Tearsheet

Franklin Wireless (FKWL)


Market Price (3/30/2026): $3.72 | Market Cap: $43.8 Mil
Sector: Information Technology | Industry: Communications Equipment

Franklin Wireless (FKWL)


Market Price (3/30/2026): $3.72
Market Cap: $43.8 Mil
Sector: Information Technology
Industry: Communications Equipment

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -73%
Weak multi-year price returns
3Y Excs Rtn is -83%
Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -2.6 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -6.7%
1 Low stock price volatility
Vol 12M is 36%
  Expensive valuation multiples
P/EPrice/Earnings or Price/(Net Income) is 237x
2 Megatrend and thematic drivers
Megatrends include 5G & Advanced Connectivity, and Internet of Things. Themes include Wireless Services, Network Equipment, Show more.
  Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -8.8%, Rev Chg QQuarterly Revenue Change % is -33%
3   Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -23%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -25%
4   Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.4%
5   Key risks
FKWL key risks include [1] an extreme customer concentration, Show more.
0 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -73%
1 Low stock price volatility
Vol 12M is 36%
2 Megatrend and thematic drivers
Megatrends include 5G & Advanced Connectivity, and Internet of Things. Themes include Wireless Services, Network Equipment, Show more.
3 Weak multi-year price returns
3Y Excs Rtn is -83%
4 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -2.6 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -6.7%
5 Expensive valuation multiples
P/EPrice/Earnings or Price/(Net Income) is 237x
6 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -8.8%, Rev Chg QQuarterly Revenue Change % is -33%
7 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -23%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -25%
8 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.4%
9 Key risks
FKWL key risks include [1] an extreme customer concentration, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Franklin Wireless (FKWL) stock has lost about 15% since 11/30/2025 because of the following key factors:

1. Significant Year-over-Year Decline in Net Sales: Franklin Wireless reported net sales of $11.93 million for the quarter ending December 31, 2025, a substantial decrease of 33.1% compared to the same period in 2024. This decline was primarily attributed to decreased demand from major carrier customers in North America, which accounted for 100% of net sales during this period.

2. Steep Drop in Operating Income and Gross Profit Margin Contraction: The company experienced a drastic decrease in income from operations, falling from $795,231 in the corresponding period of 2024 to $48,717 for the quarter ending December 31, 2025, representing a 93.87% reduction. Concurrently, gross profit declined by 37.3% to $2.03 million, primarily due to a shift in sales mix towards lower-margin products, impacting overall profitability.

Show more

Stock Movement Drivers

Fundamental Drivers

The -15.5% change in FKWL stock from 11/30/2025 to 3/29/2026 was primarily driven by a -13.0% change in the company's Total Revenues ($ Mil).
(LTM values as of)113020253292026Change
Stock Price ($)4.453.76-15.5%
Change Contribution By: 
Total Revenues ($ Mil)4640-13.0%
P/S Multiple1.21.1-2.9%
Shares Outstanding (Mil)12120.0%
Cumulative Contribution-15.5%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 3/29/2026
ReturnCorrelation
FKWL-15.5% 
Market (SPY)-5.3%-13.8%
Sector (XLK)-9.1%-10.1%

Fundamental Drivers

The -14.7% change in FKWL stock from 8/31/2025 to 3/29/2026 was primarily driven by a -12.5% change in the company's Total Revenues ($ Mil).
(LTM values as of)83120253292026Change
Stock Price ($)4.413.76-14.7%
Change Contribution By: 
Total Revenues ($ Mil)4540-12.5%
P/S Multiple1.11.1-2.4%
Shares Outstanding (Mil)12120.0%
Cumulative Contribution-14.7%

LTM = Last Twelve Months as of date shown

Market Drivers

8/31/2025 to 3/29/2026
ReturnCorrelation
FKWL-14.7% 
Market (SPY)0.6%-7.3%
Sector (XLK)-0.7%-7.5%

