Financials in USD. Standardized financial statements.
A compact view of how Boston Trust Walden Small Cap Fund turns revenue into operating income and net income.
| Metric | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 | FY 2015 | FY 2014 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue? | $96.25M | $81.23M | $56.97M | $45.74M | $41.39M | $20.02M | $9.01M | $3.84M | $722,912 | $43,874 |
| Revenue Growth? | +18.5% | +42.6% | +24.5% | +10.5% | +106.7% | +122.1% | +134.5% | +431.7% | +1547.7% | 0.0% |
| Cost of Revenue? | $56.48M | $45.28M | $46.38M | $25.43M | $23.32M | $13.19M | $6.44M | $3.03M | $471,310 | $0 |
| Gross Profit? | $39.77M | $35.95M | $10.59M | $20.31M | $18.07M | $6.83M | $2.57M | $817,686 | $251,602 | $43,874 |
| Gross Margin? | +41.3% | +44.3% | +18.6% | +44.4% | +43.7% | +34.1% | +28.5% | +21.3% | +34.8% | +100.0% |
| Operating Expenses? | $56.51M | $27.31M | $30.63M | $24.64M | $23.16M | $17.94M | $9.14M | $3.98M | $1.28M | $82,520 |
| Operating Income? | -$8.77M | -$5.29M | -$23.59M | -$4.80M | -$12.19M | -$11.56M | -$6.22M | -$2.59M | -$865,337 | -$22,841 |
| EBITDA? | $11.01M | $10.04M | -$13.32M | $3.04M | $1.52M | -$3.43M | -$2.87M | -$949,697 | -$407,534 | -$43,937 |
| Income Before Tax | -$9.15M | $7.87M | $73.17M | -$2.43M | -$1.48M | -$9.16M | -$6.48M | -$3.17M | -$1.05M | -$66,778 |
| Income Tax Expense | $2.98M | $2.50M | $17.69M | -$2.38M | $5,658 | -$44,894 | -$11,547 | $0 | $0 | $0 |
| Net Income? | -$7.00M | $10.23M | $52.75M | -$49,089 | -$1.49M | -$9.11M | -$6.47M | -$3.17M | -$1.05M | -$66,778 |
| EPS? | $-0.23 | $0.34 | $1.82 | $-0.00 | $-0.07 | $-0.46 | $-0.60 | $-0.53 | $-0.71 | $-0.25 |
| Diluted EPS? | $-0.23 | $0.34 | $1.82 | $-0.00 | $-0.07 | $-0.46 | $-0.60 | $-0.53 | $-0.71 | $-0.25 |
Revenue, profitability, margins, EPS, and share-count trends over time.
Top-line demand and scale over time
Profit left after direct production costs
Core business profitability before financing and tax
Bottom-line profit after all expenses
Profit allocated to each diluted share
Share count trend that affects EPS quality
Gross, operating, and net margin quality