Income statement
USD
Annual
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Revenue | 579M | 610M | 558M | 459M | 468M |
| Gross Profit | 179M | 192M | 171M | 173M | 177M |
| Operating Income | 23M | 41M | 31M | 18M | 26M |
| EBITDA | 47M | 66M | 57M | 42M | 49M |
| Net Income | 8M | 27M | 19M | 15M | 14M |
| EPS (Diluted) | — | — | — | — | — |
Financial Services
Live Price
Offline$8.62
+0.00% today
1Y Change
-6.00%
Window
Jun 23, 2025 → Jun 17, 2026
Coverage: 248 bars · Jun 23, 2025 → Jun 17, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
American Beacon Shapiro SMID Cap Equity Fund - Investor Class (SHDPX) is a fund with a market cap of $20.00M and listed on NASDAQ. The fund last traded around $8.62 and down 6.0% across the available one-year price window (Jun 23, 2025 → Jun 17, 2026). Baseline metrics include a dividend yield of 7.4%. Valuation is more restrained than many high-expectation growth names at price/sales 0.0. Stock Foundry combines SHDPX 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.
SHDPX
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
SHDPX Max Drawdown
-19.92%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for SHDPX and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$468.2M
+2.1% YoY
FY Net Income
$13.6M
-10.8% YoY
Free Cash Flow
-$3.4M
-104.3% YoY
Revenue Growth
-5.0%
EPS Growth
-71.7%
Gross Margin
30.9%
Net Margin
1.3%
Income statement
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Revenue | 579M | 610M | 558M | 459M | 468M |
| Gross Profit | 179M | 192M | 171M | 173M | 177M |
| Operating Income | 23M | 41M | 31M | 18M | 26M |
| EBITDA | 47M | 66M | 57M | 42M | 49M |
| Net Income | 8M | 27M | 19M | 15M | 14M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Cash & Equivalents | 11M | 20M | 16M | 16M | 7M |
| Total Assets | 768M | 726M | 694M | 680M | 670M |
| Total Liabilities | 398M | 356M | 321M | 320M | 326M |
| Shareholder Equity | 370M | 370M | 373M | 361M | 344M |
| Total Debt | 156M | 71M | 73M | 116M | 155M |
| Net Debt | 145M | 51M | 57M | 100M | 149M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
10M
-89.4% YoY
Capital Expenditures
13M
-15.4% YoY
Free Cash Flow
3M
-104.3% YoY
Key ratios
Gross Margin
30.9%
Operating Margin
4.0%
Net Margin
1.3%
ROE
2.0%
Debt / Equity
0.42x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.