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Focus Financial Partners

Nasdaq:FOCS
Snowflake Description

High growth potential with questionable track record.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
FOCS
Nasdaq
$2B
Imp Market Cap
  1. Home
  2. US
  3. Diversified Financials
Company description

Focus Financial Partners Inc. provides wealth management services to primarily high net worth individuals and families. The last earnings update was 43 days ago. More info.


Add to Portfolio Compare Print
  • Focus Financial Partners has significant price volatility in the past 3 months.
FOCS Share Price and Events
7 Day Returns
-4%
NasdaqGS:FOCS
5.7%
US Capital Markets
2.4%
US Market
1 Year Returns
-46.2%
NasdaqGS:FOCS
-8.3%
US Capital Markets
-10%
US Market
FOCS Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
Focus Financial Partners (FOCS) -4% -14.2% -34.3% -46.2% - -
US Capital Markets 5.7% -9% -20.5% -8.3% 8.4% 26.6%
US Market 2.4% -11% -19.4% -10% 9.6% 21.1%
1 Year Return vs Industry and Market
  • FOCS underperformed the Capital Markets industry which returned -8.3% over the past year.
  • FOCS underperformed the Market in United States of America which returned -10% over the past year.

Value

 Is Focus Financial Partners undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
  • It is not possible to calculate the future cash flow value for Focus Financial Partners. This is due to cash flow or dividend data being unavailable. The share price is $20.045.
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for Focus Financial Partners's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are Focus Financial Partners's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
NasdaqGS:FOCS PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2019-12-31) in USD $0.02
NasdaqGS:FOCS Share Price ** NasdaqGS (2020-04-07) in USD $20.05
United States of America Capital Markets Industry PE Ratio Median Figure of 92 Publicly-Listed Capital Markets Companies 33.4x
United States of America Market PE Ratio Median Figure of 2,948 Publicly-Listed Companies 12.95x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of Focus Financial Partners.

NasdaqGS:FOCS PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= NasdaqGS:FOCS Share Price ÷ EPS (both in USD)

= 20.05 ÷ 0.02

1107.4x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Focus Financial Partners is overvalued based on earnings compared to the US Capital Markets industry average.
  • Focus Financial Partners is overvalued based on earnings compared to the United States of America market.
Price based on expected Growth
Does Focus Financial Partners's expected growth come at a high price?
Raw Data
NasdaqGS:FOCS PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section 1107.4x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 10 Analysts
54.2%per year
United States of America Capital Markets Industry PEG Ratio Median Figure of 36 Publicly-Listed Capital Markets Companies 1.87x
United States of America Market PEG Ratio Median Figure of 2,010 Publicly-Listed Companies 0.92x

*Line of best fit is calculated by linear regression .

NasdaqGS:FOCS PEG (Price to Earnings to Growth) Ratio Calculation
Calculation Outcome
PEG Ratio

= PE Ratio ÷ Net Income Annual Growth Rate

= 1107.4x ÷ 54.2%

20.44x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Focus Financial Partners is poor value based on expected growth next year.
Price based on value of assets
What value do investors place on Focus Financial Partners's assets?
Raw Data
NasdaqGS:FOCS PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2019-12-31) in USD $10.21
NasdaqGS:FOCS Share Price * NasdaqGS (2020-04-07) in USD $20.05
United States of America Capital Markets Industry PB Ratio Median Figure of 192 Publicly-Listed Capital Markets Companies 8.59x
United States of America Market PB Ratio Median Figure of 5,162 Publicly-Listed Companies 1.26x
NasdaqGS:FOCS PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= NasdaqGS:FOCS Share Price ÷ Book Value per Share (both in USD)

= 20.05 ÷ 10.21

1.96x

* Primary Listing of Focus Financial Partners.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Focus Financial Partners is good value based on assets compared to the US Capital Markets industry average.
X
Value checks
We assess Focus Financial Partners's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Capital Markets industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Capital Markets industry average (and greater than 0)? (1 check)
  5. Focus Financial Partners has a total score of 1/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

Future Performance

 How is Focus Financial Partners expected to perform in the next 1 to 3 years based on estimates from 10 analysts?

