Fiscalnote Holdings Stock Analysis

NOTE Stock  USD 0.71  0.06  9.23%   
FiscalNote Holdings is undervalued with Real Value of 1.2 and Target Price of 2.85. The main objective of FiscalNote Holdings stock analysis is to determine its intrinsic value, which is an estimate of what FiscalNote Holdings is worth, separate from its market price. There are two main types of FiscalNote Holdings' stock analysis: fundamental analysis and technical analysis.
The FiscalNote Holdings stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and FiscalNote Holdings' ongoing operational relationships across important fundamental and technical indicators.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in FiscalNote Holdings. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate.
For information on how to trade FiscalNote Stock refer to our How to Trade FiscalNote Stock guide.

FiscalNote Stock Analysis Notes

About 12.0% of the company outstanding shares are owned by corporate insiders. The company has price-to-book ratio of 1.11. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. FiscalNote Holdings recorded a loss per share of 0.35. The entity had not issued any dividends in recent years. FiscalNote Holdings Inc. operates as technology and data company that delivers critical legal data and insights worldwide. The company is headquartered in Washington, District of Columbia. Fiscalnote Hldgs operates under Information Technology Services classification in the United States and is traded on New York Stock Exchange. It employs 790 people. To find out more about FiscalNote Holdings contact the company at 202 793 5300 or learn more at https://fiscalnote.com.

FiscalNote Holdings Quarterly Total Revenue

27.51 Million

FiscalNote Holdings Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. FiscalNote Holdings' investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding FiscalNote Holdings or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
FiscalNote Holdings had very high historical volatility over the last 90 days
FiscalNote Holdings has some characteristics of a very speculative penny stock
FiscalNote Holdings has high likelihood to experience some financial distress in the next 2 years
FiscalNote Holdings currently holds 172.95 M in liabilities. FiscalNote Holdings has a current ratio of 0.62, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about FiscalNote Holdings' use of debt, we should always consider it together with its cash and equity.
FiscalNote Holdings currently holds about 27.16 M in cash with (5.3 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 1.73, which can makes it an attractive takeover target, given it will continue generating positive cash flow.
FiscalNote Holdings has a poor financial position based on the latest SEC disclosures
Roughly 12.0% of the company outstanding shares are owned by corporate insiders
Latest headline from businesswire.com: FiscalNote Expands PolicyNote with AI-Powered Legislative Drafting, Giving Policy Professionals a New Strategic Edge

FiscalNote Holdings Upcoming and Recent Events

26th of March 2024
Upcoming Quarterly Report
View
8th of May 2024
Next Financial Report
View
31st of December 2023
Next Fiscal Quarter End
View
26th of March 2024
Next Fiscal Year End
View
30th of September 2023
Last Quarter Report
View
31st of December 2022
Last Financial Announcement
View

FiscalNote Largest EPS Surprises

Earnings surprises can significantly impact FiscalNote Holdings' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2025-05-07
2025-03-31-0.045-0.0554-0.010423 
2025-03-13
2024-12-31-0.08-0.1-0.0225 
2024-08-08
2024-06-30-0.13-0.090.0430 
View All Earnings Estimates

FiscalNote Holdings Thematic Classifications

In addition to having FiscalNote Holdings stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.

FiscalNote Stock Institutional Investors

Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Charles Schwab Investment Management Inc2025-03-31
670.1 K
Northern Trust Corp2025-03-31
639.7 K
Ubs Group Ag2025-03-31
632.8 K
Goldman Sachs Group Inc2025-03-31
475.8 K
Two Sigma Investments Llc2025-03-31
264.4 K
Susquehanna International Group, Llp2025-03-31
204.7 K
Prosperity Wealth Management Inc2025-03-31
203.2 K
Moore Capital Management, Lp2025-03-31
200 K
Citizens Financial Group Inc2025-03-31
190 K
Maso Capital Partners Ltd2025-03-31
29.2 M
Blackrock Inc2025-03-31
4.9 M
Note, although FiscalNote Holdings' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

FiscalNote Market Capitalization

The company currently falls under 'Small-Cap' category with a current market capitalization of 112.86 M.

