WealthTec provides technology solutions for financial and estate planning, self-described as focused on improving management and planning in these sectors.

WealthTec

FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth. It serves portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and other financial services entities. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.

Howard Wille

Charles Snyder

FactSet Research Systems Inc.

additiv empowers brands and financial businesses to create winning customer value propositions by orchestrating financial services and capabilities from an open ecosystem of partners into seamless, end-to-end, highly-contextualised financial experiences at the point of need. The company is focused on sustainability and offers embedded finance and wealthtech solutions.

Michael Stemmle

additiv

Black Diamond Capital Management is a privately held alternative asset management firm specializing in high yield credit, stressed and distressed credit, restructurings and business turnarounds. self-described.

Metric
Company Name	WealthTec	FactSet Research Systems Inc.	additiv	Black Diamond Capital Management
Symbol		FDS
MSH ID	COM:WEALTHTEC	COM:FACTSET	COM:ADDITIV	COM:BDCM
Market	PRIVATE	STOCKS	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services	Financial Technology	Financial Services & Finance
Industry	Financial Technology	Financial - Data & Stock Exchanges	WealthTech	Asset Management
Country	US	US	CH	US
Stage
Employee Count		12.26K	203
Website	wealthtec.com	factset.com	additiv.com	bdcm.com
LinkedIn		factset	additiv
Founders

Metric
Market Cap		15.77B
Enterprise Value
Monthly Web Traffic	88	785.58K
Web Traffic Growth	1.32	0.05
Valuation
Raised Capital

Metric
Revenue		2.20B
Revenue (LTM)
Revenue (NTM)
Gross Profit		1.19B
EBITDA		831.16M
Operating Income		701.30M
Net Income		537.13M
EPS		14.11
Diluted EPS		13.91
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		0.54
Operating Profit Margin		0.32
EBITDA Margin		0.38
Net Profit Margin		0.24
Return on Equity		0.29
Return on Assets		0.13
Return on Capital Employed		0.21

WEAL

COM:WEALTHTEC

WealthTec

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		37.87
P/B Ratio		10.69
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio		8.19
EV Multiple		19.64

Metric
Days Sales Outstanding		42.18
Days Payables Outstanding		54.94
Days Inventory Outstanding		20.56
Operating Cycle		58.34
Cash Conversion Cycle		39.70
Asset Turnover		0.54

Metric
Operating Cash Flow		700.34M
Free Cash Flow		614.66M
Cash Flow to Debt		0.51
Operating Cash Flow/Sales		0.32
Free Cash Flow Yield		0.03

Metric
Cash & Equivalents		422.98M
Accounts Receivable		2.19M
Inventory		56.99M
Goodwill		1.01B
Debt to Capitalization		0.49
Debt to Assets		0.45
Current Ratio		1.68
Quick Ratio		1.57

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue		0.03
R&D to Revenue
SG&A to Revenue