Financial Services
Live Price
Offline$40.11
+1.44% today
1Y Change
-37.00%
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
Virtus KAR Mid-Cap Growth Fund (VRMGX) is a fund with a market cap of $5.15B and listed on NASDAQ. The fund last traded around $40.11 and down 37.0% across the available one-year price window (Jun 23, 2025 → Jun 12, 2026). Baseline metrics include a dividend yield of 45.0%. Valuation already assumes a fairly strong business story at P/E 154.0 and price/sales 2.1. Stock Foundry combines VRMGX 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.
VRMGX
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
VRMGX Max Drawdown
-46.20%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for VRMGX and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$757.1M
-1.9% YoY
FY Net Income
$2.6M
-97.4% YoY
Free Cash Flow
$133.3M
-64.5% YoY
Revenue Growth
+122.2%
EPS Growth
-37.5%
Gross Margin
39.5%
Net Margin
1.5%
Income statement
SEK
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Revenue | 2.5B | 1.1B | 878M | 771M | 757M |
| Gross Profit | 978M | 555M | 459M | 405M | 399M |
| Operating Income | 161M | 79M | 116M | 131M | 99M |
| EBITDA | 377M | 252M | 297M | 278M | 227M |
| Net Income | 38M | 60M | 85M | 100M | 3M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
SEK
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Cash & Equivalents | 451M | 671M | 951M | 553M | 52M |
| Total Assets | 6.9B | 7.3B | 4.5B | 3.7B | 3.4B |
| Total Liabilities | 4.6B | 5.0B | 2.4B | 2.1B | 1.9B |
| Shareholder Equity | 2.3B | 2.3B | 2.1B | 1.5B | 1.5B |
| Total Debt | 2.4B | 2.7B | 1.3B | 1.3B | 1.0B |
| Net Debt | 1.9B | 2.0B | 345M | 730M | 964M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
137M
-63.8% YoY
Capital Expenditures
4M
-33.7% YoY
Free Cash Flow
133M
-64.5% YoY
Key ratios
Gross Margin
39.5%
Operating Margin
6.5%
Net Margin
1.5%
ROE
1.6%
Debt / Equity
1.02x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.