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Financial Services

PFG American Funds Cons Inc Strat R(PFCOX)

Fund

Live Price

Offline

$9.97

+0.10% today

1Y Change

+1.63%

Window

Jun 23, 2025 โ†’ Jun 11, 2026

Market Cap
$240.00M
Dividend Yield
3.3%
50-Day Avg
โ€”
Exchange
NASDAQ

Coverage: 244 bars ยท Jun 23, 2025 โ†’ Jun 11, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

PFG American Funds Cons Inc Strat R (PFCOX) is a fund with a market cap of $240.00M and listed on NASDAQ. The fund last traded around $9.97 and up 1.6% across the available one-year price window (Jun 23, 2025 โ†’ Jun 11, 2026). Baseline metrics include a dividend yield of 3.3%. Valuation sits in the middle of the pack at price/sales 5.9. Stock Foundry combines PFCOX price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

PFCOX

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Normalized return

SPY

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S&P 500

Excess Return

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Relative to SPY

PFCOX Max Drawdown

-4.60%

Trailing 1Y

SPY Max Drawdown

โ€”

Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for PFCOX and SPY.

Calendar-year return history is still loading or unavailable.

Financial profile

PFG American Funds Cons Inc Strat R (PFCOX)

Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.

FY Revenue

$28.6M

-18.3% YoY

FY Net Income

$23.0M

+237.7% YoY

Free Cash Flow

$0.0

+100.0% YoY

Revenue Growth

+17.8%

EPS Growth

+120.5%

Gross Margin

100.0%

Net Margin

29.3%

Income statement

USD

Annual
Metric20232022202120202019
Revenue40M34M35M35M29M
Gross Profit40M34M35M35M29M
Operating Income37M30M31M31M25M
EBITDA-25M-83M42M-48M-2M
Net Income12M-54M72M-17M23M
EPS (Diluted)โ€”โ€”โ€”โ€”โ€”

Balance sheet

USD

Point-in-time
Metric20232022202120202019
Cash & Equivalents716K1M703K914K662K
Total Assets411M460M635M458M435M
Total Liabilities69M117M224M118M85M
Shareholder Equity342M343M411M340M351M
Total Debt62M97M189M90M75M
Net Debt62M96M188M89M74M

Cash flow positioning

Latest Full Year

Operating Cash Flow

0

+100.0% YoY

Capital Expenditures

0

Free Cash Flow

0

+100.0% YoY

Key ratios

  • Gross Margin

    100.0%

  • Operating Margin

    90.6%

  • Net Margin

    29.3%

  • ROE

    3.5%

  • Debt / Equity

    0.18x

Next Step

Turn financials into a decision

Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.