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
54.2%
Expected annual growth in earnings.
Earnings growth vs Low Risk Savings
Is Focus Financial Partners expected to grow at an attractive rate?
  • Focus Financial Partners's earnings growth is expected to exceed the low risk savings rate of 1.7%.
Growth vs Market Checks
  • Focus Financial Partners's earnings growth is expected to exceed the United States of America market average.
  • Focus Financial Partners's revenue growth is expected to exceed the United States of America market average.
Annual Growth Rates Comparison
Raw Data
NasdaqGS:FOCS Future Growth Rates Data Sources
Data Point Source Value (per year)
NasdaqGS:FOCS Future Earnings Growth Rate Line of Best Fit* through Consensus Estimate Earnings of 10 Analysts 54.2%
NasdaqGS:FOCS Future Revenue Growth Rate Line of Best Fit* through Consensus Estimate Revenue of 10 Analysts 10.2%
United States of America Capital Markets Industry Earnings Growth Rate Market Cap Weighted Average 4.9%
United States of America Capital Markets Industry Revenue Growth Rate Market Cap Weighted Average 2.1%
United States of America Market Earnings Growth Rate Market Cap Weighted Average 13.3%
United States of America Market Revenue Growth Rate Market Cap Weighted Average 7%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
NasdaqGS:FOCS Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (3 months ago) See Below
Future Estimates Average of up to 10 Analyst Estimates (S&P Global) See Below
All numbers in USD Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
NasdaqGS:FOCS Future Estimates Data
Date (Data in USD Millions) Revenue Cash Flow Net Income * Avg. No. Analysts
2024-12-31 2,060 1
2023-12-31 1,809 1
2022-12-31 1,715 49 2
2021-12-31 1,580 50 9
2020-12-31 1,379 281 44 10
2020-04-08
NasdaqGS:FOCS Past Financials Data
Date (Data in USD Millions) Revenue Cash Flow Net Income *
2019-12-31 1,218 195 1
2019-09-30 1,126 150 9
2019-06-30 1,045 124 17
2019-03-31 975 109 9
2018-12-31 911 106 -40
2018-09-30 853 94 -20
2018-06-30 798 96 -48
2018-03-31 724 102 -65
2017-12-31 663 69 -48

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • Focus Financial Partners's earnings are expected to grow significantly at over 20% yearly.
  • Focus Financial Partners's revenue is expected to grow by 10.2% yearly, however this is not considered high growth (20% yearly).
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
NasdaqGS:FOCS Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (3 months ago) See Below
Future Estimates Average of up to 10 Analyst Estimates (S&P Global) See Below

All data from Focus Financial Partners Company Filings, last reported 3 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

NasdaqGS:FOCS Future Estimates Data
Date (Data in USD Millions) EPS * EPS High Estimate EPS Low Estimate Avg. No. Analysts
2024-12-31 1.13 1.13 1.13 1.00
2023-12-31 0.93 0.93 0.93 1.00
2022-12-31 0.78 0.78 0.78 1.00
2021-12-31 0.96 1.67 0.56 3.00
2020-12-31 0.63 0.98 0.37 4.00
2020-04-08
NasdaqGS:FOCS Past Financials Data
Date (Data in USD Millions) EPS *
2019-12-31 0.02
2019-09-30 0.19
2019-06-30 0.38
2019-03-31 0.18
2018-12-31 -0.94
2018-09-30 -0.47
2018-06-30 -1.12
2018-03-31
2017-12-31

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • Focus Financial Partners is expected to efficiently use shareholders’ funds in the future (Return on Equity greater than 20%).
X
Future performance checks
We assess Focus Financial Partners's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the United States of America market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the United States of America market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
Focus Financial Partners has a total score of 5/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

Past Performance

  How has Focus Financial Partners performed over the past 5 years?

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare Focus Financial Partners's growth in the last year to its industry (Capital Markets).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • Focus Financial Partners's year on year earnings growth rate has been positive over the past 5 years.
  • Focus Financial Partners has become profitable in the last year making the earnings growth rate difficult to compare to the 5-year average.
  • Focus Financial Partners has become profitable in the last year making it difficult to compare the US Capital Markets industry average.
Earnings and Revenue History
Focus Financial Partners's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from Focus Financial Partners Company Filings, last reported 3 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

NasdaqGS:FOCS Past Revenue, Cash Flow and Net Income Data
Date (Data in USD Millions) Revenue Net Income * G+A Expenses R&D Expenses
2019-12-31 1,218.34 0.85 231.71
2019-09-30 1,125.63 8.74 217.00
2019-06-30 1,044.69 16.97 201.52
2019-03-31 974.58 8.52 183.69
2018-12-31 910.88 -40.50 168.51
2018-09-30 853.22 -19.89 155.41
2018-06-30 797.78 -47.57 144.45
2018-03-31 723.57 -64.86 143.68
2017-12-31 662.89 -48.36 134.62
2016-12-31 485.44 15.72 98.64
2015-12-31 382.35 9.32 79.07

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • It is difficult to establish if Focus Financial Partners has efficiently used shareholders’ funds last year (Return on Equity greater than 20%) as it is loss-making.
  • Focus Financial Partners used its assets more efficiently than the US Capital Markets industry average last year based on Return on Assets.
  • Focus Financial Partners's use of capital deteriorated last year versus 3 years ago (Return on Capital Employed).
X
Past performance checks
We assess Focus Financial Partners's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Capital Markets industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
Focus Financial Partners has a total score of 2/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

Health

 How is Focus Financial Partners's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up Focus Financial Partners's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • Focus Financial Partners is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
  • Focus Financial Partners's long term commitments exceed its cash and other short term assets.
Balance sheet
This treemap shows a more detailed breakdown of Focus Financial Partners's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • Low level of unsold assets.
  • Debt is not covered by short term assets, assets are 0.2x debt.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from Focus Financial Partners Company Filings, last reported 3 months ago.

