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FC 
Franklin Covey Company (FC)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
11/03/2025: FC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
3 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $33
1 Year Target Price $33
| 1 | Strong Buy |
| 2 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -24.18% | Avg. Invested days 27 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/03/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 207.20M USD | Price to earnings Ratio 20.75 | 1Y Target Price 33 |
Price to earnings Ratio 20.75 | 1Y Target Price 33 | ||
Volume (30-day avg) 3 | Beta 0.86 | 52 Weeks Range 16.31 - 44.16 | Updated Date 11/3/2025 |
52 Weeks Range 16.31 - 44.16 | Updated Date 11/3/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.79 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-11-06 | When - | Estimate 0.585 | Actual - |
Profitability
Profit Margin 3.81% | Operating Margin (TTM) 3.78% |
Management Effectiveness
Return on Assets (TTM) 6.39% | Return on Equity (TTM) 15.47% |
Valuation
Trailing PE 20.75 | Forward PE 23.87 | Enterprise Value 210227218 | Price to Sales(TTM) 0.74 |
Enterprise Value 210227218 | Price to Sales(TTM) 0.74 | ||
Enterprise Value to Revenue 0.75 | Enterprise Value to EBITDA 8.22 | Shares Outstanding 12641822 | Shares Floating 10517869 |
Shares Outstanding 12641822 | Shares Floating 10517869 | ||
Percent Insiders 16.25 | Percent Institutions 74.28 |
Upturn AI SWOT
Franklin Covey Company
Company Overview
History and Background
Franklin Covey Co. was formed in 1997 through the merger of Franklin Quest Co. and Covey Leadership Center. Franklin Quest, founded in 1983, focused on time management and organizational skills. Covey Leadership Center, founded in 1985, was based on Stephen Covey's 'The 7 Habits of Highly Effective People.'
Core Business Areas
- Enterprise Division: Offers subscription-based content, live-online training, and implementation support to organizations worldwide, focusing on leadership development, execution, productivity, trust, customer loyalty, and sales performance.
- Education Division: Provides training and curriculum for K-12 schools and educational institutions, centered on leadership, social-emotional learning, and academic success.
- Consumer Division: Sells physical and digital planning products, productivity tools, and educational resources directly to consumers.
Leadership and Structure
Paul Walker serves as the Chief Executive Officer. The company has a traditional corporate structure with functional departments and regional sales teams.
Top Products and Market Share
Key Offerings
- The 7 Habits of Highly Effective People: Flagship leadership development program. Market share is difficult to precisely quantify, but it's a leading program in the leadership training space. Competitors include AchieveForum, Dale Carnegie, and Wilson Learning.
- All Access Pass: Subscription service providing access to a wide range of FranklinCovey content and training. Revenue figures aren't publicly broken out. Competitors include LinkedIn Learning, Skillsoft, and Coursera for Business.
- Leader in Me: K-12 education program for leadership and social-emotional learning. Revenue figures are not publicly broken out. Competitors include CharacterStrong, and other SEL programs.
Market Dynamics
Industry Overview
The leadership development and training industry is large and fragmented, with increasing demand for online and blended learning solutions. The K-12 education market also sees increased focus on social-emotional learning.
Positioning
Franklin Covey is positioned as a global provider of leadership development and productivity solutions, known for its principle-based approach and emphasis on lasting behavioral change.
Total Addressable Market (TAM)
The global leadership development market is estimated to be in the tens of billions of dollars annually. TAM for social-emotional learning K-12 is also growing. Franklin Covey has global brand, content, and delivery capabilities well-positioned to take advantage of the TAM
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Proven methodologies and content
- Global reach
- Recurring revenue from subscription services
- Diversified offerings across enterprise, education, and consumer segments
Weaknesses
- Dependence on key intellectual property
- Competition from lower-priced alternatives
- Potential for disruption from new technologies
- Price point may be viewed as too expensive in some markets
Opportunities
- Expanding online learning offerings
- Increasing focus on social-emotional learning in education
- Growth in emerging markets
- Partnerships and strategic alliances
- Leveraging technology to enhance delivery and personalization
Threats
- Economic downturns impacting training budgets
- Increased competition from new entrants
- Changes in corporate learning preferences
- Decline in traditional classroom training
- Intellectual property infringement
Competitors and Market Share
Key Competitors
- HRB
- KFY
- MSFT
Competitive Landscape
Franklin Covey's strength lies in its established brand and principle-based approach. Competitors may offer more specialized or lower-priced solutions.
Major Acquisitions
Jhana
- Year: 2019
- Acquisition Price (USD millions): 0
- Strategic Rationale: To expand Franklin Coveyu2019s leadership microlearning platform to meet growing client demand for easily accessible and highly relevant content.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been steady, driven by the strength of its core programs and expansion into new markets.
Future Projections: Analyst estimates project continued growth, fueled by demand for leadership development and online learning.
Recent Initiatives: Focus on digital transformation, expanding online learning, and strategic partnerships.
Summary
Franklin Covey has a strong brand and valuable content in leadership development and education. Its subscription model provides recurring revenue. The market is competitive, and FC needs to continue to adapt to changing learning preferences and technology. They should focus on digital transformation to stay relevant and improve market share.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Franklin Covey Investor Relations
- Company Filings
- Industry Reports
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market share data is based on estimates and may not be precise. Financial data should be verified through official company filings.
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.
About Franklin Covey Company
Exchange NYSE | Headquaters Salt Lake City, 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 1084 | Website https://www.franklincovey.com |
Full time employees 1084 | Website https://www.franklincovey.com | ||
Franklin Covey Co. provides training and consulting services in the areas of execution, sales performance, productivity, customer loyalty, leadership, and educational improvement for organizations and individuals worldwide. The company operates through Direct Offices, International Licensees, and Education Practice segments. It also provides a suite of individual-effectiveness and leadership-development training and products. In addition, the company operates internet-based platforms, including All Access Pass and Leader in Me that offers training days and training course materials. Further, it offers individual-effectiveness and leadership-development training content solutions, such as The 7 Habits of Highly Effective People, The Speed of Trust, Multipliers, The 4 Disciplines of Execution, and Trust & Inspire. Franklin Covey Co. was incorporated in 1983 and is headquartered in Salt Lake City, Utah.
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