Fundamental Drivers

The -45.2% change in FKWL stock from 2/28/2025 to 3/29/2026 was primarily driven by a -39.9% change in the company's P/S Multiple.
(LTM values as of)22820253292026Change
Stock Price ($)6.873.76-45.2%
Change Contribution By: 
Total Revenues ($ Mil)4340-8.8%
P/S Multiple1.91.1-39.9%
Shares Outstanding (Mil)12120.0%
Cumulative Contribution-45.2%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2025 to 3/29/2026
ReturnCorrelation
FKWL-45.2% 
Market (SPY)9.8%1.7%
Sector (XLK)15.9%-0.1%

Fundamental Drivers

The -24.4% change in FKWL stock from 2/28/2023 to 3/29/2026 was primarily driven by a -30.9% change in the company's P/S Multiple.
(LTM values as of)22820233292026Change
Stock Price ($)4.973.76-24.4%
Change Contribution By: 
Total Revenues ($ Mil)364010.3%
P/S Multiple1.61.1-30.9%
Shares Outstanding (Mil)1212-0.8%
Cumulative Contribution-24.4%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2023 to 3/29/2026
ReturnCorrelation
FKWL-24.4% 
Market (SPY)69.4%7.0%
Sector (XLK)94.5%5.6%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
FKWL Return-13%2%-24%45%-10%-14%-25%
Peers Return52%-16%8%13%90%17%246%
S&P 500 Return27%-19%24%23%16%-5%72%

Monthly Win Rates [3]
FKWL Win Rate17%42%33%67%33%0% 
Peers Win Rate65%35%50%52%67%73% 
S&P 500 Win Rate75%42%67%75%67%33% 

Max Drawdowns [4]
FKWL Max Drawdown-36%-37%-36%-19%-23%-19% 
Peers Max Drawdown-3%-29%-34%-32%-19%-4% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-5% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: VSAT, ADTN, VISN, CSCO, ANET.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 3/27/2026 (YTD)

How Low Can It Go

Unique KeyEventFKWLS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-87.3%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven689.1%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-10.4%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven11.6%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven2 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-26.3%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven35.7%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven148 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-88.8%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven793.9%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven603 days1,480 days

Compare to VSAT, ADTN, VISN, CSCO, ANET

In The Past

Franklin Wireless's stock fell -87.3% during the 2022 Inflation Shock from a high on 3/31/2021. A -87.3% loss requires a 689.1% gain to breakeven.

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About Franklin Wireless (FKWL)

Franklin Wireless Corp. provides intelligent wireless solutions. The company's products include mobile hotspots, routers, trackers, and other devices, which integrates hardware and software enabling machine-to-machine (M2M) applications and the Internet of Things (IoT). It offers M2M and IoT solutions that include embedded modules, and modems and gateways built to deliver connectivity supporting various spectrum of applications based on 5G/4G wireless technology. The company directly markets its products to wireless operators, as well as indirectly through strategic partners and distributors located primarily in the North America, the Caribbean and South America, and Asia. Franklin Wireless Corp. was founded in 1981 and is headquartered in San Diego, California.

AI Analysis | Feedback

Here are 1-3 brief analogies for Franklin Wireless (FKWL):

  • Franklin Wireless is like the company that builds the specialized wireless hotspots, modems, and IoT devices that major phone carriers (such as Verizon or AT&T) often brand and sell, similar to how Samsung or LG manufacture phones for carriers.

  • Think of Franklin Wireless as a provider of robust, industrial-grade wireless routers, hotspots, and IoT connectivity devices for businesses and telecom operators, akin to a specialized Netgear or TP-Link but for non-consumer markets.

AI Analysis | Feedback

Franklin Wireless (FKWL) Major Products:

  • Mobile Hotspots: Portable devices that allow multiple users to connect to the internet wirelessly using a cellular network.
  • Routers: Devices that forward data packets between computer networks, often providing internet access to multiple devices in a location.
  • Trackers: Devices used for monitoring the location or movement of assets, vehicles, or people, often for M2M and IoT applications.
  • Embedded Modules: Small, integrated hardware components designed to provide wireless connectivity within larger M2M and IoT devices.
  • Modems and Gateways: Devices that facilitate wireless data transmission and connectivity, often serving as a bridge for M2M and IoT solutions utilizing 5G/4G technology.

