROE for Franklin Universal Trust (FT)?
How does the current ROE for Franklin Universal Trust (FT) compare to its historical average?