Financial Engines

Founded by Nobel Prize-winning economist Bill Sharpe, Financial Engines provides customized advice and guidance for saving, investing, and retirement income. The Company's products and services give customers the choice: Online do-it-themselves investing, hands-off account management, and real, live human advisors to call when they need extra help.
All advisory services provided by Financial Engines Advisors, L.L.C., a federally registered investment advisor and wholly-owned subsidiary of Financial Engines, Inc.
Type
Public
HQ
Sunnyvale, US
Founded
1996
Size (employees)
900 (est)
Financial Engines was founded in 1996 and is headquartered in Sunnyvale, US

Financial Engines Office Locations

Financial Engines has an office in Sunnyvale
Sunnyvale, US (HQ)
1050 Enterprise Way

Financial Engines Data and Metrics

Financial Engines Financial Metrics

Financial Engines's revenue was reported to be $114.1 m in Q1, 2017
USD

Revenue (Q1, 2017)

114.1 m

Gross profit (Q1, 2017)

62.6 m

Gross profit margin (Q1, 2017), %

55%

EBIT (Q1, 2017)

16.3 m

Market capitalization (21-Jul-2017)

2.5 b

Cash (31-Mar-2017)

137.7 m
Financial Engines's current market capitalization is $2.5 b.
USDFY, 2013FY, 2014Y, 2015FY, 2016

Revenue

239 m281.9 m310.7 m423.9 m

Revenue growth, %

18%10%36%

Cost of goods sold

131 m186 m

Gross profit

179.7 m237.9 m

Gross profit Margin, %

58%56%

Sales and marketing expense

84.1 m

R&D expense

38 m

General and administrative expense

46.5 m

Operating expense total

261.6 m374.1 m

EBIT

44.9 m60.8 m49.2 m49.9 m

EBIT margin, %

19%22%16%12%

Pre tax profit

49.5 m49.3 m

Income tax expense

17.9 m20.7 m

Net Income

30 m37 m31.6 m28.6 m
USDQ2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017

Revenue

69.8 m72.8 m74.9 m78.2 m78.8 m92.1 m106.2 m112.4 m114.1 m

Cost of goods sold

27.2 m30.3 m30.9 m33.7 m33 m39.3 m46.5 m50.2 m51.5 m

Gross profit

42.6 m42.5 m44.1 m44.5 m45.9 m52.7 m59.7 m62.2 m62.6 m

Gross profit Margin, %

61%58%59%57%58%57%56%55%55%

Sales and marketing expense

11.8 m12.9 m14.6 m16.1 m15.5 m18.5 m21.7 m21.7 m19.3 m

R&D expense

7 m7.5 m8.9 m8.8 m8.8 m9.3 m9 m9.6 m10.6 m

General and administrative expense

5.6 m5.5 m7.2 m6.3 m6.3 m14.6 m9.8 m11.2 m12.2 m

Operating expense total

24.4 m25.9 m30.7 m31.2 m30.6 m42.3 m40.5 m42.5 m42.1 m

EBIT

16.6 m15 m12.2 m12 m14.1 m7.4 m15.1 m11.6 m16.3 m

EBIT margin, %

24%21%16%15%18%8%14%10%14%

Interest expense

(20 k)

Interest income

(20 k)

Pre tax profit

16.6 m15 m12.2 m12.1 m14.2 m7.3 m14.7 m11.5 m16.3 m

Income tax expense

6.6 m6 m4.3 m3.6 m5.7 m4 m5.6 m4.4 m4.1 m
USDFY, 2013FY, 2014FY, 2015FY, 2016

Cash

126 m126.6 m305.2 m134.2 m

Current Assets

333.8 m389.6 m424 m248.3 m

PP&E

15.3 m20.7 m20.4 m24.5 m

Goodwill

312 m

Total Assets

375.7 m435 m482.6 m840.1 m

Accounts Payable

20.8 m21.7 m26.9 m36.8 m

Current Liabilities

46.3 m41.9 m55.2 m77.8 m

Total Liabilities

92.8 m

Additional Paid-in Capital

362 m404.9 m461.1 m782.1 m

Retained Earnings

(40.1 m)(15.5 m)1.6 m12.9 m

Total Equity

321.9 m380.2 m415.1 m747.3 m

Financial Leverage

1.2 x1.1 x1.2 x1.1 x
USDQ2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017

Cash

131.3 m131 m116.2 m107.4 m122.5 m97.1 m101.2 m118.8 m137.7 m

Accounts Receivable

64 m68.8 m69.3 m70.7 m71.8 m83.7 m88.4 m95.3 m110.9 m

Current Assets

366.4 m386.5 m397.4 m407.3 m419 m192.9 m202.7 m225.3 m261.5 m

PP&E

15.8 m20 m19.6 m20.1 m19.6 m26.1 m26.6 m25.9 m23.8 m

Goodwill

293.6 m300.9 m305.5 m312 m

Total Assets

406.1 m430.1 m440.8 m450.2 m461.7 m755.7 m776.1 m803.9 m868.3 m

Accounts Payable

19.7 m23.5 m23.6 m25.4 m24 m26.5 m25.2 m29.1 m33.4 m

Current Liabilities

38.6 m43.8 m42.1 m48.2 m49.1 m54.2 m56.9 m65.9 m56.4 m

Additional Paid-in Capital

387.7 m396.7 m417.3 m433.1 m449.8 m734.5 m746.8 m762.6 m803.3 m

Retained Earnings

(28.4 m)(22.5 m)(11.2 m)(6.4 m)(1.5 m)655 k5.4 m8.2 m43.9 m

Total Equity

359.3 m374.2 m385.6 m390.3 m400.7 m687.5 m704.6 m723.1 m799.6 m

Financial Leverage

1.1 x1.1 x1.1 x1.2 x1.2 x1.1 x1.1 x1.1 x1.1 x
USDFY, 2013FY, 2014FY, 2015FY, 2016

Net Income

30 m37 m31.6 m28.6 m

Depreciation and Amortization

4 m4.9 m6.1 m8.9 m

Accounts Receivable

(20 m)(2.8 m)(6.2 m)(15.3 m)

Accounts Payable

6.5 m13.7 m30.9 m18.8 m

Cash From Operating Activities

59.3 m71.8 m71.3 m74.8 m

Purchases of PP&E

(5.5 m)(10.2 m)(6.1 m)(7 m)

Cash From Investing Activities

(129.1 m)(73.5 m)129.2 m(248.6 m)

Cash From Financing Activities

14.6 m2.3 m(21.8 m)2.8 m

Interest Paid

9 k12 k13 k13 k

Income Taxes Paid

506 k91 k1.6 m3.3 m
USDQ2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017

Accounts Receivable

64 m68.8 m69.3 m70.7 m71.8 m83.7 m88.4 m95.3 m110.9 m

Accounts Payable

19.7 m23.5 m23.6 m25.4 m24 m26.5 m25.2 m29.1 m33.4 m
USDY, 2017

Revenue/Employee

126.8 k

Financial Leverage

1.1 x

Financial Engines Market Value History

Financial Engines Median Salaries

Source: 107 public H-1B filings from Financial Engines

Financial Engines Online and Social Media Presence

Financial Engines Company Life and Culture

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