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Forrester Research Inc (FORR)

Common Stock · Currency in USD · XNAS

Forrester Research Inc provides independent research, data, and advisory services. It operates through the following segments: The Research segment develops and delivers research, connect, and analytics products; The consulting segment includes the revenues and the related costs of the company's consulting organization, and the Events segment is engaged in developing and hosting in-person and virtual events.

Company Info

SIC8700
Composite FIGIBBG000HGNYG8
CIK0001023313
IPONov 27, 1996
Sectorservices-engineering, accounting, research, management

Highlights

Market Cap$105.08M
EPS-$0.44
P/E Ratio-12.36
Revenue$411.91M
Gross Profit$226.34M
Net Income-$8.50M
Employees1,474
WSO19,176,000
Phone(617) 613-6000

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Analysis

Share Price Chart

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Forrester Research Inc, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.

Returns By Period

Forrester Research Inc (FORR) has returned -32.35% so far this year and -40.04% over the past 12 months. Looking at the last ten years, FORR has achieved an annualized return of -16.86%, underperforming the Benchmark (SPY), which averaged 12.23% per year.

FORR

1M-11.61%
6M-42.38%
YTD-32.35%
1Y-40.04%
5Y-33.48%
10Y-16.86%

Benchmark (SPY)

1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%

Monthly Returns

The table below presents the monthly returns of Forrester Research Inc (FORR) with color gradation from worst to best to easily spot seasonal factors.

JanFebMarAprMayJunJulAugSepOctNovDec
20260.12%-26.49%-2.92%-2.66%
2025-4.09%-25.89%-16.08%-3.31%14.36%-6.43%-1.81%0.31%10.42%-32.35%0.98%15.34%
2024-4.03%-20.84%6.94%-16.02%-1.37%-5.32%18.21%-4.15%-4.66%-18.04%17.59%-9.53%
20233.49%-11.11%-2.27%-4.54%-6.67%0.83%10.24%-3.16%-5.96%-19.44%4.09%11.24%
2022-6.76%-5.96%9.34%-1.29%-6.13%-8.96%-2.27%-9.53%-12.70%16.14%-17.05%1.65%
2021-5.16%13.92%-6.20%1.38%-0.79%6.17%1.41%0.74%3.25%7.82%5.40%3.45%
2020-1.31%-13.34%-19.12%7.86%3.63%3.12%9.68%0.06%-7.03%12.21%11.35%-0.69%
20191.61%11.01%-3.42%4.72%-11.61%3.93%0.15%-27.73%-7.43%6.91%15.17%4.46%
2018-1.69%-7.22%2.60%-3.86%6.02%-1.29%10.38%6.61%-6.42%-12.34%15.58%-5.40%
2017-5.66%-10.54%7.72%2.27%-2.84%-0.13%3.42%-0.85%3.46%4.05%5.33%-4.95%
20161.57%11.55%0.85%11.25%0.44%-4.75%-4.34%10.54%5.14%

Performance Indicators

The charts below present risk-adjusted performance metrics for Forrester Research Inc (FORR) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.

Sharpe ratio

-2.00-1.000.001.002.003.00FORR: -0.75SPY: 0.92

Sortino ratio

-6.00-4.00-2.000.002.004.00FORR: -1.02SPY: 1.40

Omega ratio

0.501.001.502.00FORR: 0.88SPY: 1.22

Calmar ratio

0.002.004.006.00FORR: -0.70SPY: 1.20

Martin ratio

0.001.003.00FORR: -0.09SPY: 0.42

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.

The chart below shows the rolling Sharpe ratio of FORR compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Volatility Chart

The current Forrester Research Inc volatility is 2.25%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.

Income Statement

The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.

