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Upturn AI SWOT - About
FC 
Franklin Covey Company (FC)
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Upturn Advisory Summary
09/17/2025: 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 09/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 243.86M USD | Price to earnings Ratio 24.42 | 1Y Target Price 33 |
Price to earnings Ratio 24.42 | 1Y Target Price 33 | ||
Volume (30-day avg) 3 | Beta 0.9 | 52 Weeks Range 18.13 - 44.16 | Updated Date 09/17/2025 |
52 Weeks Range 18.13 - 44.16 | Updated Date 09/17/2025 | ||
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 - | When - | Estimate - | 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 24.42 | Forward PE 24.33 | Enterprise Value 214778274 | Price to Sales(TTM) 0.87 |
Enterprise Value 214778274 | Price to Sales(TTM) 0.87 | ||
Enterprise Value to Revenue 0.77 | Enterprise Value to EBITDA 8.4 | Shares Outstanding 12641800 | Shares Floating 10517869 |
Shares Outstanding 12641800 | Shares Floating 10517869 | ||
Percent Insiders 16.28 | Percent Institutions 76.66 |
Upturn AI SWOT
Franklin Covey Company
Company Overview
History and Background
Franklin Covey Company was formed in 1997 through the merger of Franklin Quest Co. and Covey Leadership Center. Franklin Quest was known for time management training, and Covey Leadership Center was known for "The 7 Habits of Highly Effective People." The combined company provides leadership, strategy execution, customer loyalty, sales performance, and individual effectiveness training and assessment tools.
Core Business Areas
- Enterprise Division: Provides enterprise-wide consulting, training, and technology solutions to organizations, focusing on areas like leadership, strategy execution, productivity, and sales performance.
- Education Division: Offers leadership and personal development programs for students, educators, and administrators in K-12 and higher education institutions.
- Direct Sales Division: Sells individual training programs, workbooks, planners, and related products directly to consumers through various channels, including online and retail.
Leadership and Structure
Franklin Covey is led by CEO Paul Walker. The organizational structure includes various functional departments such as sales, marketing, product development, and finance, reporting to the executive leadership team. The Board of Directors oversees the company's strategic direction.
Top Products and Market Share
Key Offerings
- The 7 Habits of Highly Effective People: A foundational leadership and personal development program that teaches principles for effectiveness. While specific market share data is not readily available, this is a flagship product with widespread adoption globally. Competitors include Achieve Global, VitalSmarts, and Development Dimensions International (DDI).
- All Access Pass: A subscription-based platform that provides organizations with access to a wide range of Franklin Covey's training content and resources. Revenue from subscription services is a significant portion of the company's overall revenue. Competitors include LinkedIn Learning, Skillsoft, and Coursera for Business.
- xQ: xQ is a digital platform and methodology designed to improve execution performance. Its competitors include products like Workfront and Asana.
Market Dynamics
Industry Overview
The leadership development and training industry is experiencing growth due to increasing demand for employee development, leadership skills, and digital learning solutions. The shift towards online and blended learning formats is accelerating this trend.
Positioning
Franklin Covey positions itself as a global leader in leadership and organizational performance improvement. Its competitive advantages include its established brand reputation, proprietary content, and comprehensive suite of solutions.
Total Addressable Market (TAM)
The global corporate training market is estimated to be in the hundreds of billions of dollars. Franklin Covey is positioned to capture a portion of this TAM through its various offerings. It's difficult to provide precise figures but analysts place the Leadership Development and Training market close to $400 billion. Franklin Covey has less than 1% of that TAM.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Proprietary content and methodologies
- Global reach and distribution network
- Recurring revenue through subscription services
- Diversified product portfolio
Weaknesses
- Reliance on key personnel and consultants
- Potential for commoditization of training content
- Competition from lower-priced alternatives
- Execution risks in expanding digital offerings
- Higher price point compared to competitors
Opportunities
- Growing demand for leadership development and training
- Expansion into new geographic markets
- Strategic partnerships and acquisitions
- Development of new digital products and services
- Increased focus on personalization and customization
Threats
- Economic downturns affecting corporate training budgets
- Emergence of new competitors and disruptive technologies
- Changes in industry regulations and standards
- Loss of key personnel or consultants
- Inability to adapt to changing customer needs
Competitors and Market Share
Key Competitors
- GP Strategies (GPX)
- Wilson Learning (Private)
- Dale Carnegie Training (Private)
Competitive Landscape
Franklin Covey benefits from a strong brand reputation and comprehensive product offerings. Competitors may offer more specialized solutions or lower-priced alternatives. The market is fragmented with many players.
Major Acquisitions
Jhana
- Year: 2020
- Acquisition Price (USD millions): 39
- Strategic Rationale: Expanded Franklin Covey's digital learning capabilities and content library.
Growth Trajectory and Initiatives
Historical Growth: Growth has been moderate, driven by increased adoption of the All Access Pass and expansion into new markets.
Future Projections: Analyst estimates suggest continued growth, driven by demand for leadership development and digital learning solutions. Future earnings may be found on Yahoo Finance or other investor sites.
Recent Initiatives: Recent initiatives include expanding the All Access Pass offerings, developing new digital products, and strengthening partnerships with educational institutions.
Summary
Franklin Covey is a well-established player in the leadership development and training market, benefiting from a strong brand and proprietary content. The All Access Pass provides a recurring revenue stream and supports growth. The company faces competition from both established players and new entrants and must continue to innovate its digital offerings to maintain its market position. Weakness is that the company has less than 1% of the Total Addressable Market and they need to come up with more innovative solutions to compete effectively in the Leadership Development and Training market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Franklin Covey Company website
- Company 10-K and 10-Q filings
- Industry reports and market research
- Analyst estimates
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. Market conditions and company performance are subject to change.
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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