Financial Services
Live Price
Offline$17.94
+1.01% today
1Y Change
+19.61%
Window
Jun 23, 2025 → Jun 5, 2026
Coverage: 240 bars · Jun 23, 2025 → Jun 5, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Royce Value Trust Inc. (RVT) is a fund with a market cap of $2.19B and listed on NYSE. The fund last traded around $17.94 and up 19.6% across the available one-year price window (Jun 23, 2025 → Jun 5, 2026). Baseline metrics include a dividend yield of 7.7%. Valuation already assumes a fairly strong business story at P/E 8.4 and price/sales 15.0. Stock Foundry combines RVT price history, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
RVT
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
RVT Max Drawdown
-13.73%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for RVT and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$364.8M
+179.6% YoY
FY Net Income
$361.8M
+178.5% YoY
Free Cash Flow
$100.5M
-15.6% YoY
Revenue Growth
+759.2%
EPS Growth
+16.6%
Gross Margin
93.1%
Net Margin
178.7%
Income statement
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 203M | 24M | 137M | -458M | 365M |
| Gross Profit | 183M | 24M | 116M | -473M | 342M |
| Operating Income | 263M | 1M | 332M | -459M | 362M |
| EBITDA | 263M | 0 | 332M | -459M | 362M |
| Net Income | 262M | 220M | 330M | -461M | 362M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 116K | 98K | 84K | 43K | 77K |
| Total Assets | 2.2B | 2.0B | 1.9B | 1.6B | 2.2B |
| Total Liabilities | 5M | 38M | 40M | 42M | 76M |
| Shareholder Equity | 2.2B | 2.0B | 1.9B | 1.6B | 2.1B |
| Total Debt | 0 | 35M | 35M | 35M | 70M |
| Net Debt | -116K | -98K | 35M | 35M | 70M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
100M
-15.6% YoY
Capital Expenditures
3
Free Cash Flow
100M
-15.6% YoY
Key ratios
Gross Margin
93.1%
Operating Margin
150.7%
Net Margin
178.7%
ROE
12.6%
Debt / Equity
0.00x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.