Company Analysis

Franklin Covey Company (FC)

NYSE: FC · Services-Management Services · Salt Lake City, UT · filing with the SEC since 1994
Grade4.7
◀ Past 3.3● Present 5.3▶ Future 4.8

The grade of Franklin Covey Company

Nine metrics read from its own filings, by tense
Headline grade
4.7/10
◀ Past3.325% of the headline
● Present5.345% of the headline
▶ Future4.830% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

3.3/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
1.1/10

Has it survived what it has been through?

1 warning event since 2017; the latest 2021-02-18.

weight 45% of this tense · 11th percentile among 14 sector filers · read for itself

From the record

Franklin Covey Company's filings since 2017 show 1 warning event: a notice about its exchange listing (8-K item 3.01, the latest 2021-02-18) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
3.0/10

What has it actually done, year after year?

+3.9% a year over 10 filed years; profitable in 6 of 10.

weight 33% of this tense · 30th percentile among 13 sector filers · read for its customers

From the record

Franklin Covey Company's 10 filed years say what it did: revenue went from $185 million in fiscal 2017 to $261 million in fiscal 2026, up 3.9% a year; it rose in 6 of 9 years; the deepest fall was 12% from fiscal 2019 to fiscal 2020; net income was positive in 6 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span3.9%bottom 19% of its family
  • the share of years revenue rosebottom 27% of its family
  • the share of filed years with a profitbottom 31% of its family
  • the deepest fall from a revenue peak11.9%bottom 42% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
8.2/10

How has it treated the people who own it?

Share count shrank 6.4% a year. 77% of cash flow returned. Insiders: 1 sales, 0 purchases.

weight 22% of this tense · 82nd percentile among 9 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2026-08-31, Franklin Covey Company's diluted share count shrank about 6.4% a year, and dividends and buybacks returned about 77% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 1 sale and 0 purchases of their own stock on the open market in the year to 2026-11-12 (their Form 4 filings).

What it rests on

  • the share count over the yearstop 12% of its family
  • cash returned against operating cash flowtop 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

5.3/1045% of the headline grade · 3 of 3 filed

Financial health

as filed
7.4/10

Is it financially healthy right now?

ROE 10%: 10¢ of profit per shareholder dollar. Leverage 76%: owes 76¢ per asset dollar.

weight 33% of this tense · 74th percentile among 13 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-08-31, Franklin Covey Company earned about 10 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 90 cents per dollar of everything the company owns. Leverage: it owed about 76 cents per dollar of assets, and net share issuance: its share count shrank 10.2% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 42% of its family
  • return on equitytop 37% of its family
  • gross profit against assetstop 4% of its family
  • the share count against the year beforetop 4% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
3.2/10

How strong is its position in its industry?

bottom 32% of 14 in its family; net margin 1.9%.

weight 45% of this tense · 32nd percentile among 14 sector filers · read for its customers

From the record

Franklin Covey Company's standing among 14 graded names in its industry family: revenue of $261 million in fiscal 2026 ranks in the bottom 17% by size; a net margin of 1.9% ranks in the top 46%; revenue growth of -2.3% a year over the last 3 filed years ranks in the bottom 25% (its annual reports).

What it rests on

  • revenue against the family$261Mbottom 17% of its family
  • net margin1.9%top 46% of its family
  • three-year revenue growth-2.3%bottom 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
6.7/10

What are the people in charge doing?

top 33% of 7 in its family for leadership; chief executive since 2021.

weight 22% of this tense · 67th percentile among 7 sector filers · read for its shareholders

From the record

Franklin Covey Company's leadership, from its insiders' filings and its current reports: the chief executive on the record is Walker, Paul S (CEO, as filed), filing under that title since 2021-10-06, 5.1 years (top 42% of its family); the 14 officers and directors filing in the last fifteen months have been on the record a median of 6.8 years (top 7%); 5 officer or director changes were reported on Form 8-K since 2023-11-13, against the 14 people in charge now (top 50%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge5 in three years among 14 peopletop 50% of its family
  • the median years the people in charge have filed6.8 yearstop 7% of its family
  • the chief executive's years on the record5.1 yearstop 42% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.8/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
6.6/10

How much room does it have to grow?

top 34% of 13 in its family for room to expand.

weight 33% of this tense · 66th percentile among 13 sector filers · read for itself

From the record

Franklin Covey Company's room to grow, from the newest filed statements (fiscal 2026): cash of $13 million against no long-term debt tagged leaves 6.1% of its assets as net cash, top 50% of its family; cash from operations less capital spending is 6.2% of revenue (top 39%); a gross margin of 75% (top 12%) (its annual report).

What it rests on

  • cash less debt against assets6.1%top 50% of its family
  • cash from operations less capital spending against revenue6.2%top 39% of its family
  • gross margin75.0%top 12% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
2.9/10

What could actually drive growth from here?

bottom 29% of 13 in its family for growth drivers.

weight 33% of this tense · 29th percentile among 13 sector filers · read for its customers

From the record

Franklin Covey Company's growth drivers, from the filed years to fiscal 2026: revenue grew -2.3% a year over the last three filed years against 3.9% over all 10, slowing (bottom 35% of its family); the newest year grew -2.1% (bottom 19%); capital spending grew 6% a year (bottom 32%) (its annual reports). Franklin Covey Company reported 6 lines of business in fiscal 2025: Reportable Segment Aggregation Before Other Operating at $263 million, North America at $148 million, Education Practice at $75 million, and 3 more. 1 of 6 grew in the latest filed year, and the largest line is 50% of revenue (its annual report).

What it rests on

  • three-year growth against the whole span-6.2 points a yearbottom 35% of its family
  • the newest year's revenue growth-2.1%bottom 19% of its family
  • three-year growth of capital spending6.0%bottom 32% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
4.9/10

Did its newest year beat what its own record pointed to?

bottom 49% of 12 in its family for expectations against reality.

weight 33% of this tense · 49th percentile among 12 sector filers · read for its shareholders

From the record

Franklin Covey Company's newest year against its own record: revenue of $261 million in fiscal 2026 came in 0.3% above the $261 million its prior three years' pace pointed to (top 37% of its family); net income of $5 million against a prior three-year average of $15 million (bottom 29%); a net margin of 1.9% against 5.2% before (top 46%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace0.3%top 37% of its family
  • net income against the prior three years' average-67%bottom 29% of its family
  • net margin against its prior average-3.3 pointstop 46% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton FC · research, not advice