OneVest is a wealth management software platform that offers modular solutions for client onboarding, portfolio management, compliance, fee management, and analytics to enhance financial oversight.

OneVest

Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry. The company's Investor Communication Solutions segment processes and distributes proxy materials to investors in equity securities and mutual funds, as well as facilitates related vote processing services; and distributes regulatory reports, class action, and corporate action/reorganization event information, as well as tax reporting solutions. It also offers ProxyEdge, an electronic proxy delivery and voting solution; data-driven solutions and an end-to-end platform for content management, composition, and omni-channel distribution of regulatory, marketing, and transactional information, as well as mutual fund trade processing services; data and analytics solutions; solutions for public corporations and mutual funds; SEC filing and capital markets transaction services; registrar, stock transfer, and record-keeping services; and omni-channel customer communications solutions, as well as operates Broadridge Communications Cloud platform that creates, delivers, and manages communications and customer engagement activities. The company's Global Technology and Operations segment provides solutions that automate the front-to-back transaction lifecycle of equity, mutual fund, fixed income, foreign exchange and exchange-traded derivatives, order capture and execution, trade confirmation, margin, cash management, clearance and settlement, reference data management, reconciliations, securities financing and collateral management, asset servicing, compliance and regulatory reporting, portfolio accounting, and custody-related services. This segment also offers business process outsourcing services; technology solutions, such portfolio management, compliance, fee billing, and operational support solutions; and capital market and wealth management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.

Broadridge Financial Solutions, Inc.

Citco provides fund administration and banking services as well as other financial solutions. Citco is self-described as a partner dedicated to developing long-term relationships through standard services.

Citco

Edward Jones is a 100-year-old privately-owned financial services firm specializing in helping individual investors with personalized attention, respect, and service. The company has a personal and collaborative culture, focusing on doing what's best for clients, communities, and employees.

Metric
Company Name	OneVest	Broadridge Financial Solutions, Inc.	Citco	Edward Jones
Symbol		BR
MSH ID	COM:ONEVEST	COM:BROADRIDGE	COM:CITCO	COM:EDWARDJONES
Market	PRIVATE	STOCKS	PRIVATE	PRIVATE
Sector	Technology	Technology	Financial Services & Finance	Financial Services & Finance
Industry	Financial Services	Information Technology Services	Financial Services	Financial Services
Country	US	US	NL
Stage	Series A	Post-IPO Debt		Funding Round
Employee Count		14K	5.00K	10.00K
Website	onevest.com	broadridge.com	citco.com	edwardjones.com
LinkedIn
Founders

Metric
Market Cap		23.70B
Enterprise Value
Monthly Web Traffic	5.88K	1.18M	125.15K	5.79M
Web Traffic Growth	0.57	-0.03	0.27	-0.17
Valuation
Raised Capital	12.77M	1.30B		10.60M

Metric
Revenue		6.51B
Revenue (LTM)
Revenue (NTM)
Gross Profit		1.93B
EBITDA		1.54B
Operating Income		1.07B
Net Income		698.10M
EPS		5.93
Diluted EPS		5.86
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		0.30
Operating Profit Margin		0.16
EBITDA Margin		0.24
Net Profit Margin		0.11
Return on Equity		0.32
Return on Assets		0.09
Return on Capital Employed		0.16

COM:ONEVEST

OneVest

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		34.16
P/B Ratio		11.30
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio		4.07
EV Multiple		16.76

Metric
Days Sales Outstanding		51.52
Days Payables Outstanding
Days Inventory Outstanding		2.43
Operating Cycle		66.43
Cash Conversion Cycle		66.43
Asset Turnover		0.79

Metric
Operating Cash Flow		1.06B
Free Cash Flow		943.20M
Cash Flow to Debt		0.31
Operating Cash Flow/Sales		0.17
Free Cash Flow Yield		0.04

Metric
Cash & Equivalents		304.40M
Accounts Receivable		-37.40M
Inventory		30.50M
Goodwill		3.47B
Debt to Capitalization		0.65
Debt to Assets		0.46
Current Ratio		1.40
Quick Ratio		1.39

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