AI Analysis | Feedback

Major Customers of Franklin Wireless (FKWL)

Franklin Wireless Corp. primarily sells its products and solutions to other companies (B2B). Its major customers are wireless operators, strategic partners, and distributors who integrate Franklin Wireless's devices and IoT solutions into their own offerings for end-users or businesses.

Based on company filings and industry analysis, Franklin Wireless has historically derived, and continues to derive, a significant portion of its revenue from a few major North American wireless carriers. While specific customer names are often not explicitly disclosed in SEC filings due to confidentiality, financial reports have indicated a very high concentration of sales to one primary customer, and historically, a second significant customer.

The major customer companies are:

  • Verizon Communications Inc. (NYSE: VZ) - Widely considered Franklin Wireless's largest customer, accounting for a very significant portion of its total net sales.
  • T-Mobile US, Inc. (NASDAQ: TMUS) - Also a significant customer for Franklin Wireless's products, especially after its merger with Sprint.

These carriers distribute Franklin Wireless's mobile hotspots, routers, and IoT devices under their own brand names or as part of their service offerings to their own consumer and business customers.

AI Analysis | Feedback

  • Qualcomm (QCOM)
  • Samsung (005930.KR)
  • MediaTek (2454.TW)

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OC Chae Kim, President and Chief Executive Officer

OC Chae Kim was appointed President and Chief Executive Officer of Franklin Wireless in September 2003. He brings over 25 years of experience in sales, marketing, and operations management within the telecommunications and information systems industries, with a focus on developing cell phones, modules, and wireless devices. Mr. Kim founded Accetio Inc. in April 2001, a company that developed cell phones and modules for the telecommunications industry. Accetio Inc. subsequently merged with Franklin Telecommunications Corp. in September 2003, leading to the renaming of the company to Franklin Wireless. Prior to founding Accetio Inc., he served as the Chief Operating Officer of Axesstel Inc., a developer of CDMA Wireless Local Loop Products. He also held the position of president of the U.S. sales office for Kolon Data Communications Co., Ltd., a prominent Korean technology conglomerate, where he was involved in introducing the first generation of CDMA phones to the Korean market.

Reid Granados, Interim Chief Financial Officer

Reid Granados was appointed Interim Chief Financial Officer of Franklin Wireless, effective January 1, 2025. He brings over 20 years of experience in finance and executive management to the role.

Yun J. Lee, Senior Vice President of Sales

Yun J. Lee serves as the Senior Vice President of Sales, also noted as VP of Sales & Marketing, Global Carrier Business, for Franklin Wireless.

William Bauer, Secretary, General Counsel, and Director of Strategic Affairs

William Bauer holds the titles of Secretary, General Counsel, and Director of Strategic Affairs. He previously served as acting Chief Financial Officer of Franklin Wireless until January 1, 2025, when he resigned from that interim position to continue in his other roles.

Johnathan Chee, Chairman of the Board

Johnathan Chee has served as a director of Franklin Wireless since September 2009 and is the Chairman of the Board. He is an attorney and has been the owner of the Law Offices of Johnathan Chee in Niles, Illinois, since August 2007. Previously, he was an attorney with the C&S Law Group, P.C., from 1998 to 2007.

AI Analysis | Feedback

The key risks to Franklin Wireless's business include its significant dependence on a small number of customers, its volatile and unpredictable revenue streams due to a lack of diversification, and intense competition in the wireless equipment market coupled with a limited research and development budget.

