NASDAQ · Asset Management

Fidelity Founders Fund (FIFNX) Stock

$28.66 +0.24% NASDAQ: FIFNX Financial Services

This fund primarily allocates its capital to the shares of businesses spearheaded by their original founders. For a company to be classified as 'founder-involved,' at the point of the fund's initial acquisition, one of its founders must hold a significant role either within the senior leadership team or on its board of directors.

Valuation

MetricValue
Price$28.66
Market Cap$220.07M
P/E Ratio-14.77
P/B Ratio1.27
P/S Ratio23.55
EPS (TTM)$-1.94
52-Week High$29.13
52-Week Low$23.81
Dividend Yield2.34%

Financials & Margins

MetricValue
ROE-11.02%
ROA-11.61%
ROCE4.40%
Gross Margin100.00%
Operating Margin87.14%
Net Margin-236.56%
Debt/Equity0.00
Current Ratio1.22

Annual Financials (USD)

Metric20182019202020212022
Revenue$11.0M$10.0M$9.0M$9.0M$9.0M
Operating Profit$9.0M$9.0M$8.0M$7.0M$8.0M
Net Profit$4.0M$35.0M$14.0M$-8.0M$-22.0M
EPS$0.33$3.03$1.23$-0.70$-1.94
Op Margin88.3%87.9%86.3%85.8%87.1%

Balance Sheet (USD)

Metric20182019202020212022
Total Assets$222.0M$241.0M$242.0M$218.0M$190.0M
Total Liabilities$5.0M$2.0M$4.0M$2.0M$5.0M
Cash$0$0$1.0M$0$0
Borrowings$0$0$0$0$0

Cash Flow (USD)

Metric20182019202020212022
Operating Cash Flow$0$0$0$0$0
Investing Cash Flow$0$0$0$0$0
Financing Cash Flow$0$0$0$0$0
Net Cash Flow$0$0$0$0$0
Free Cash Flow$0$0$0$0$0

Valuation & Return Ratios

MetricValue
PEG Ratio-0.02
EV / EBITDA27.51
FCF Yield0.00%
Quick Ratio1.22
Interest Coverage0.00
Return 1Y15.28%
Return 3Y85.69%
Return 5Y

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
ADNRXAmerican Beacon ARK Transformational Innovation Fd;R6 $22.58 +1.30% 47.04 $168.06M 0.00%
BWLAXAmerican Beacon Bridgeway Large Cap Value Fund $30.71 +0.29% $260.43M 10.12%
CCLAXCalvert Conservative Allocation Fund $19.58 -0.31% $222.37M 2.55%
DNMDXDunham Monthly Distribution Fund $28.42 -0.04% 14.41 $308.72M 6.73%
DSCVXBNY Mellon Opportunistic Small Cap Fund $35.73 +1.05% $236.08M 11.25%

About Fidelity Founders Fund

This fund primarily allocates its capital to the shares of businesses spearheaded by their original founders. For a company to be classified as 'founder-involved,' at the point of the fund's initial acquisition, one of its founders must hold a significant role either within the senior leadership team or on its board of directors. Investment decisions are shaped by a two-pronged analytical approach: quantitative methods are employed to assess prospects for expansion, intrinsic value, ease of trading, and associated risks. This is complemented by fundamental research, which examines critical elements such as an issuer's financial health, its standing within its sector, and prevailing market and economic climates to make informed selections.

Fidelity Founders Fund is headquartered in US.

Fidelity Founders Fund (FIFNX) stock trades at $28.66 with a market capitalization of $220.07M. The stock is valued at a price-to-earnings (P/E) ratio of -14.77, price-to-book of 1.27, price-to-sales of 23.55. Over the past 52 weeks the stock has ranged between $23.81 and $29.13, and currently trades 1.6% below its 52-week high. It pays a dividend yielding 2.34%.

On profitability, Fidelity Founders Fund generates a return on equity (ROE) of -11.02%, return on capital employed of 4.40%, an operating margin of 87.14%, a net profit margin of -236.56%.

Official website: fundresearch.fidelity.com/mutual-funds/summary/315911594

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