CoverageForm 410-K10-Q8-K13D13G13F

FORR · Forrester Research, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · FORR

Income Statement

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$396.89M$432.47M$480.78M$537.79M$494.31M$448.98M
Cost of Revenue$170.72M$182.53M$198.03M$212.26M$178.44M$159.24M
Gross Profit$226.17M$249.94M$282.75M$325.53M$315.87M$289.74M
R&D------
SG&A$218.39M$235.81M$250.76M$270.38M$261.77M$248.10M
Total Operating Expenses$510.06M$431.73M$474.01M$505.13M$455.67M$432.81M
D&A$6.03M$7.56M$8.45M$9.27M$9.39M$9.88M
Operating Income($113.17M)$740.0K$6.77M$32.65M$38.64M$16.18M
Interest Expense---$2.46M$4.22M$5.34M
Income Tax($49.0K)$8.38M$3.23M$8.92M$8.35M$2.94M
Net Income($119.36M)($5.75M)$3.05M$21.81M$24.84M$9.99M
EPS - Basic($6.28)($0.30)$0.16$1.15$1.30$0.53
EPS - Diluted($6.28)($0.30)$0.16$1.14$1.28$0.53

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$63.34M$56.09M$72.91M$103.63M$115.77M$90.26M
Accounts Receivable$50.85M$55.49M$59.00M$73.34M$86.97M$84.69M
Inventory------
Accounts Payable$832.0K$965.0K$1.80M$361.0K$840.0K$657.0K
Current Assets$212.69M$201.36M$216.00M$235.29M$269.49M$217.16M
Total Assets$404.03M$503.86M$564.17M$608.44M$680.13M$644.22M
Current Liabilities$240.06M$203.97M$240.08M$269.39M$312.34M$269.75M
Long-term Debt$0$35.00M$35.00M$50.00M$75.00M$95.30M
Total Liabilities$277.51M$274.32M$323.91M$386.78M$476.22M$458.45M
Stockholders' Equity$126.53M$229.54M$240.26M$221.66M$203.91M$185.77M
Retained Earnings$52.57M$171.93M$177.68M$174.63M$152.82M$127.98M

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow$21.08M($3.86M)$21.67M$39.42M$107.07M$47.75M
Investing Cash Flow($14.07M)$5.02M($36.76M)($6.81M)($29.30M)($4.57M)
Financing Cash Flow($2.57M)($16.10M)($18.30M)($38.87M)($49.14M)($23.69M)
CapEx$2.99M$3.40M$5.50M$5.66M$10.74M$8.90M
Free Cash Flow$18.09M($7.26M)$16.18M$33.76M$96.32M$38.85M

