Focus Stock Analysis

FOCS
 Stock
  

USD 34.75  0.02  0.06%   

The latest Focus Financial Partners price fall could raise concerns from retail investors as the firm is trading at a share price of 34.75 on 283,274 in volume. The company executives were unable to exploit market volatilities in June. However, diversifying your overall positions with Focus Financial Partners can protect your principal portfolio during market swings. The stock standard deviation of daily returns for 90 days investing horizon is currently 2.88. The current volatility is consistent with the ongoing market swings in June 2022 as well as with Focus Financial unsystematic, company-specific events.
Please check Investing Opportunities.
  
Refresh
The Focus Financial stock analysis report makes it easy to digest most publicly released information about Focus Financial and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Focus Stock analysis module also helps to analyze the Focus Financial price relationship with some important fundamental indicators such as market cap and management efficiency.

Focus Stock Analysis Notes

About 101.0% of the company shares are owned by institutional investors. The book value of Focus Financial was currently reported as 11.19. The company has Price/Earnings To Growth (PEG) ratio of 0.48. Focus Financial Partners had not issued any dividends in recent years. Focus Financial Partners Inc. provides wealth management services to primarily ultra-high and high net worth individuals, families, and business entities. Focus Financial Partners Inc. was founded in 2006 and is headquartered in New York, New York. Focus Financial operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 4400 people. To learn more about Focus Financial Partners call Ruediger Adolf at 646 519-2456 or check out www.focusfinancialpartners.com.

Focus Financial Partners 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. Focus Financial's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Focus Financial Partners or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Focus Financial generated a negative expected return over the last 90 days
Focus Financial has high likelihood to experience some financial distress in the next 2 years
Latest headline from www.advisorhub.com: Price Check RIA Aggregator Stocks Sinking Faster Than The Market at Midyear - AdvisorHub

Focus Financial Partners Upcoming and Recent Events

Earnings reports are used by Focus Financial to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Focus Financial previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report17th of February 2022
Next Financial Report5th of May 2022
Next Fiscal Quarter End31st of December 2021
Next Fiscal Year End17th of February 2022
Last Quarter Report30th of September 2021
Last Financial Announcement31st of December 2020

Focus Largest EPS Surprises

Earnings surprises can significantly impact Focus Financial's 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
2020-08-06
2020-06-300.6130.710.09715 
2020-02-20
2019-12-310.6040.750.14624 
View All Earnings Estimates

Focus Financial SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Focus Financial prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Focus Financial investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Focus Financial Partners specific information freely available to individual and institutional investors to make a timely investment decision.
6th of June 2022
Unclassified Corporate Event
View
1st of June 2022
Submission of Matters to a Vote of Security Holders
View
5th of May 2022
Financial Statements and Exhibits. Regulation FD Disclosure. Results of Operations and Financial Condition
View
18th of April 2022
Financial Statements and Exhibits. Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. Entry into a Material Definitive Agreement
View
9th of March 2022
Financial Statements and Exhibits. Regulation FD Disclosure. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
17th of February 2022
Financial Statements and Exhibits. Regulation FD Disclosure. Results of Operations and Financial Condition
View
11th of February 2022
Unclassified Corporate Event
View
10th of February 2022
Unclassified Corporate Event
View

Focus Financial Thematic Classifications

In addition to having Focus Financial 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.
Trading IdeaTrading
USA Equities from Trading industry as classified by Fama & French

Focus Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Focus Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Focus Financial Partners backward and forwards among themselves. Focus Financial's institutional investor refers to the entity that pools money to purchase Focus Financial's securities or originate loans. 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.
Security TypeSharesValue
Stone Point Capital LlcCommon Shares16 M734.1 M
Wasatch Advisors IncCommon Shares6.1 M277.1 M
Capital World InvestorsCommon Shares5.5 M250.8 M
Jpmorgan Chase CoCommon Shares5.1 M232.6 M
Vanguard Group IncCommon Shares4.8 M220.4 M
Blackrock IncCommon Shares3.9 M180.4 M
Darlington Partners Capital Management LpCommon Shares1.9 M87.5 M
Note, although Focus Financial's 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.