  1. Customer Concentration: Franklin Wireless is highly dependent on a very small number of major telecommunication carriers for a substantial portion of its revenue. For the fiscal year ended June 30, 2025, the two largest customers accounted for 60.9% and 33.5% of the company's consolidated net sales, respectively. These agreements with key customers do not obligate them to purchase a specific quantity of products, making the company vulnerable to shifts in their purchasing decisions or the loss of these relationships.
  2. Volatile Revenue Streams and Lack of Diversification: The company's business model, heavily reliant on large, non-recurring hardware orders from a few customers, leads to highly volatile or "lumpy" revenue streams. This lack of diversification means that financial performance can fluctuate dramatically based on single product contracts, as exemplified by a surge in revenue during the pandemic followed by a sharp decline when a specific program ended. Franklin Wireless's future growth largely hinges on securing new, large contracts from telecom carriers, contributing to unpredictable financial results.
  3. Intense Competition and Limited R&D Budget: Operating in a highly competitive wireless equipment market, Franklin Wireless is described as a small, niche player with a weak competitive position. Compared to larger competitors, the company has a significantly smaller research and development budget, which makes it challenging to compete effectively on price and specifications for major contracts and to keep pace with technological advancements. This intense competition can lead to pressure on pricing and profit margins.

AI Analysis | Feedback

The increasing integration of cellular connectivity (including 5G/4G modems) directly into System-on-Chip (SoC) solutions by major semiconductor manufacturers, coupled with the growing adoption of eSIM/iSIM technologies, poses a clear emerging threat. This trend enables device manufacturers to embed connectivity more deeply and cost-effectively into their products, potentially reducing the need for standalone cellular modules, modems, or gateways provided by specialized hardware companies like Franklin Wireless. This shift could lead to the commoditization of discrete connectivity hardware and displace Franklin Wireless from parts of its core M2M and IoT markets by offering a more integrated and flexible alternative.

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Addressable Markets for Franklin Wireless (FKWL) Products and Services

Franklin Wireless Corp. provides a range of intelligent wireless solutions, including mobile hotspots, routers, trackers, embedded modules, modems, and gateways for Machine-to-Machine (M2M) and Internet of Things (IoT) applications, leveraging 5G/4G wireless technology. The addressable markets for their main products and services are significant across various regions.

Mobile Hotspots and Routers

  • The global mobile hotspot router market was valued at approximately USD 8.5 billion in 2024 and is projected to reach USD 27.4 billion by 2033, demonstrating a Compound Annual Growth Rate (CAGR) of 12.77% from 2025 to 2033. North America leads this market.
  • Another estimate places the global mobile hotspot router market at USD 10.1 billion in 2025, with a projection to reach USD 46.9 billion by 2035, growing at a CAGR of 16.6%. North America is expected to account for 38.6% of the global market in 2025.
  • The global wireless router market was valued at USD 17.03 billion in 2025 and is projected to grow to USD 48.76 billion by 2034, with a CAGR of 12.40% during the forecast period.
  • In North America, the wireless router market was valued at USD 5.7 billion in 2025, representing 34% of the total market, and is projected to grow at a CAGR of 7.4% from 2025 to 2034. The North America Wi-Fi router market held a 56.30% share in 2025.

Trackers

  • The global NB-IoT (Narrowband-IoT) trackers market was estimated at USD 5.73 billion in 2024 and is anticipated to reach USD 46.40 billion by 2034, exhibiting a CAGR of 23.2% over the forecast period.
  • The global IoT-based asset tracking and monitoring market was valued at USD 5.76 billion in 2025 and is projected to grow to USD 17.36 billion by 2034, at a CAGR of 13.04%. North America accounts for approximately 36% of this global market.

M2M and IoT Solutions (including embedded modules, modems, and gateways)

  • The global Machine-to-Machine (M2M) connections market size was approximately USD 40.28 billion in 2025 and is predicted to increase to USD 81.94 billion by 2035, with a CAGR of 7.36% from 2026 to 2035. North America held the largest market share, at 44.7% in 2025.
  • The global 5G IoT market was valued at USD 11.83 billion in 2025 and is projected to reach USD 479.47 billion by 2034, exhibiting a significant CAGR of 50.88%. North America holds approximately 34% of this global market, while Asia-Pacific held the largest share in 2020 and 2024.
  • The global IoT module market size was valued at USD 20.83 billion in 2024 and is projected to grow at a CAGR of 23.3% during 2025–2034. North America has captured a substantial share of the IoT module market.
  • The global embedded systems market, which includes embedded modules, was valued at USD 110 billion in 2024 and is estimated to grow at a 6.4% CAGR from 2025 to 2034. North America dominated the embedded systems market, with a valuation of USD 47.98 billion in 2025 and a 41.82% market share.

