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Upturn AI SWOT - About
FORR 
Forrester Research Inc (FORR)
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Upturn Advisory Summary
03/24/2025: FORR (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -50.03% | Avg. Invested days 19 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/24/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 177.66M USD | Price to earnings Ratio - | 1Y Target Price 15 |
Price to earnings Ratio - | 1Y Target Price 15 | ||
Volume (30-day avg) 101753 | Beta 0.94 | 52 Weeks Range 9.10 - 21.32 | Updated Date 04/1/2025 |
52 Weeks Range 9.10 - 21.32 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.3 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -1.33% | Operating Margin (TTM) 3.31% |
Management Effectiveness
Return on Assets (TTM) 1.67% | Return on Equity (TTM) -2.45% |
Valuation
Trailing PE - | Forward PE 6.35 | Enterprise Value 145560160 | Price to Sales(TTM) 0.41 |
Enterprise Value 145560160 | Price to Sales(TTM) 0.41 | ||
Enterprise Value to Revenue 0.34 | Enterprise Value to EBITDA 4.06 | Shares Outstanding 18981000 | Shares Floating 11320838 |
Shares Outstanding 18981000 | Shares Floating 11320838 | ||
Percent Insiders 40.23 | Percent Institutions 54.09 |
Analyst Ratings
Rating 3 | Target Price 20 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Forrester Research Inc
Company Overview
History and Background
Forrester Research, Inc. was founded in 1983 by George Forrester Colony. It provides research and advisory services on technology and business strategy. Over the years, it has grown from a small consulting firm to a global research and advisory firm.
Core Business Areas
- Research: Provides data-driven research and insights on technology, consumer behavior, and business strategy across various industries.
- Advisory: Offers consulting and advisory services to help clients develop and execute strategies based on Forrester's research.
- Events: Organizes events and conferences that bring together industry leaders and experts to share insights and best practices.
Leadership and Structure
The CEO is George F. Colony. The organizational structure includes research, consulting, sales, marketing, and corporate functions. They operate with a matrix management structure, aligned by both industry and function.
Top Products and Market Share
Key Offerings
- Forrester Waveu2122: A guide for buyers considering their purchasing options in a technology marketplace. Each Wave assesses vendors based on a comprehensive evaluation of their current offering, strategy, and market presence. Competitors: Gartner Magic Quadrant, IDC MarketScape.
- Forrester Analytics: A suite of tools and data designed to help clients improve their marketing and customer experience strategies. Competitors: Nielsen, Comscore, Statista.
- Role-Based Research: Focused research content tailored to specific roles within an organization, such as CIOs, CMOs, and technology leaders. Competitors: Gartner EXP, CEB (now Gartner).
Market Dynamics
Industry Overview
The market research industry is experiencing growth, driven by the increasing need for data-driven insights and strategic guidance in a rapidly changing business landscape. Digital transformation is fueling demand for research related to technology adoption, customer experience, and competitive intelligence.
Positioning
Forrester Research positions itself as a leading independent research and advisory firm, known for its data-driven insights and objective analysis. Its competitive advantage lies in its extensive research methodologies, analyst expertise, and global reach.
Total Addressable Market (TAM)
The total addressable market for market research is estimated to be hundreds of billions of dollars globally. Forrester is well-positioned to capture a significant portion of this market by focusing on high-value research and advisory services.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Experienced analyst team
- Extensive research methodologies
- Global reach
- Focus on data-driven insights
Weaknesses
- High price point compared to some competitors
- Dependence on key personnel (analysts)
- Potential for bias in research
- Susceptible to economic downturns
- Can sometimes be slow to adapt to rapidly changing technologies
Opportunities
- Expanding into emerging markets
- Developing new research products and services
- Acquiring complementary businesses
- Leveraging artificial intelligence and machine learning
- Partnerships with technology vendors and service providers
Threats
- Increased competition from other research firms
- Economic downturns
- Disruption from new technologies
- Changes in client budgets
- Loss of key personnel
Competitors and Market Share
Key Competitors
- Gartner Inc. (IT)
- International Data Corporation (IDC)
- Accenture (ACN)
Competitive Landscape
Forrester competes with other research firms based on the quality of its research, the expertise of its analysts, its global reach, and its price point. Forrester's strengths include its strong brand reputation and its focus on data-driven insights. Its weaknesses include its high price point and its dependence on key personnel.
Major Acquisitions
SiriusDecisions
- Year: 2019
- Acquisition Price (USD millions): 245
- Strategic Rationale: Acquisition of SiriusDecisions expanded Forrester's B2B research and advisory capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends need actual figures to perform
Future Projections: Future projections need actual figures to perform based on analyst estimates
Recent Initiatives: Recent strategic initiatives includes investment in AI and automation to enhance research capabilities, expansion into new markets, and strategic acquisitions to broaden its product portfolio.
Summary
Forrester Research is a reputable firm with a strong brand and a focus on data-driven insights. It faces competition and economic uncertainties but is actively pursuing growth through strategic initiatives and acquisitions. The high price point of their services could be a weakness, but they are adapting by leveraging AI. Overall, Forrester appears to be a stable company but must keep watch of the dynamic market and their key people to stay competitive.
Similar Companies
ACN
Accenture plc
ACN
Accenture plc
IT
Gartner Inc
IT
Gartner Inc
Sources and Disclaimers
Data Sources:
- Forrester Research Investor Relations
- Company Filings
- Industry Reports
- Analyst Reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market share estimates are approximate and may vary depending on the source.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Forrester Research Inc
Exchange NASDAQ | Headquaters Cambridge, MA, United States | ||
IPO Launch date 1996-11-26 | Founder, Chairman, CEO & President Mr. George F. Colony | ||
Sector Industrials | Industry Consulting Services | Full time employees 1571 | Website https://www.forrester.com |
Full time employees 1571 | Website https://www.forrester.com | ||
Forrester Research, Inc. operates as an independent research and advisory company in the United States, Europe, the United Kingdom, Canada, Asia Pacific, and internationally. It operates in three segments: Research, Consulting, and Events. The Research segment primary subscription research services include Forrester Decisions which are designed to provide business and technology leaders with a proven path to growth through customer obsession. This segment delivers content, such as future trends, predictions, and market forecasts; deep consumer and business buyer data and insights; curated best practice models and tools to run business functions; operational and performance benchmarking data; and technology and service market landscapes and vendor evaluations. Its Consulting segment provides consulting projects, include conducting maturity assessments, prioritizing best practices, developing strategies, building business cases, selecting technology vendors, structuring organizations, developing content marketing strategies and collateral, and sales tools; and advisory services. The Events segment hosts events related to business-to-business marketing, sales and product leadership, customer experience, security and risk, and new technology and innovation. It sells its products and services through direct sales force. Forrester Research, Inc. was incorporated in 1983 and is headquartered in Cambridge, Massachusetts.
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