Financial Services
Live Price
Offline$18.70
+0.32% today
Window Change
-0.75%
Window
Mar 26, 2026 → Mar 27, 2026
Historical coverage is still filling in
This 1Y daily history view is currently sparse. Use it as directional context while we continue backfilling more history.
Coverage: 2 bars · Mar 26, 2026 → Mar 27, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
T. Rowe Price Retirement 2025 Fund (TRRHX) is a fund with a market cap of $17.47B and listed on NASDAQ. The fund last traded around $18.70 and down 0.7% across the available one-year price window (Mar 26, 2026 → Mar 27, 2026). Baseline metrics include a dividend yield of 5.7%, a 50-day average of $18.04, a 200-day average of $18.15. Valuation is more restrained than many high-expectation growth names at price/sales 0.1. Stock Foundry combines TRRHX 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.
TRRHX
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
TRRHX Max Drawdown
-0.75%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for TRRHX and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$170.8B
-5.8% YoY
FY Net Income
$19.4B
+39.4% YoY
Free Cash Flow
$22.4B
-23.0% YoY
Revenue Growth
-9.9%
EPS Growth
-136.3%
Gross Margin
57.9%
Net Margin
-6.5%
Income statement
USD
| Metric | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|
| Revenue | 120.7B | 134.0B | 143.1B | 181.2B | 170.8B |
| Gross Profit | 69.9B | 73.6B | 77.4B | 97.1B | 91.3B |
| Operating Income | 29.5B | 34.8B | 24.4B | 27.7B | 31.6B |
| EBITDA | 44.5B | 49.7B | 43.6B | 52.6B | 57.0B |
| Net Income | -7.9B | 22.2B | -3.1B | 13.9B | 19.4B |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|
| Cash & Equivalents | 3.7B | 19.2B | 9.7B | 12.1B | 5.2B |
| Total Assets | 402.9B | 551.6B | 525.8B | 551.7B | 531.9B |
| Total Liabilities | 296.4B | 367.8B | 346.5B | 349.7B | 338.0B |
| Shareholder Equity | 97.5B | 166.3B | 161.7B | 184.2B | 184.1B |
| Total Debt | 132.9B | 0 | 0 | 0 | 0 |
| Net Debt | -3.7B | -19.2B | -9.7B | -12.1B | -5.2B |
Cash flow positioning
Latest Full Year
Operating Cash Flow
43.6B
-10.4% YoY
Capital Expenditures
21.3B
-8.2% YoY
Free Cash Flow
22.4B
-23.0% YoY
Key ratios
Gross Margin
57.9%
Operating Margin
24.4%
Net Margin
-6.5%
ROE
-6.0%
Debt / Equity
1.36x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.