Income statement
USD
Annual
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Revenue | 113M | 115M | 108M | 96M | 123M |
| Gross Profit | 23M | 27M | 25M | 14M | 30M |
| Operating Income | 12M | 13M | 15M | 3M | 19M |
| EBITDA | 17M | 18M | 21M | 9M | 26M |
| Net Income | 9M | 9M | 11M | -2M | 13M |
| EPS (Diluted) | — | — | — | — | — |
Financial Services
Live Price
Offline$19.70
+0.92% today
1Y Change
-18.23%
Window
Jun 23, 2025 → Jun 12, 2026
Coverage: 245 bars · Jun 23, 2025 → Jun 12, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Virtus SGA Global Growth I Class (SGAPX) is a fund with a market cap of $150.00M and listed on NASDAQ. The fund last traded around $19.70 and down 18.2% across the available one-year price window (Jun 23, 2025 → Jun 12, 2026). Baseline metrics include a dividend yield of 14.1%. Valuation is more restrained than many high-expectation growth names at price/sales 1.4. Stock Foundry combines SGAPX 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.
SGAPX
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
SGAPX Max Drawdown
-29.19%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for SGAPX and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$123.1M
+28.5% YoY
FY Net Income
$13.0M
+786.4% YoY
Free Cash Flow
$18.8M
+96.6% YoY
Revenue Growth
-1.8%
EPS Growth
+2.0%
Gross Margin
20.0%
Net Margin
8.3%
Income statement
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Revenue | 113M | 115M | 108M | 96M | 123M |
| Gross Profit | 23M | 27M | 25M | 14M | 30M |
| Operating Income | 12M | 13M | 15M | 3M | 19M |
| EBITDA | 17M | 18M | 21M | 9M | 26M |
| Net Income | 9M | 9M | 11M | -2M | 13M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Cash & Equivalents | 30M | 37M | 55M | 51M | 44M |
| Total Assets | 232M | 241M | 248M | 246M | 252M |
| Total Liabilities | 62M | 62M | 51M | 56M | 60M |
| Shareholder Equity | 171M | 179M | 197M | 191M | 192M |
| Total Debt | 7M | 7M | 6M | 17M | 17M |
| Net Debt | -22M | -30M | -48M | -34M | -27M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
25M
+109.6% YoY
Capital Expenditures
6M
-159.4% YoY
Free Cash Flow
19M
+96.6% YoY
Key ratios
Gross Margin
20.0%
Operating Margin
10.3%
Net Margin
8.3%
ROE
5.4%
Debt / Equity
0.04x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.