Financial Services
Live Price
Offline$32.41
+2.76% today
1Y Change
+18.02%
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
William Blair Small Cap Growth Fund Class N (WBSNX) is a fund with a market cap of $990.00M and listed on NASDAQ. The fund last traded around $32.41 and up 18.0% across the available one-year price window (Jun 23, 2025 → Jun 12, 2026). Baseline metrics include a dividend yield of 8.5%. Valuation is more restrained than many high-expectation growth names at price/sales 3.9. Stock Foundry combines WBSNX 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.
WBSNX
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
WBSNX Max Drawdown
-15.17%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for WBSNX and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$141.2M
-12.3% YoY
FY Net Income
-$19.3M
-41.2% YoY
Free Cash Flow
$10.2M
-26.4% YoY
Revenue Growth
+13.8%
EPS Growth
-14.1%
Gross Margin
56.6%
Net Margin
-13.6%
Income statement
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Revenue | 249M | 219M | 193M | 161M | 141M |
| Gross Profit | 141M | 122M | 107M | 96M | 75M |
| Operating Income | -4M | -13M | -12M | -7M | -15M |
| EBITDA | 4M | -4M | -4M | -1M | -8M |
| Net Income | -34M | -29M | -30M | -14M | -19M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Cash & Equivalents | 301M | 194M | 165M | 200M | 61M |
| Total Assets | 500M | 392M | 364M | 320M | 170M |
| Total Liabilities | 385M | 258M | 240M | 196M | 117M |
| Shareholder Equity | 115M | 135M | 124M | 125M | 53M |
| Total Debt | 287M | 148M | 142M | 117M | 44M |
| Net Debt | -14M | -46M | -24M | -84M | -16M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
10M
-27.5% YoY
Capital Expenditures
280K
+51.6% YoY
Free Cash Flow
10M
-26.4% YoY
Key ratios
Gross Margin
56.6%
Operating Margin
-1.7%
Net Margin
-13.6%
ROE
-27.1%
Debt / Equity
2.49x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.