Franklin Covey Stock Buy Hold or Sell Recommendation
| FC Stock | USD 39.58 0.72 1.79% |
Allowing for the 90-day total investment horizon and your above-average risk tolerance, our recommendation regarding Franklin Covey is 'Cautious Hold'. Macroaxis provides Franklin Covey buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding FC positions. The advice algorithm takes into account all of Franklin Covey's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Franklin Covey's buy or sell advice are summarized below:
Real Value 47.76 | Target Price 72 | Hype Value 39.87 | Market Value 39.58 | Naive Value 40.66 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Franklin Covey given historical horizon and risk tolerance towards Franklin Covey. When Macroaxis issues a 'buy' or 'sell' recommendation for Franklin Covey, the advice is generated through an automated system that utilizes algorithms and statistical models.
Franklin |
Execute Franklin Covey Buy or Sell Advice
The Franklin recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Franklin Covey. Macroaxis does not own or have any residual interests in Franklin Covey or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Franklin Covey's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Franklin Covey Trading Alerts and Improvement Suggestions
| Franklin Covey generated a negative expected return over the last 90 days | |
| Franklin Covey is unlikely to experience financial distress in the next 2 years | |
| The company reports 15.33 M of total liabilities with total debt to equity ratio (D/E) of 0.35, which is normal for its line of buisiness. Franklin Covey has a current ratio of 0.93, implying that it has not enough working capital to pay out debt commitments in time. Debt can assist Franklin Covey until it has trouble settling it off, either with new capital or with free cash flow. So, Franklin Covey's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Franklin Covey sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Franklin to invest in growth at high rates of return. When we think about Franklin Covey's use of debt, we should always consider it together with cash and equity. | |
| About 72.0% of Franklin Covey shares are owned by institutional investors | |
| Latest headline from news.google.com: Franklin Covey authorizes 50 million stock buyback By Investing.com - Investing.com |
Franklin Covey Returns Distribution Density
The distribution of Franklin Covey's historical returns is an attempt to chart the uncertainty of Franklin Covey's future price movements. The chart of the probability distribution of Franklin Covey daily returns describes the distribution of returns around its average expected value. We use Franklin Covey price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Franklin Covey returns is essential to provide solid investment advice for Franklin Covey.
| Mean Return | -0.02 | Value At Risk | -4.23 | Potential Upside | 3.91 | Standard Deviation | 2.22 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Franklin Covey historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Franklin Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Franklin Covey is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Franklin Covey backward and forwards among themselves. Franklin Covey's institutional investor refers to the entity that pools money to purchase Franklin Covey's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Townsquare Capital Llc | 2023-12-31 | 234.5 K | Acadian Asset Management Llc | 2023-12-31 | 212.6 K | Millennium Management Llc | 2023-12-31 | 206 K | Pembroke Management Ltd | 2023-12-31 | 193 K | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 191.7 K | Federated Hermes Inc | 2023-12-31 | 176.6 K | Renaissance Technologies Corp | 2023-12-31 | 172.5 K | Blue Grotto Capital Llc | 2023-12-31 | 143.6 K | Silvercrest Asset Management Group Llc | 2023-12-31 | 134.6 K | Blackrock Inc | 2023-12-31 | 1.2 M | Vanguard Group Inc | 2023-12-31 | 679.5 K |
Franklin Covey Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | 552K | 463K | (1.0M) | (692K) | (795.8K) | (756.0K) | |
| Change In Cash | (562K) | 20.3M | 13.1M | (22.3M) | (20.1M) | (19.1M) | |
| Free Cash Flow | 18.3M | 42.1M | 46.9M | 22.2M | 25.5M | 13.7M | |
| Depreciation | 11.6M | 12.2M | 11.1M | 9.4M | 8.5M | 12.4M | |
| Other Non Cash Items | 3.9M | 3.6M | 3.4M | 3.1M | 3.6M | 3.6M | |
| Dividends Paid | 93.4M | 102.3M | 19.9M | 7.5M | 8.6M | 8.2M | |
| Capital Expenditures | 9.3M | 4.1M | 5.3M | 13.6M | 12.2M | 10.4M | |
| Net Income | (9.4M) | 13.6M | 18.4M | 17.8M | 16.0M | 16.8M | |
| End Period Cash Flow | 27.1M | 47.4M | 60.5M | 38.2M | 34.4M | 21.7M | |
| Change To Netincome | 8.5M | (980K) | 8.5M | 17.3M | 19.9M | 20.9M | |
| Change Receivables | (1.2M) | 17.2M | (14.3M) | (2.4M) | (2.8M) | (2.9M) | |
| Net Borrowings | (2.3M) | (7.6M) | (8.7M) | (9.0M) | (8.1M) | (7.7M) | |
| Investments | (2.6M) | (14.3M) | (5.3M) | (13.6M) | (15.6M) | (16.4M) |
Franklin Covey Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Franklin Covey or Professional Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Franklin Covey's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Franklin stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.19 | |
β | Beta against NYSE Composite | 1.87 | |
σ | Overall volatility | 2.28 | |