NasdaqGS:FOCS Past Debt and Equity Data
Date (Data in USD Millions) Total Equity Total Debt Cash & Short Term Investments
2019-12-31 803.97 1,273.00 65.18
2019-09-30 813.57 1,275.55 51.26
2019-06-30 815.86 1,112.78 37.94
2019-03-31 812.28 1,084.68 83.78
2018-12-31 812.52 836.58 33.21
2018-09-30 648.83 798.48 98.38
2018-06-30 -61.04 1,188.61 32.57
2018-03-31 -82.13 992.19 27.95
2017-12-31 -80.16 980.50 51.46
2016-12-31 190.60 457.00 16.51
2015-12-31
  • Focus Financial Partners's level of debt (158.3%) compared to net worth is high (greater than 40%).
  • Unable to establish if Focus Financial Partners's debt level has increased without past 5-year debt data.
  • Debt is not well covered by operating cash flow (15.3%, less than 20% of total debt).
  • Interest payments on debt are not well covered by earnings (EBIT is 1.8x annual interest expense, ideally 3x coverage).
X
Financial health checks
We assess Focus Financial Partners's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. Focus Financial Partners has a total score of 1/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

Dividends

 What is Focus Financial Partners's current dividend yield, its reliability and sustainability?

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
0%
Current annual income from Focus Financial Partners dividends. Estimated to be 0% next year.
If you bought $2,000 of Focus Financial Partners shares you are expected to receive $0 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • Unable to evaluate Focus Financial Partners's dividend yield against the bottom 25% of dividend payers as the company has not reported any payouts.
  • Unable to evaluate Focus Financial Partners's dividend against the top 25% market benchmark as the company has not reported any payouts.
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
NasdaqGS:FOCS Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 10 Analyst Estimates (S&P Global) See Below
United States of America Capital Markets Industry Average Dividend Yield Market Cap Weighted Average of 44 Stocks 2.4%
United States of America Market Average Dividend Yield Market Cap Weighted Average of 1935 Stocks 2.9%
United States of America Minimum Threshold Dividend Yield 10th Percentile 1.1%
United States of America Bottom 25% Dividend Yield 25th Percentile 1.9%
United States of America Top 25% Dividend Yield 75th Percentile 5.5%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

NasdaqGS:FOCS Future Dividends Estimate Data
Date (Data in $) Dividend per Share (annual) Avg. No. Analysts
2024-12-31
2023-12-31
2022-12-31
2021-12-31
2020-12-31 0.00 1.00
2020-04-08

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Unable to perform a dividend volatility check as Focus Financial Partners has not reported any payouts.
  • Unable to verify if Focus Financial Partners's dividend has been increasing as the company has not reported any payouts.
Current Payout to shareholders
What portion of Focus Financial Partners's earnings are paid to the shareholders as a dividend.
  • Unable to calculate sustainability of dividends as Focus Financial Partners has not reported any payouts.
Future Payout to shareholders
  • No need to calculate the sustainability of Focus Financial Partners's dividends in 3 years as they are not expected to pay a notable one for United States of America.
X
Income/ dividend checks
We assess Focus Financial Partners's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 1.1%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can Focus Financial Partners afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. Focus Financial Partners has a total score of 0/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

Management

 What is the CEO of Focus Financial Partners's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Rudy Adolf
COMPENSATION $11,637,251
AGE 56
TENURE AS CEO 5.3 years
CEO Bio

Mr. Ruediger Adolf, also known as Rudy, founded Focus after a career in financial services in the US and Europe. He has been Founder and Chief Executive Officer and served as a member of the board of managers of Focus LLC since 2004 until 2018. He serves as its Chief Executive Officer and Chairman and as a member of board of directors at Focus Financial Partners, Inc. since its formation in 2015. Most recently Rudy was Senior Vice President and General Manager of the American Express (AMEX) Global Brokerage and Banking division, leading advisor, brokerage and banking initiatives both in the US and overseas. These businesses supported close to 10,000 independent and employed advisors with over $45 billion in assets in the US. Prior to this, Rudy was the Senior Vice President of Strategy and Business Development, reporting to the CEO of American Express. Mr. Adolf founded Focus Financial Partners, LLC ("Focus LLC"), our subsidiary, and has served as Chief Executive Officer of Focus LLC since 2004. In this position, Rudy led the strategic initiatives for the group, developing a number of new business ventures and spearheading the firm’s major M&A activities. Before joining AMEX, Rudy was a partner at McKinsey and Company in New York, primarily focusing on financial services firms. Rudy began his career with McKinsey in Munich. Rudy holds a Doctorate and Master Degree in Law from the University of Innsbruck, Austria.

