Circle Wealth Management provides wealth management services aimed at helping clients achieve their financial goals through a collaborative process that respects their values and priorities.

Circle Wealth Management

Dun & Bradstreet Holdings, Inc. provides business decisioning data and analytics in North America and internationally. It offers finance and risk solutions, including D&B Finance Analytics, an online application that offers clients real time access to its information, comprehensive monitoring, and portfolio analysis; D&B Direct, an application programming interface (API) that delivers risk and financial data directly into enterprise applications for real-time credit decision making; D&B Small Business, a suite of powerful tools that allows SMBs to monitor and build their business credit file; D&B Enterprise Risk Assessment Manager, a solution for managing and automating credit decisioning and reporting; and InfoTorg, an online SaaS application. The company also provides risk and compliance solutions, such as D&B Supplier Risk Manager that provides insights to help certify, monitor, analyze, and mitigate risk across the supply chain; D&B Onboard to provide comprehensive insights into businesses to facilitate KYC/AML compliance, as well as to minimize financial, legal, and reputational risk exposure; and D&B Beneficial Ownership that offers risk intelligence on ultimate beneficial ownership. It offers sales and marketing solutions, including D&B Connect, a self-service data management platform; D&B Optimizer, an integrated data management solution; D&B Rev.Up ABX, an open and agnostic platform that aligns marketing and sales teams to deliver an optimal and coordinated buying; D&B Hoovers, a sales intelligence solution; D&B Audience Targeting, which helps clients to reach the right audiences with the right messages; D&B Visitor Intelligence that turns web visitors into leads; and D&B Direct, an API-enabled data management solution that delivers valuable customer insights into CRMs, marketing automation, and other marketing applications for on-demand business intelligence. The company was founded in 1841 and is headquartered in Jacksonville, Florida.

Dun & Bradstreet Holdings, Inc.

MinuteKey makes the world's first self-service key duplication machine. The minuteKEY founders spent several years fine-tuning the technology to create a highly accurate, reliable and easy-to-use key-cutting device. The finished product is a high-tech achievement, combining innovations in robotics, electronics and software engineering. minuteKEY has several patents pending protecting these innovations. The current company was established with funding from prominent angel and venture capital investors, and today minuteKEY machines are located in high-traffic locations of some of the nation's largest retailers.

Randall Fagundo

Minute Key Inc.

Mubadala is a sovereign investor that manages a diverse portfolio of assets and investments in the United Arab Emirates and abroad, aiming to generate sustainable financial returns for its shareholder, the Government of Abu Dhabi.

Metric
Company Name	Circle Wealth Management	Dun & Bradstreet Holdings, Inc.	Minute Key Inc.	Mubadala Investment Company
Symbol		DNB
MSH ID	COM:CIRCLEWM	COM:DNB	COM:MINUTEKEY	COM:MUBADALA
Market	PRIVATE	STOCKS	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services	Consumer Discretionary	Financial Services & Finance
Industry	Wealth Management	Financial - Data & Stock Exchanges	Retail	Financial Services & Finance
Country	US	US	US	AE
Stage		Private Equity
Employee Count		6.41K	51	1.80K
Website	circlewm.com	dnb.com	minutekey.com	mubadala.com
LinkedIn		dun-&-bradstreet	minutekey	mubadala
Founders

Metric
Market Cap	4.09B
Enterprise Value
Monthly Web Traffic		44.31K
Web Traffic Growth		-0.29
Valuation
Raised Capital

Metric
Revenue		2.31B
Revenue (LTM)
Revenue (NTM)
Gross Profit		896.20M
EBITDA		802.10M
Operating Income		215.30M
Net Income		-47M
EPS		-0.11
Diluted EPS		-0.11
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin		0.58
Operating Profit Margin		0.10
EBITDA Margin		0.35
Net Profit Margin		-0.01
Return on Equity		-0.01
Return on Assets		-0.00
Return on Capital Employed		0.03

COM:CIRCLEWM

Circle Wealth Management

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio		-186.01
P/B Ratio		1.41
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio		2.27
EV Multiple		2.34

Metric
Days Sales Outstanding		35.47
Days Payables Outstanding		36.89
Days Inventory Outstanding
Operating Cycle		40.70
Cash Conversion Cycle		9.19
Asset Turnover		0.26

Metric
Operating Cash Flow		452.20M
Free Cash Flow		252.80M
Cash Flow to Debt		0.13
Operating Cash Flow/Sales		0.20
Free Cash Flow Yield		0.04

Metric
Cash & Equivalents		188.10M
Accounts Receivable		13.70M
Inventory
Goodwill		3.45B
Debt to Capitalization		0.52
Debt to Assets		0.40
Current Ratio		0.73
Quick Ratio		0.75

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue		0.04
R&D to Revenue
SG&A to Revenue