Financial Services
Live Price
Offline$273.22
-1.62% today
1Y Change
+37.50%
Window
Jun 30, 2025 → Jun 26, 2026
Coverage: 249 bars · Jun 30, 2025 → Jun 26, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Baron Partners Fund Institutional Shares (BPTIX) is a Financial Services stock with a market cap of $10.35B. The stock last traded around $273.22 and up 37.5% across the available one-year price window (Jun 30, 2025 → Jun 26, 2026). Baseline metrics include revenue growth of 0.0%, EPS growth of 0.0%, a dividend yield of 0.0%. What stands out right now is revenue 0.0%, EPS 0.0%, free cash flow 0.0% with operating margin 0.0% and ROIC 0.0%. Stock Foundry combines BPTIX 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
BPTIX is 19.51 pts ahead over the shared 1Y window.
BPTIX had 3.46 pts deeper max drawdown than SPY.
BPTIX beat SPY in 2 of 2 calendar years shown and trailed in 0.
BPTIX
+37.50%
Normalized return
SPY
+17.99%
S&P 500
Excess Return
+19.51 pts
Relative to SPY
BPTIX Max Drawdown
-12.60%
Trailing 1Y
SPY Max Drawdown
-9.13%
Trailing 1Y
Uses the longest available daily history for BPTIX and SPY.
| Year | BPTIX | SPY | Excess | Leader |
|---|---|---|---|---|
| 2026 | +6.88% | +6.71% | +0.17 pts | BPTIX |
| 2025 | +31.21% | +11.19% | +20.01 pts | BPTIX |
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Next Step
Forecasts are most valuable when they sit beside comparisons, earnings setup, and the rest of the business story.