Income statement
USD
Annual
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Revenue | 37M | 37M | 42M | 45M | 49M |
| Gross Profit | 37M | 37M | 42M | 45M | 49M |
| Operating Income | 32M | 32M | 36M | 40M | 44M |
| EBITDA | -38M | 18M | 84M | -63M | -849K |
| Net Income | -6M | 50M | 120M | -24M | 43M |
| EPS (Diluted) | — | — | — | — | — |
Financial Services
Live Price
Offline$9.97
+0.00% today
1Y Change
-2.06%
Window
Jun 23, 2025 → Jun 1, 2026
Coverage: 236 bars · Jun 23, 2025 → Jun 1, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Wasatch-Hoisington U.S. Treasury Fund (WHOSX) is a fund with a market cap of $110.00M and listed on NASDAQ. The fund last traded around $9.97 and down 2.1% across the available one-year price window (Jun 23, 2025 → Jun 1, 2026). Baseline metrics include a dividend yield of 4.1%. Valuation is more restrained than many high-expectation growth names at price/sales 3.1. Stock Foundry combines WHOSX 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.
WHOSX
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
WHOSX Max Drawdown
-8.92%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for WHOSX and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$49.4M
+8.7% YoY
FY Net Income
$42.7M
+280.4% YoY
Free Cash Flow
$64.2M
+227.9% YoY
Revenue Growth
-0.8%
EPS Growth
-111.2%
Gross Margin
100.0%
Net Margin
-15.1%
Income statement
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Revenue | 37M | 37M | 42M | 45M | 49M |
| Gross Profit | 37M | 37M | 42M | 45M | 49M |
| Operating Income | 32M | 32M | 36M | 40M | 44M |
| EBITDA | -38M | 18M | 84M | -63M | -849K |
| Net Income | -6M | 50M | 120M | -24M | 43M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Cash & Equivalents | 0 | 3M | 43K | 0 | 207K |
| Total Assets | 841M | 982M | 1.1B | 1.0B | 1.1B |
| Total Liabilities | 278M | 384M | 400M | 406M | 393M |
| Shareholder Equity | 563M | 597M | 716M | 628M | 683M |
| Total Debt | 267M | 367M | 396M | 399M | 388M |
| Net Debt | 267M | 364M | 396M | 399M | 388M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
64M
+227.9% YoY
Capital Expenditures
0
Free Cash Flow
64M
+227.9% YoY
Key ratios
Gross Margin
100.0%
Operating Margin
87.1%
Net Margin
-15.1%
ROE
-1.0%
Debt / Equity
0.47x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.