North Star Small Cap Value Investor (WSCVX) Investment Research Dashboard
About North Star Small Cap Value Investor (WSCVX) stock analysis
Get live WSCVX stock price $17.88, comprehensive North Star Small Cap Value Investor stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time WSCVX stock data and investment insights.
Loading chart data...
North Star Small Cap Value Investor (WSCVX) Overview
North Star Small Cap Value Investor (WSCVX) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, WSCVX trades at $17.88 with a market capitalization of 30.33M . Over the past 52 weeks, WSCVX has traded between $11.99 and $17.88 , with the current price positioned at approximately 100% of this range ...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 30.33M
- Current price: $17.88
- 52-week range: $11.99 - $17.88
- P/E ratio: 26.28
Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
The fund invests primarily in common stocks of small capitalization U.S. companies that the adviser believes have the potential for capital appreciation. Small capitalization companies are defined as those with market capitalizations of $2.5 billion ...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- N/A
Contact Information
- Website
- https://walthausenfunds.com
- Address
- Clifton Park, NY 12065
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
✓ Growth-oriented company with premium valuation (P/E: 26.3)
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for North Star Small Cap Value Investor shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for North Star Small Cap Value Investor
- ⚠Investors should consider how North Star Small Cap Value Investor fits within their overall portfolio allocation
Market Cap
30.33M
P/E Ratio (TTM)
26.28
Beta
1.03
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
Related Stocks
Compare WSCVX with peer companies:
- Price
- $1.60+0.00% (1D)
- Market cap
- 28.64M
- Price
- $15.40-0.65% (1D)
- Market cap
- 22.58M
- Price
- $11.12+1.18% (1D)
- Market cap
- 23.20M
- Price
- $24.07+0.67% (1D)
- Market cap
- 48.46M
- Price
- $12.14+0.00% (1D)
- Market cap
- 21.04M
- Price
- $34.58-0.80% (1D)
- Market cap
- 34.51M
- Price
- $25.35-0.63% (1D)
- Market cap
- 24.71M
- Price
- $11.46+0.00% (1D)
- Market cap
- 33.14M
- Price
- $10.13+0.00% (1D)
- Market cap
- 32.70M
About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
82/100 ⭐⭐⭐⭐⭐
- Overall
- +0.3%
- NYSE
- +1.2%
- NASDAQ
- -0.6%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Financial Services | +0.3% | +1.5% | +2.2% | 19.1 | 82/100⭐⭐⭐⭐⭐ |
| Healthcare | +0.3% | +2.7% | +1.5% | 23.5 | 77/100⭐⭐⭐⭐⭐ |
| Real Estate | +1.8% | +4.6% | +0.7% | 29.8 | 72/100⭐⭐⭐⭐⭐ |
| Communication Services | +0.7% | -2.1% | +2.2% | 21.8 | 70/100⭐⭐⭐⭐⭐ |
| Basic Materials | +0.9% | +2.0% | -0.3% | 25.0 | 60/100⭐⭐⭐⭐ |
| Consumer Defensive | +0.8% | +1.0% | -0.2% | 28.7 | 55/100⭐⭐⭐⭐ |
| Utilities | -0.7% | +2.5% | -1.9% | 25.2 | 49/100⭐⭐⭐ |
| Energy | -0.2% | -0.4% | -2.4% | 19.6 | 42/100⭐⭐⭐ |
| Consumer Cyclical | +0.3% | -1.6% | -4.0% | 43.3 | 17/100⭐ |
| Industrials | -0.5% | -0.1% | -8.9% | 30.4 | 15/100⭐ |
| Technology | -1.6% | -0.8% | -5.3% | 42.2 | 12/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-27.