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Upturn AI SWOT - About
FiscalNote Holdings Inc. (NOTE)
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Upturn Advisory Summary
02/25/2025: NOTE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -33.83% | Avg. Invested days 25 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/25/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 134.78M USD | Price to earnings Ratio 11.54 | 1Y Target Price 2.94 |
Price to earnings Ratio 11.54 | 1Y Target Price 2.94 | ||
Volume (30-day avg) 4944085 | Beta 0.4 | 52 Weeks Range 0.75 - 2.07 | Updated Date 04/1/2025 |
52 Weeks Range 0.75 - 2.07 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.07 |
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 2025-03-14 | When - | Estimate -0.04 | Actual -0.0434 |
Profitability
Profit Margin 7.91% | Operating Margin (TTM) -19.44% |
Management Effectiveness
Return on Assets (TTM) -5.73% | Return on Equity (TTM) 13.47% |
Valuation
Trailing PE 11.54 | Forward PE - | Enterprise Value 260435036 | Price to Sales(TTM) 1.12 |
Enterprise Value 260435036 | Price to Sales(TTM) 1.12 | ||
Enterprise Value to Revenue 2.17 | Enterprise Value to EBITDA 4.87 | Shares Outstanding 142794000 | Shares Floating 76299591 |
Shares Outstanding 142794000 | Shares Floating 76299591 | ||
Percent Insiders 13.44 | Percent Institutions 39.14 |
Analyst Ratings
Rating 4.75 | Target Price 3.31 | Buy 1 | Strong Buy 3 |
Buy 1 | Strong Buy 3 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
FiscalNote Holdings Inc.
Company Overview
History and Background
FiscalNote Holdings Inc. was founded in 2013. It provides policy and global intelligence to help organizations manage risk and capitalize on opportunities.
Core Business Areas
- RegTech: Provides regulatory intelligence and workflow solutions. Aids organizations in tracking and managing regulatory changes, compliance requirements, and policy-related data.
- Political Intelligence: Offers legislative tracking, regulatory monitoring, and stakeholder management tools. Allows businesses to monitor legislative activities, understand policy implications, and engage with relevant stakeholders.
- Global Intelligence: Delivers risk intelligence, market analysis, and strategic advisory services. Helps clients understand global risks, assess market opportunities, and make informed strategic decisions.
Leadership and Structure
Tim Hwang is the Chairman and CEO. The company has a structured executive leadership team overseeing various departments including sales, product, engineering, and finance.
Top Products and Market Share
Key Offerings
- FiscalNote Platform: A comprehensive platform providing legislative, regulatory, and political intelligence. It aggregates data from various sources, including government websites, news outlets, and regulatory filings. Competitors include Quorum, CQ Roll Call, and Bloomberg Government. Market share data is difficult to pin down precisely but estimates place FiscalNote's market share in the regtech sector around 20-25%.
- CQ Roll Call: A political news and analysis publication covering the U.S. Congress. It provides in-depth reporting on legislative activities, political campaigns, and policy debates. Competitors include Politico, The Hill, and Axios. FiscalNote acquired CQ Roll Call to extend its reach into the US Policy and Regulatory news content markets.
- FrontierView: Provides market intelligence and advisory services focused on emerging markets, helping clients to understand and navigate complex geopolitical and economic landscapes. Competitors include Oxford Analytica and Control Risks.
Market Dynamics
Industry Overview
The industry is characterized by increasing demand for data-driven insights to navigate regulatory complexities and geopolitical risks. Factors driving growth include globalization, technological advancements, and heightened regulatory scrutiny.
Positioning
FiscalNote Holdings Inc. is positioned as a leading provider of integrated regulatory and political intelligence solutions. Its competitive advantages include its comprehensive platform, diverse data sources, and global reach.
Total Addressable Market (TAM)
The TAM for regulatory technology and government relations software is estimated to be in the tens of billions of dollars annually. FiscalNote is positioned to capture a significant portion of this market by expanding its product offerings and customer base.
Upturn SWOT Analysis
Strengths
- Comprehensive product suite
- Strong data aggregation capabilities
- Global reach
- Established brand reputation
- Experienced management team
Weaknesses
- High customer concentration
- Integration risk from acquisitions
- Dependence on government data
- Relatively high operating costs
Opportunities
- Expanding into new markets
- Developing new products and services
- Leveraging artificial intelligence and machine learning
- Forming strategic partnerships
- Capitalizing on increasing regulatory complexity
Threats
- Intense competition
- Changing regulatory landscape
- Economic downturn
- Cybersecurity risks
- Data privacy concerns
Competitors and Market Share
Key Competitors
- QCRD
- BLPG
- LGLO
Competitive Landscape
FiscalNote's advantages include its comprehensive platform and global reach. Disadvantages include high operating costs and integration risks from acquisitions.
Major Acquisitions
CQ Roll Call
- Year: 2018
- Acquisition Price (USD millions): 180
- Strategic Rationale: To expand its news and insights coverage of Capitol Hill and the U.S. Congress, enhancing its political intelligence offerings.
FrontierView
- Year: 2021
- Acquisition Price (USD millions): 150
- Strategic Rationale: To strengthen its global risk and market intelligence capabilities, particularly in emerging markets, adding depth to its strategic advisory services.
Growth Trajectory and Initiatives
Historical Growth: FiscalNote has experienced significant growth through acquisitions and organic expansion.
Future Projections: Analysts expect continued revenue growth driven by new product launches and market expansion.
Recent Initiatives: Recent strategic initiatives include launching AI-powered features, expanding into new geographies, and making acquisitions to broaden its product portfolio.
Summary
FiscalNote is a growing company in the regulatory and political intelligence space, propelled by strategic acquisitions and a comprehensive platform. While revenue growth is promising, the company faces profitability challenges and integration risks. Its ability to leverage AI and expand into new markets will be critical for future success. Intense competition and regulatory changes also pose significant risks.
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Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
- Company Website
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share data is based on estimates and may not be precise. Investment decisions should be based on thorough research and consultation with a qualified financial advisor.
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 FiscalNote Holdings Inc.
Exchange NYSE | Headquaters Washington, DC, United States | ||
IPO Launch date 2020-12-07 | President & CEO Mr. Joshua W. Resnik | ||
Sector Technology | Industry Information Technology Services | Full time employees - | Website https://fiscalnote.com |
Full time employees - | Website https://fiscalnote.com | ||
FiscalNote Holdings, Inc. operates as technology company North America, Europe, Australia, and Asia. It combines artificial intelligence technology, machine learning, and other technologies with analytics, workflow tools, and expert research. The company also delivers that intelligence through its suite of public policy and issues management products, as well as powerful tools to manage workflows, advocacy campaigns, and constituent relationships. It serves a customer base that includes businesses comprising the Fortune 100 companies, government agencies, law firms, professional services organizations, trade groups, and non-profits. FiscalNote Holdings, Inc. was founded in 2013 and is headquartered in Washington, District Of Columbia.
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