FiscalNote Profitablity

The company has Profit Margin (PM) of (0.39) %, which may suggest that it does not properly executes on its current pricing strategies or is unable to control all of the operational costs. This is way below average. Similarly, it shows Operating Margin (OM) of (0.5) %, which suggests for every $100 dollars of sales, it generated a net operating loss of $0.5.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.12  0.12 
Return On Capital Employed(0.12)(0.12)
Return On Assets 0.03  0.03 
Return On Equity 0.10  0.10 

Management Efficiency

FiscalNote Holdings has return on total asset (ROA) of (0.0651) % which means that it has lost $0.0651 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of (0.4427) %, meaning that it created substantial loss on money invested by shareholders. FiscalNote Holdings' management efficiency ratios could be used to measure how well FiscalNote Holdings manages its routine affairs as well as how well it operates its assets and liabilities. At present, FiscalNote Holdings' Return On Assets are projected to slightly decrease based on the last few years of reporting. The current year's Return On Equity is expected to grow to 0.10, whereas Return On Capital Employed is forecasted to decline to (0.12). At present, FiscalNote Holdings' Non Current Assets Total are projected to increase significantly based on the last few years of reporting. The current year's Non Currrent Assets Other is expected to grow to about 3.5 M, whereas Other Current Assets are forecasted to decline to about 7.6 M.
Last ReportedProjected for Next Year
Book Value Per Share 0.71  0.42 
Tangible Book Value Per Share(1.07)(1.13)
Enterprise Value Over EBITDA 5.44  5.71 
Price Book Value Ratio 1.50  1.43 
Enterprise Value Multiple 5.44  5.71 
Price Fair Value 1.50  1.43 
Enterprise Value291 M276.5 M
Understanding the operational decisions made by FiscalNote Holdings management offers insights into its financial robustness. This evaluation is crucial for assessing the stock's investment potential.
Operating Margin
(0.50)
Profit Margin
(0.39)
Beta
0.609
Return On Assets
(0.07)
Return On Equity
(0.44)

Technical Drivers

As of the 20th of July, FiscalNote Holdings shows the Coefficient Of Variation of 1568.87, downside deviation of 5.66, and Mean Deviation of 4.21. In respect to fundamental indicators, the technical analysis model provides you with a way to check existing technical drivers of FiscalNote Holdings, as well as the relationship between them. Please confirm FiscalNote Holdings information ratio, potential upside, as well as the relationship between the Potential Upside and kurtosis to decide if FiscalNote Holdings is priced favorably, providing market reflects its regular price of 0.71 per share. As FiscalNote Holdings is a penny stock we also recommend to verify its total risk alpha numbers.

FiscalNote Holdings Price Movement Analysis

The output start index for this execution was eleven with a total number of output elements of fifty. The Simple Moving Average indicator is calculated by adding the closing price of FiscalNote Holdings for a given number of time periods and then dividing this total by the number of time periods. It is used to smooth out FiscalNote Holdings short-term fluctuations and highlight longer-term trends or cycles.

FiscalNote Holdings Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific FiscalNote Holdings insiders, such as employees or executives, is commonly permitted as long as it does not rely on FiscalNote Holdings' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases FiscalNote Holdings insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Sedgley Anna over a month ago
Acquisition by Sedgley Anna of 20667 shares of FiscalNote Holdings subject to Rule 16b-3
 
Todd Aman over two months ago
Disposition of 528 shares by Todd Aman of FiscalNote Holdings at 0.6877 subject to Rule 16b-3
 
Hwang Tim over two months ago
Disposition of 9515 shares by Hwang Tim of FiscalNote Holdings at 0.6374 subject to Rule 16b-3
 
Resnik Josh over two months ago
Disposition of 3691 shares by Resnik Josh of FiscalNote Holdings at 0.6171 subject to Rule 16b-3
 
