Income statement
USD
Annual
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Revenue | 5M | 5M | 5M | 6M | 7M |
| Gross Profit | 5M | 5M | 5M | 6M | 7M |
| Operating Income | 4M | 4M | 4M | 5M | 6M |
| EBITDA | -3M | -22M | 641K | -441K | 4M |
| Net Income | 2M | -18M | 5M | 4M | 9M |
| EPS (Diluted) | — | — | — | — | — |
Financial Services
Live Price
Offline$7.57
-0.13% today
1Y Change
+0.93%
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
Vanguard Long-Term Investment-Grade Fund Investor Shares (VWESX) is a fund with a market cap of $10.28B and listed on NASDAQ. The fund last traded around $7.57 and up 0.9% across the available one-year price window (Jun 23, 2025 → Jun 12, 2026). Baseline metrics include a dividend yield of 5.1%. Valuation already assumes a fairly strong business story at price/sales 1870.3. Stock Foundry combines VWESX 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.
VWESX
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
VWESX Max Drawdown
-7.65%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for VWESX and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$6.7M
+12.3% YoY
FY Net Income
$9.4M
+115.7% YoY
Free Cash Flow
$2.0M
-64.3% YoY
Revenue Growth
+7.9%
EPS Growth
+109.5%
Gross Margin
100.0%
Net Margin
28.6%
Income statement
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Revenue | 5M | 5M | 5M | 6M | 7M |
| Gross Profit | 5M | 5M | 5M | 6M | 7M |
| Operating Income | 4M | 4M | 4M | 5M | 6M |
| EBITDA | -3M | -22M | 641K | -441K | 4M |
| Net Income | 2M | -18M | 5M | 4M | 9M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Cash & Equivalents | 0 | 0 | 3M | 2M | 284K |
| Total Assets | 114M | 129M | 156M | 153M | 152M |
| Total Liabilities | 46M | 52M | 58M | 55M | 55M |
| Shareholder Equity | 69M | 77M | 99M | 98M | 98M |
| Total Debt | 44M | 51M | 52M | 54M | 54M |
| Net Debt | 44M | 51M | 49M | 52M | 54M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
2M
-64.3% YoY
Capital Expenditures
0
Free Cash Flow
2M
-64.3% YoY
Key ratios
Gross Margin
100.0%
Operating Margin
80.0%
Net Margin
28.6%
ROE
2.2%
Debt / Equity
0.64x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.