Financial Services
Live Price
Offline$20.27
+1.15% today
1Y Change
+19.79%
Window
Jun 23, 2025 → Jun 3, 2026
Coverage: 238 bars · Jun 23, 2025 → Jun 3, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
T. Rowe Price Target Retirement 2060 Fund (TRTFX) is a fund with a market cap of $760.00M and listed on NASDAQ. The fund last traded around $20.27 and up 19.8% across the available one-year price window (Jun 23, 2025 → Jun 3, 2026). Baseline metrics include a dividend yield of 4.0%. Valuation is more restrained than many high-expectation growth names at price/sales 0.2. Stock Foundry combines TRTFX 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.
TRTFX
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
TRTFX Max Drawdown
-9.83%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for TRTFX and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$3.0B
+31.1% YoY
FY Net Income
-$678.1M
-51.8% YoY
Free Cash Flow
-$484.4M
-536.4% YoY
Revenue Growth
-8.1%
EPS Growth
-74.0%
Gross Margin
10.2%
Net Margin
4.9%
Income statement
SAR
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Revenue | 3.6B | 3.9B | 3.7B | 2.3B | 3.0B |
| Gross Profit | 364M | 864M | 987M | 330M | 401M |
| Operating Income | -22M | 430M | -88M | -353M | -672M |
| EBITDA | 183M | 643M | 163M | -145M | -344M |
| Net Income | 175M | 666M | 1.4B | -447M | -678M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
SAR
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Cash & Equivalents | 3.8B | 2.8B | 3.4B | 2.7B | 2.7B |
| Total Assets | 25.4B | 24.7B | 25.0B | 22.3B | 22.8B |
| Total Liabilities | 13.2B | 12.3B | 13.4B | 12.7B | 12.6B |
| Shareholder Equity | 9.6B | 9.6B | 8.7B | 7.3B | 7.8B |
| Total Debt | 7.6B | 7.2B | 8.1B | 8.6B | 7.8B |
| Net Debt | 3.7B | 4.3B | 4.7B | 5.9B | 5.0B |
Cash flow positioning
Latest Full Year
Operating Cash Flow
273M
-1040.9% YoY
Capital Expenditures
212M
-101.6% YoY
Free Cash Flow
484M
-536.4% YoY
Key ratios
Gross Margin
10.2%
Operating Margin
-0.6%
Net Margin
4.9%
ROE
1.8%
Debt / Equity
0.78x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.