Financial Services
Live Price
Offline$23.89
+0.34% today
1Y Change
+21.96%
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
AMG Funds - AMG Yacktman Focused Fund (YAFIX) is a fund with a market cap of $2.88B and listed on NASDAQ. The fund last traded around $23.89 and up 22.0% across the available one-year price window (Jun 23, 2025 → Jun 12, 2026). Baseline metrics include a dividend yield of 15.9%. Valuation is more restrained than many high-expectation growth names at P/E 28.4 and price/sales 1.8. Stock Foundry combines YAFIX 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.
YAFIX
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
YAFIX Max Drawdown
-17.67%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for YAFIX and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$1.2B
+26.8% YoY
FY Net Income
-$48.3M
-15.8% YoY
Free Cash Flow
-$33.2M
+72.2% YoY
Revenue Growth
-1.0%
EPS Growth
-45.5%
Gross Margin
26.2%
Net Margin
6.2%
Income statement
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Revenue | 1.6B | 1.6B | 1.2B | 937M | 1.2B |
| Gross Profit | 426M | 411M | 207M | 116M | 206M |
| Operating Income | 267M | 325M | 68M | -6M | 62M |
| EBITDA | 322M | 368M | 111M | 38M | 104M |
| Net Income | 101M | 188M | 14M | -42M | -48M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Cash & Equivalents | 345M | 346M | 338M | 207M | 226M |
| Total Assets | 2.0B | 1.9B | 1.7B | 1.4B | 1.5B |
| Total Liabilities | 1.4B | 1.4B | 1.4B | 1.3B | 1.3B |
| Shareholder Equity | 562M | 491M | 268M | 115M | 161M |
| Total Debt | 716M | 728M | 764M | 755M | 748M |
| Net Debt | 371M | 381M | 426M | 548M | 522M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
47M
+137.4% YoY
Capital Expenditures
80M
+42.5% YoY
Free Cash Flow
33M
+72.2% YoY
Key ratios
Gross Margin
26.2%
Operating Margin
16.5%
Net Margin
6.2%
ROE
19.3%
Debt / Equity
1.27x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.