Financial Services
Live Price
Offline$14.91
+0.04% today
1Y Change
+28.31%
Window
Jun 25, 2025 โ Jun 23, 2026
Coverage: 249 bars ยท Jun 25, 2025 โ Jun 23, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Tweedy, Browne Insider + Value ETF (COPY) is a Financial Services stock with a market cap of $130.00M and listed on NYSE. The stock last traded around $14.91 and up 28.3% across the available one-year price window (Jun 25, 2025 โ Jun 23, 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 COPY 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.
COPY
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Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
COPY Max Drawdown
-9.07%
Trailing 1Y
SPY Max Drawdown
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Trailing 1Y
Uses the longest available daily history for COPY and SPY.
Company Overview
Tweedy, Browne Insider + Value ETF
NYSE
Tweedy Browne Value Fund is a mutual fund that focuses on a value investment strategy, aiming to identify undervalued stocks with long-term growth potential. Its primary function is to provide investors with an opportunity to invest in companies trading below intrinsic value, based on rigorous fundamental analysis. Managed by Tweedy, Browne Company LLC, the fund invests primarily in domestic and foreign equities across various sectors, emphasizing financial health, management quality, and competitive positioning of each company. Known for its conservative approach and diversification across industries and geographies, this fund seeks to minimize risk while maximizing returns over time. Recognized for its longstanding commitment to value investing principles, the Tweedy Browne Value Fund plays a significant role in the financial market by offering investors a disciplined investment vehicle managed by experienced asset managers dedicated to maintaining a long-term focus on capital appreciation and income generation. The fund's strategic decisions are influenced by comprehensive market analysis and historical insights, aligning with the firm's philosophy to buy stocks at a discount to perceived intrinsic value.
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.