AI Analysis | Feedback

Franklin Wireless Corp. (FKWL) is expected to drive future revenue growth over the next 2-3 years through several key initiatives and market trends:

  1. Expansion in the 5G Fixed Wireless Access (FWA) Market: Franklin Wireless is strategically shifting towards higher-margin, specialized Fixed Wireless Access (FWA) solutions, moving beyond its traditional role as a commodity mobile hotspot provider. The U.S. FWA market is projected for substantial growth, and the company has already begun shipping its 5G FWA routers, such as the JEXtream CG890. This transition positions the company to capitalize on higher-value customer-premises equipment (CPE) offerings.

  2. Growth in Industrial IoT (IIoT) and Enterprise Solutions: The company is actively focusing on expanding its presence in the high-margin Internet of Things (IoT) and Machine-to-Machine (M2M) applications. This includes developing and marketing various trackers and integrated software subscription services like Mobile Device Management (MDM). The global Industrial Internet of Things (IIoT) market is anticipated to grow significantly, offering a target-rich environment for Franklin Wireless's offerings. This strategic pivot has already contributed to an improved gross margin for the company.

  3. New Product Launches and Customer Acceptance in 5G/4G Wireless: Future revenue growth is anticipated to be influenced by sustained demand for wireless data products and the successful acceptance of newly launched products. For instance, the company launched its 5G sub-6 mobile hotspot, the JEXtream RG2100, which became available nationwide through T-Mobile, demonstrating efforts to introduce advanced connectivity solutions to the market.

  4. Enhancement of Software Service Offerings: Franklin Wireless is focused on improving its software service offerings to align with evolving market demands. This includes further development and integration of Mobile Device Management (MDM) and Software-Defined Wide Area Networking (SD-WAN) solutions. These services not only complement their hardware products but also offer potential for recurring revenue streams.

AI Analysis | Feedback

Capital Allocation Decisions (Last 3-5 Years)

Share Issuance

  • Franklin Wireless has maintained a consistent number of outstanding shares, with 11,784,280 shares reported as of September 29, 2025, and November 14, 2025.
  • The company also reported 11,784,280 shares of common stock outstanding as of September 30, 2024.

Inbound Investments

  • As of June 30, 2025, institutional investors held approximately 18.49% of Franklin Wireless, with key holders including Vanguard Group Inc, AIGH Capital Management LLC, and Geode Capital Management LLC.
  • Institutional investors collectively purchased 187,128 shares, representing approximately $920.68K in transactions, within the 24 months leading up to March 12, 2026.
  • Franklin Wireless's consolidated financial statements for fiscal year 2025 include subsidiaries FTI and Sigbeat Inc., where non-controlling interests hold approximately 33.7% and 40.0% respectively.

Capital Expenditures

  • For the twelve months following September 30, 2024, the company projected a need for over $2 million for capital expenditures, software licenses, and new product testing and certification.
  • In the second quarter of fiscal year 2026 (ended December 31, 2025), Franklin Wireless Corp. invested $7K in capital expenditures.
  • Over the 12 months leading up to February 17, 2026, capital expenditures were -$14,909, contributing to a free cash flow of -$9.16 million.

