Financial Services
Live Price
Offline$35.01
+0.13% today
1Y Change
+15.71%
Window
Jun 25, 2025 โ Jun 22, 2026
Coverage: 248 bars ยท Jun 25, 2025 โ Jun 22, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Congress SMid Growth ETF (CSMD) is a Financial Services stock with a market cap of $490.00M and listed on NYSE. The stock last traded around $35.01 and up 15.7% across the available one-year price window (Jun 25, 2025 โ Jun 22, 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 CSMD 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.
CSMD
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Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
CSMD Max Drawdown
-14.79%
Trailing 1Y
SPY Max Drawdown
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Trailing 1Y
Uses the longest available daily history for CSMD and SPY.
Company Overview
Congress SMid Growth ETF
NYSE
Congress SMID Growth ETF is an exchange-traded fund designed to track the performance of small- to mid-capitalization growth companies. The primary purpose of this ETF is to provide investors with exposure to a diversified portfolio of growth-oriented enterprises that exhibit potential for above-average expansion. Companies within this fund are primarily from various sectors such as technology, healthcare, and consumer discretionary, known for their dynamic growth potential and innovative approaches. Notable features of the Congress SMID Growth ETF include its focus on firms with market capitalizations generally between $2 billion and $10 billion. This focus enables the fund to tap into a niche segment of the market that often provides a balance of growth potential and volatility compared to larger, established enterprises. As an ETF, it offers liquidity and flexibility to investors, facilitating easy entry and exit points compared to traditional mutual funds. In the financial market, Congress SMID Growth ETF holds a significant role by offering diversification for portfolios via access to a variety of burgeoning companies, mitigating risk through allocation across multiple industries, and providing a mechanism for capitalizing on the growth trends influencing the small and mid-cap sectors.
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.