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Upturn AI Summary - About
Franklin Covey Company(FC)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for FC
09/24/2026: FC (1-star) is currently NOT-A-BUY. Pass it for now.
Franklin Covey is a professional services company primarily focused on leadership development, organizational effectiveness, and culture training through a subscription-based enterprise model. Its main strength lies in the successful transition to the 'All Access Pass,' which provides recurring revenue and high profit margins. The primary growth opportunity involves scaling its digital platform globally and expanding into new AI-driven training applications. Risks include intense competition from low-cost digital learning providers and potential cyclical pullbacks in corporate training budgets during economic downturns. The stock is best suited for growth-oriented investors, with developments in subscription renewal rates and international market penetration serving as key indicators for long-term monitoring.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company's transition to a subscription-based model provides a sustainable engine for long-term revenue growth. |
| Momentum investor | Mixed fit | Momentum depends on the company's ability to consistently beat earnings estimates during expansion phases. |
| Value investor | Mixed fit | Valuation is often tied to growth expectations rather than traditional book-value metrics. |
| Dividend investor | Weak fit | The company does not pay a dividend and prioritizes internal growth capital allocation. |
| Low-risk investor | Weak fit | The stock can exhibit sensitivity to macroeconomic cycles and enterprise spending trends. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock is subject to fluctuations based on sentiment regarding corporate spending health. |
| Valuation risk | Medium | Shares often trade at premiums reflecting growth, which can contract if expectations are missed. |
| Competition risk (Digital Learning/AI) | High | Low-cost AI-driven learning platforms threaten to commoditize traditional training content. |
| Business quality | Strong | The company possesses high brand awareness and a sticky, recurring revenue-based customer base. |
| Dividend income | Low / none | Investors seeking immediate income will not find this an appropriate vehicle. |
| Execution risk | Medium | The strategy relies on successful global scaling and ongoing innovation of the All Access Pass. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type Stock | Historic Profit -24.93% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/24/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 195.05M USD | Price to earnings Ratio 115.13 | 1Y Target Price 31 |
Price to earnings Ratio 115.13 | 1Y Target Price 31 | ||
Volume (30-day avg) 65.2K shares | Beta 0.76 | 52 Weeks Range 11.16 - 26.81 | Updated Date 09/24/2026 |
52 Weeks Range 11.16 - 26.81 | Updated Date 09/24/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.15 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Enterprise Subscription | All Access Pass revenue, consulting fees, and training sessions. | This is the primary engine of the company, providing stable, recurring, high-margin revenue from large organizations. |
| Education Division | Leader in Me memberships and training materials. | A significant vertical that provides diversified, mission-driven revenue through school-based contracts. |
| International | Revenue from international partners and direct-delivery operations. | Represents geographic diversification and growth potential in emerging leadership markets. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 115.13 | Forward PE 18.9 | Enterprise Value 181.37M | Price to Sales(TTM) 0.74 |
Enterprise Value 181.37M | Price to Sales(TTM) 0.74 | ||
Enterprise Value to Revenue 0.69 | Enterprise Value to EBITDA 11.93 | Shares Outstanding 11.29M | Shares Floating 9.11M |
Shares Outstanding 11.29M | Shares Floating 9.11M | ||
Percent Insiders 18.57 | Percent Institutions 76.65 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Franklin Covey Company
Exchange NYSE | Headquarters Draper, UT, United States | ||
IPO Launch date 1992-06-02 | President, CEO & Director Mr. Paul S. Walker | ||
Sector Consumer Defensive | Industry Education & Training Services | Full time employees 1120 | Website https://www.franklincovey.com |
Full time employees 1120 | Website https://www.franklincovey.com | ||
Franklin Covey Co. provides training and consulting services in the areas of leadership, customer loyalty, execution, productivity, sales performance, and educational improvement for organizations and individuals worldwide. The company operates through four segments: North America, International Direct Offices, International Licensees, and Education Division. It offers a suite of individual-effectiveness and leadership-development training and products, such as The 7 Habits of Highly Effective People, The Speed of Trust, The Leader In Me, The Four Disciplines of Execution, Trust & Inspire, and Multipliers. The company also operates internet-based platforms, including All Access Pass and Leader in Me that offer training days and training course materials. The company was formerly known as Franklin Quest Co. and changed its name to Franklin Covey Co. in May 1997. Franklin Covey Co. was incorporated in 1983 and is based in Draper, Utah.
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