Better Bets vs. Franklin Wireless (FKWL)

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Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
BMI_2282026_Insider_Buying_45D_2Buy_200K02282026BMIBadger MeterInsiderInsider Buys 45DStrong Insider Buying
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VRNS_2282026_Insider_Buying_45D_2Buy_200K02282026VRNSVaronis SystemsInsiderInsider Buys 45DStrong Insider Buying
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ITRI_2272026_Dip_Buyer_FCFYield02272026ITRIItronDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
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FSLR_2272026_Dip_Buyer_ValueBuy02272026FSLRFirst SolarDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
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PEGA_2272026_Dip_Buyer_ValueBuy02272026PEGAPegasystemsDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
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Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

FKWLVSATADTNVISNCSCOANETMedian
NameFranklin.Viasat Adtran Vistance.Cisco Sy.Arista N. 
Mkt Price3.7646.5812.9317.9579.92120.7732.27
Mkt Cap0.06.31.0-316.1151.96.3
Rev LTM404,6161,0841,93259,0549,0063,274
Op Inc LTM-3-45-163213,6853,85615
FCF LTM-106246125312,2414,252438
FCF 3Y Avg-0-221324612,8693,309125
CFO LTM-91,56613032313,3254,372944
CFO 3Y Avg09716329813,7643,371635

Growth & Margins

FKWLVSATADTNVISNCSCOANETMedian
NameFranklin.Viasat Adtran Vistance.Cisco Sy.Arista N. 
Rev Chg LTM-8.8%2.1%17.5%39.7%9.0%28.6%13.2%
Rev Chg 3Y Avg4.9%24.4%3.3%-20.6%3.8%27.3%4.3%
Rev Chg Q-33.1%3.0%20.1%-32.9%9.7%28.9%6.3%
QoQ Delta Rev Chg LTM-13.0%0.7%4.7%-22.0%2.4%6.6%1.5%
Op Mgn LTM-6.7%-1.0%-1.4%1.6%23.2%42.8%0.3%
Op Mgn 3Y Avg-6.6%-8.4%-10.6%-6.2%24.2%41.1%-6.4%
QoQ Delta Op Mgn LTM-2.5%0.1%2.1%-7.8%0.7%-0.1%0.0%
CFO/Rev LTM-23.1%33.9%12.0%16.7%22.6%48.5%19.6%
CFO/Rev 3Y Avg-0.1%22.0%6.5%16.1%24.3%45.4%19.0%
FCF/Rev LTM-25.2%13.5%5.6%13.1%20.7%47.2%13.3%
FCF/Rev 3Y Avg-1.4%-6.3%0.7%13.5%22.7%44.6%7.1%

Valuation

FKWLVSATADTNVISNCSCOANETMedian
NameFranklin.Viasat Adtran Vistance.Cisco Sy.Arista N. 
Mkt Cap0.06.31.0-316.1151.96.3
P/S1.11.41.0-5.416.91.4
P/EBIT-16.742.2-86.8-21.839.421.8
P/E236.9-18.7-22.6-28.543.328.5
P/CFO-4.84.08.0-23.734.78.0
Total Yield0.4%-5.4%-4.4%-5.6%2.3%0.4%
Dividend Yield0.0%0.0%0.0%-2.1%0.0%0.0%
FCF Yield 3Y Avg-1.7%-14.5%-0.3%-5.4%2.6%-0.3%
D/E0.01.10.2-0.10.00.1
Net D/E-0.70.90.1-0.0-0.10.0

Returns

FKWLVSATADTNVISNCSCOANETMedian
NameFranklin.Viasat Adtran Vistance.Cisco Sy.Arista N. 
1M Rtn-4.9%1.7%26.8%2.2%0.6%-9.5%1.2%
3M Rtn-12.1%33.8%47.8%-5.7%2.3%-8.4%-1.7%
6M Rtn-9.8%61.0%39.3%-5.7%20.3%-15.2%7.3%
12M Rtn-32.3%326.6%45.3%-5.7%34.5%55.0%39.9%
3Y Rtn-22.7%42.2%-15.2%-5.7%69.2%197.3%18.3%
1M Excs Rtn5.5%8.9%38.3%8.5%10.1%0.5%8.7%
3M Excs Rtn-1.1%40.6%54.9%2.4%11.1%0.5%6.8%
6M Excs Rtn-5.8%65.3%41.6%-2.1%22.7%-12.0%10.3%
12M Excs Rtn-46.1%291.8%28.4%-17.2%21.0%36.4%24.7%
3Y Excs Rtn-83.0%-22.1%-72.6%-67.4%14.2%129.1%-44.8%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Sale of wireless access products31462418475
Total31462418475