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin57.0%57.8%58.8%60.5%63.9%64.5%
Operating margin-28.5%0.2%1.4%6.1%7.8%3.6%
EBITDA margin-27.0%1.9%3.2%7.8%9.7%5.8%
Net margin-30.1%-1.3%0.6%4.1%5.0%2.2%
Free cash flow margin4.6%-1.7%3.4%6.3%19.5%8.7%
FCF / Net income-0.151.265.301.553.883.89
R&D / Revenue------
SG&A / Revenue55.0%54.5%52.2%50.3%53.0%55.3%
Effective tax rate-317.9%51.5%29.0%25.1%22.8%
Return on assets-29.5%-1.1%0.5%3.6%3.7%1.6%
Return on equity-94.3%-2.5%1.3%9.8%12.2%5.4%
Return on invested capital-70.7%0.1%1.2%8.5%10.4%4.4%
Liquidity
Current ratio0.890.990.900.870.860.81
Quick ratio0.890.990.900.870.860.81
Cash ratio0.260.270.300.380.370.33
Leverage
Debt / Equity0.000.150.150.230.370.51
Debt / Assets0.000.070.060.080.110.15
Debt / EBITDA-4.222.301.191.563.66
Interest coverage---13.3x9.2x3.0x
Equity multiplier3.192.202.352.743.343.47
Liabilities / Assets0.690.540.570.640.700.71
Efficiency
Asset turnover0.980.860.850.880.730.70
Inventory turnover------
Days sales outstanding47d47d45d50d64d69d
Days inventory outstanding------
Days payable outstanding2d2d3d1d2d2d
Cash conversion cycle------
Valuation
P / E--167.6x31.4x45.9x79.1x
P / B1.2x1.3x2.1x3.1x5.6x4.3x
P / S0.4x0.7x1.1x1.3x2.3x1.8x
EV / EBITDA-33.5x31.4x15.1x22.8x30.6x
Growth
Revenue growth (YoY)-8.2%-10.0%-10.6%8.8%10.1%-2.8%
Revenue CAGR (3y)-9.6%-4.4%2.3%5.2%14.9%-
Revenue CAGR (5y)-2.4%-1.3%8.1%---
Gross profit growth (YoY)-9.5%-11.6%-13.1%3.1%9.0%3.8%
Operating income growth (YoY)--89.1%-79.3%-15.5%138.9%-
Net income growth (YoY)-1976.9%--86.0%-12.2%148.7%-
EPS growth (YoY)-1993.3%--86.0%-10.9%141.5%-
EPS CAGR (3y)---32.9%-15.1%-13.9%
EPS CAGR (5y)---28.2%6.6%5.7%-4.3%
FCF growth (YoY)---52.1%-64.9%147.9%6.4%
FCF CAGR (5y)-14.2%--16.3%2.6%20.6%6.4%
Book value growth (YoY)-44.9%-4.5%8.4%8.7%9.8%17.5%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$396.89M total
Research Segment$317.57M · 80.0%
Consulting Segment$66.23M · 16.7%
Events Segment$13.09M · 3.3%

Product / service

$692.50M total
Research Revenue$295.61M · 42.7%
Research Services$295.61M · 42.7%
Consulting Services Revenue$88.19M · 12.7%
Events Revenue$13.09M · 1.9%

Geographic

$396.89M total
US$304.17M · 76.6%
Europe Excluding United Kingdom$37.03M · 9.3%
Asia Pacific$21.77M · 5.5%
GB$15.75M · 4.0%
CA$10.92M · 2.8%
Other Country$7.25M · 1.8%

Stability scores

Altman Z′

FY 2025 · bankruptcy risk

0.36
Distress

Private-firm variant - uses book equity instead of market cap. > 2.90 safe · 1.23-2.90 grey · < 1.23 distress.

Piotroski F-score

FY 2025 · 9-point quality

5/9
Neutral
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • Gross margin improved
  • Asset turnover improved

Peer comparison

Same SIC group: Services-Engineering, Accounting, Research, Management

CompanyRevenue (last FY)Net marginROE
PAYX---
PAE$2.71B0.6%12.3%

Comparing FORRESTER RESEARCH against the 2 most active filers in the same SIC group.

Dividends

$0.00/share trailing 12 months

Ex-datePer share
Dec 11, 2018$0.2000
Sep 11, 2018$0.2000
Jun 12, 2018$0.2000
Mar 6, 2018$0.2000
Dec 5, 2017$0.1900
Sep 1, 2017$0.1900
Jun 5, 2017$0.1900
Feb 27, 2017$0.1900
Dec 5, 2016$0.1800
Sep 2, 2016$0.1800
Jun 6, 2016$0.1800
Feb 29, 2016$0.1800
Nov 30, 2015$0.1700
Aug 31, 2015$0.1700
Jun 8, 2015$0.1700
Mar 2, 2015$0.1700
Dec 1, 2014$0.1600
Aug 29, 2014$0.1600
Jun 2, 2014$0.1600
Mar 3, 2014$0.1600
Dec 2, 2013$0.1500
Aug 30, 2013$0.1500
Jun 3, 2013$0.1500
Mar 4, 2013$0.1500