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Financial Services

American Beacon Stephens Small Cap Growth Fd Inv Cl(STSGX)

Fund

Live Price

Offline

$13.82

+2.22% today

1Y Change

+14.45%

Window

Jun 23, 2025 โ†’ Jun 12, 2026

Market Cap
$440.00M
Dividend Yield
10.5%
50-Day Avg
โ€”
Exchange
NASDAQ

Coverage: 245 bars ยท Jun 23, 2025 โ†’ Jun 12, 2026

Research Briefing

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

Decision context

Research Snapshot

American Beacon Stephens Small Cap Growth Fd Inv Cl (STSGX) is a fund with a market cap of $440.00M and listed on NASDAQ. The fund last traded around $13.82 and up 14.5% across the available one-year price window (Jun 23, 2025 โ†’ Jun 12, 2026). Baseline metrics include a dividend yield of 10.5%. Valuation is more restrained than many high-expectation growth names at P/E 0.1 and price/sales 0.0. Stock Foundry combines STSGX 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

STSGX

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Normalized return

SPY

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S&P 500

Excess Return

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Relative to SPY

STSGX Max Drawdown

-19.33%

Trailing 1Y

SPY Max Drawdown

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Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for STSGX and SPY.

Calendar-year return history is still loading or unavailable.

Financial profile

American Beacon Stephens Small Cap Growth Fd Inv Cl (STSGX)

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

FY Revenue

$155.9B

+22.6% YoY

FY Net Income

$47.0M

+103.7% YoY

Free Cash Flow

$10.0B

-46.0% YoY

Revenue Growth

+11.5%

EPS Growth

+320.4%

Gross Margin

9.2%

Net Margin

2.5%

Income statement

USD

Annual
Metric20232022202120202019
Revenue176.2B158.1B136.3B127.1B155.9B
Gross Profit16.2B17.2B16.4B6.0B12.9B
Operating Income5.4B8.1B6.7B-4.1B113M
EBITDA11.8B14.5B12.7B3.2B8.6B
Net Income4.3B-2.0B17.9B-1.3B47M
EPS (Diluted)โ€”โ€”โ€”โ€”โ€”

Balance sheet

USD

Point-in-time
Metric20232022202120202019
Cash & Equivalents14.2B14.7B9.6B10.9B8.4B
Total Assets273.3B255.9B257.0B267.3B258.5B
Total Liabilities230.5B212.7B208.4B236.4B225.3B
Shareholder Equity42.8B43.2B48.5B30.7B33.2B
Total Debt21.3B20.9B21.3B25.0B16.1B
Net Debt7.1B6.2B11.8B14.1B7.7B

Cash flow positioning

Latest Full Year

Operating Cash Flow

17.6B

-27.3% YoY

Capital Expenditures

7.6B

-32.9% YoY

Free Cash Flow

10.0B

-46.0% YoY

Key ratios

  • Gross Margin

    9.2%

  • Operating Margin

    3.0%

  • Net Margin

    2.5%

  • ROE

    10.1%

  • Debt / Equity

    0.50x

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.