Net Income by Segment
$ Mil20252024202320222021
Sale of wireless access products-4    
Total-4    


Price Behavior

Price Behavior
Market Price$3.76 
Market Cap ($ Bil)0.0 
First Trading Date02/15/2008 
Distance from 52W High-35.7% 
   50 Days200 Days
DMA Price$3.93$4.22
DMA Trenddowndown
Distance from DMA-4.4%-10.8%
 3M1YR
Volatility33.6%36.5%
Downside Capture-0.140.19
Upside Capture-114.17-18.80
Correlation (SPY)-14.9%-6.1%
FKWL Betas & Captures as of 2/28/2026

 1M2M3M6M1Y3Y
Beta0.12-0.64-0.56-0.170.060.19
Up Beta-0.21-0.65-0.420.44-0.09-0.06
Down Beta0.48-0.76-0.40-0.62-0.100.08
Up Capture-27%-81%-89%-21%2%10%
Bmk +ve Days9203170142431
Stock +ve Days714224897328
Down Capture55%-25%-31%3%74%77%
Bmk -ve Days12213054109320
Stock -ve Days11213367133359

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with FKWL
FKWL-34.7%36.5%-1.09-
Sector ETF (XLK)22.4%26.8%0.73-7.6%
Equity (SPY)14.5%18.9%0.59-5.8%
Gold (GLD)50.2%27.7%1.460.4%
Commodities (DBC)17.8%17.6%0.85-4.8%
Real Estate (VNQ)0.4%16.4%-0.154.1%
Bitcoin (BTCUSD)-23.7%44.2%-0.49-4.1%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with FKWL
FKWL-26.8%47.5%-0.50-
Sector ETF (XLK)15.4%24.6%0.5610.7%
Equity (SPY)11.8%17.0%0.5411.0%
Gold (GLD)20.7%17.7%0.964.9%
Commodities (DBC)11.6%18.9%0.501.7%
Real Estate (VNQ)3.0%18.8%0.0710.3%
Bitcoin (BTCUSD)4.0%56.6%0.292.4%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with FKWL
FKWL-8.1%50.3%-0.13-
Sector ETF (XLK)20.8%24.3%0.798.2%
Equity (SPY)14.0%17.9%0.677.9%
Gold (GLD)13.3%15.8%0.706.7%
Commodities (DBC)8.2%17.6%0.390.2%
Real Estate (VNQ)4.7%20.7%0.198.0%
Bitcoin (BTCUSD)66.4%66.8%1.063.1%

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Short Interest

Short Interest: As Of Date3132026
Short Interest: Shares Quantity0.0 Mil
Short Interest: % Change Since 2282026-15.8%
Average Daily Volume0.0 Mil
Days-to-Cover Short Interest2.8 days
Basic Shares Quantity11.8 Mil
Short % of Basic Shares0.2%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
SUMMARY STATS   
# Positive000
# Negative000
Median Positive   
Median Negative   
Max Positive   
Max Negative   

SEC Filings

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Report DateFiling DateFiling
12/31/202502/17/202610-Q
09/30/202511/14/202510-Q
06/30/202509/29/202510-K
03/31/202505/15/202510-Q
12/31/202402/14/202510-Q
09/30/202411/14/202410-Q
06/30/202409/30/202410-K
03/31/202405/15/202410-Q
12/31/202302/14/202410-Q
09/30/202311/14/202310-Q
06/30/202309/28/202310-K
03/31/202305/15/202310-Q
12/31/202202/14/202310-Q
09/30/202211/14/202210-Q
06/30/202209/13/202210-K
03/31/202205/10/202210-Q

Insider Activity

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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Kim, OcPresidentDirectSell51520253.73200,000746,0004,090,672Form