This company has been acquired
FOCS Stock Overview
Focus Financial Partners Inc. provides wealth management services to primarily ultra-high and high net worth individuals, families, and business entities. More details
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 5/6 |
| Past Performance | 1/6 |
| Financial Health | 2/6 |
| Dividends | 0/6 |
Community vs My Fair Value
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Focus Financial Partners Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$52.99 |
| 52 Week High | US$53.01 |
| 52 Week Low | US$30.27 |
| Beta | 1.28 |
| 1 Month Change | 1.38% |
| 3 Month Change | 1.69% |
| 1 Year Change | 41.01% |
| 3 Year Change | 56.27% |
| 5 Year Change | 12.96% |
| Change since IPO | 41.12% |
Recent News & Updates
Recent updates
Focus Financial Partners started as Underweight at Morgan Stanley on rising yields
Sep 20Focus Financial Partners Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Aug 06
What You Can Learn From Focus Financial Partners Inc.'s (NASDAQ:FOCS) P/E
Jun 12Does Focus Financial Partners (NASDAQ:FOCS) Deserve A Spot On Your Watchlist?
May 16Focus Financial Partners: Investor Day Outlines A Promising Medium-Term Growth Path
Feb 06Focus Financial Partners: Undervalued Growth Stock Hidden In Plain Sight
Jul 20Focus Financial's partner firm Connectus expands into the U.K.
Jan 04Focus Financial Partners EPS misses by $0.09, beats on revenue
Nov 05Shareholder Returns
| FOCS | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | 1.0% | -6.9% | -4.4% |
| 1Y | 41.0% | 16.1% | 7.5% |
Return vs Industry: FOCS exceeded the US Capital Markets industry which returned 5.2% over the past year.
Return vs Market: FOCS exceeded the US Market which returned 11.7% over the past year.
Price Volatility
| FOCS volatility | |
|---|---|
| FOCS Average Weekly Movement | 0.4% |
| Capital Markets Industry Average Movement | 4.0% |
| Market Average Movement | 6.4% |
| 10% most volatile stocks in US Market | 17.3% |
| 10% least volatile stocks in US Market | 3.3% |
Stable Share Price: FOCS has not had significant price volatility in the past 3 months.
Volatility Over Time: FOCS's weekly volatility (0%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2006 | 5,000 | Rudy Adolf | focusfinancialpartners.com |
Focus Financial Partners Inc. provides wealth management services to primarily ultra-high and high net worth individuals, families, and business entities. Its wealth management services include investment advice, financial and tax planning, consulting, tax return preparation, family office services, and other services. The company also offers recordkeeping and administration, and outsourced services; recommends financial products; and sells investment or insurance products.
Focus Financial Partners Inc. Fundamentals Summary
| FOCS fundamental statistics | |
|---|---|
| Market cap | US$4.16b |
| Earnings (TTM) | US$61.14m |
| Revenue (TTM) | US$2.21b |
57.2x
P/E Ratio1.6x
P/S RatioIs FOCS overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| FOCS income statement (TTM) | |
|---|---|
| Revenue | US$2.21b |
| Cost of Revenue | US$1.30b |
| Gross Profit | US$904.63m |
| Other Expenses | US$843.49m |
| Earnings | US$61.14m |
Last Reported Earnings
Jun 30, 2023
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.93 |
| Gross Margin | 40.95% |
| Net Profit Margin | 2.77% |
| Debt/Equity Ratio | 189.7% |
How did FOCS perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2023/09/01 11:14 |
| End of Day Share Price | 2023/08/30 00:00 |
| Earnings | 2023/06/30 |
| Annual Earnings | 2022/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Focus Financial Partners Inc. is covered by 11 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| James Fotheringham | BMO Capital Markets Equity Research |
| Craig Siegenthaler | BofA Global Research |
| Craig Siegenthaler | Credit Suisse |