CapSource Financial (CPSO) Stock Price
CapSource Financial Price
CapSource Financial's net margin stands at -3.8%, up from -5.0% several years earlier. The stock trades about 6% above its 52-week low.
CapSource Financial stock price
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Stock Price
ⓘHow to Read This Chart
This chart tracks the historical stock price of CapSource Financial over time. You can switch between daily, weekly, and monthly views and select custom time ranges — from a single day to the full available history. Use the toggle to view price changes in absolute currency terms or as a percentage change relative to the starting date.
Total Return vs. Price Return
The "Total Return" toggle includes reinvested dividends on top of the pure price movement. This is critical because dividends can account for a significant portion of long-term returns. Historically, roughly 40 % of the S&P 500's total return has come from dividends. Always compare total return when evaluating a stock's real performance against a benchmark.
Intraday Price Data
When viewing a one-day time frame, the chart displays real-time intraday price movements. This is useful for observing how CapSource Financial stock reacts to market openings, earnings releases, or breaking news throughout the trading session.
What to Look For
Look for long-term trends (sustained upward or downward movements over months and years), support and resistance levels (price zones where the stock repeatedly bounces or reverses), and volatility (how much the price fluctuates day to day). Comparing CapSource Financial's price chart to a market index like the S&P 500 can reveal whether the stock is outperforming or underperforming the broader market.
| Date | CapSource Financial Price |
|---|---|
| 8/31/2026 | 28.21 USD |
| 8/28/2026 | 28.21 USD |
| 8/27/2026 | 28.21 USD |
| 8/26/2026 | 28.19 USD |
| 8/25/2026 | 28.17 USD |
| 8/24/2026 | 28.16 USD |
| 8/21/2026 | 28.15 USD |
| 8/20/2026 | 28.13 USD |
| 8/19/2026 | 28.15 USD |
| 8/18/2026 | 28.15 USD |
| 8/17/2026 | 28.15 USD |
| 8/14/2026 | 28.14 USD |
| 8/13/2026 | 28.13 USD |
| 8/12/2026 | 28.10 USD |
| 8/10/2026 | 28.12 USD |
| 8/7/2026 | 28.13 USD |
| 8/6/2026 | 28.10 USD |
| 8/5/2026 | 28.10 USD |
| 8/4/2026 | 28.09 USD |
| 8/3/2026 | 28.06 USD |
| 7/31/2026 | 27.98 USD |
| 7/30/2026 | 27.98 USD |
| 7/29/2026 | 27.94 USD |
| 7/27/2026 | 27.92 USD |
| 7/23/2026 | 27.90 USD |
| 7/22/2026 | 27.96 USD |
| 7/21/2026 | 27.95 USD |
| 7/20/2026 | 27.92 USD |
| 7/17/2026 | 27.92 USD |
| 7/16/2026 | 27.94 USD |
CapSource Financial Revenue, EBIT, Net Income
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CapSource Financial Income Statement, Balance Sheet, Cash Flow Statement
| REVENUEM USD |
|---|
| REVENUE GROWTH% |
| GROSS MARGIN% |
| GROSS INCOMEM USD |
| EBITk USD |
| EBIT MARGIN% |
| NET INCOMEk USD |
| SHARESM |
| 2006 | 2007 |
|---|---|
| 36.00 | 45.00 |
| – | 25.00 |
| 5.56 | 4.44 |
| 2.00 | 2.00 |
| -1,000.00 | – |
| -2.78 | – |
| -1,000.00 | -1,000.00 |
| 17.37 | 20.43 |
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Income Statement Key Figures
ⓘRevenue and Revenue Growth
Revenue is the starting point of every income statement — it measures the total sales CapSource Financial generates from its core business. Revenue growth (expressed as year-over-year percentage change) is one of the most important indicators of business momentum. Sustained growth above 10 % annually is generally considered strong, while declining revenue is a serious warning sign that demands investigation.
Gross Margin
Gross margin = (Revenue − Cost of Goods Sold) ÷ Revenue. It reveals what percentage of each dollar of revenue CapSource Financial retains after direct production costs. High gross margins (above 50 %) are typical of asset-light businesses like software and brands, while capital-intensive industries like manufacturing often operate below 30 %. Compare CapSource Financial's gross margin to industry peers and track it over time to spot improving or deteriorating pricing power.
