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Upturn AI SWOT - About
FC 
Franklin Covey Company (FC)
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Upturn Advisory Summary
08/28/2025: 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 $31
1 Year Target Price $31
| 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 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 248.79M USD | Price to earnings Ratio 24.76 | 1Y Target Price 31 |
Price to earnings Ratio 24.76 | 1Y Target Price 31 | ||
Volume (30-day avg) 3 | Beta 0.91 | 52 Weeks Range 18.32 - 44.16 | Updated Date 08/29/2025 |
52 Weeks Range 18.32 - 44.16 | Updated Date 08/29/2025 | ||
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 24.76 | Forward PE 24.57 | Enterprise Value 217433056 | Price to Sales(TTM) 0.89 |
Enterprise Value 217433056 | Price to Sales(TTM) 0.89 | ||
Enterprise Value to Revenue 0.78 | Enterprise Value to EBITDA 8.51 | Shares Outstanding 12641800 | Shares Floating 10519892 |
Shares Outstanding 12641800 | Shares Floating 10519892 | ||
Percent Insiders 16.27 | Percent Institutions 76.56 |
Upturn AI SWOT
Franklin Covey Company
Company Overview
History and Background
Franklin Covey Company was formed in 1997 through the merger of Franklin Quest and Covey Leadership Center. Franklin Quest focused on time management systems, while Covey Leadership Center was known for its principles-based leadership training. The company has evolved from selling paper-based planning systems to offering a wide range of training, consulting, and technology-based solutions.
Core Business Areas
- Enterprise Division: This segment offers leadership development, sales performance, execution, productivity, and customer loyalty solutions to organizations.
- Education Division: This segment provides leadership development and other solutions to K-12 schools and higher education institutions.
- Direct Consumer Division: This segment offers planning products, courses, and workshops directly to individual consumers.
Leadership and Structure
The company is led by CEO Paul Walker. The organizational structure consists of various departments including sales, marketing, research and development, and operations, reporting to executive leadership.
Top Products and Market Share
Key Offerings
- The 7 Habits of Highly Effective People: A leadership development program based on Stephen Covey's book. This is a cornerstone product and drives significant revenue. While exact market share is difficult to quantify, it is a leader in the leadership development space. Competitors include Dale Carnegie Training, Development Dimensions International (DDI), and CCL (Center for Creative Leadership).
- All Access Pass: A subscription-based platform providing access to FranklinCovey's content library, courses, and experts. Revenue from the All Access Pass is a significant and growing portion of total revenue. Competitors include Skillsoft, LinkedIn Learning, and Udemy for Business.
- Franklin Planner: A time management and planning system. This product line has evolved from paper-based to digital solutions and remains a recognizable brand. Market share in the personal planning segment is competitive, with companies like Day-Timer and various digital calendar apps as rivals.
Market Dynamics
Industry Overview
The leadership development and training industry is a large and growing market, driven by the increasing importance of employee engagement, talent development, and organizational effectiveness. The industry is characterized by a mix of large global players and smaller niche providers.
Positioning
Franklin Covey Company is positioned as a provider of principle-centered leadership development solutions. Its competitive advantages include its strong brand reputation, its extensive content library, and its global distribution network.
Total Addressable Market (TAM)
The global leadership development market is estimated to be worth hundreds of billions of dollars annually. Franklin Covey Company's TAM includes organizations seeking to improve leadership effectiveness, employee engagement, and organizational performance. The company is positioned to capture a share of this market through its comprehensive solutions and strong brand.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive content library
- Global distribution network
- Proven methodology (7 Habits)
- Recurring revenue through All Access Pass
Weaknesses
- High reliance on the 7 Habits brand
- Competition from lower-priced alternatives
- Potential for disruption from online learning platforms
- Can be perceived as expensive compared to some competitors
Opportunities
- Expanding into new markets and industries
- Leveraging technology to enhance product offerings
- Acquiring complementary businesses
- Increasing demand for leadership development in emerging markets
- Partnerships with large organizations for customized solutions
Threats
- Economic downturns impacting training budgets
- Increased competition from online learning platforms
- Changing learning preferences of younger generations
- Loss of key personnel
- Disruption from new technologies and methodologies
Competitors and Market Share
Key Competitors
- DCO
- CCL
- TPC
Competitive Landscape
Franklin Covey Company has a strong brand and established methodology, but faces competition from lower-priced alternatives and online learning platforms. Its competitive advantage lies in its principle-centered approach and its global distribution network.
Growth Trajectory and Initiatives
Historical Growth: Franklin Covey has experienced moderate growth in recent years, driven by the success of its All Access Pass and continued demand for its core leadership development programs.
Future Projections: Analysts expect continued growth for Franklin Covey, driven by the expansion of its digital offerings and international presence.
Recent Initiatives: Recent initiatives include the launch of new online courses, partnerships with large organizations, and expansion into new geographic markets.
Summary
Franklin Covey is a stable company with a well-known brand and a strong position in the leadership development market. The shift to digital offerings like the All Access Pass is a positive sign. The company needs to watch out for increasing competition from online platforms and adapt to changing learning preferences.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Franklin Covey Company Investor Relations
- Market Research Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on your own research and due diligence.
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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