Invesaro

Stocks NOTE Financial statements

Financial statements

FiscalNote Holdings, Inc. financial statements

Income statement, balance sheet and cash flow statement for the last 5 fiscal years, taken from the XBRL data FiscalNote Holdings, Inc. files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2021FY2022FY2023FY2024FY2025
Revenue82.911413312095.4
Research and development2420.718.212.89.57
Selling and marketing29.742.745.735.126.6
General and administrative32.577.865.650.252.1
Operating expenses138202230152145
Operating income-55.6-88.2-97.7-31.9-49.5
Interest expense64.895.729.923.616.5
Interest income0.07
Other non-operating income-0.33-1.05-0.07-0.030.11
Pre-tax income-117-222-11510.1-66.5
Income tax-7.89-3.250.220.54-1.25
Net income-109-218-1159.52-65.2
EBITDA-54.4-87-96.4-30.7-48.5
EPS, basic-234.77-43.63-10.430.83-4.65
EPS, diluted-234.77-43.63-10.430.83-4.65
Shares, basic (weighted)1.315.6111.111.414
Shares, diluted (weighted)1.315.6111.111.414

Balance sheet

FY2021FY2022FY2023FY2024FY2025
Cash and equivalents32.260.416.528.824.3
Short-term investments7.135.82
Receivables11.214.916.913.512
Other current assets5.532.762.522.911.89
Total current assets54.38649.857.245.6
Property, plant and equipment7.517.336.145.054.18
Lease right-of-use assets2117.815.613.6
Goodwill189194188159123
Intangible assets11810690.970.953
Other non-current assets0.440.630.10.76
Total assets378433371326255
Accounts payable1.7413.712.98.467.26
Accrued liabilities2.94
Deferred revenue29.635.643.535.329.8
Short-term debt13.60.070.110.042.81
Total current liabilities69.562.165.751.344.4
Long-term debt318162222147126
Lease liabilities29.126.222.519.3
Other non-current liabilities1.4513.95.172.972.6
Total liabilities411288327228193
Total debt331162222147128
Paid-in capital0846860900934
Retained earnings-481-701-816-807-872
Other comprehensive income-0.63-0.79-0.624.790.19
Shareholders' equity-48214543.597.862
Total equity-48214543.597.862
Total liabilities and equity378433371326255

Cash flow statement

FY2021FY2022FY2023FY2024FY2025
Net income-109-218-1159.52-65.2
Depreciation and amortization1.181.241.351.241.04
Stock-based compensation1.013827.117.914.8
Deferred income tax-6.63-3.080.070.09-0.18
Change in receivables1.07-3.94-0.291.84-1.27
Change in payables1.73
Cash from operations-37-72.6-35.5-5.3-11.4
Capital expenditures-5.57-11.4-7.94-8.88-7.2
Acquisitions-43.61.13-5.01
Purchases of investments-7.37
Cash from investing-49.2-10.2-20.389.239.7
Debt issued61.216611.56.3101
Debt repaid-0.18-189-0.11-70.8-129
Stock issued0.52-45.20.680.470.28
Share buybacks-0.09
Cash from financing74.311212.1-71.4-32.8
Net change in cash-1228.2-43.912.2-4.5
Free cash flow-42.6-84-43.4-14.2-18.6
Interest paid4.6535.220.714.79.65
Income taxes paid0.230.060.060.270.82

Key metrics

Worked out from the statements above. Latest values use the trailing twelve months to June 30, 2026; growth uses fiscal years. Valuation uses the share price of $0.03 on September 28, 2026.

Profitability

MetricValueHow it is calculated
Operating margin-112.7%Operating income / revenue.
EBITDA margin-111.5%EBITDA (operating income + depreciation and amortization) / revenue.
Pre-tax margin-142.3%Pre-tax income / revenue.
Net margin-141.5%Net income / revenue.
FCF margin-17.5%Free cash flow (cash from operations - capital expenditures) / revenue.
Operating cash flow margin-9.1%Cash from operations / revenue.
Return on equity (ROE)-43,494.0%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)-65.4%Net income / average total assets.
Return on invested capital (ROIC)-73.8%Approximation: operating income x (1 - tax rate) / average (total debt + equity - cash). Tax rate is the effective rate when between 0% and 50%, else 21%.
R&D / revenue9.3%Research and development expense / revenue.
Stock-based pay / revenue9.2%Stock-based compensation (from the cash flow statement) / revenue.
Capex / revenue8.4%Capital expenditures / revenue.
D&A / revenue1.2%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y-20.7%Revenue vs the same period a year earlier. Only from a positive base.
Revenue CAGR, 3y-5.7%Compound annual growth of revenue over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Net income growth, 1y-785.6%Net income vs the same period a year earlier. Only from a positive base.
EPS growth, 1y-660.2%EPS vs the same period a year earlier. Only from a positive base.
Book value growth, 1y-36.7%Book value vs the same period a year earlier. Only from a positive base.
Book value CAGR, 3y-24.6%Compound annual growth of book value over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets growth, 1y-21.8%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y-16.2%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Share count change, 1y22.6%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 3y35.7%Change in diluted weighted shares, per year over 3 years. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Current ratio0.23xCurrent assets / current liabilities.
Quick ratio0.18x(Cash + short-term investments + receivables) / current liabilities.
Cash ratio0.13x(Cash + short-term investments) / current liabilities.
Debt / equity435xTotal debt / shareholders' equity. Not shown when equity is negative.
Debt / assets65.4%Total debt / total assets.
Liabilities / assets99.8%Total liabilities / total assets.
Net debt$99.3MTotal debt - cash - short-term investments. Negative means more cash than debt.
Interest coverage-6.65xOperating income / interest expense.
Working capital-$114.4MCurrent assets - current liabilities.
Goodwill and intangibles / assets64.3%(Goodwill + intangible assets) / total assets.
Tangible book value-$116.8MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.46xRevenue / average total assets.
Fixed asset turnover22.3xRevenue / average property, plant and equipment.
Receivables turnover11.6xRevenue / average receivables.
Days sales outstanding31 days365 x average receivables / revenue.

Per share

MetricValueHow it is calculated
EPS, diluted-$4.56Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
Revenue per share$3.22Revenue / diluted weighted shares.
FCF per share-$0.56Free cash flow / diluted weighted shares.
Operating cash flow per share-$0.29Cash from operations / diluted weighted shares.
Book value per share$0.01Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share-$4.47Tangible book value / shares outstanding.
Cash per share$0.76(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$3.2MShare price x shares outstanding.
Enterprise value$102.5MMarket cap + total debt - cash - short-term investments.
P/S0.04xMarket cap / revenue.
P/B11.7xMarket cap / shareholders' equity. Only when equity is positive.
EV/Sales1.22xEnterprise value / revenue.
FCF yield-456.9%Free cash flow / market cap.
Earnings yield-3,703.0%Net income / market cap (the inverse of P/E).
What was FiscalNote Holdings, Inc.'s revenue in fiscal 2025?

FiscalNote Holdings, Inc. reported revenue of $95.4M for fiscal 2025, 20.7% lower than the year before.

Was FiscalNote Holdings, Inc. profitable in fiscal 2025?

No. It reported a net loss of $65.2M.

How much free cash flow did FiscalNote Holdings, Inc. generate in fiscal 2025?

Cash from operations of $11.4M minus capital expenditures of $7.2M left free cash flow of -$18.6M.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

Open interactive statements, quarterly figures and charts

Back to FiscalNote Holdings, Inc.