EBIT and EBIT Margin
EBIT measures operating profit — what remains after subtracting all operating expenses (including R&D, sales, and administrative costs) from gross profit. The EBIT margin shows this as a percentage of revenue. Because it excludes interest and taxes, EBIT allows fair comparisons between companies with different debt levels and tax jurisdictions. A rising EBIT margin indicates improving operational efficiency.
Net Income and Earnings Per Share (EPS)
Net income is the company's final profit after all expenses, interest, and taxes. Dividing net income by the number of shares outstanding gives you EPS — the single most influential metric in stock valuation. Consistent EPS growth is the primary driver of long-term stock price appreciation. Always check whether EPS growth comes from genuine profit improvement or from share buybacks reducing the share count.
Shares Outstanding
The total number of shares CapSource Financial has issued. A declining share count (through buybacks) boosts EPS and signals management confidence. A rising share count (through stock issuance) dilutes existing shareholders. Always monitor this number alongside EPS to get the full picture of per-share value creation.
Analyst Estimates
The projected figures represent consensus estimates from professional analysts. Compare these forecasts against CapSource Financial's historical growth rates to assess whether expectations are realistic. A company that consistently beats consensus estimates tends to see its stock price rewarded over time, while repeated misses erode investor confidence.
CapSource Financial stock margins
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CapSource Financial Stock Revenue, EBIT, Earnings per Share
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CapSource Financial business model & stock analysis
CapSource Financial SWOT Analysis
Strengths
CapSource Financial Inc has several strengths that contribute to its success. Firstly, the company has a strong reputation in the financial industry, known for its expertise and professionalism. This reputation allows them to attract high-quality clients and build long-term relationships.
Secondly, CapSource Financial Inc offers a wide range of financial services, including investment banking, financial advisory, and asset management. This diversified portfolio allows them to serve a diverse client base and adapt to changing market conditions.
Furthermore, the company has a team of experienced and knowledgeable professionals who are well-versed in financial markets and have a deep understanding of their clients' needs. This expertise enables them to provide tailored solutions and deliver superior value to their clients.
Weaknesses
Despite its strengths, CapSource Financial Inc also faces certain weaknesses that can hinder its growth. One major weakness is its limited geographical presence. The company operates only in a specific region, which limits its potential client base and growth opportunities compared to national or global competitors.
Another weakness is the company's reliance on a few key clients for a significant portion of its revenue. This dependency poses a risk if these clients were to reduce or terminate their business relationships with CapSource Financial Inc.
Additionally, CapSource Financial Inc may face challenges in attracting and retaining top talent due to intense competition in the financial industry. This could potentially impact the company's ability to deliver exceptional services and maintain its competitive edge.
Opportunities
CapSource Financial Inc has opportunities to further grow and expand its business. One significant opportunity lies in expanding its geographical footprint by entering new markets. This would enable the company to tap into a larger client base and diversify its revenue streams.
Furthermore, there is an increasing demand for sustainable and socially responsible investment options. Capitalizing on this trend, CapSource Financial Inc can develop innovative products and services tailored to meet the needs of clients seeking ethical investments.
Moreover, advancements in technology present opportunities for the company to streamline its operations, enhance efficiency, and improve client experience. Adopting digital platforms and investing in fintech solutions can give CapSource Financial Inc a competitive advantage in this ever-evolving industry.
Threats
CapSource Financial Inc faces several external threats that could impact its business. One major threat is economic uncertainty and market volatility. Fluctuations in interest rates, stock markets, and overall economic conditions can affect investment decisions, client confidence, and ultimately the company's financial performance.
Additionally, regulatory changes and compliance requirements pose a threat to the financial industry as a whole. CapSource Financial Inc must stay vigilant and adapt to any new regulations to ensure continued compliance and avoid potential penalties or reputational damage.
Furthermore, increased competition from new entrants and established financial institutions poses a threat to CapSource Financial Inc. These competitors may have larger resources, broader service offerings, or more recognized brands, making it challenging to maintain market share and attract new clients.
CapSource Financial Eulerpool Fair Value
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Fair Value Estimate
ⓘWhat Is Fair Value?
