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Financial Services

Western Asset Ultra-Short Income Fund Class A(ARMZX)

Live Price

Offline

$9.26

-0.11% today

1Y Change

+0.76%

Window

Jun 23, 2025 โ†’ May 29, 2026

Market Cap
$470.53M
Revenue Growth
-46.0%
EPS Growth
+98.9%
Dividend Yield
3.8%

Coverage: 236 bars ยท Jun 23, 2025 โ†’ May 29, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Western Asset Ultra-Short Income Fund Class A (ARMZX) is a Financial Services stock with a market cap of $470.53M. The stock last traded around $9.26 and up 0.8% across the available one-year price window (Jun 23, 2025 โ†’ May 29, 2026). Baseline metrics include revenue growth of -46.0%, EPS growth of +98.9%, a dividend yield of 3.8%. What stands out right now is revenue -46.0%, EPS +98.9%, free cash flow -40.3% with operating margin 88.5% and ROIC 4.1%. The dividend matters to the case here, with a current yield around 3.8%. Valuation already assumes a fairly strong business story at price/sales 28.5. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines ARMZX price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

ARMZX

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Normalized return

SPY

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S&P 500

Excess Return

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Relative to SPY

ARMZX Max Drawdown

-0.43%

Trailing 1Y

SPY Max Drawdown

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Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for ARMZX and SPY.

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Financial profile

Western Asset Ultra-Short Income Fund Class A (ARMZX)

Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.

FY Revenue

$16.6M

+20.9% YoY

FY Net Income

$37.3M

-8.5% YoY

Free Cash Flow

$2.1M

+161.1% YoY

Revenue Growth

-46.0%

EPS Growth

+98.9%

Gross Margin

100.0%

Net Margin

-3.6%

Income statement

USD

Annual
Metric20232022202120202019
Revenue16M30M23M14M17M
Gross Profit16M30M23M14M17M
Operating Income14M28M21M11M14M
EBITDA-15M-82M12M30M24M
Net Income-590K-54M32M41M37M
EPS (Diluted)โ€”โ€”โ€”โ€”โ€”

Balance sheet

USD

Point-in-time
Metric20232022202120202019
Cash & Equivalents479K791K615K2M2M
Total Assets358M402M512M619M582M
Total Liabilities143M161M170M204M197M
Shareholder Equity215M242M342M415M385M
Total Debt140M159M166M194M182M
Net Debt140M158M166M191M180M

Cash flow positioning

Latest Full Year

Operating Cash Flow

2M

+161.1% YoY

Capital Expenditures

0

Free Cash Flow

2M

+161.1% YoY

Key ratios

  • Gross Margin

    100.0%

  • Operating Margin

    88.5%

  • Net Margin

    -3.6%

  • ROE

    -0.3%

  • Debt / Equity

    0.65x

Next Step

Turn financials into a decision

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