Financial Services
Live Price
Offline$42.10
+2.23% today
1Y Change
+15.17%
Window
Jun 23, 2025 → Jun 12, 2026
Coverage: 245 bars · Jun 23, 2025 → Jun 12, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Reaves Utility Income Fund (UTG) is a fund with a market cap of $3.80B and listed on AMEX. The fund last traded around $42.10 and up 15.2% across the available one-year price window (Jun 23, 2025 → Jun 12, 2026). Baseline metrics include a dividend yield of 5.5%. Valuation already assumes a fairly strong business story at P/E 5.0 and price/sales 13.8. Stock Foundry combines UTG 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.
UTG
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
UTG Max Drawdown
-12.96%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for UTG and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$144.6M
-28.1% YoY
FY Net Income
$249.8M
+212.5% YoY
Free Cash Flow
-$351.3M
-215.3% YoY
Revenue Growth
+10.5%
EPS Growth
-17.2%
Gross Margin
22.6%
Net Margin
278.8%
Income statement
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 276M | 250M | 210M | 201M | 145M |
| Gross Profit | 249M | 229M | 192M | 179M | 124M |
| Operating Income | 807M | 900M | -46M | -213M | 254M |
| EBITDA | 807M | 900M | -46M | -213M | 254M |
| Net Income | 769M | 865M | -74M | -222M | 250M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 3M | 38M | 995K | 626K | 1M |
| Total Assets | 4.4B | 3.5B | 2.4B | 2.5B | 2.6B |
| Total Liabilities | 879M | 653M | 532M | 503M | 458M |
| Shareholder Equity | 3.5B | 2.9B | 1.9B | 2.0B | 2.2B |
| Total Debt | 875M | 650M | 520M | 500M | 450M |
| Net Debt | 872M | 612M | 519M | 499M | 449M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
351M
-215.3% YoY
Capital Expenditures
0
+100.0% YoY
Free Cash Flow
351M
-215.3% YoY
Key ratios
Gross Margin
22.6%
Operating Margin
292.4%
Net Margin
278.8%
ROE
23.9%
Debt / Equity
0.25x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.