Financial Services
Live Price
Offline$19.09
+0.90% today
1Y Change
+12.90%
Window
Jun 23, 2025 → Jun 16, 2026
Coverage: 247 bars · Jun 23, 2025 → Jun 16, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
T. Rowe Price Target Retirement 2040 Fund (TRHRX) is a fund with a market cap of $440.00M and listed on NASDAQ. The fund last traded around $19.09 and up 12.9% across the available one-year price window (Jun 23, 2025 → Jun 16, 2026). Baseline metrics include a dividend yield of 5.8%. Valuation is more restrained than many high-expectation growth names at price/sales 0.0. Stock Foundry combines TRHRX 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.
TRHRX
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
TRHRX Max Drawdown
-8.57%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for TRHRX and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$181.2B
+26.7% YoY
FY Net Income
$13.9B
+552.8% YoY
Free Cash Flow
$29.0B
+2.1% YoY
Revenue Growth
+1.4%
EPS Growth
+279.1%
Gross Margin
59.1%
Net Margin
11.6%
Income statement
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Revenue | 122.4B | 120.7B | 134.0B | 143.1B | 181.2B |
| Gross Profit | 72.3B | 69.9B | 73.6B | 77.4B | 97.1B |
| Operating Income | 26.2B | 28.3B | 34.8B | 24.4B | 27.7B |
| EBITDA | 41.9B | 43.4B | 49.7B | 43.6B | 52.6B |
| Net Income | 14.2B | -7.9B | 22.2B | -3.1B | 13.9B |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Cash & Equivalents | 6.7B | 3.7B | 19.2B | 9.7B | 12.1B |
| Total Assets | 407.1B | 402.9B | 551.6B | 525.8B | 551.7B |
| Total Liabilities | 287.6B | 296.4B | 367.8B | 346.5B | 349.7B |
| Shareholder Equity | 103.3B | 97.5B | 166.3B | 161.7B | 184.2B |
| Total Debt | 158.1B | 154.9B | 196.4B | 179.3B | 184.8B |
| Net Debt | 151.3B | 151.2B | 177.2B | 169.5B | 172.7B |
Cash flow positioning
Latest Full Year
Operating Cash Flow
48.7B
+12.8% YoY
Capital Expenditures
19.6B
-33.7% YoY
Free Cash Flow
29.0B
+2.1% YoY
Key ratios
Gross Margin
59.1%
Operating Margin
21.4%
Net Margin
11.6%
ROE
14.1%
Debt / Equity
1.53x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.