Kovitz is a value-based wealth management firm self-described as delivering an unparalleled experience to clients through a transparent fee structure.

Kovitz

Focus Financial Partners Inc. provides wealth management services to primarily ultra-high and high net worth individuals, families, and business entities. Its wealth management services include investment advice, financial and tax planning, consulting, tax return preparation, family office services, and other services. The company also offers recordkeeping and administration services; recommends financial products through commissions and distribution fees; and sells investment or insurance products. Focus Financial Partners Inc. was founded in 2006 and is headquartered in New York, New York.

Metric
Company Name	Kovitz	Focus Financial Partners Inc.
Symbol		FOCS
MSH ID	COM:KOVITZ	COM:FOCUSFINANCIALPARTNERS
Market	PRIVATE	STOCKS
Sector	Financial Services & Finance	Financial Services
Industry	Finance	Asset Management
Country	US	US
Stage
Employee Count	51	5K
Website	kovitz.com	focusfinancialpartners.com
LinkedIn
Founders

Metric
Market Cap		3.50B
Enterprise Value
Monthly Web Traffic	2.96K
Web Traffic Growth	-0.55
Valuation
Raised Capital

Metric
Revenue		2.14B
Revenue (LTM)
Revenue (NTM)
Gross Profit		883.10M
EBITDA		492.43M
Operating Income		215.30M
Net Income		125.28M
EPS		1.91
Diluted EPS		1.90
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		0.41
Operating Profit Margin		0.07
EBITDA Margin		0.23
Net Profit Margin		0.02
Return on Equity		0.05
Return on Assets		0.01
Return on Capital Employed		0.06

KOVI

COM:KOVITZ

Kovitz

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		65.94
P/B Ratio		3.23
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio		1.58
EV Multiple		1.56

Metric
Days Sales Outstanding		39.13
Days Payables Outstanding		3.81
Days Inventory Outstanding
Operating Cycle		39.13
Cash Conversion Cycle		35.32
Asset Turnover		0.42

Metric
Operating Cash Flow		288.60M
Free Cash Flow		267.58M
Cash Flow to Debt		0.09
Operating Cash Flow/Sales		0.12
Free Cash Flow Yield		0.07

Metric
Cash & Equivalents		139.97M
Accounts Receivable		-16.78M
Inventory
Goodwill		2.17B
Debt to Capitalization		0.73
Debt to Assets		0.56
Current Ratio		0.21
Quick Ratio		0.14

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue		0.01
R&D to Revenue
SG&A to Revenue