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MARKETS / BALCAO / IWSH
BALCAO · INVESTMENT ADVICE · SMALL CAP

Wright Investors Service Holdings, Inc. IWSH

16 fiscal years on record · USD · FY2025 reported · SEC filings only
$-1.0M
Growth
Revenue, FY2025 · full 16-year series below
Revenue $M Net income $M
FY2017 · Revenue 5.4 · Net income -1.3
2.5M5.0M-2.5M-5.0M201020122014201620182020202220242025
Compound annual growth
−2.4%
+95.6%
3 yrs
5 yrs
10 yrs
15 yrs

Revenue compounded at +95.6% a year over five years.

Compound annual rates per period — left blank where that exact year isn't on file, the series crosses a loss, or (per-share rows) a split falls inside the window.

Profitability
Operating margin Net margin
FY2017 · Operating -32.8% · Net -23.8%
-1000%-2000%201020122014201620182020202220242025
ROE
FY2025 · ROE -56.3%
-20%-40%201020122014201620182020202220242025

Each USD of equity lost 56 cents this year.

Cash & shareholders
returned in FY2025 · dividends + net buybacks
Free cash flow $M
FY2017 · FCF -1.2
-2.5M-5.0M201020122014201620182020202220242025
Net buybacks $ Dividends $
FY2022 · Dividends — · Net buybacks 48000.0
200000201020162022

Total assetsUSD 1.4M
EquityUSD 1.3M
CashUSD 33,000.00
Current ratio17.44×

Equity funds 94% of total assets.

The 16-year record
16 fiscal years
Every figure from documents filed with the SEC · USD
row low → row highnegative
Metric 2025202420232022202120202019201820172016201520142013201220112010
Revenue $B········0.00.00.00.00.00.0··
Operating income $B−0.0−0.0−0.0−0.0−0.0−0.0−0.0−0.0−0.0−0.0−0.0−0.0−0.0−0.0−0.0−0.0
EBITDA $B········−0.0−0.0−0.0−0.0−0.0−0.0−0.0−0.0
Income tax $B····0.0−0.00.00.0−0.00.00.0−0.00.0−0.00.0−0.0
Net income $B−0.0−0.0−0.0−0.0−0.0−0.0−0.0−0.0−0.0−0.0−0.0−0.0−0.0−0.0−0.0−0.0
Free cash flow $B········−0.0−0.0−0.0−0.0−0.0···
EPS, diluted $−0.05−0.04−0.05−0.06−0.06·−0.10−0.09−0.07−0.11−0.13−0.12−0.36−0.29−0.12−0.19
Dividend / sh $················
Payout %················
ROE %−56.3−32.7−26.5−24.8−18.8−14.4−24.1−16.9−11.2−16.1−15.6−12.7−31.0−19.4−7.4−11.3
Shares out B0.020.020.020.020.020.020.020.020.020.020.020.020.020.020.020.02

Slide the table for earlier years · "·" marks a figure not available in our data for that year.

Provenance
Company facts, as filed
How we verify · 0 failures in 62 reconciliationsAUDITED

Reconciled in 16 of 19 fiscal years. 14 checks could not be computed.

EPS recomputationBalance-sheet identityGross profitBalance-sheet liquiditymoeda_consistente0 failures
ActivityInvestment Advice
Listed onOTC market
Incorporated inDelaware
Fiscal year endsDecember 31
SEC categorysmaller reporting company
Data on record since2010

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