Franklin Universal Trust Ratios and Metrics

Market cap in millions USD. Fiscal year is September - August.

Millions USD. Fiscal year is Sep - Aug.

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	2020 - 2016
Period Ending	Mar '26 Mar 9, 2026	Aug '25 Aug 31, 2025	Aug '24 Aug 31, 2024	Aug '23 Aug 31, 2023	Aug '22 Aug 31, 2022	Aug '21 Aug 31, 2021	2020 - 2016
Market Capitalization	204	199	183	170	201	216	Upgrade
Market Cap Growth	-	8.91%	7.71%	-15.50%	-6.87%	22.71%	Upgrade
Enterprise Value	264	259	243	235	261	280	Upgrade
Last Close Price	8.20	7.68	6.59	5.67	6.18	6.19	Upgrade
PE Ratio	10.72	10.37	5.36	-	-	7.00	Upgrade
PS Ratio	13.35	13.06	12.60	10.53	12.65	14.50	Upgrade
PB Ratio	0.97	0.94	0.89	0.92	0.99	0.96	Upgrade
P/TBV Ratio	0.96	0.94	0.89	0.92	0.99	0.96	Upgrade
P/OCF Ratio	15.90	15.55	10.26	14.77	12.31	19.94	Upgrade
EV/Sales Ratio	17.28	16.99	16.73	14.56	16.42	18.80	Upgrade
EV/EBIT Ratio	20.78	20.43	20.53	17.52	20.13	23.24	Upgrade
Debt / Equity Ratio	0.28	0.28	0.29	0.35	0.32	0.29	Upgrade
Net Debt / Equity Ratio	0.28	0.28	0.29	0.35	0.31	0.28	Upgrade
Asset Turnover	0.06	0.06	0.06	0.06	0.06	0.05	Upgrade
Quick Ratio	6.15	6.15	4.34	2.00	3.20	1.56	Upgrade
Current Ratio	6.15	6.15	4.34	2.00	3.20	1.56	Upgrade
Return on Equity (ROE)	9.18%	9.18%	17.47%	-1.98%	-3.46%	14.41%	Upgrade
Return on Assets (ROA)	2.94%	2.94%	2.85%	3.21%	2.88%	2.67%	Upgrade
Return on Capital Employed (ROCE)	4.70%	4.70%	4.40%	5.40%	4.80%	4.20%	Upgrade
Earnings Yield	9.43%	9.65%	18.66%	-2.26%	-3.68%	14.29%	Upgrade
Dividend Yield	6.28%	6.64%	7.74%	10.08%	8.89%	6.88%	Upgrade
Payout Ratio	66.67%	66.67%	37.53%	-	-	33.84%	Upgrade
Total Shareholder Return	6.33%	6.64%	7.74%	10.08%	8.89%	6.88%	Upgrade

Source: S&P Capital IQ. Standard template. Financial Sources.