Financial Services
Live Price
Offline$5.80
+0.87% today
1Y Change
-11.38%
Window
Jun 23, 2025 → May 29, 2026
Coverage: 236 bars · Jun 23, 2025 → May 29, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Liberty All-Star Equity Fund (USA) is a fund with a market cap of $1.72B and listed on NYSE. The fund last traded around $5.80 and down 11.4% across the available one-year price window (Jun 23, 2025 → May 29, 2026). Baseline metrics include a dividend yield of 11.7%. Valuation already assumes a fairly strong business story at P/E 10.5 and price/sales 12.5. Stock Foundry combines USA 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.
USA
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
USA Max Drawdown
-22.05%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for USA and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$378.3M
+192.7% YoY
FY Net Income
$373.7M
+190.7% YoY
Free Cash Flow
$0.0
Revenue Growth
-8.7%
EPS Growth
-38.5%
Gross Margin
93.6%
Net Margin
122.6%
Income statement
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 200M | 219M | 181M | -408M | 378M |
| Gross Profit | 182M | 202M | 166M | -423M | 362M |
| Operating Income | 168M | 255M | 397M | -412M | 374M |
| EBITDA | 168M | 255M | 397M | -412M | 374M |
| Net Income | 168M | 255M | 397M | -412M | 374M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 41K | 0 | 63M | -39M | 9K |
| Total Assets | 2.2B | 2.0B | 1.9B | 1.6B | 2.1B |
| Total Liabilities | 139M | 41M | 25M | 28M | 30M |
| Shareholder Equity | 2.1B | 2.0B | 1.9B | 1.6B | 2.1B |
| Total Debt | 108M | 10M | 103K | 4M | 0 |
| Net Debt | 108M | 10M | -63M | 43M | -9K |
Cash flow positioning
Latest Full Year
Operating Cash Flow
0
Capital Expenditures
0
Free Cash Flow
0
Key ratios
Gross Margin
93.6%
Operating Margin
42.5%
Net Margin
122.6%
ROE
8.1%
Debt / Equity
0.05x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.