Financial Services
Live Price
Offline$60.28
+0.13% today
1Y Change
-4.27%
Window
Jun 26, 2025 → Jun 23, 2026
Coverage: 248 bars · Jun 26, 2025 → Jun 23, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Boston Trust Asset Management Fund (BTBFX) is a Financial Services stock with a market cap of $500.00M. The stock last traded around $60.28 and down 4.3% across the available one-year price window (Jun 26, 2025 → Jun 23, 2026). Baseline metrics include revenue growth of +12.3%, EPS growth of +137.8%, a dividend yield of 11.7%. What stands out right now is revenue +12.3%, EPS +137.8%, free cash flow +91.0% with operating margin 17.0% and ROIC 6.3%. The dividend matters to the case here, with a current yield around 11.7%. Valuation is more restrained than many high-expectation growth names at price/sales 0.0. Stock Foundry combines BTBFX 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
Above sector median
+12.3% vs +3.4% peer median
Operating Margin
Above sector median
+17.0% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
The operating story is still moving forward
Revenue is running at +12.3% and EPS at +137.8%, with operating margin around 17.0%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 11.7%, which matters if the thesis depends on income as much as growth.
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
BTBFX
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Normalized return
SPY
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S&P 500
Excess Return
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Relative to SPY
BTBFX Max Drawdown
-15.83%
Trailing 1Y
SPY Max Drawdown
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Trailing 1Y
Uses the longest available daily history for BTBFX and SPY.
Company Overview
Boston Trust Asset Management Fund
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.