202520242023202220212020201920182017201620152014201320122011
Liabilities And Equity (USD)404.03M503.86M564.17M608.44M680.13M644.22M639.16M353.52M345.20M335.79M318.99M332.71M402.20M487.83M487.58M
Equity Attributable To Parent (USD)126.53M229.54M240.27M221.66M203.91M185.77M158.09M151.60M141.19M150.04M127.30M141.60M204.66M297.07M290.74M
Equity Attributable To Noncontrolling Interest (USD)---------------
Equity (USD)126.53M229.54M240.27M221.66M203.91M185.77M158.09M151.60M141.19M150.04M127.30M141.60M204.66M297.07M290.74M
Other Non-current Liabilities (USD)----88.89M80.91M81.60M--------
Long-term Debt (USD)----75.00M107.80M130.55M--------
Noncurrent Liabilities (USD)37.45M70.35M83.83M117.39M163.89M188.71M212.14M11.94M8.96M8.28M9.24M9.41M10.14M9.43M17.58M
Other Current Liabilities (USD)203.08M172.13M194.85M215.45M249.52M225.51M223.09M153.93M160.03M146.99M152.03M156.75M165.74M164.26M178.04M
Wages (USD)36.16M30.88M43.43M53.58M61.98M43.58M45.34M35.47M34.81M28.68M29.90M24.04M20.64M16.29M-
Accounts Payable (USD)832.00K965.00K1.80M361.00K840.00K657.00K505.00K588.00K217.00K1.81M525.00K912.00K1.02M772.00K1.22M
Current Liabilities (USD)240.06M203.97M240.08M269.39M312.34M269.75M268.93M189.99M195.05M177.47M182.45M181.70M187.40M181.33M179.26M
Liabilities (USD)277.51M274.33M323.91M386.78M476.22M458.45M481.07M201.92M204.01M185.75M191.69M191.11M197.54M190.76M196.84M
Other Non-current Assets (USD)180.13M290.80M328.77M349.94M382.40M400.03M417.19M95.43M83.13M88.46M93.70M92.54M95.95M104.97M99.77M
Fixed Assets (USD)11.22M11.70M19.40M23.21M28.25M27.03M29.94M22.01M25.25M23.89M27.57M32.17M39.87M46.30M50.45M
Noncurrent Assets (USD)191.35M302.50M348.17M373.15M410.64M427.06M447.12M117.43M108.38M112.35M121.26M124.71M135.81M151.27M150.22M
Current Assets (USD)212.69M201.36M216.00M235.29M269.49M217.16M192.04M236.09M236.82M223.44M197.73M208.00M266.39M336.57M337.36M
Assets (USD)404.03M503.86M564.17M608.44M680.13M644.22M639.16M353.52M345.20M335.79M318.99M332.71M402.20M487.83M487.58M

News and Insights

Absorb Software Named a Leader and Top-Ranked in Strategy Category in Learning Management Systems and Experience Platforms by Independent Research Firm

Absorb Software was recognized as a Leader in Forrester's Learning Management Systems and Experience Platforms report, receiving top scores in strategy, customer experience, and innovation categories, highlighting its AI-driven learning technology platform.

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Forrester and Carahsoft Partner to Enhance Research Services in the Public Sector

Forrester Research and Carahsoft Technology Corp. have formed a partnership to expand Forrester's research and consulting services to Public Sector and Government organizations through multiple procurement contracts.

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mBank setzt neue Maßstäbe in Europa

mBank successfully modernized its core banking systems through a comprehensive IT transformation, reducing operational costs and enhancing technological infrastructure, earning the Forrester Technology Strategy Impact Award 2025 for the EMEA region.

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Totango Named a Leader in Customer Success Platforms

Totango was recognized as a Leader in Forrester's Customer Success Platforms evaluation, receiving top scores in strategy, innovation, and pricing flexibility. Following its acquisition of Parative, the company is focusing on AI-powered post-sales revenue intelligence and driving measurable customer outcomes.

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Een veerkrachtige onderneming bouwen die hoge beschikbaarheid combineert met noodherstel

Sean Tilley from 11:11 Systems discusses the critical differences between High Availability (HA) and Disaster Recovery (DR), emphasizing that businesses need both strategies to ensure operational resilience and minimize downtime in today's digital economy.

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Forrester appoints tech veteran Bob Bennett to board - Investing.com

Forrester, a research and advisory firm, has appointed tech veteran Bob Bennett to its board of directors. Bennett, a co-founder of InvoiceCloud and former CEO of EngageSmart, is expected to enhance Forrester's focus on growing its Forrester Decisions platform.

Investing.com faviconInvesting.comLina Guerrero
Forrester Research (FORR) Lags Q1 Earnings and Revenue Estimates

Forrester Research (FORR) delivered earnings and revenue surprises of -36.36% and 3.97%, respectively, for the quarter ended March 2024. Do the numbers hold clues to what lies ahead for the stock?

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