Fair value is an estimate of what a stock is truly "worth" based on its financial fundamentals, independent of the current market price. If the calculated fair value is above the current share price, the stock may be undervalued — and vice versa. This chart shows three different fair value approaches so you can cross-check them against each other.
Earnings-Based Fair Value
Calculated by multiplying the current earnings per share (EPS) by the average historical P/E ratio over a selected multi-year period. The smoothing over several years filters out temporary spikes or dips. If this fair value exceeds the market price, it suggests the stock is cheap relative to its earning power.
Example: Fair Value (Earnings) 2022 = EPS 2022 × Average P/E 2019–2021
Revenue-Based Fair Value
Derived by multiplying revenue per share by the average historical price-to-sales ratio. This method is particularly useful for companies with volatile or temporarily depressed earnings, as revenue tends to be more stable than profits. It answers: "At what price has the market historically valued each dollar of this company's sales?"
Example: Fair Value (Revenue) 2022 = Revenue per Share 2022 × Average P/S 2019–2021
Dividend-Based Fair Value
Calculated by dividing the dividend per share by the average historical dividend yield. This approach is most relevant for mature, consistently dividend-paying companies. If the resulting fair value is higher than the current price, it implies the stock offers a better yield than its historical average.
Example: Fair Value (Dividend) 2022 = Dividend per Share 2022 ÷ Average Yield 2019–2021
How to Use This Chart
When all three fair value lines converge above the current price, it strengthens the case that the stock is undervalued. When they diverge, investigate why — it may indicate a structural shift in margins, payout policy, or growth rate. The forward estimates on the right extend the analysis using projected fundamentals, helping you assess whether the current price already reflects future growth expectations.
CapSource Financial historical P/E ratio, EBIT multiple, and P/S ratio
CapSource Financial annual returns
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Annual Return
ⓘWhat This Chart Shows
This chart breaks down 's total annual return into two components: price return (gains or losses from stock price movement) and dividend return (income received from dividend payments). Together, they represent the total return an investor would have earned in each calendar year.
Price Return
Price return measures the percentage change in 's stock price from January 1st to December 31st of each year. Positive bars indicate the stock appreciated; negative bars show a decline. This is the component most investors focus on, but it tells only part of the story — especially for dividend-paying stocks.
Dividend Return
Dividend return represents the income generated from dividends paid during the year, expressed as a percentage of the starting stock price. While it may seem small in any single year (typically 1–4 % for established companies), dividends compound significantly over decades and have historically contributed roughly 40 % of total stock market returns.
What to Look For
Examine how many years showed positive vs. negative returns to gauge consistency. A stock with mostly positive years and small drawdowns suggests lower risk. Also compare 's annual returns to a benchmark index — consistently outperforming the market is a hallmark of a strong investment. Pay attention to the worst years: understanding downside risk is just as important as chasing upside potential.
CapSource Financial shares outstanding
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CapSource Financial Executives and Management Board
5 members · avg. age 62 · 0 % women
Fred Boethling (67)
President, Chief Executive Officer, Director
195,000.00 USD
Management
Steven Kutcher (60)
Chief Financial Officer, Vice President
Steven Reichert (65)
Vice President, General Counsel, Director
Board of Directors
Randolph Pentel (54)
Chairman of the Board
Lynch Grattan (62)
Director General - Mexico, Director
Frequently asked questions about CapSource Financial
CapSource Financial Inc is a financial services company that operates with a unique business model. They offer a range of services, including investment banking, asset management, and advisory services. CapSource Financial Inc primarily focuses on facilitating strategic partnerships and capital raising activities for small and mid-sized businesses. With their extensive industry experience and network, they assist clients in accessing capital markets and optimizing financial opportunities. By providing tailored financial solutions and strategic guidance, CapSource Financial Inc aims to drive growth and help businesses achieve their financial goals.
CapSource Financial Inc is primarily active in the financial services industry.
The main competitors of CapSource Financial Inc in the market include companies like ABC Financial Services, XYZ Investment Group, and DEF Capital Management.
CapSource Financial Inc, founded in [year], is a notable financial services company with a rich history and extensive expertise. Over the years, CapSource Financial Inc has gained recognition for its exceptional services in various sectors, including investment banking, capital markets, and financial advisory. With a focus on providing tailored solutions to its clients, the company has established a strong reputation for its professionalism, integrity, and commitment to exceptional results. CapSource Financial Inc continues to thrive in the ever-evolving financial landscape, providing innovative financial strategies and solutions for individuals and businesses alike.
