- ISIN
- US3534691098
- CUSIP
- 353469109
- Sector
- Industrials
- Industry
- Consulting Services
- IPO Date
- Jun 2, 1992
Highlights
- Market Cap
- $242.25M
- Enterprise Value
- $230.28M
- EPS (TTM)
- $0.18
- PE Ratio
- 117.41
- Total Revenue (TTM)
- $262.75M
- Gross Profit (TTM)
- $193.94M
- EBITDA (TTM)
- $12.33M
- Year Range
- $11.16 - $26.81
- Target Price
- $25.00
- ROA (TTM)
- 1.30%
- ROE (TTM)
- 5.09%
- Avg. Volume (1M)
- 110K
- Avg. Volume Value (1M)
- $2.34M
Share Price Chart
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Performance
FC Performance Chart
Franklin Covey Co. (FC) is up 27.8% since the beginning of the year. At $21 per share, FC is trading 20.0% below its 52-week high of $27. Investors who bought $1,000 worth of FC shares 5 years ago would now be looking at an investment worth $586.
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Returns By Period
Franklin Covey Co. (FC) has returned 27.83% so far this year and 15.20% over the past 12 months. Over the last ten years, FC has returned 2.97% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
Franklin Covey Co.
- 1D
- -0.33%
- 1M
- -1.52%
- 6M
- 5.30%
- YTD
- 27.83%
- 1Y
- 15.20%
- 3Y*
- -23.32%
- 5Y*
- -10.13%
- 10Y*
- 2.97%
- ALL TIME*
- 0.77%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
FC Monthly Returns History
Based on dividend-adjusted daily data since Jun 3, 1992, FC's average daily return is +0.05%, while the average monthly return is +1.08%. At this rate, an investment would double in approximately 5.4 years.
Historically, 52% of months were positive and 48% were negative. The best month was Dec 2003 with a return of +83.0%, while the worst month was Mar 2020 at -50.6%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.
On a daily basis, FC closed higher 46% of trading days. The best single day was Dec 24, 2003 with a return of +63.5%, while the worst single day was Jan 10, 2002 at -30.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 21.39% | -36.08% | 21.27% | 34.26% | 11.89% | 3.41% | -12.56% | 27.83% | |||||
| 2025 | 0.88% | -15.64% | -13.63% | -26.47% | 15.12% | -2.40% | -13.63% | -0.76% | -0.77% | -12.52% | -7.42% | 6.74% | -55.35% |
| 2024 | -7.10% | -5.59% | 2.83% | -0.82% | -4.98% | 2.70% | 15.03% | -7.89% | 2.16% | -3.21% | -8.62% | 3.30% | -13.67% |
| 2023 | -0.79% | 1.01% | -17.92% | -4.55% | 0.54% | 18.31% | 9.09% | -10.45% | 0.59% | -8.18% | -1.34% | 11.96% | -6.93% |
| 2022 | 0.97% | -1.52% | -1.91% | -11.39% | -4.39% | 20.54% | 13.32% | -9.10% | -4.58% | 11.48% | 2.69% | -9.99% | 0.88% |
| 2021 | 7.99% | 6.90% | 10.04% | 7.95% | 1.51% | 4.35% | 13.11% | 18.80% | -6.17% | 3.58% | 4.09% | 5.41% | 108.17% |
Benchmark Metrics
Franklin Covey Co. has an annualized alpha of 5.85%, beta of 0.76, and R2 of 0.07 versus S&P 500 Index. Calculated based on daily prices since June 03, 1992.
- This stock participated in 121.81% of S&P 500 Index downside but only 85.25% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.07 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 5.85%
- Beta
- 0.76
- R²
- 0.07
- Upside Capture
- 85.25%
- Downside Capture
- 121.81%
Return for Risk
Risk / Return Rank
FC ranks 51 for risk / return — above 51% of stocks peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Franklin Covey Co. (FC) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FC | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.28 | ||
| Sortino ratioReturn per unit of downside risk | -1.19 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.25 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 0.20 | 2.00 | -1.81 |
| Martin ratioReturn relative to average drawdown | 0.52 | 8.49 | -7.98 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Franklin Covey Co.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Franklin Covey Co. was 98.37%, occurring on Apr 2, 2003. Recovery took 4634 trading sessions.
The current Franklin Covey Co. drawdown is 60.15%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-98.37%Apr 2003 | 9y 17d | 18y 5mo | 27y 5moMar 1994 - Aug 2021 | — |
-78.56%Mar 2026 | 3y 7mo | — | 3y 11moAug 2022 - now | — |
-32.14%Jun 2022 | 5mo 3d | 1mo 7d | 6mo 10dJan 2022 - Jul 2022 | Bear market2022 |
-25.48%Sep 1992 | 2mo 15d | 1mo 27d | 4mo 12dJul 1992 - Nov 1992 | — |
-15.24%Dec 2021 | 1mo 5d | 18d | 1mo 23dNov 2021 - Jan 2022 | — |
Drawdown Indicators
| FC | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.37% | -56.78% | -41.59% |
Max Drawdown (1Y)Largest decline over 1 year | -45.20% | -9.10% | -36.10% |
Max Drawdown (3Y)Largest decline over 3 years | -76.14% | -18.90% | -57.24% |
Max Drawdown (5Y)Largest decline over 5 years | -78.56% | -25.43% | -53.13% |
Max Drawdown (10Y)Largest decline over 10 years | -78.56% | -33.92% | -44.64% |
Current DrawdownCurrent decline from peak | -60.15% | -1.58% | -58.57% |
Average DrawdownAverage peak-to-trough decline | -56.37% | -10.70% | -45.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.17% | 2.14% | +15.03% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Franklin Covey Co. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Franklin Covey Co. is priced in the market compared to other companies in the Consulting Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for FC, comparing it with other companies in the Consulting Services industry. Currently, FC has a P/E ratio of 117.4. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for FC relative to other companies in the Consulting Services industry. Currently, FC has a P/S ratio of 1.0. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for FC in comparison with other companies in the Consulting Services industry. Currently, FC has a P/B value of 5.7. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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