CEO Compensation
  • Rudy's compensation has increased in line with Focus Financial Partners recently becoming profitable.
  • Rudy's remuneration is higher than average for companies of similar size in United States of America.
Management Team Tenure

Average tenure and age of the Focus Financial Partners management team in years:

3.3
Average Tenure
49.5
Average Age
  • The tenure for the Focus Financial Partners management team is about average.
Management Team

Rudy Adolf

TITLE
Founder
COMPENSATION
$12M
AGE
56
TENURE
5.3 yrs

Rajini Kodialam

TITLE
Co-Founder
COMPENSATION
$8M
AGE
51

Jim Shanahan

TITLE
Chief Financial Officer
COMPENSATION
$5M
AGE
48
TENURE
5.3 yrs

Leo Chang

TITLE
Co-Founder & MD
AGE
44

Tina Madon

TITLE
Senior VP and Head of Investor Relations & Corporate Communications
TENURE
1.2 yrs

John McGranahan

TITLE
General Counsel & Corporate Secretary
AGE
48

Rich Gill

TITLE
Managing Director and Head of Focus Connections

Chris Dupuy

TITLE
President of the Focus Independence Team
AGE
54
TENURE
6.3 yrs

Eric Amar

TITLE
Managing Director
TENURE
1.3 yrs

Molly Bennard

TITLE
Managing Director
TENURE
1.3 yrs
Board of Directors Tenure

Average tenure and age of the Focus Financial Partners board of directors in years:

1.8
Average Tenure
56
Average Age
  • The average tenure for the Focus Financial Partners board of directors is less than 3 years, this suggests a new board.
Board of Directors

Rajini Kodialam

TITLE
Co-Founder
COMPENSATION
$8M
AGE
51
TENURE
1.8 yrs

Debby McWhinney

TITLE
Independent Director
COMPENSATION
$520K
AGE
63
TENURE
1.8 yrs

Rudy Adolf

TITLE
Founder
COMPENSATION
$12M
AGE
56
TENURE
5.3 yrs

Noah Gottdiener

TITLE
Independent Director
COMPENSATION
$515K
AGE
62
TENURE
1.8 yrs

Jim Carey

TITLE
Independent Director
COMPENSATION
$35K
AGE
52
TENURE
1.8 yrs

Fayez Muhtadie

TITLE
Independent Director
COMPENSATION
$50K
TENURE
1.8 yrs

Chris Harrington

TITLE
Independent Director
AGE
38
TENURE
1.8 yrs

Joe Feliciani

TITLE
Independent Director
AGE
62
TENURE
1 yrs
Who owns this company?
Recent Insider Trading
  • No 3 month open market individual insider trading information.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price ($) Value ($)
X
Management checks
We assess Focus Financial Partners's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. Focus Financial Partners has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

News

Simply Wall St News

Focus Financial Partners (NASDAQ:FOCS) Seems To Use Debt Quite Sensibly

See our latest analysis for Focus Financial Partners How Much Debt Does Focus Financial Partners Carry? … NasdaqGS:FOCS Historical Debt, June 19th 2019 How Healthy Is Focus Financial Partners's Balance Sheet? … Since Focus Financial Partners does have net debt, we think it is worthwhile for shareholders to keep an eye on the balance sheet, over time.

Simply Wall St -

Company Info

Description

Focus Financial Partners Inc. provides wealth management services to primarily high net worth individuals and families. 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 services. Focus Financial Partners Inc. was founded in 2006 and is headquartered in New York, New York.

Details
Name: Focus Financial Partners Inc.
FOCS
Exchange: NasdaqGS
Founded: 2006
$1,507,966,487
$950,560,259
75,229,059
Website: http://www.focusfinancialpartners.com
Address: Focus Financial Partners Inc.
875 Third Avenue,
28th Floor,
New York,
New York, 10022,
United States
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
NasdaqGS FOCS Class A Common Stock Nasdaq Global Select US USD 26. Jul 2018
DB 2JE Class A Common Stock Deutsche Boerse AG DE EUR 26. Jul 2018
Number of employees
Current staff
Staff numbers
3,400
Focus Financial Partners employees.
Industry
Asset Management and Custody Banks
Diversified Financials
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2020/04/08 11:13
End of day share price update: 2020/04/07 00:00
Last estimates confirmation: 2020/04/07
Last earnings filing: 2020/02/25
Last earnings reported: 2019/12/31
Last annual earnings reported: 2019/12/31


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

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 here.