Financial Services
Live Price
Offline$26.84
+1.94% today
1Y Change
-9.29%
Window
Jun 25, 2025 β Jun 18, 2026
Coverage: 247 bars Β· Jun 25, 2025 β Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Baron Small Cap Fund Retail Class (BSCFX) is a Financial Services stock with a market cap of $3.35B and listed on NASDAQ. The stock last traded around $26.84 and down 9.3% across the available one-year price window (Jun 25, 2025 β Jun 18, 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 BSCFX price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
0.0% vs +3.4% peer median
Operating Margin
Below sector median
0.0% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
The setup is mixed rather than one-directional
Revenue is 0.0% and EPS is 0.0%, while operating margin sits near 0.0%.
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
BSCFX
β
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
BSCFX Max Drawdown
-21.97%
Trailing 1Y
SPY Max Drawdown
β
Trailing 1Y
Uses the longest available daily history for BSCFX and SPY.
Company Overview
Baron Small Cap Fund Retail Class
NASDAQ
The Baron Small Cap Fund Retail Class is an open-end equity mutual fund focused on achieving capital appreciation through investments in U.S. small-sized growth companies. It primarily allocates 80% of its net assets to common stocks of small-cap growth businesses, targeting companies with significant growth potential and market leadership. The fund invests across various sectors, including technology, healthcare, and industrials, often holding a concentrated portfolio of high-quality companies. The fundβs approach emphasizes longer-term growth by identifying market leaders with robust expansion prospects. With a significant asset base, the Baron Small Cap Fund plays a notable role in the financial market by providing access to the growth potential of smaller U.S. companies.
Valuation, growth, profitability, and balance sheet signals.
Company announcements and filings-style updates.
Next Step
After the overview, the strongest next step is usually chart context or a tighter compare set.