Financial Services
Live Price
Offline$24.81
+1.10% today
1Y Change
+8.72%
Window
Jun 23, 2025 → Jun 18, 2026
Coverage: 249 bars · Jun 23, 2025 → Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
WesMark Large Company Fund (WMKGX) is a fund with a market cap of $310.00M and listed on NASDAQ. The fund last traded around $24.81 and up 8.7% across the available one-year price window (Jun 23, 2025 → Jun 18, 2026). Baseline metrics include a dividend yield of 20.0%. Valuation is more restrained than many high-expectation growth names at price/sales 2.0. Stock Foundry combines WMKGX 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.
WMKGX
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
WMKGX Max Drawdown
-26.10%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for WMKGX and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$181.6M
+50.0% YoY
FY Net Income
$17.5M
+180.6% YoY
Free Cash Flow
$0.0
Revenue Growth
+2.5%
EPS Growth
+108.2%
Gross Margin
100.0%
Net Margin
84.3%
Income statement
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Revenue | 154M | 150M | 108M | 121M | 182M |
| Gross Profit | 154M | 150M | 108M | 121M | 182M |
| Operating Income | 115M | 111M | 77M | 90M | 141M |
| EBITDA | 15M | -1.6B | -246M | -112M | -123M |
| Net Income | 129M | -1.5B | -168M | -22M | 17M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Cash & Equivalents | 23M | 46M | 17M | 26M | 37M |
| Total Assets | 5.7B | 5.4B | 5.3B | 3.6B | 5.3B |
| Total Liabilities | 15M | 74M | 535M | 122M | 263M |
| Shareholder Equity | 5.7B | 5.3B | 4.8B | 3.4B | 5.0B |
| Total Debt | 12M | 53M | 253M | 119M | 250M |
| Net Debt | -11M | 7M | 236M | 92M | 213M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
0
Capital Expenditures
0
Free Cash Flow
0
Key ratios
Gross Margin
100.0%
Operating Margin
74.8%
Net Margin
84.3%
ROE
2.4%
Debt / Equity
0.00x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.