Franklin Covey Stock Performance
| FC Stock | USD 36.03 0.74 2.10% |
The firm shows a Beta (market volatility) of 1.59, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Franklin Covey will likely underperform. At this point, Franklin Covey has a negative expected return of -0.12%. Please make sure to confirm Franklin Covey's total risk alpha, potential upside, and the relationship between the standard deviation and maximum drawdown , to decide if Franklin Covey performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Franklin Covey has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest inconsistent performance, the Stock's fundamental indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the firm shareholders. ...more
Actual Historical Performance (%)
One Day Return 0.47 | Five Day Return (1.87) | Year To Date Return (11.10) | Ten Year Return 90.53 | All Time Return 102.52 |
1 | Disposition of 4170 shares by Colleen Dom of Franklin Covey at 40.99 subject to Rule 16b-3 | 09/12/2024 |
2 | Franklin Covey Co. A Bull Case Theory | 10/02/2024 |
3 | Disposition of 3110 shares by Clifton Davis of Franklin Covey at 40.99 subject to Rule 16b-3 | 10/04/2024 |
4 | Famous birthdays for Oct. 10 David Lee Roth, Wendi McLendon-Covey | 10/10/2024 |
5 | Acquisition by Michael Covey of 2520 shares of Franklin Covey subject to Rule 16b-3 | 10/11/2024 |
6 | Acquisition by Jennifer Colosimo of 1890 shares of Franklin Covey subject to Rule 16b-3 | 10/15/2024 |
7 | Acquisition by Rivera Efrain of 2892 shares of Franklin Covey subject to Rule 16b-3 | 10/18/2024 |
8 | Franklin Covey Downgraded by StockNews.com to Buy | 10/22/2024 |
9 | Earnings To Watch Franklin Covey Co Reports Q4 2024 Result | 11/05/2024 |
10 | Q4 2024 Franklin Covey Co Earnings Call Transcript | 11/07/2024 |
11 | Wendi McLendon-Covey is the comedy icon we need right now | 11/12/2024 |
12 | Franklin Coveys Performance Is Even Better Than Its Earnings Suggest | 11/19/2024 |
| Begin Period Cash Flow | 38.2 M |
Franklin |
Franklin Covey Relative Risk vs. Return Landscape
If you would invest 3,982 in Franklin Covey on August 24, 2024 and sell it today you would lose (379.00) from holding Franklin Covey or give up 9.52% of portfolio value over 90 days. Franklin Covey is generating negative expected returns and assumes 2.6097% volatility on return distribution over the 90 days horizon. Put differently, 23% of stocks are less risky than Franklin on the basis of their historical return distribution, and some 99% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
Franklin Covey Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Franklin Covey's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Franklin Covey, and traders can use it to determine the average amount a Franklin Covey's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0463
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FC |
Estimated Market Risk
| 2.61 actual daily | 23 77% of assets are more volatile |
Expected Return
| -0.12 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Franklin Covey is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Franklin Covey by adding Franklin Covey to a well-diversified portfolio.
Franklin Covey Fundamentals Growth
Franklin Stock prices reflect investors' perceptions of the future prospects and financial health of Franklin Covey, and Franklin Covey fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Franklin Stock performance.
| Return On Equity | 0.29 | |||
| Return On Asset | 0.0911 | |||
| Profit Margin | 0.08 % | |||
| Operating Margin | 0.21 % | |||
| Current Valuation | 422.64 M | |||
| Shares Outstanding | 13.18 M | |||
| Price To Earning | 55.22 X | |||
| Price To Book | 5.60 X | |||
| Price To Sales | 1.65 X | |||
| Revenue | 197.61 M | |||
| Gross Profit | 213.49 M | |||
| EBITDA | 33.04 M | |||
| Net Income | 23.4 M | |||
| Cash And Equivalents | 38.23 M | |||
| Cash Per Share | 3.76 X | |||
| Total Debt | 6.03 M | |||
| Debt To Equity | 0.35 % | |||
| Current Ratio | 0.95 X | |||
| Book Value Per Share | 6.41 X | |||
| Cash Flow From Operations | 60.26 M | |||
| Earnings Per Share | 1.74 X | |||
| Market Capitalization | 475.03 M | |||
| Total Asset | 238.84 M | |||
| Retained Earnings | 123.2 M | |||
| Working Capital | (6.63 M) | |||
| Current Asset | 89.74 M | |||
| Current Liabilities | 54.06 M | |||
About Franklin Covey Performance
By analyzing Franklin Covey's fundamental ratios, stakeholders can gain valuable insights into Franklin Covey's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Franklin Covey has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Franklin Covey has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 41.52 | 72.44 | |
| Return On Tangible Assets | 0.14 | 0.14 | |
| Return On Capital Employed | 0.43 | 0.45 | |
| Return On Assets | 0.10 | 0.10 | |
| Return On Equity | 0.28 | 0.30 |
Things to note about Franklin Covey performance evaluation
Checking the ongoing alerts about Franklin Covey for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Franklin Covey help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Franklin Covey generated a negative expected return over the last 90 days | |
| Franklin Covey is unlikely to experience financial distress in the next 2 years | |
| Franklin Covey reports 6.03 M of total liabilities with total debt to equity ratio (D/E) of 0.35, which is normal for its line of buisiness. Franklin Covey has a current ratio of 0.93, implying that it has not enough working capital to pay out debt commitments in time. Note however, debt could still be an excellent tool for Franklin to invest in growth at high rates of return. | |
| Over 77.0% of Franklin Covey shares are owned by institutional investors | |
| Latest headline from simplywall.st: Franklin Coveys Performance Is Even Better Than Its Earnings Suggest |
- Analyzing Franklin Covey's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Franklin Covey's stock is overvalued or undervalued compared to its peers.
- Examining Franklin Covey's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Franklin Covey's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Franklin Covey's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Franklin Covey's stock. These opinions can provide insight into Franklin Covey's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Franklin Stock analysis
When running Franklin Covey's price analysis, check to measure Franklin Covey's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Franklin Covey is operating at the current time. Most of Franklin Covey's value examination focuses on studying past and present price action to predict the probability of Franklin Covey's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Franklin Covey's price. Additionally, you may evaluate how the addition of Franklin Covey to your portfolios can decrease your overall portfolio volatility.
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