CoverageForm 410-K10-Q8-K13D13G13F

NOTE · Fiscalnote Holdings, 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 · NOTE

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$20.02M-$22.43M$23.26M$27.51M-$29.44M$29.25M$32.11M-
Cost of Revenue----------
Gross Profit----------
R&D$2.04M-$2.08M$2.27M$3.10M-$3.25M$3.21M$3.48M-
SG&A$9.50M-$13.90M$11.38M$16.30M-$10.62M$11.26M$16.08M-
Total Operating Expenses$62.53M-$32.17M$30.69M$41.27M-$36.25M$37.20M$43.56M-
D&A$238.0K---$255.0K---$304.0K-
Operating Income($42.51M)-($9.74M)($7.43M)($13.76M)-($6.81M)($7.96M)($11.44M)-
Interest Expense$3.36M-$3.69M$4.34M$5.13M-$5.58M$5.32M$7.36M-
Income Tax($201.0K)-($237.0K)($795.0K)($39.0K)-($621.0K)$324.0K$1.43M-
Net Income($43.61M)-($24.86M)($13.27M)($4.25M)-($14.94M)($12.76M)$50.60M-
EPS - Basic($2.39)-($1.73)($0.96)($0.36)-($1.32)($1.08)$4.68-
EPS - Diluted($2.39)-($1.73)($0.96)($0.36)-($1.32)($1.08)$4.44-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$23.84M$24.32M$26.68M$34.01M$41.73M$28.81M$25.69M$30.65M$36.46M$16.45M
Accounts Receivable$9.33M$11.95M$9.71M$9.36M$11.12M$13.46M$11.25M$13.55M$14.38M$16.93M
Inventory----------
Accounts Payable----------
Current Assets$43.09M$45.55M$49.07M$56.67M$65.45M$57.19M$54.36M$61.95M$69.67M$49.80M
Total Assets$213.44M$255.14M$273.87M$288.35M$299.69M$326.20M$337.95M$346.26M$357.76M$370.56M
Current Liabilities$155.60M$44.43M$48.55M$45.43M$51.02M$51.25M$66.79M$61.37M$63.76M$65.65M
Long-term Debt$11.54M$125.64M$125.16M$116.75M$117.95M$147.04M$142.15M$145.82M$152.96M$222.31M
Total Liabilities$188.64M$193.19M$198.37M$190.53M$198.27M$228.37M$239.43M$239.37M$251.66M$327.10M
Stockholders' Equity$24.80M$61.95M$75.50M$95.09M$98.70M$97.83M$98.52M$106.89M$106.10M$43.46M
Retained Earnings($915.76M)($872.15M)($849.27M)($824.42M)($811.15M)($806.90M)($793.52M)($778.58M)($765.82M)($816.42M)

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$3.02M---$3.29M---$2.74M-
Investing Cash Flow($1.65M)---$38.29M---$89.19M-
Financing Cash Flow($1.83M)---($28.81M)---($71.80M)-
CapEx$1.65M---$1.98M---$1.69M-
Free Cash Flow$1.37M---$1.30M---$1.05M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin----------
Operating margin-212.3%--43.4%-31.9%-50.0%--23.1%-27.2%-35.6%-
EBITDA margin-211.1%----49.1%----34.7%-
Net margin-217.8%--110.8%-57.0%-15.4%--50.7%-43.6%157.6%-
Free cash flow margin6.8%---4.7%---3.3%-
FCF / Net income-0.03----0.31---0.02-
R&D / Revenue10.2%-9.3%9.7%11.3%-11.0%11.0%10.8%-
SG&A / Revenue47.5%-62.0%48.9%59.2%-36.1%38.5%50.1%-
Effective tax rate--------2.7%-
Return on assets-20.4%--9.1%-4.6%-1.4%--4.4%-3.7%14.1%-
Return on equity-175.9%--32.9%-14.0%-4.3%--15.2%-11.9%47.7%-
Return on invested capital-92.4%--3.8%-2.8%-5.0%--2.2%-2.5%-4.3%-
Liquidity
Current ratio0.281.031.011.251.281.120.811.011.090.76
Quick ratio0.281.031.011.251.281.120.811.011.090.76
Cash ratio0.150.550.550.750.820.560.380.500.570.25
Leverage
Debt / Equity0.472.031.661.231.201.501.441.361.445.12
Debt / Assets0.050.490.460.400.390.450.420.420.430.60
Debt / EBITDA----------
Interest coverage-12.7x--2.6x-1.7x-2.7x--1.2x-1.5x-1.6x-
Equity multiplier8.614.123.633.033.043.333.433.243.378.53
Liabilities / Assets0.880.760.720.660.660.700.710.690.700.88
Efficiency
Asset turnover0.09-0.080.080.09-0.090.080.09-
Inventory turnover----------
Days sales outstanding170d-158d147d148d-139d169d163d-
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E--------3.6x-
P / B0.2x-0.9x10.8x14.9x-21.1x22.0x22.0x-
P / S0.2x-3.0x44.2x53.3x-70.5x80.5x72.6x-
EV / EBITDA----------
Growth
Revenue growth (YoY)-27.2%--23.8%-20.5%-14.3%--13.4%7.6%23.2%-
Revenue CAGR (3y)-8.4%-1.0%-------
Revenue CAGR (5y)----------
Gross profit growth (YoY)----------
Operating income growth (YoY)-208.9%--43.0%6.6%-20.3%-49.4%53.1%58.2%-
Net income growth (YoY)-926.2%--66.4%-4.0%---3.2%58.8%--
EPS growth (YoY)-563.9%--31.1%11.1%---1100.0%-369.6%--
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)4.9%---24.3%-----
FCF CAGR (5y)----------
Book value growth (YoY)-74.9%-36.7%-23.4%-11.0%-7.0%125.1%17.9%14.1%-24.5%-70.0%

Sales by segment

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

Product / service

$101.83M total
Subscription$88.98M · 87.4%
Advisory Advertising And Other$6.42M · 6.3%
Other Revenue$2.84M · 2.8%
Advisory$2.08M · 2.0%
Advertising$1.49M · 1.5%
Books$10.0K · 0.0%

Geographic

$95.41M total
North America$85.60M · 89.7%
Europe$9.19M · 9.6%
AU$614.0K · 0.6%

Peer comparison

Same SIC group: Services-Business Services, NEC

CompanyRevenue (last FY)Net marginROE
ACN---
DASH$13.72B6.8%9.3%
RBA$4.59B9.3%7.7%
AKAM--9.1%
UBER$52.02B19.3%37.2%

Comparing FiscalNote Holdings against the 5 most active filers in the same SIC group.