CapSource Financial (CPSO) Stock Price

CapSource Financial Price

NYSE·CLOSED
27.96USD+0.02 (+0.07 %)
Market closed

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

Volume
Details

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.

CapSource Financial Stock Price History
DateCapSource Financial Price
7/10/202627.96 USD
7/9/202627.94 USD
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Access this data via the Eulerpool API

CapSource Financial Revenue, EBIT, Net Income

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  • Max

Revenue
EBIT
Net Income
Details
Date
Revenue
EBIT
Net Income
Jan 1, 2006
36.29 M USD
-1.39 M USD
-1.83 M USD
Jan 1, 2007
45.90 M USD
-631,000.00 USD
-1.77 M USD

CapSource Financial Income Statement, Balance Sheet, Cash Flow Statement

Last updated Jul 12, 2026, 10:05 AM
 
REVENUEM USD
REVENUE GROWTH%
GROSS MARGIN%
GROSS INCOMEM USD
NET INCOMEk USD
SHARESM
20062007
36.0045.00
25.00
5.564.44
2.002.00
-1,000.00-1,000.00
17.3720.43
Details

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

The CapSource Financial margin analysis displays the gross margin, EBIT margin, as well as the profit margin of CapSource Financial. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for CapSource Financial.
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Gross margin
EBIT margin
Profit margin
Details
Date
Gross margin
EBIT margin
Profit margin
Jan 1, 2006
6.48 %
-3.82 %
-5.04 %
Jan 1, 2007
6.21 %
-1.37 %
-3.84 %

CapSource Financial Stock Revenue, EBIT, Earnings per Share

The CapSource Financial earnings per share therefore indicates how much revenue CapSource Financial has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.
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Revenue per Share
EBIT per share
Earnings per Share
Details
Date
Revenue per Share
EBIT per share
Earnings per Share
Jan 1, 2006
2.09 USD
-0.08 USD
-0.11 USD
Jan 1, 2007
2.25 USD
-0.03 USD
-0.09 USD

CapSource Financial business model & stock analysis

CapSource Financial Inc is a renowned company specializing in providing financial services. It was founded in 2004 and is headquartered in Salt Lake City, Utah. The company was started by a group of experienced entrepreneurs with the goal of offering customized financial solutions to individual and business clients. The business model of CapSource Financial Inc is based on the belief that financial services require personalized advice, tailored strategies, and long-term collaboration. The company provides personalized assistance to its clients through experienced advisors who assist them in analyzing financial risks and opportunities. The employees of CapSource Financial Inc strive to build trusting relationships with their clients and guide them towards financial stability. The company operates in three different divisions: consulting services, investment management, and asset management. Consulting services include financial advice, tax planning, and personal finance consultation. The investment management division includes portfolio management and investment advice. The company's asset management encompasses trust and estate planning, asset management and protection, and estate administration. In addition, the company offers a wide range of products to help its clients achieve their financial goals, including investment funds, insurance and retirement products, estate planning and trust management, tax planning, and personal finance consultation. All products are in line with the business model of CapSource Financial Inc and are characterized by individual customization and flexibility. The consulting services of CapSource Financial Inc are tailored to the needs of individual clients and businesses. The company provides its clients with personalized financial plans and consultations to address future financial challenges. These consulting services also cover topics such as tax planning, retirement and pension planning, and personal finance. The investment management division of the company offers comprehensive investment advice and portfolio management services to its clients. The company focuses on building long-term relationships with its clients and provides them with a personalized investment strategy based on their needs and goals. The asset management division of CapSource Financial Inc is tailored to the needs of affluent clients. The company provides its clients with comprehensive management of their assets, including their trusts, estates, and wills. The asset management of CapSource Financial Inc goes beyond asset management and also offers asset protection and preservation, as well as advice on tax and legal matters. CapSource Financial Inc is characterized by professionalism, integrity, and dedication. The company is committed to providing its clients with excellent services and advice to help them achieve their financial goals. All these factors have contributed to making CapSource Financial Inc one of the leading financial services firms in the United States.

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

Details

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

Details

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

  • 3 Years

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  • Max

Number of stocks
Details
Date
Number of stocks
Jan 1, 2006
17.37 M Stocks
Jan 1, 2007
20.43 M Stocks
Price targets and forecasts for CapSource Financial are not yet available.

CapSource Financial Executives and Management Board

FB

Fred Boethling

(67)

President, Chief Executive Officer, Director

Compensation195,000.00 USD
SK

Steven Kutcher

(60)

Chief Financial Officer, Vice President

Compensation172,000.00 USD
SR

Steven Reichert

(65)

Vice President, General Counsel, Director

Compensation163,000.00 USD
RP

Randolph Pentel

(54)

Chairman of the Board

LG

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.