Financial Services
Live Price
Offline$30.78
+0.59% today
1Y Change
+19.27%
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
Franklin Global Equity Fund Class I (SMYIX) is a fund with a market cap of $550.00M and listed on NASDAQ. The fund last traded around $30.78 and up 19.3% across the available one-year price window (Jun 23, 2025 → Jun 12, 2026). Baseline metrics include a dividend yield of 6.4%. Valuation already assumes a fairly strong business story at price/sales 15.6. Stock Foundry combines SMYIX 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.
SMYIX
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
SMYIX Max Drawdown
-11.10%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for SMYIX and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$33.5M
+0.0% YoY
FY Net Income
$478.8M
+36.8% YoY
Free Cash Flow
$0.0
Revenue Growth
+0.8%
EPS Growth
+214.4%
Gross Margin
100.0%
Net Margin
1573.5%
Income statement
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Revenue | 35M | 35M | 33M | 34M | 34M |
| Gross Profit | 35M | 35M | 33M | 34M | 34M |
| Operating Income | 21M | 23M | 19M | 22M | 22M |
| EBITDA | 532M | -494M | 606M | 328M | 457M |
| Net Income | 553M | -471M | 625M | 350M | 479M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Cash & Equivalents | 253K | 247K | 258K | 637K | 261K |
| Total Assets | 2.6B | 2.1B | 2.7B | 2.2B | 2.0B |
| Total Liabilities | 11M | 28M | 29M | 8M | 27M |
| Shareholder Equity | 2.6B | 2.1B | 2.7B | 2.2B | 2.0B |
| Total Debt | 0 | 0 | 0 | 0 | 0 |
| Net Debt | -253K | -247K | -258K | -637K | -261K |
Cash flow positioning
Latest Full Year
Operating Cash Flow
0
Capital Expenditures
0
Free Cash Flow
0
Key ratios
Gross Margin
100.0%
Operating Margin
59.8%
Net Margin
1573.5%
ROE
23.8%
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.