Focus Market Capitalization

The company currently falls under 'Mid-Cap' category with current market capitalization of 2.25 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Focus Financial's market, we take the total number of its shares issued and multiply it by Focus Financial's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Focus Profitablity

Focus Financial's profitability indicators refer to fundamental financial ratios that showcase Focus Financial's ability to generate income relative to its revenue or operating costs. If, let's say, Focus Financial is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Focus Financial's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Focus Financial's profitability requires more research than a typical breakdown of Focus Financial's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Profit Margin (PM) of 0.58 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 11.97 %, which suggests for every 100 dollars of sales, it generated a net operating income of 0.12.
Last ReportedProjected for 2022
Return on Investment 3.87  3.64 
Return on Average Assets 0.003  0.003123 
Return on Average Equity 0.015  0.0143 
Return on Invested Capital 0.028  0.0307 
Return on Sales 0.048  0.05 

Management Efficiency

The entity has return on total asset (ROA) of 3.46 % which means that it generated profit of $3.46 on every $100 spent on asset. This is normal as compared to the sector avarege. Similarly, it shows return on stockholders equity (ROE) of 2.47 %, meaning that it created $2.47 on every $100 dollars invested by stockholders. Focus Financial management efficiency ratios could be used to measure how well focus financial partners manages its routine affairs as well as how well it operates its assets and liabilities. Focus Financial Return on Average Assets are relatively stable at the moment as compared to the past year. Focus Financial reported last year Return on Average Assets of 0.003. As of 07/06/2022, Return on Invested Capital is likely to grow to 0.0307, while Return on Investment is likely to drop 3.64. Focus Financial Current Assets are relatively stable at the moment as compared to the past year. Focus Financial reported last year Current Assets of 509.51 Million. As of 07/06/2022, Revenue to Assets is likely to grow to 0.49, while Goodwill and Intangible Assets are likely to drop slightly above 3.1 B.
Last ReportedProjected for 2022
Book Value per Share 15.19  14.87 
Enterprise Value over EBIT 73.00  71.28 
Enterprise Value over EBITDA 21.54  21.81 
Price to Book Value 4.99  5.32 
Tangible Assets Book Value per Share 20.97  18.92 
Enterprise Value6.2 B5.7 B
Tangible Asset Value1.2 B976.3 M

Technical Drivers

As of the 6th of July, Focus Financial shows the mean deviation of 2.08. Focus Financial Partners technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to break down nineteen technical drivers for Focus Financial Partners, which can be compared to its rivals. Please confirm Focus Financial Partners standard deviation, as well as the relationship between the maximum drawdown and expected short fall to decide if Focus Financial Partners is priced favorably, providing market reflects its regular price of 34.75 per share. Given that Focus Financial has jensen alpha of (0.11), we urge you to verify Focus Financial Partners's prevailing market performance to make sure the company can sustain itself at a future point.

Focus Financial Partners Price Movement Analysis

Study
Start Value
Offset on Reverse
AF Init Long
AF Long
AF Max Long
AF Init Short
AF Short
AF Max Short
Execute Study
The output start index for this execution was one with a total number of output elements of sixty. The Extended Parabolic SAR indicator is used to determine the direction of Focus Financial's momentum and the point in time when it has higher than normal probability of directional change. It has more input parameters than standard Parabolic SAR indicator.
.

Focus Financial Partners 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 Focus Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Focus Financial's 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 Focus Financial 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.
Rajini Kodialam over a month ago via Macroaxis 
Acquisition by Rajini Kodialam of 8403 shares of Focus Financial subject to Rule 16b-3
Mashinsky Kristine over six months ago via Macroaxis 
Acquisition by Mashinsky Kristine of 1162 shares of Focus Financial subject to Rule 16b-3
Rajini Kodialam over six months ago via Macroaxis 
Acquisition by Rajini Kodialam of 19371 shares of Focus Financial subject to Rule 16b-3
Mcgranahan John Russell over six months ago via Macroaxis 
Sale by Mcgranahan John Russell of 78947 shares of Focus Financial
Chang Leonard R over six months ago via Macroaxis 
Payment of 583 shares by Chang Leonard R of Focus Financial subject to Rule 16b-3
Rajini Kodialam over six months ago via Macroaxis 
Payment of 512 shares by Rajini Kodialam of Focus Financial subject to Rule 16b-3
Ruediger Adolf over six months ago via Macroaxis 
Exercise or conversion by Ruediger Adolf of 561185 shares of Focus Financial subject to Rule 16b-3
Stone Point Capital Llc over six months ago via Macroaxis 
Sale by Stone Point Capital Llc of 40688 shares of Focus Financial
Mashinsky Kristine over six months ago via Macroaxis 
Purchase by Mashinsky Kristine of 6080 shares of Focus Financial
Ruediger Adolf over six months ago via Macroaxis 
Exercise or conversion by Ruediger Adolf of 561185 shares of Focus Financial subject to Rule 16b-3
Kkr Freya Aggregator Lp over a year ago via Macroaxis 
Conversion by Kkr Freya Aggregator Lp of 3654044 shares of Focus Financial
Kkr Freya Aggregator Lp over a year ago via Macroaxis 
Sale by Kkr Freya Aggregator Lp of 3086585 shares of Focus Financial

