Financials in USD. Standardized financial statements.
A compact view of how Boston Trust Walden Midcap 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? | $7.06M | $7.05M | $6.07M | $6.16M | $7.03M | $7.34M | $7.56M | $7.09M | $7.67M | $8.47M |
| Revenue Growth? | +0.1% | +16.1% | -1.4% | -12.4% | -4.3% | -2.8% | +6.5% | -7.6% | -9.4% | 0.0% |
| Cost of Revenue? | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Gross Profit? | $7.06M | $7.05M | $6.07M | $6.16M | $7.03M | $7.34M | $7.56M | $7.09M | $7.67M | $8.47M |
| Gross Margin? | +100.0% | +100.0% | +100.0% | +100.0% | +100.0% | +100.0% | +100.0% | +100.0% | +100.0% | +100.0% |
| Operating Expenses? | $59.18M | $75.69M | $80.91M | $43.86M | $76.34M | $36.97M | $40.23M | $16.81M | $8.15M | $24.25M |
| Operating Income? | $2.91M | $2.93M | $1.61M | $2.47M | $3.42M | $3.66M | $3.92M | $3.74M | $4.17M | $4.80M |
| EBITDA? | $63.32M | -$71.57M | $85.37M | $47.54M | $79.95M | -$33.28M | $43.87M | $20.16M | -$4.64M | $27.91M |
| Income Before Tax | $66.24M | -$68.64M | $86.98M | $50.01M | $83.37M | -$29.62M | $47.79M | $23.90M | -$476,653 | $32.72M |
| Income Tax Expense | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Net Income? | $66.24M | -$68.64M | $86.98M | $50.01M | $83.37M | -$29.62M | $47.79M | $23.90M | -$476,653 | $32.72M |
| EPS? | $3.31 | $-3.43 | $4.35 | $2.50 | $4.17 | $-1.48 | $2.39 | $1.20 | $-0.02 | $1.64 |
| Diluted EPS? | $3.31 | $-3.43 | $4.35 | $2.50 | $4.17 | $-1.48 | $2.39 | $1.20 | $-0.02 | $1.64 |
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