Financial Services
Live Price
Offline$12.43
+1.39% today
1Y Change
-4.78%
Window
Jun 23, 2025 → Jun 16, 2026
Coverage: 247 bars · Jun 23, 2025 → Jun 16, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Wasatch Global Select Fund Investor Class (WAGSX) is a fund with a market cap of $10.00M and listed on NASDAQ. The fund last traded around $12.43 and down 4.8% across the available one-year price window (Jun 23, 2025 → Jun 16, 2026). Valuation is more restrained than many high-expectation growth names at price/sales 0.1. Stock Foundry combines WAGSX 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.
WAGSX
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
WAGSX Max Drawdown
-17.76%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for WAGSX and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$126.9M
+5.6% YoY
FY Net Income
$646.2M
+291.2% YoY
Free Cash Flow
$157.4M
-19.0% YoY
Revenue Growth
+5.7%
EPS Growth
-729.3%
Gross Margin
100.0%
Net Margin
-131.9%
Income statement
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Revenue | 141M | 133M | 130M | 120M | 127M |
| Gross Profit | 141M | 133M | 130M | 120M | 127M |
| Operating Income | 110M | 101M | 99M | 91M | 97M |
| EBITDA | -295M | -122M | 422M | -429M | 549M |
| Net Income | -186M | -22M | 521M | -338M | 646M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Cash & Equivalents | 45M | 67M | 38M | 65M | 30M |
| Total Assets | 3.8B | 4.2B | 4.4B | 3.7B | 4.2B |
| Total Liabilities | 1.1B | 1.2B | 1.1B | 1.0B | 1.0B |
| Shareholder Equity | 2.7B | 3.1B | 3.2B | 2.7B | 3.2B |
| Total Debt | 1.1B | 1.1B | 1.1B | 997M | 996M |
| Net Debt | 1.1B | 1.0B | 1.1B | 932M | 966M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
157M
-19.0% YoY
Capital Expenditures
0
Free Cash Flow
157M
-19.0% YoY
Key ratios
Gross Margin
100.0%
Operating Margin
77.7%
Net Margin
-131.9%
ROE
-6.5%
Debt / Equity
0.41x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.