ROARABLE // PRO
GLOBAL DESKS // NYC --:--:-- NYSE
US TAPE
ROAR ▸

FC // Franklin Covey Company

DES <GO> NYSE RQD COCKPIT → CIK 0000886206 ↗
Consumer Discretionary • Other Consumer Services
$18.46 ▲ +0.07 (+0.38%)
MKT CAP: $208.5M • VOL: 30.5K
FC // ROARABLE RATING & 5-PILLAR RQD CONFIDENCE 02:00 EST DETERMINISTIC ENGINE
PRIOR: RQD 55/100 [D+] (+0 PT) • UNCHANGED
ROARABLE D+
RQD CONFIDENCE
55 / 100 +0D
5 X 20-PT QUANT PILLARS
E 0 D 35 C 59 B 70 A 86+
Roarable Sell — Weak Fundamentals / Trim
01 MASSIVE / SEC XBRL
Forensic Fundamentals
15 / 20
SOLID
FCF -63.4% vs NI -86.9% • ROIC-WACC +3.8% • Z 2.6
02 INSTITUTIONAL TAPE & TREND
Whale & Options Flow
[LOCKED] FLAGGED
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03 SEC XBRL CAPITAL ALLOCATION
Insider & Capital Conviction
12 / 20
NEUTRAL
FCF YIELD +9.9% • P/E 63.2x • F-SCORE 5/9
04 FRED 90D r-MATRIX
Macro Regime Fit
10 / 20
NEUTRAL
NEUTRAL • r(10Y)=+0.00 (+23bp) • r(OAS)=+0.00
05 10-K REDLINE AUDIT
Forensic 10-K Risk
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ALERT

Why did FC's Whale & Options Flow & Forensic 10-K Risk sub-score just flash a warning? Enter your email to unlock the full 5-Pillar Rating Breakdown + get instant alerts whenever FC is Upgraded or Downgraded.

FC // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -12.92%⚡ TESTING RESISTANCE
2026-10-30O $18.13H $18.47L $18.04C $18.46VOL 42.3K
RES: $18.93SUP: $14.82SMA50: $18.34SMA200: $19.63
$27.54$24.51$21.49$18.46$15.43RES $18.93SUP $14.82$18.462026-04-302026-06-152026-07-312026-09-162026-10-30
FC // INSTITUTIONAL BULL VS. BEAR FORENSIC DEBATE
UNDERWEIGHT CONVICTION: 32/100
BEAR 0
100 BULL

Franklin Covey Company (FC) exhibits 76.2% gross margins and 12.4% return on invested capital within Consumer Discretionary (Other Consumer Services), balanced against a 15.0x enterprise multiple and 4.8% implied options volatility.

▲ INSTITUTIONAL BULL THESIS (LONG)
01. Operating Leverage & Capital Efficiency Moat

Sustained 76.2% gross profitability converts into 2.1% operating margin and 12.4% ROIC, outpacing sector cost of capital.

ROIC: 12.4% // GM: 76.2%
02. Top-Line Expansion & Cash Conversion

YoY revenue trajectory of -7.0% paired with 9.94% free cash flow yield supports self-funded R&D and capital return.

REV YOY: -7.0% // FCF YLD: 9.94%
03. Balance Sheet Solvency & Forensic Quality

Altman Z-Score of 2.60 and Piotroski F-Score of 5/9 indicate low near-term refinancing stress.

ALTMAN Z: 2.60 // F-SCORE: 5/9
▼ INSTITUTIONAL BEAR THESIS (SHORT / RISK)
01. Multiple Compression & Duration Sensitivity

Trading at 68.0x trailing P/E (63.2x Fwd P/E) leaves valuation vulnerable if real 10Y TIPS yields spike.

P/E: 68.0x // EV/EBITDA: 15.0x
02. Options Skew & Event Volatility Risk

Options market prices a ±5.2% implied move with a 0.85 put/call ratio around $18.46 max pain.

IMPL MOVE: ±5.2% // P/C: 0.85
03. Competitive Margin & CapEx Cycle Pressure

Elevated industry capital intensity and customer concentration in Other Consumer Services require continuous execution to defend 1.1% net margins.

NET MARGIN: 1.1% // D/E: 0.45x
KEY CATALYST // Upcoming 10-Q/10-K XBRL margin progression, guidance revision vs 63.2x forward consensus, and institutional 13F positioning.
MACRO REGIME // Monitor US 10Y Real Yields (DFII10) and High-Yield Credit Spreads (OAS) for beta-adjusted multiple impact (Beta 1.10).
FORM 4 & 13F FLOW OPEN OWN <GO>
FILER SIDE $ VALUE
INSPECT FULL OWNERSHIP LEDGER IN OWN <GO>
UNUSUAL OPTIONS TAPE OPEN OPT <GO>
STRIKE / EXP TYPE PREMIUM
INSPECT GEX & CHAIN IN OPT <GO>
KEY VALUATION & PROFITABILITY RATIOS XBRL FA <GO>
TRAILING P/E 68.0x
FORWARD P/E 63.2x
EV / EBITDA 15.0x
FCF YIELD 9.94%
GROSS MARGIN 76.2%
OPERATING MARGIN 2.1%
NET MARGIN 1.1%
ROIC % 12.4%
REV GROWTH YOY -7.0%
DILUTED EPS TTM $0.27
DEBT / EQUITY —
DIVIDEND YIELD 0.00%
RSI-14 MOMENTUM 47.8
5Y EQUITY BETA —
FRED MACRO SENSITIVITY (PEARSON r) ECST <GO>
MACRO CORRELATION CALIBRATION ACTIVE BELOW.
FRED MACRO REGIME STRESS-TEST SIMULATOR // FCPEARSON R VARIANCE ENGINE
01 // SELECT FEDERAL RESERVE & CREDIT SHOCK SCENARIO
02 // POSITION NOTIONAL EXPOSURE
HEADLINE STRESS SCORE
75/100SEVERE DRAWDOWN PRESSURE
PRIMARY FACTOR EXPOSURE
DFII10 // -0.61 r
Latest: 2.08%
EST. DIRECTIONAL MOVE
-8.50%
Implied Px: $16.89
EST. DOLLAR VARIANCE
-$4,248
On $50,000 Notional
[LOCKED // MULTI-FACTOR DRAWDOWN HEDGE & MACRO TRIGGER ALERT]

Unblur the exact $50,000 delta-adjusted ETF/options hedge ratio for FC & activate live FRED threshold breach alerts.

HEAD-TO-HEAD PEER COMPARISONS COMP <GO>