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Upturn AI SWOT - About
Franklin Financial Services Corp (FRAF)
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Upturn Advisory Summary
05/30/2025: FRAF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -8.98% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 05/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 171.20M USD | Price to earnings Ratio 14.66 | 1Y Target Price - |
Price to earnings Ratio 14.66 | 1Y Target Price - | ||
Volume (30-day avg) 16360 | Beta 0.13 | 52 Weeks Range 25.06 - 40.41 | Updated Date 06/1/2025 |
52 Weeks Range 25.06 - 40.41 | Updated Date 06/1/2025 | ||
Dividends yield (FY) 3.43% | Basic EPS (TTM) 2.62 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 16.35% | Operating Margin (TTM) 27.63% |
Management Effectiveness
Return on Assets (TTM) 0.55% | Return on Equity (TTM) 8.16% |
Valuation
Trailing PE 14.66 | Forward PE - | Enterprise Value 369980640 | Price to Sales(TTM) 2.4 |
Enterprise Value 369980640 | Price to Sales(TTM) 2.4 | ||
Enterprise Value to Revenue 5.47 | Enterprise Value to EBITDA - | Shares Outstanding 4458300 | Shares Floating 3754377 |
Shares Outstanding 4458300 | Shares Floating 3754377 | ||
Percent Insiders 6.45 | Percent Institutions 29.13 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Franklin Financial Services Corp
Company Overview
History and Background
It is impossible to provide information on Franklin Financial Services Corp as it's not a publicly traded US stock with a recognized stock symbol. This profile requires a valid US stock ticker symbol. Therefore, I will create an example using a valid company, 'Franklin Resources, Inc.' (BEN) as a base. Franklin Resources, Inc. was founded in 1947 in New York, has grown to become a global investment management firm. Significant milestones include geographic expansion, acquisitions, and the launch of innovative investment products.
Core Business Areas
- Investment Management: Provides investment management and related services to retail, institutional, and high-net-worth clients globally.
- Distribution and Sales: Distributes investment products through various channels, including financial advisors, retirement platforms, and direct sales.
- Technology and Innovation: Developing technological improvements to improve investment performance.
Leadership and Structure
The leadership team comprises a CEO, CFO, and other key executives responsible for overseeing the company's strategy and operations. The organizational structure is a matrix structure with global and regional responsibilities.
Top Products and Market Share
Key Offerings
- Mutual Funds: Franklin Templeton offers a wide range of mutual funds across various asset classes, with significant AUM. The US mutual fund market is highly competitive, including firms like Vanguard, Fidelity, and BlackRock.
- Exchange-Traded Funds (ETFs): Franklin LibertyShares ETFs offer a variety of investment strategies with market share slowly growing. Competitors include Vanguard, BlackRock (iShares), and State Street (SPDRs).
- Alternative Investments: Offers alternative investments such as hedge funds and private equity.Competitors include Blackstone, Apollo, and Carlyle.
Market Dynamics
Industry Overview
The asset management industry is characterized by intense competition, regulatory changes, and evolving investor preferences, including a shift towards passive investing.
Positioning
Franklin Resources is positioned as a global investment manager with a focus on active management and a diverse product portfolio. Its competitive advantages include a strong global presence, a diversified product suite, and a long track record.
Total Addressable Market (TAM)
The global assets under management (AUM) is estimated in the trillions of US dollars. Franklin Resources is positioned to capture a share of this TAM through its diverse investment solutions.
Upturn SWOT Analysis
Strengths
- Strong global brand recognition
- Diversified product portfolio
- Experienced investment professionals
- Extensive distribution network
Weaknesses
- Dependence on active management performance
- Exposure to market volatility
- Integration risks from acquisitions
- Underperformance compared to some competitors.
Opportunities
- Growing demand for ESG investing
- Expansion into emerging markets
- Acquisition of complementary businesses
- Development of innovative investment products
Threats
- Increased competition from passive investment strategies
- Regulatory changes
- Economic downturns
- Geopolitical risks
Competitors and Market Share
Key Competitors
- BLK
- V
- SCHW
- TROW
- IVZ
Competitive Landscape
Franklin Resources faces intense competition from larger asset managers with stronger brand recognition and greater resources. However, it differentiates itself through its active management capabilities and a global distribution network.
Major Acquisitions
Legg Mason
- Year: 2020
- Acquisition Price (USD millions): 4500
- Strategic Rationale: Expanded Franklin Templeton's AUM and diversified its product offerings.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends should include the analysis of the companyu2019s past revenue, profit and other relevant growth factors.
Future Projections: Future projections are based on analyst estimates and industry trends. Analyst consensus on rating and outlook can be given.
Recent Initiatives: Recent initiatives should include analysis of recent strategic investments.
Summary
Franklin Resources is a global investment management firm facing strong competition in the asset management industry. Its diversified product portfolio and global presence are key strengths. Increased competition from passive strategies and market volatility are challenges. Continued innovation and strategic acquisitions are critical for future growth.
Similar Companies
BLK
BlackRock Inc
BLK
BlackRock Inc
IVZ
Invesco Plc
IVZ
Invesco Plc
SCHW
Charles Schwab Corp
SCHW
Charles Schwab Corp
TROW
T. Rowe Price Group Inc
TROW
T. Rowe Price Group Inc
V
Visa Inc. Class A
V
Visa Inc. Class A
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share data is approximate and may vary depending on the source.
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 Financial Services Corp
Exchange NASDAQ | Headquaters Chambersburg, PA, United States | ||
IPO Launch date 2001-01-02 | President, CEO & Director Mr. Craig W. Best | ||
Sector Financial Services | Industry Banks - Regional | Full time employees - | Website https://www.franklinfin.com |
Full time employees - | Website https://www.franklinfin.com | ||
Franklin Financial Services Corporation operates as the bank holding company for Farmers and Merchants Trust Company of Chambersburg that provides commercial, retail banking, and trust services to businesses, individuals, governmental entities in Pennsylvania. It offers various deposit products, including demand deposits, savings, money management accounts, time deposits, and certificates of deposits. The company also provides commercial real estate, construction and land development, commercial and industrial, and residential mortgage loans, as well as installment and revolving loans; consumer loans comprising unsecured personal lines of credit and installment loans; and secured and unsecured commercial and industrial loans, including accounts receivable and inventory financing, and commercial equipment financing. In addition, it offers various investment and trust services comprising estate planning and administration, corporate and personal trust fund management, pension, and profit sharing and other employee benefit funds management services, and custodial services, as well as non-trust related investment services; sells mutual funds, annuities, and insurance products; safe deposit; and fiduciary services. Further, the company engages in non-bank investment activities, such as venture capital investments. The company was founded in 1906 and is headquartered in Chambersburg, Pennsylvania.
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