Income statement
USD
Annual
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 66M | 142M | 24M | 55M | 255M |
| Gross Profit | 56M | 142M | 24M | 45M | 244M |
| Operating Income | 76M | 149M | 16M | -84M | 254M |
| EBITDA | 76M | 141M | 0 | -97M | 244M |
| Net Income | 70M | 141M | 9M | -87M | 254M |
| EPS (Diluted) | — | — | — | — | — |
Financial Services
Live Price
Offline$38.44
-0.03% today
1Y Change
+9.16%
Window
Jun 25, 2025 → Jun 18, 2026
Coverage: 247 bars · Jun 25, 2025 → Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
John Hancock Financial Opportunities Fund (BTO) is a Financial Services stock with a market cap of $740.00M. The stock last traded around $38.44 and up 9.2% across the available one-year price window (Jun 25, 2025 → Jun 18, 2026). Baseline metrics include revenue growth of -53.7%, EPS growth of -50.6%, a dividend yield of 7.0%. What stands out right now is revenue -53.7%, EPS -50.6%, free cash flow -79.0% with operating margin 115.9% and ROIC 9.0%. The dividend matters to the case here, with a current yield around 7.0%. Valuation already assumes a fairly strong business story at P/E 10.5 and price/sales 11.2. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines BTO 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.
BTO
—
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
BTO Max Drawdown
-16.84%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for BTO and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$255.4M
+365.6% YoY
FY Net Income
$254.0M
+392.3% YoY
Free Cash Flow
$31.8M
-17.3% YoY
Revenue Growth
-53.7%
EPS Growth
-50.6%
Gross Margin
39.5%
Net Margin
106.1%
Income statement
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 66M | 142M | 24M | 55M | 255M |
| Gross Profit | 56M | 142M | 24M | 45M | 244M |
| Operating Income | 76M | 149M | 16M | -84M | 254M |
| EBITDA | 76M | 141M | 0 | -97M | 244M |
| Net Income | 70M | 141M | 9M | -87M | 254M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 0 | 93K | 133K | 1M | 881K |
| Total Assets | 845M | 825M | 728M | 758M | 883M |
| Total Liabilities | 131M | 131M | 126M | 126M | 125M |
| Shareholder Equity | 714M | 694M | 602M | 632M | 757M |
| Total Debt | 130M | 130M | 125M | 125M | 125M |
| Net Debt | 130M | -93K | 125M | 124M | 124M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
32M
-17.3% YoY
Capital Expenditures
4
Free Cash Flow
32M
-17.3% YoY
Key ratios
Gross Margin
39.5%
Operating Margin
115.9%
Net Margin
106.1%
ROE
10.1%
Debt / Equity
0.18x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.