Jeffrey Grace - Financial Engines President
President
Mr. Jeffrey Charles Grace is no longer Vice President, Principal Accounting Officer, Corporationrationrate Controller of the Company effective at the end of February 2018 . Prior to joining us, beginning in July 2007, Mr. Grace was Chief Financial Officer for Christensen Giannini. He also held senior financial management positions, including Chief Financial Officer and Director for Language Line Services, Inc. from 2004 to 2007 and Vice President of Finance Principal Accounting Officer for Excelligence Learning Corporation from 1997 to 2004 since 2010.
| Age | 53 |
| Tenure | 14 years |
| Phone | 408 498-6010 |
| Web | www.financialengines.com |
Financial Engines Management Efficiency
The company has return on total asset (ROA) of 6.24 % which means that it generated a profit of $6.24 on every $100 spent on assets. This is normal as compared to the sector avarege. Similarly, it shows a return on stockholder's equity (ROE) of 6.92 %, meaning that it created $6.92 on every $100 dollars invested by stockholders. Financial Engines' management efficiency ratios could be used to measure how well Financial Engines manages its routine affairs as well as how well it operates its assets and liabilities.The company currently holds 11.12 M in liabilities with Debt to Equity (D/E) ratio of 0.41, which is about average as compared to similar companies. Financial Engines has a current ratio of 7.01, suggesting that it is liquid enough and is able to pay its financial obligations when due. Debt can assist Financial Engines until it has trouble settling it off, either with new capital or with free cash flow. So, Financial Engines' shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Financial Engines sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Financial to invest in growth at high rates of return. When we think about Financial Engines' use of debt, we should always consider it together with cash and equity.
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Management Performance
| Return On Equity | 6.92 | |||
| Return On Asset | 6.24 |
Financial Engines Leadership Team
Elected by the shareholders, the Financial Engines' board of directors comprises two types of representatives: Financial Engines inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Financial. The board's role is to monitor Financial Engines' management team and ensure that shareholders' interests are well served. Financial Engines' inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Financial Engines' outside directors are responsible for providing unbiased perspectives on the board's policies.
| Kelly ODonnell, Executive Vice President - Marketing | ||
| Cheong Meng, Executive Vice President Product and Consumer Marketing | ||
| John Shoven, Independent Director | ||
| Gina Cruse, Executive Vice President of Human Resources | ||
| Paul Koontz, Independent Chairman of the Board | ||
| Anne Cappel, Executive Vice President General Counsel, Secretary | ||
| Olena BergLacy, Independent Director | ||
| Mark Costello, Executive Vice President Service Delivery | ||
| John Bunch, Executive Vice President - Financial Engines | ||
| Paul Gamble, Executive Vice President - Distribution and Institutional Services | ||
| Lawrence Raffone, CEO and President and Director | ||
| Michael Martin, Director | ||
| Jeffrey Grace, Vice President Principal Accounting Officer, Controller | ||
| Christopher Jones, Chief Investment Officer and Executive VP of Investment Management | ||
| Robert Huret, Independent Director | ||
| Raymond Sims, CFO, Executive Vice President Chief Risk Officer | ||
| David Baker, Vice President of Sales - Financial Services | ||
| Joseph Grundfest, Independent Director | ||
| Heidi Kunz, Independent Director | ||
| Chung Cheong, Executive Vice President Product and Consumer Marketing | ||
| Craig Foster, CFO | ||
| Michael Campbell, Executive Vice President Technology | ||
| Heidi Fields, Independent Director | ||
| David Yoffie, Independent Director | ||
| Blake Grossman, Independent Director | ||
| Lewis Antone, Executive Vice President General Counsel, Secretary |
Financial Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Financial Engines a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | 6.92 | |||
| Return On Asset | 6.24 | |||
| Profit Margin | 15.26 % | |||
| Operating Margin | 23.94 % | |||
| Current Valuation | 2.62 B | |||
| Shares Outstanding | 63.72 M | |||
| Shares Owned By Insiders | 0.86 % | |||
| Shares Owned By Institutions | 99.14 % | |||
| Number Of Shares Shorted | 611.11 K | |||
| Price To Earning | 56.90 X |
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Other Consideration for investing in Financial Stock
If you are still planning to invest in Financial Engines check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Financial Engines' history and understand the potential risks before investing.
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