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Upturn AI SWOT - About
FC 
Franklin Covey Company (FC)
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Upturn Advisory Summary
06/30/2025: 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
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $41.67
1 Year Target Price $41.67
| 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 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 303.65M USD | Price to earnings Ratio 17.58 | 1Y Target Price 41.67 |
Price to earnings Ratio 17.58 | 1Y Target Price 41.67 | ||
Volume (30-day avg) 3 | Beta 0.88 | 52 Weeks Range 18.94 - 44.45 | Updated Date 06/29/2025 |
52 Weeks Range 18.94 - 44.45 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.33 |
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 6.21% | Operating Margin (TTM) -2.44% |
Management Effectiveness
Return on Assets (TTM) 8.17% | Return on Equity (TTM) 24.81% |
Valuation
Trailing PE 17.58 | Forward PE 20 | Enterprise Value 267412010 | Price to Sales(TTM) 1.06 |
Enterprise Value 267412010 | Price to Sales(TTM) 1.06 | ||
Enterprise Value to Revenue 0.93 | Enterprise Value to EBITDA 7.39 | Shares Outstanding 12987700 | Shares Floating 10902416 |
Shares Outstanding 12987700 | Shares Floating 10902416 | ||
Percent Insiders 15.69 | Percent Institutions 81.24 |
Analyst Ratings
Rating 2 | Target Price 41.67 | Buy 2 | Strong Buy 1 |
Buy 2 | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
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 focused on time management training, while Covey Leadership Center was known for its leadership development programs based on 'The 7 Habits of Highly Effective People.' The company has evolved into a global leadership and performance improvement firm.
Core Business Areas
- Enterprise Division: Provides solutions for large organizations, focusing on leadership development, execution, productivity, trust, sales performance, and customer loyalty. Core offerings include training programs, consulting services, and technology solutions.
- Education Division: Offers programs for K-12 schools and higher education institutions, focused on developing leadership skills in students, educators, and administrators. Includes 'Leader in Me' program.
- FranklinCovey All Access Pass: A subscription-based model providing access to a library of content, tools, and resources for personal and professional development.
Leadership and Structure
Franklin Covey Company is led by CEO Paul Walker. The organizational structure consists of various departments focusing on sales, marketing, product development, and consulting services. They operate through a network of consultants and partners globally.
Top Products and Market Share
Key Offerings
- The 7 Habits of Highly Effective People: A foundational leadership development program based on Stephen Covey's book. Generates significant revenue through workshops, books, and online courses. Competitors include DDI, CCL, and Korn Ferry.
- The Leader in Me: A K-12 education program focused on developing leadership skills in students. This program is implemented in numerous schools worldwide, and has a large number of users. Competitors include Character.org and other character education programs.
- FranklinCovey All Access Pass: Subscription-based model, providing access to a library of leadership development content. Generates recurring revenue and competes with LinkedIn Learning and Skillsoft.
Market Dynamics
Industry Overview
The leadership development and training market is competitive and evolving, driven by the increasing importance of human capital in organizations. The market sees significant growth in online learning and personalized training solutions.
Positioning
Franklin Covey Company holds a strong position in the leadership development market with its well-known brand and established methodologies. Its competitive advantages include its intellectual property, global reach, and focus on sustainable results.
Total Addressable Market (TAM)
The global corporate training market is estimated to be several hundred billion dollars annually. Franklin Covey Company is positioned to capture a portion of this market through its various training programs and consulting services.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Established methodologies (e.g., The 7 Habits)
- Global reach
- Recurring revenue from All Access Pass and education programs
- Experienced consulting team
Weaknesses
- Reliance on specific methodologies, potentially limiting adaptability
- Competition from lower-priced online learning platforms
- Potential for brand dilution through partnerships
- Market perception as focused on traditional methods
Opportunities
- Expansion into emerging markets
- Development of new online learning solutions
- Strategic partnerships with technology companies
- Increased demand for leadership development in a changing workplace
Threats
- Economic downturns affecting corporate training budgets
- Emergence of new competitors with innovative training solutions
- Changes in workforce demographics and learning preferences
- Impact of automation and artificial intelligence on jobs
Competitors and Market Share
Key Competitors
- KFY
- CCL
- DDIC
- GET
- TPIC
Competitive Landscape
Franklin Covey Company differentiates itself through its well-known methodologies and global reach. However, it faces competition from companies with more specialized expertise in certain areas of leadership development or technology-driven solutions. Advantage: well branded. Disadvantage: can be seen as outdated.
Major Acquisitions
Jhana
- Year: 2019
- Acquisition Price (USD millions): 40
- Strategic Rationale: Acquisition of Jhana to enhance its online learning and performance support capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends are determined through analyzing past revenue, profitability, and market share data over multiple years. (Analysis: Requires Historical data to calculate)
Future Projections: Future growth projections are based on analyst estimates, market trends, and company strategies. This has to come from recent analyst reports.
Recent Initiatives: Recent initiatives by Franklin Covey Company need to be derived from the analysis of their news releases.
Summary
Franklin Covey Company maintains a solid position in the leadership development market, bolstered by its renowned methodologies and All Access Pass subscription. The company faces evolving market dynamics and competition from digital learning platforms. Opportunities exist in emerging markets and through strategic technological partnerships. Financial details will determine the long term health of the company.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Analyst Reports
- Industry Publications
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share figures are estimates and may not reflect exact data. Historical financial data requires to be pulled from SEC 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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