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Upturn AI SWOT - About
FiscalNote Holdings Inc. (NOTE)
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Upturn Advisory Summary
10/15/2025: NOTE (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
5 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $31.5
1 Year Target Price $31.5
| 4 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -36.16% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 63.07M USD | Price to earnings Ratio - | 1Y Target Price 31.5 |
Price to earnings Ratio - | 1Y Target Price 31.5 | ||
Volume (30-day avg) 5 | Beta 0.55 | 52 Weeks Range 3.80 - 24.36 | Updated Date 10/17/2025 |
52 Weeks Range 3.80 - 24.36 | Updated Date 10/17/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -3.84 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -41.79% | Operating Margin (TTM) -31.93% |
Management Effectiveness
Return on Assets (TTM) -6.64% | Return on Equity (TTM) -45.39% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 173848543 | Price to Sales(TTM) 0.57 |
Enterprise Value 173848543 | Price to Sales(TTM) 0.57 | ||
Enterprise Value to Revenue 1.58 | Enterprise Value to EBITDA 9.98 | Shares Outstanding 13675799 | Shares Floating 8015159 |
Shares Outstanding 13675799 | Shares Floating 8015159 | ||
Percent Insiders 9.13 | Percent Institutions 31.08 |
Upturn AI SWOT
FiscalNote Holdings Inc.
Company Overview
History and Background
FiscalNote Holdings Inc. was founded in 2013. It began as a platform to provide legislative and regulatory information and analytics. Over time, it has expanded its offerings through acquisitions and organic growth to become a provider of policy and global risk intelligence.
Core Business Areas
- FiscalNote Government Relations: Provides federal, state, and local government affairs solutions.
- CQ Roll Call: Offers news and analysis on Capitol Hill and legislative activities.
- Frontline Compliance: Provides compliance solutions to help clients manage risks.
- Oxford Analytica: A geopolitical risk consultancy providing strategic analysis of global events.
Leadership and Structure
Tim Hwang is the Chairman and CEO. The company has a typical corporate structure with executive leadership across various functions like finance, technology, and sales.
Top Products and Market Share
Key Offerings
- FiscalNote Platform: A platform that provides legislative and regulatory tracking, analysis, and workflow tools. Market share is difficult to determine precisely, but FiscalNote is a significant player in the policy intelligence space. Competitors include Bloomberg Government, Quorum, and LexisNexis.
- CQ Roll Call: A news and information service covering the U.S. Congress. Specific market share data is not readily available. Competitors include Politico, The Hill, and other congressional news outlets.
- Oxford Analytica: Provides geopolitical risk and advisory services to businesses and governments. Revenue from this product is a notable portion of the FiscalNote portfolio. Competitors include Eurasia Group, Control Risks, and Stratfor.
Market Dynamics
Industry Overview
The policy intelligence and risk management industry is growing, driven by increasing regulatory complexity and geopolitical uncertainty.
Positioning
FiscalNote aims to be a comprehensive provider of policy intelligence and global risk solutions. Its competitive advantage lies in its integrated platform and diverse product offerings.
Total Addressable Market (TAM)
The TAM for policy intelligence and risk management is estimated to be in the billions of dollars. FiscalNote is positioned to capture a significant share of this market through its product suite and strategic acquisitions.
Upturn SWOT Analysis
Strengths
- Comprehensive product suite
- Strong brand recognition in policy intelligence
- Experienced management team
- Proprietary technology platform
Weaknesses
- High customer churn rate
- Relatively small market share compared to other leading competitors
- Limited track record as a public company
- Complex integration of acquired companies
Opportunities
- Expanding into new geographies
- Developing new products and services
- Acquiring complementary businesses
- Leveraging artificial intelligence and machine learning
Threats
- Increasing competition
- Economic downturn
- Changing regulatory landscape
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- BGOV
- RELX
- MDIA
Competitive Landscape
FiscalNote's competitive advantage lies in its integrated platform and diverse product offerings. It faces competition from larger, more established players in the policy intelligence and risk management markets.
Major Acquisitions
Oxford Analytica
- Year: 2020
- Acquisition Price (USD millions): 17
- Strategic Rationale: Expanded FiscalNote's geopolitical risk intelligence capabilities.
CQ Roll Call
- Year: 2018
- Acquisition Price (USD millions): 180
- Strategic Rationale: Enhanced FiscalNote's access to legislative news and information.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by acquisitions and organic expansion of its product offerings.
Future Projections: Future growth depends on market trends and FiscalNote's ability to execute its strategic initiatives.
Recent Initiatives: Recent initiatives include product development, strategic acquisitions, and international expansion.
Summary
FiscalNote is a player in the policy intelligence and risk management space. They provide services through various acquisitions such as Oxford Analytica, CQ Roll Call and their own platform services. They are expanding into new markets through acquisitions. FiscalNote needs to maintain sustainable growth and profitability in a competitive industry. They should watch out for cyber threats and maintaining a high customer retention rate.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Market research reports
- Industry publications
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About FiscalNote Holdings Inc.
Exchange NYSE | Headquaters Washington, DC, United States | ||
IPO Launch date 2020-12-07 | President, CEO & Director Mr. Joshua W. Resnik | ||
Sector Technology | Industry Information Technology Services | Full time employees 439 | Website https://fiscalnote.com |
Full time employees 439 | Website https://fiscalnote.com | ||
FiscalNote Holdings, Inc. operates as a technology provider for global policy and market intelligence in North America, Europe, Australia, and Asia. The company delivers legal and policy insights in political, regulatory, and macroeconomic environments by combining artificial intelligence and other technologies with analytics and workflow tools. It also provides data and information that enables customers to manage policy change, address regulatory developments, and mitigate policy risk; and offers intelligence through its suite of public policy and issues management products, as well as provides powerful tools to manage workflows, advocacy campaigns, and constituent relationships. The company serves global enterprises, midsized and smaller businesses, government institutions, trade groups, and nonprofits. FiscalNote Holdings, Inc. was founded in 2013 and is headquartered in Washington, the District of Columbia.
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