Financial Engines, LLC
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Financials
SEC XBRL · annual| FY17 | FY16 | FY15 | FY14 | FY13 | FY12 | |
|---|---|---|---|---|---|---|
| Revenue | — | — | — | — | — | — |
| Operating income | $86.0M | $49.9M | $49.2M | $60.8M | $44.9M | $29.4M |
| Net income | $46.7M | $28.6M | $31.6M | $37.0M | $30.0M | $18.6M |
| Total assets | $925.9M | $840.1M | $482.6M | $435.0M | $375.7M | $306.8M |
| Total liabilities | $80.8M | $92.8M | $67.4M | $54.8M | $53.8M | $43.4M |
| Equity | $845.1M | $747.3M | $415.1M | $380.2M | $321.9M | $263.4M |
| EPS (diluted) | $0.72 | $0.46 | $0.60 | $0.69 | $0.57 | $0.37 |
| Shares out. | 62.2M | 51.7M | 52.0M | 51.0M | 48.1M | 46.0M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2017- Operating margin
- —
- Net margin
- —
- Return on equity
- 5.5%
- Return on assets
- 5.0%
- Return on capital (ROCE)
- 10.0%
- Liabilities / assets
- 8.7%
- Debt / equity
- 0.10×
- Book value / share
- $13.58
- Revenue growth (YoY)
- —
- Net income growth (YoY)
- 63.4%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2017- Altman Z″ (distress)
- 13.86safe
- Accruals / assets
- −8.1%clean
- Piotroski F-Score
- 6/7mixed
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.
Signs
● 4 good- Conservative leverage (liabilities < 50% of assets)
- Positive operating cash flow
- Clean earnings (low accruals)
- Altman Z″ in the safe zone
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
Material events
SEC Form 8-K · most recent- Completed an acquisition or disposition · Delisting / listing-standard notice · Modified shareholder rights · Change in control · Director / officer change · Amended charter or bylaws · Regulation FD disclosureJul 19, 2018
- Shareholder voteJul 16, 2018
- Other material eventJul 6, 2018
- Shareholder voteMay 24, 2018
- Results of operationsMay 9, 2018
- Entered a material agreementMay 2, 2018
- Other material eventApr 30, 2018
- Results of operationsFeb 22, 2018
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗- SC 13G/ANONEFeb 13, 2019
- SC 13G/AJANUS HENDERSON GROUP PLC OWNS 0%Feb 11, 2019
- UPLOADAug 7, 2018
- 15-12BJul 30, 2018
- 4FORM 4 SUBMISSIONJul 23, 2018
- 4FORM 4 SUBMISSIONJul 23, 2018
- 4FORM 4 SUBMISSIONJul 23, 2018
- 4FORM 4 SUBMISSIONJul 23, 2018
- 4FORM 4 SUBMISSIONJul 23, 2018
- 4FORM 4 SUBMISSIONJul 23, 2018
- 4FORM 4 SUBMISSIONJul 23, 2018
- 4FORM 4 SUBMISSIONJul 23, 2018
- 4FORM 4 SUBMISSIONJul 23, 2018
- 4FORM 4 SUBMISSIONJul 23, 2018
- 4FORM 4 SUBMISSIONJul 23, 2018
Event-driven situations (1)
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