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Upturn AI SWOT - About
FC 
Franklin Covey Company (FC)
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Upturn Advisory Summary
04/01/2025: 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.
AI Based Fundamental 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 -35.79% | Avg. Invested days 29 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 368.03M USD | Price to earnings Ratio 18.97 | 1Y Target Price 55 |
Price to earnings Ratio 18.97 | 1Y Target Price 55 | ||
Volume (30-day avg) 139136 | Beta 1.29 | 52 Weeks Range 26.90 - 44.45 | Updated Date 04/2/2025 |
52 Weeks Range 26.90 - 44.45 | Updated Date 04/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.47 |
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 2025-03-25 | When Before Market | Estimate - | Actual - |
Profitability
Profit Margin 6.85% | Operating Margin (TTM) 5.01% |
Management Effectiveness
Return on Assets (TTM) 9.41% | Return on Equity (TTM) 26.11% |
Valuation
Trailing PE 18.97 | Forward PE 25.45 | Enterprise Value 321286592 | Price to Sales(TTM) 1.28 |
Enterprise Value 321286592 | Price to Sales(TTM) 1.28 | ||
Enterprise Value to Revenue 1.12 | Enterprise Value to EBITDA 8.22 | Shares Outstanding 13195700 | Shares Floating 11119458 |
Shares Outstanding 13195700 | Shares Floating 11119458 | ||
Percent Insiders 15.36 | Percent Institutions 75.69 |
Analyst Ratings
Rating 4.33 | Target Price 55 | 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 the '7 Habits of Highly Effective People'.
Core Business Areas
- Enterprise Division: Provides leadership, execution, productivity, trust, sales performance, and customer loyalty solutions to organizations of all sizes.
- Education Division: Offers leadership development programs and materials for K-12 schools and higher education institutions.
- FranklinCovey All Access Pass: Subscription service providing unlimited access to FranklinCovey content, tools, and assessments.
Leadership and Structure
Paul Walker serves as CEO. The company is structured around its Enterprise and Education divisions, supported by functional departments like sales, marketing, and operations. It is structured as a publicly traded company with a board of directors.
Top Products and Market Share
Key Offerings
- Revenue: Unavailable
- The 7 Habits of Highly Effective People: A foundational leadership and personal development program, based on Stephen Covey's book. Competitors include: Dale Carnegie Training (DALE), and other professional development companies.
- FranklinCovey All Access Pass: Subscription service providing unlimited access to FranklinCovey content, tools, and assessments for individuals and organizations. Competitors include: LinkedIn Learning (MSFT), Udemy (UDMY), and Coursera (COUR).
- Leader in Me: A whole-school transformation model for K-12 schools that develops leadership in students, educators, and families. Competitors include: Character.org and Positive Behavioral Interventions and Supports (PBIS).
Market Dynamics
Industry Overview
The leadership development industry is experiencing steady growth, driven by the increasing need for skilled leaders in a rapidly changing business environment. The education sector is also seeing a growing demand for social and emotional learning programs.
Positioning
Franklin Covey Company positions itself as a premium provider of leadership development and organizational performance improvement solutions. It leverages its well-known brand, proven methodologies, and extensive network of consultants to serve a diverse range of clients.
Total Addressable Market (TAM)
The Global corporate training market size was valued at USD 94.75 billion in 2023 and is expected to grow to USD 445.80 billion by 2032. Franklin Covey Company holds a strong position in leadership and training development, thus the company is well-positioned to capture a significant share of the TAM.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Proven methodologies and content
- Extensive network of consultants
- Diversified revenue streams
- All Access Pass providing recurring revenue
Weaknesses
- High price point compared to some competitors
- Dependence on key consultants and trainers
- Potential for commoditization of training content
- Limited geographical diversification outside of North America
Opportunities
- Expanding into new geographic markets
- Developing new digital learning solutions
- Acquiring complementary businesses
- Increasing adoption of 'Leader in Me' program in schools
- Leveraging partnerships for distribution and reach
Threats
- Economic downturn impacting corporate training budgets
- Increased competition from online learning platforms
- Changing technology disrupting traditional training methods
- Loss of key consultants or trainers
- Negative publicity impacting brand reputation
Competitors and Market Share
Key Competitors
- DALE
- ACHC
- GPX
Competitive Landscape
Franklin Covey Company benefits from its strong brand recognition and proven methodologies. However, it faces competition from companies like Dale Carnegie Training and Achieve Global, as well as online learning platforms such as LinkedIn Learning and Coursera.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth rates are unavailable in this format.
Future Projections: Future growth projections are unavailable in this format.
Recent Initiatives: Recent initiatives include expanding the 'All Access Pass', developing new digital learning solutions, and partnering with organizations to promote leadership development.
Summary
Franklin Covey is a strong company with a recognizable brand and diversified revenue streams, especially from their All Access Pass. While they benefit from high brand recognition and effective content, they must watch out for the competition from online learning platforms and economic downturns which would impact corporate training budgets. Geographic diversification could strengthen the company's future prospects, and continued investment in digital solutions is essential. Continuous innovation and brand maintenance will be crucial for sustainable growth.
Similar Companies
ACHC
Acadia Healthcare Company Inc
ACHC
Acadia Healthcare Company Inc
COUR
Coursera Inc
COUR
Coursera Inc
MSFT
Microsoft Corporation
MSFT
Microsoft Corporation
UDMY
Udemy Inc
UDMY
Udemy Inc
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Industry Reports
- Market Research Reports
Disclaimers:
This analysis is based on available information and is for informational purposes only. It is not financial advice. Market share percentages may be estimations.
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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