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Vol. II · No. 255Saturday, 12 September 2026
TTitan Protect
The Screen · Industrials · Specialty Industrial Machinery

Franklin Electric Co., Inc. logoFranklin Electric Co., Inc.

FELE · Nasdaq · USD · Market cap $4.3B · 6,500 employees

Franklin Electric Co., Inc., together with its subsidiaries, designs, manufactures, and distributes water and fuel pumping systems in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific.

PASS · Titan Ethical · score 70.0
97.83 USD

At the last full screen
2026-09-11

Screened 2026-09-11 · the tape above runs as of 22:12 UTC · 11 Sep · two dates, stated on purpose · verdict and workings shown in full · never trimmed

The Label · The Season, Not the Day

This name holds its markdown label.

Franklin Electric Co., Inc. holds its Markdown at $97.83. Consolidating, no directional conviction, held for 67 days.

As held on the ledger · 2026-09-11
PhaseMarkdown · caution
Quantitative stateConsolidating, no directional conviction, held for 67 days
Price at the screen$97.83
Valuation28.11 trailing · 18.95 forward price to earnings
Values screenPASS · score 70.0
Beta1.02
The Workings

Five Screens, Shown in Full

Full pass across all five screens. This security clears the Titan Ethical Standard: its business and its balance sheet both stay inside the lines.

TestFigureLimitWhat it meansStatus
Business activity Permissible Core business clean Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending. Pass
Debt load 12.04% Below 33% Interest-bearing debt is just 12.0% of its assets, well under the one-third ceiling: it does not run on borrowed money. Pass
Interest-bearing cash 0.00% Below 33% Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit. Pass
Receivables 17.86% Below 49% Money owed to the company is 17.9% of assets, under the 49% limit. Pass
Revenue purity 0.00% Below 5% Only 0.0% of revenue comes from non-compliant sources, under the 5% line. Pass

Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.

What the Numbers Say It Is Worth

The Fair Value Range

94.50Conservative112.62Base case129.06Growth case 97.83Price

Fair value range in USD, drawn from the 2026-09-11 screen. The gold marker is the market price at the same screen. A 15.1% margin of safety to the base estimate.

The Street's Range
105.00Street low 122.00Street average 125.00Street high 97.83Price

Third-party analyst targets: 4 covering, consensus Buy. The average target sits +25% from the screen price.

Reading the gap · Both our model and the analysts see meaningful upside from here.

Price History & Projections
$129$101$73TODAY5y agoPROJECTIONStreet high$125.00 +24%Street avg$122.00 +21%Our fair value$112.62 +12%Conservative$94.50 -6%

Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-11 screen.

Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.

The Business, in Plain Words

Pumps keep water and fuel flowing but offer little edge

Franklin Electric makes the pumps and systems that move water for farms and cities and handle fuel at filling stations across dozens of countries. Picture a quiet supplier sitting behind the scenes in both the US heartland and emerging markets where demand for reliable infrastructure keeps ticking along. Revenue is rising 10 percent yet the business earns only a 7 percent profit margin and an 11 percent return on equity, numbers that feel ordinary rather than special.

At the current price the shares sit just 3 percent below our fair value with a forward multiple of 20.8 times earnings. Analysts like the story and point to 116 dollars but that leaves almost no margin of safety and the opportunity rating stays at none. The ethical screen clears without issue, yet the plain financials do not suggest any real bargain or standout quality.

Unknown competitive protection and modest returns on capital leave the shares exposed if growth slows or input costs rise. A small valuation cushion offers little room for disappointment in a sector that can turn cyclical quickly. Analysis, not advice.

The fundamentals · plain-English read
Forward P/E19.0xexpensive even after accounting for its growth
Trailing P/E28.1xa premium valuation
EPS, trailing3.48
EPS, forward5.16
Revenue growth+6.0%slow but positive growth
Profit margin7.1%thin but positive margins
Return on equity11.8%a modest return on shareholder capital
FCF yield3.45%
Dividend yield108.00%
Debt to equity0.22minimal debt: a conservative balance sheet
Current ratio2.41comfortably covers its short-term bills
Beta1.02moves a little more than the market
Short interest, float0.02%
52-week range89.54 - 115.82
Market cap$4.3B
Employees6,500

The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.

Plain-English interpretation of our own screen data. Analysis, not advice.

Where & How to Trade

FELE trades on Nasdaq. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.

The Dated Journal · Newest First, Never Edited

Every Entry, As Written

2026-08-29 Markdown $101.82 -3.6% Entry 5

The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 3.6% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 17%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (4 analysts) rates it none, with a mean price target of $113.

2026-07-28 Markdown $105.66 +2.0% Entry 4

The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved up 2.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 17%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (4 analysts) rates it none, with a mean price target of $113.

2026-07-18 Markdown $103.57 +0.0% Entry 3

The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 17%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (4 analysts) rates it none, with a mean price target of $113.

2026-07-03 Markdown $103.57 +0.0% Entry 2

The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows modest positive risk-adjusted returns.

2026-07-02 Markdown $103.57 Entry 1

The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows modest positive risk-adjusted returns.

Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.

Related Securities · Others in FELE's Space

Screened names in the same industry · explore each on its own page.

What Holding Actually Paid · Price Plus Dividends
If $1,000 had been placed · historical, not a promise
PeriodPrice thenPrice returnDivs per share$1,000 becameTotal return
1 month $99.01 +2.0% · $1,020 +2.0%
2 months $100.43 +0.6% $0.28 $1,008 +0.8%
3 months $91.00 +11.0% $0.28 $1,113 +11.3%
6 months $96.43 +4.7% $0.56 $1,053 +5.3%
1 year $86.29 +17.0% $1.09 $1,183 +18.3%
2 years $93.91 +7.5% $2.12 $1,098 +9.8%
3 years $96.03 +5.2% $3.07 $1,084 +8.4%
5 years $76.92 +31.3% $4.65 $1,373 +37.3%

Historical returns from market close data. Past performance does not guarantee future results.

The Ledger's Promise

This entry now belongs to the ledger. Whatever FELE does next, these words stay.

Franklin Electric Co., Inc. · FELE · Markdown · $97.83
Recorded 2026-09-11 · before the outcome · scored mechanically

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Screening is research, not a fatwa and not financial advice. Figures are drawn from public accounts at the screen date shown. Always manage your risk.

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