Ir | Information ratio | -0.05 |
Franklin Covey Volatility Alert
Franklin Covey exhibits very low volatility with skewness of -0.01 and kurtosis of 0.4. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Franklin Covey's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Franklin Covey's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Franklin Covey Fundamentals Vs Peers
Comparing Franklin Covey's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Franklin Covey's direct or indirect competition across all of the common fundamentals between Franklin Covey and the related equities. This way, we can detect undervalued stocks with similar characteristics as Franklin Covey or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Franklin Covey's fundamental indicators could also be used in its relative valuation, which is a method of valuing Franklin Covey by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Franklin Covey to competition |
| Fundamentals | Franklin Covey | Peer Average |
| Return On Equity | 0.21 | -0.31 |
| Return On Asset | 0.0744 | -0.14 |
| Profit Margin | 0.06 % | (1.27) % |
| Operating Margin | 0.07 % | (5.51) % |
| Current Valuation | 499.69 M | 16.62 B |
| Shares Outstanding | 13.27 M | 571.82 M |
| Shares Owned By Insiders | 15.30 % | 10.09 % |
| Shares Owned By Institutions | 72.24 % | 39.21 % |
| Number Of Shares Shorted | 818.25 K | 4.71 M |
| Price To Earning | 55.22 X | 28.72 X |
| Price To Book | 7.29 X | 9.51 X |
| Price To Sales | 1.85 X | 11.42 X |
| Revenue | 280.52 M | 9.43 B |
| Gross Profit | 213.49 M | 27.38 B |
| EBITDA | 34.97 M | 3.9 B |
| Net Income | 17.78 M | 570.98 M |
| Cash And Equivalents | 38.23 M | 2.7 B |
| Cash Per Share | 3.76 X | 5.01 X |
| Total Debt | 15.33 M | 5.32 B |
| Debt To Equity | 0.35 % | 48.70 % |
| Current Ratio | 0.95 X | 2.16 X |
| Book Value Per Share | 5.34 X | 1.93 K |
| Cash Flow From Operations | 35.74 M | 971.22 M |
| Short Ratio | 10.55 X | 4.00 X |
| Earnings Per Share | 1.22 X | 3.12 X |
| Price To Earnings To Growth | 1.32 X | 4.89 X |
| Target Price | 63.33 | |
| Number Of Employees | 1.16 K | 18.84 K |
| Beta | 1.21 | -0.15 |
| Market Capitalization | 534.62 M | 19.03 B |
| Total Asset | 245.92 M | 29.47 B |
| Retained Earnings | 99.8 M | 9.33 B |
| Working Capital | (6.63 M) | 1.48 B |
Note: Acquisition by Robert Whitman of 22106 shares of Franklin Covey subject to Rule 16b-3 [view details]
Franklin Covey Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Franklin . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 2354.85 | |||
| Daily Balance Of Power | (0.77) | |||
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 40.03 | |||
| Day Typical Price | 39.88 | |||
| Price Action Indicator | (0.81) | |||
| Period Momentum Indicator | (0.72) | |||
| Relative Strength Index | 25.39 |
About Franklin Covey Buy or Sell Advice
When is the right time to buy or sell Franklin Covey? Buying financial instruments such as Franklin Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 24.3M | 15.3M | 13.8M | 13.1M | Total Assets | 259.2M | 245.9M | 221.3M | 207.7M |
Use Investing Ideas to Build Portfolios
In addition to having Franklin Covey in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Check out Franklin Covey Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For information on how to trade Franklin Stock refer to our How to Trade Franklin Stock guide.Note that the Franklin Covey information on this page should be used as a complementary analysis to other Franklin Covey's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.
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When running Franklin Covey's price analysis, check to measure Franklin Covey's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Franklin Covey is operating at the current time. Most of Franklin Covey's value examination focuses on studying past and present price action to predict the probability of Franklin Covey's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Franklin Covey's price. Additionally, you may evaluate how the addition of Franklin Covey to your portfolios can decrease your overall portfolio volatility.
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Is Franklin Covey's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Franklin Covey. If investors know Franklin will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Franklin Covey listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.50) | Earnings Share 1.22 | Revenue Per Share 20.952 | Quarterly Revenue Growth (0.01) | Return On Assets 0.0744 |
The market value of Franklin Covey is measured differently than its book value, which is the value of Franklin that is recorded on the company's balance sheet. Investors also form their own opinion of Franklin Covey's value that differs from its market value or its book value, called intrinsic value, which is Franklin Covey's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Franklin Covey's market value can be influenced by many factors that don't directly affect Franklin Covey's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Franklin Covey's value and its price as these two are different measures arrived at by different means. Investors typically determine if Franklin Covey is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Franklin Covey's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.