Focus Financial Predictive Daily Indicators

Focus Financial 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 Focus Financial 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.

Focus Financial Forecast Models

Focus Financial time-series forecasting models is one of many Focus Financial's stock analysis techniquest aimed to predict 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 Focus Financial's 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 stock market movement and maximize returns from investment trading.

About Focus Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Focus Financial stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Focus 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 Focus Financial. By using and applying Focus Stock analysis, traders can create a robust methodology for identifying Focus entry and exit points for their positions.
Last ReportedProjected for 2022
Operating Margin 5.72  5.37 
EBITDA Margin 0.16  0.18 
Gross Margin 0.90  0.89 
Profit Margin 0.006  0.006474 
Focus Financial Partners Inc. provides wealth management services to primarily ultra-high and high net worth individuals, families, and business entities. Focus Financial Partners Inc. was founded in 2006 and is headquartered in New York, New York. Focus Financial operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 4400 people.

Current Focus Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Focus 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. Focus 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
77.33Buy6Odds
Focus Financial Partners current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Focus 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 Focus stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Focus Financial Partners, talking to its executives and customers, or listening to Focus conference calls.
Focus Analyst Advice Details

Focus Stock Analysis Indicators

Focus Financial Partners stock analysis indicators help investors evaluate how Focus Financial stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Focus Financial shares will generate the highest return on investment. By understating and applying Focus Financial stock analysis, traders can identify Focus Financial position entry and exit signals to maximize returns.
Quick Ratio3.61
Fifty Two Week Low30.88
Revenue Growth38.00%
Shares Short Prior Month2.42M
Average Daily Volume Last 10 Day670.49k
Average Daily Volume In Three Month451.54k
Earnings Growth88.70%
Shares Percent Shares Out3.80%
Earnings Quarterly Growth109.30%
Gross Margins39.79%
Short Percent Of Float4.31%
Forward Price Earnings6.64
Float Shares57.51M
Fifty Two Week High69.13
Enterprise Value To Ebitda12.40
Fifty Day Average36.77
Two Hundred Day Average50.34
Enterprise Value To Revenue2.88
Please check Investing Opportunities. Note that the Focus Financial Partners information on this page should be used as a complementary analysis to other Focus Financial's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

Complementary Tools for Focus Stock analysis

When running Focus Financial Partners price analysis, check to measure Focus Financial's 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 Focus Financial is operating at the current time. Most of Focus Financial's value examination focuses on studying past and present price action to predict the probability of Focus Financial's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Focus Financial's price. Additionally, you may evaluate how the addition of Focus Financial to your portfolios can decrease your overall portfolio volatility.
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Go
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Go
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Go
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Go
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.
Go
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Go
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Go
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Go
Fundamental Analysis
View fundamental data based on most recent published financial statements
Go
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Go
Is Focus Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Focus Financial. If investors know Focus will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Focus Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
89.52
Market Capitalization
2.3 B
Quarterly Revenue Growth YOY
0.36
Return On Assets
0.0377
Return On Equity
0.0593
The market value of Focus Financial Partners is measured differently than its book value, which is the value of Focus that is recorded on the company's balance sheet. Investors also form their own opinion of Focus Financial's value that differs from its market value or its book value, called intrinsic value, which is Focus Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Focus Financial's market value can be influenced by many factors that don't directly affect Focus Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Focus Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine Focus Financial value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Focus Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.