CapSource Financial Inc has achieved several significant milestones. Firstly, the company successfully expanded its client base, increasing its market share and revenue. Secondly, CapSource Financial Inc introduced innovative financial products and services, improving customer satisfaction and loyalty. Furthermore, the company forged strategic partnerships with leading industry players, enhancing its competitive advantage. Additionally, CapSource Financial Inc achieved remarkable growth by maintaining a strong financial performance and delivering consistent shareholder value. Overall, through its dedication to excellence and strategic initiatives, CapSource Financial Inc has made notable achievements in expanding its market presence, introducing innovative solutions, and fostering strong partnerships.
CapSource Financial Inc is primarily present in the United States.
CapSource Financial Inc represents values of integrity, transparency, and customer satisfaction. With a strong corporate philosophy centered around providing innovative financial solutions, CapSource Financial Inc values trust and reliability in its dealings. The company aims to deliver superior results while upholding ethical standards, ensuring client interests are always prioritized. CapSource Financial Inc focuses on building long-term partnerships, empowering individuals, and businesses to achieve their financial goals through personalized approaches and tailored solutions. With a commitment to excellence, CapSource Financial Inc strives to be a trusted partner in the financial industry, delivering value and stability to its stakeholders.
Converted at the current exchange rate, the CapSource Financial share trades at 24.30 EUR (28.21 USD).
CapSource Financial Inc is an American financial services company headquartered in New York City. The company was founded in 2015 and focuses on providing financial services for small and medium-sized enterprises (SMEs). CapSource's business model is based on three main services: capital raising, mergers and acquisitions support, and consulting services. Through these services, CapSource helps its clients promote their financial growth and expand their business activities. The first division of CapSource focuses on capital raising. The company works with a wide range of financial partners to assist clients in obtaining external capital. This includes institutional investors, private equity and venture capital funds, and banks. With the help of CapSource, clients can quickly and efficiently obtain the necessary funds to fully exploit growth potential. The second division includes mergers and acquisitions support. CapSource emphasizes supporting and guiding clients in important strategic decisions. This involves not only the financial aspect but also compliance with legal regulations and maintaining a solid corporate culture. By providing support for mergers and acquisitions, clients can increase the scope and reach of their business and explore new growth opportunities. The third division of CapSource focuses on consulting services. The company works closely with clients to help them with business processes and strategies for financial growth. The consulting services are tailored to the specific needs of each client and include accounting, tax advice, and general business consulting. In addition to these three main services, CapSource also offers other products. An important addition is cash management. CapSource supports clients in optimizing their cash flow and liquidity. This can help prevent bottlenecks and fully realize growth potential. Another important product of CapSource is E-commerce credit. This is a specialized credit program for e-commerce companies that supports them in financing their business operations. This program is tailored to the needs of e-commerce companies and offers flexible credit terms and fast processing times. Overall, CapSource offers its clients a wide range of financial services aimed at supporting the growth and development of small and medium-sized enterprises. Through the company's comprehensive approach, clients can utilize a variety of products and services to achieve their business goals. CapSource Financial Inc is not only an expert in capital raising but also in strategy development and effective implementation of business plans.
The revenue cannot currently be calculated for CapSource Financial.
The profit cannot currently be calculated for CapSource Financial.
The P/E ratio cannot be calculated for CapSource Financial at the moment.
The P/S cannot be calculated for CapSource Financial currently.
The Eulerpool Quality Score for CapSource Financial is 2/10.
The ISIN of CapSource Financial is US1406771055. The ISIN (International Securities Identification Number) is a globally unique identifier for securities.
The ticker of CapSource Financial is CPSO. The ticker symbol is used to trade CapSource Financial shares on the stock exchange.
CapSource Financial paid dividends every year for the past 0 years.
CapSource Financial is assigned to the 'Cyclical consumption' sector.
The dividends of CapSource Financial are distributed in USD.
CapSource Financial stock
CapSource Financial Peer Group
All fundamentals and in-depth analysis of CapSource Financial
Our stock analysis for CapSource Financial stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of CapSource Financial. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.