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Research & education only — not financial advice. EDGAR is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates — see Disclosures. Do your own research.

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EEDGAR/calls
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Home›Stocks›IWSH

IWSH

Wright Investors Service Holdings, Inc.

Next earnings Aug 11, 2026

Avoid
$0.24
▲ 0.00%
$0.24▲ +41.18%
over 1Y
L $0.03EODHDH $0.24
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today+0.0%
1W+33.3%
1M+50.0%
3M+41.2%
YTD+33.3%
1Y+41.2%
OverviewFinancialsValuationQualityTimelineFilings
Rating
Avoid
Quality
D
Valuation
Fair value
Filings
Flagged
Avoid
Conviction
Horizon
Medium (3–12mo)

Conservative balance sheet (liabilities/equity 0.06x); but revenue declined -5.2% YoY.

Revenue (FY2017) $5.41M · FY2017

Wright Investors Service Holdings, Inc. shows $5.41M in FY2017 revenue (-5.2% YoY), a -18.9% net margin, and -78.3% ROE.

Financials · annual, by fiscal year

Line itemFY21FY22FY23FY24FY25
Revenue—————
Gross profit—————
Operating income-$1.17M-$1.23M-$1.17M-$1.08M-$1.10M
Net income-$1.12M-$1.21M-$1.01M-$920K-$1.02M
Diluted EPS-$0.06-$0.06-$0.05-$0.04-$0.05
Net margin—————

Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.

Key statistics

Valuation

Enterprise value$4.92M
EV / EBITDA—
EV / Sales0.9
EV / FCF—
P / FCF—
PEG (trailing)—
Earnings yield-20.7%
FCF yield-22.0%

Quality & risk

ROIC (est.)-66.2%
Free cash flow-$1.09M
Total debt—
Net cash$33.0K
Altman Z-Score8.13 safe
Piotroski F-Score2/7

Capital returns

Buyback yield1.0%
Dividend yield (est.)—
Shareholder yield1.0%
Shares Δ YoY+0.0%

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Disclosure timeline

SEC · 8-Ks + reports
Red flag in recent filings — restated periodic report (2026-04-22). Worth a closer look.
  1. 10-Q Quarterly report2026-05-15
  2. 10-K/A Restated periodic report2026-04-22
  3. 10-K Annual report2026-03-30
  4. 10-Q Quarterly report2025-11-14
  5. 10-Q Quarterly report2025-08-13
  6. 10-Q Quarterly report2025-05-15
  7. 10-K/A Restated periodic report2025-04-22
  8. 10-K Annual report2025-03-27
  9. 10-Q Quarterly report2024-11-13

Recent filings

all on EDGAR ↗
10-QPeriod ending 2026-03-312026-05-15open ↗10-K/APeriod ending 2025-12-312026-04-22open ↗10-KPeriod ending 2025-12-312026-03-30open ↗10-QPeriod ending 2025-09-302025-11-14open ↗10-QPeriod ending 2025-06-302025-08-13open ↗10-QPeriod ending 2025-03-312025-05-15open ↗10-K/APeriod ending 2024-12-312025-04-22open ↗10-KPeriod ending 2024-12-312025-03-27open ↗10-QPeriod ending 2024-09-302024-11-13open ↗10-QPeriod ending 2024-06-302024-08-13open ↗10-QPeriod ending 2024-03-312024-05-15open ↗10-K/APeriod ending 2023-12-312024-04-29open ↗

Quality score

D
ValueGrowthProfitHealthMom.
ValueA+
GrowthF
ProfitabilityF
Financial healthB-
Momentum—
  • ✗Revenue growing year-over-year
  • ✗Profitable (positive net income)
  • ✗Net margin above 10%
  • ✗Return on equity above 15%
  • ✓Liabilities below 2× equity
Revenue
$5.41M
-5.2% YoY
Net margin
-18.9%
ROE
-78.3%
P/E
—

SEC fundamentals · FY 2025

■ revenue · ■ net income, by fiscal year

Revenue$5.41M-5.2%
Net income-$1.02M-11.3%
Operating income-$1.10M-1.6%
Diluted EPS-$0.05-25.0%
Cash & equivalents$33.0K-97.7%
Total assets$1.39M-43.3%
Total liabilities$79.0K-31.3%
Stockholders' equity$1.31M-43.9%
Op.: -20.3%L/E: 0.06x

Frequently asked

Is Wright Investors Service Holdings, Inc. (IWSH) a buy?
IWSH currently carries a Avoid rating with 3/5 conviction, derived from its latest SEC filings. Conservative balance sheet (liabilities/equity 0.06x); but revenue declined -5.2% YoY.
What is Wright Investors Service Holdings, Inc.'s quality score?
IWSH scores 49.94117647058823/100 (grade D) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.

Sources: SEC EDGAR (CIK 0001279715, latest 10-Q filed 2026-05-15) · EODHD · as of 6/22/2026, 9:49:09 PM.

Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Insider activity

Form 4 · SEC
2023-03-09
SCHAFRAN LAWRENCE G
Director
Award40.0K @ $0.25$10.0K
2023-03-09
SCHAFRAN LAWRENCE G
Director
Award40.0K @ $0.25$10.0K
2023-03-09
SCHAFRAN LAWRENCE G
Director
Award62.5K @ $0.16$10.0K
2023-03-09
CAMERON DORT A III
Director
Award40.0K @ $0.25$10.0K
2023-03-09
CAMERON DORT A III
Director
Award40.0K @ $0.25$10.0K
2023-03-09
CAMERON DORT A III
Director
Award62.5K @ $0.16$10.0K
2022-04-28
CAMERON DORT A III
Director
Award40.0K @ $0.25$10.0K
2022-04-28
CAMERON DORT A III
Director
Award34.5K @ $0.29$10.0K
2022-04-28
CAMERON DORT A III
Director
Award34.5K @ $0.29$10.0K
2022-04-28
SCHAFRAN LAWRENCE G
Director
Award40.0K @ $0.25$10.0K
2022-04-28
SCHAFRAN LAWRENCE G
Director
Award34.5K @ $0.29$10.0K
2022-04-28
SCHAFRAN LAWRENCE G
Director
Award34.5K @ $0.29$10.0K

Earnings history

beat/miss · move
2018-05-10—▼ -13.33%8-K ↗
2018-03-26—▲ 0.00%8-K ↗
2017-11-07—▲ 0.00%8-K ↗
2017-08-09—▲ 0.00%8-K ↗
2017-05-10—▲ 0.00%8-K ↗
2017-03-24—▼ -9.72%8-K ↗

Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.

Recent news

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finance.yahoo.com· 2021-02-25
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finance.yahoo.com· 2020-12-09

Vs tracked universe

compare →

1043 tracked peers · median

EDGAR Score50 vs 67
Revenue growth-5.2% vs 7.1%
Net margin-18.9% vs 10.5%
Return on equity-78.3% vs 12.3%
P/E— vs 25.5