Financial Services
Live Price
Offline$11.10
+0.18% today
1Y Change
-6.66%
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
Weitz Partners III Opportunity Fund (WPOIX) is a fund with a market cap of $310.00M and listed on NASDAQ. The fund last traded around $11.10 and down 6.7% across the available one-year price window (Jun 23, 2025 → Jun 12, 2026). Baseline metrics include a dividend yield of 5.9%. Valuation is more restrained than many high-expectation growth names at price/sales 1.5. Stock Foundry combines WPOIX 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.
WPOIX
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
WPOIX Max Drawdown
-16.91%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for WPOIX and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$133.4M
-8.0% YoY
FY Net Income
$112.2M
+205.1% YoY
Free Cash Flow
$9.6M
+104.7% YoY
Revenue Growth
+18.5%
EPS Growth
+138.2%
Gross Margin
100.0%
Net Margin
57.9%
Income statement
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Revenue | 206M | 173M | 160M | 145M | 133M |
| Gross Profit | 206M | 173M | 160M | 145M | 133M |
| Operating Income | 194M | 161M | 148M | 135M | 124M |
| EBITDA | -75M | -431M | 182M | -241M | -11M |
| Net Income | 119M | -269M | 330M | -107M | 112M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Cash & Equivalents | 3M | 10M | 7M | 4M | 9M |
| Total Assets | 2.1B | 2.5B | 3.1B | 2.1B | 1.9B |
| Total Liabilities | 379M | 935M | 1.3B | 605M | 381M |
| Shareholder Equity | 1.7B | 1.6B | 1.9B | 1.5B | 1.5B |
| Total Debt | 300M | 787M | 1.0B | 461M | 327M |
| Net Debt | 296M | 777M | 1.0B | 458M | 317M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
10M
+104.7% YoY
Capital Expenditures
0
Free Cash Flow
10M
+104.7% YoY
Key ratios
Gross Margin
100.0%
Operating Margin
94.4%
Net Margin
57.9%
ROE
7.2%
Debt / Equity
0.17x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.