Resnik Josh over three months ago
Disposition of 923 shares by Resnik Josh of FiscalNote Holdings at 1.3998 subject to Rule 16b-3
 
Paul Donnell over three months ago
Disposition of 512 shares by Paul Donnell of FiscalNote Holdings at 1.304 subject to Rule 16b-3
 
Resnik Josh over three months ago
Acquisition by Resnik Josh of 500000 shares of FiscalNote Holdings subject to Rule 16b-3
 
Hwang Tim over three months ago
Disposition of 25000 shares by Hwang Tim of FiscalNote Holdings at 1.188 subject to Rule 16b-3
 
Resnik Josh over three months ago
Disposition of 4030 shares by Resnik Josh of FiscalNote Holdings at 1.1646 subject to Rule 16b-3
 
Hwang Tim over six months ago
Disposition of 25000 shares by Hwang Tim of FiscalNote Holdings at 1.0234 subject to Rule 16b-3
 
Resnik Josh over six months ago
Disposition of 3411 shares by Resnik Josh of FiscalNote Holdings at 1.0157 subject to Rule 16b-3
 
Gerald Yao over six months ago
Disposition of 2750 shares by Gerald Yao of FiscalNote Holdings at 1.5 subject to Rule 16b-3

FiscalNote Holdings Outstanding Bonds

FiscalNote Holdings issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. FiscalNote Holdings uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most FiscalNote bonds can be classified according to their maturity, which is the date when FiscalNote Holdings has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

FiscalNote Holdings Predictive Daily Indicators

FiscalNote Holdings intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of FiscalNote Holdings stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

FiscalNote Holdings Forecast Models

FiscalNote Holdings' time-series forecasting models are one of many FiscalNote Holdings' stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary FiscalNote Holdings' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About FiscalNote Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how FiscalNote Holdings prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling FiscalNote shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as FiscalNote Holdings. By using and applying FiscalNote Stock analysis, traders can create a robust methodology for identifying FiscalNote entry and exit points for their positions.
Last ReportedProjected for Next Year
Pretax Profit Margin 0.08  0.09 
Operating Profit Margin(0.27)(0.28)
Net Profit Margin 0.08  0.08 
Gross Profit Margin 0.63  0.78 

Current FiscalNote Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. FiscalNote analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. FiscalNote analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
2.85Strong Buy5Odds
FiscalNote Holdings current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most FiscalNote analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand FiscalNote stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of FiscalNote Holdings, talking to its executives and customers, or listening to FiscalNote conference calls.
FiscalNote Analyst Advice Details

FiscalNote Stock Analysis Indicators

FiscalNote Holdings stock analysis indicators help investors evaluate how FiscalNote Holdings stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading FiscalNote Holdings shares will generate the highest return on investment. By understating and applying FiscalNote Holdings stock analysis, traders can identify FiscalNote Holdings position entry and exit signals to maximize returns.
Begin Period Cash Flow17.3 M
Long Term Debt147 M
Common Stock Shares Outstanding137.3 M
Total Stockholder Equity97.8 M
Total Cashflows From Investing Activities89.2 M
Tax Provision536 K
Property Plant And Equipment Net20.7 M
Cash And Short Term Investments34.6 M
Cash28.8 M
Accounts Payable8.5 M
Net Debt144.1 M
50 Day M A0.6247
Total Current Liabilities51.3 M
Other Operating Expenses152.2 M
Non Current Assets Total269 M
Non Currrent Assets Other3.3 M
Stock Based Compensation17.9 M

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When running FiscalNote Holdings' price analysis, check to measure FiscalNote Holdings' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy FiscalNote Holdings is operating at the current time. Most of FiscalNote Holdings' value examination focuses on studying past and present price action to predict the probability of FiscalNote Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move FiscalNote Holdings' price. Additionally, you may evaluate how the addition of FiscalNote Holdings to your portfolios can decrease your overall portfolio volatility.
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