Financial Services
Live Price
Offline$24.39
+0.37% today
1Y Change
-2.40%
Window
Jun 30, 2025 → Jun 25, 2026
Coverage: 248 bars · Jun 30, 2025 → Jun 25, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Artisan Global Equity Fund Investor Shares (ARTHX) is a Financial Services stock with a market cap of $200.00M. The stock last traded around $24.39 and down 2.4% across the available one-year price window (Jun 30, 2025 → Jun 25, 2026). Baseline metrics include revenue growth of +0.8%, EPS growth of +214.4%, a dividend yield of 20.5%. What stands out right now is revenue +0.8%, EPS +214.4%, free cash flow 0.0% with operating margin 59.8% and ROIC 0.8%. The dividend matters to the case here, with a current yield around 20.5%. Valuation sits in the middle of the pack at price/sales 5.7. Stock Foundry combines ARTHX price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
Relative Read
ARTHX is 21.25 pts behind over the shared 1Y window.
ARTHX had 12.27 pts deeper max drawdown than SPY.
ARTHX beat SPY in 1 of 2 calendar years shown and trailed in 1.
ARTHX
-2.40%
Normalized return
SPY
+18.85%
S&P 500
Excess Return
-21.25 pts
Relative to SPY
ARTHX Max Drawdown
-21.40%
Trailing 1Y
SPY Max Drawdown
-9.13%
Trailing 1Y
Uses the longest available daily history for ARTHX and SPY.
| Year | ARTHX | SPY | Excess | Leader |
|---|---|---|---|---|
| 2026 | +7.44% | +6.71% | +0.74 pts | ARTHX |
| 2025 | -10.04% | +11.19% | -21.24 pts | SPY |
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Next Step
Forecasts are most valuable when they sit beside comparisons, earnings setup, and the rest of the business story.