Financial Services
Live Price
Offline$15.09
+1.75% today
1Y Change
-9.19%
Window
Jun 30, 2025 → Jun 23, 2026
Coverage: 246 bars · Jun 30, 2025 → Jun 23, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Baird Equity Opportunity Fund - Investor Class (BSVSX) is a Financial Services stock with a market cap of $70.00M. The stock last traded around $15.09 and down 9.2% across the available one-year price window (Jun 30, 2025 → Jun 23, 2026). Baseline metrics include revenue growth of +18.5%, EPS growth of +138.2%, a dividend yield of 14.5%. What stands out right now is revenue +18.5%, EPS +138.2%, free cash flow +39.0% with operating margin 94.4% and ROIC 9.4%. The dividend matters to the case here, with a current yield around 14.5%. Valuation is more restrained than many high-expectation growth names at price/sales 0.3. Stock Foundry combines BSVSX 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
BSVSX is 27.92 pts behind over the shared 1Y window.
BSVSX had 16.79 pts deeper max drawdown than SPY.
BSVSX beat SPY in 0 of 2 calendar years shown and trailed in 2.
BSVSX
-9.19%
Normalized return
SPY
+18.73%
S&P 500
Excess Return
-27.92 pts
Relative to SPY
BSVSX Max Drawdown
-25.93%
Trailing 1Y
SPY Max Drawdown
-9.13%
Trailing 1Y
Uses the longest available daily history for BSVSX and SPY.
| Year | BSVSX | SPY | Excess | Leader |
|---|---|---|---|---|
| 2026 | -2.12% | +6.71% | -8.82 pts | SPY |
| 2025 | -5.96% | +11.19% | -17.15 pts | SPY |
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$133.4M
-8.0% YoY
FY Net Income
$112.2M
+205.1% YoY
Free Cash Flow
$9.6M
+104.7% YoY
Revenue Growth
+18.5%
EPS Growth
+138.2%
Gross Margin
100.0%
Net Margin
57.9%
Income statement
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Revenue | 206M | 173M | 160M | 145M | 133M |
| Gross Profit | 206M | 173M | 160M | 145M | 133M |
| Operating Income | 194M | 161M | 148M | 135M | 124M |
| EBITDA | -75M | -431M | 182M | -241M | -11M |
| Net Income | 119M | -269M | 330M | -107M | 112M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Cash & Equivalents | 3M | 10M | 7M | 4M | 9M |
| Total Assets | 2.1B | 2.5B | 3.1B | 2.1B | 1.9B |
| Total Liabilities | 379M | 935M | 1.3B | 605M | 381M |
| Shareholder Equity | 1.7B | 1.6B | 1.9B | 1.5B | 1.5B |
| Total Debt | 300M | 787M | 1.0B | 461M | 327M |
| Net Debt | 296M | 777M | 1.0B | 458M | 317M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
10M
+104.7% YoY
Capital Expenditures
0
Free Cash Flow
10M
+104.7% YoY
Key ratios
Gross Margin
100.0%
Operating Margin
94.4%
Net Margin
57.9%
ROE
7.2%
Debt / Equity
0.17x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.