FDS - Factset Research Systems Inc Stock Analysis
Factset Research Systems Inc (FDS) is a publicly traded company listed on the NYSE. It operates in the Financial Data & Stock Exchanges industry, part of the broader Financial sector. The company has a market capitalization of 10.26B, generates annual revenue of 2.32B, and reports net income of 597.04M. As of the latest data, the stock is trading at 273.91 USD.
From a valuation and risk perspective, the stock presents the following profile: The stock appears reasonably valued, potentially indicating balanced risk and return. The PEG ratio is above 2, which could imply the stock is overvalued based on its growth outlook. The company maintains a healthy balance between debt and equity, which is typical for stable businesses. The stock offers a moderate dividend yield (1.69%), which may appeal to income-focused investors. This stock tends to be less volatile than the overall market, often preferred by conservative investors.
Analyst recommendation stands at Sell (2.61), indicating current market sentiment. Institutional ownership is reported at 100.27%, reflecting confidence from large investors. Over the last 12 months, the stock has shown a performance of -43.44%, trading within a 52-week range of 250.50 - 499.87.
FDS - Factset Research Systems Inc
273.91
Analyst Consensus
Sell 2.61
FDS – Analyst Rating Summary
- Strong Buy: 0
- Buy: 2
- Hold: 15
- Sell: 9
- Strong Sell: 2
- Total Analysts: 28
| Index: | S&P 500 | P/E: | 17.61 | EPS (ttm): | 15.56 | Insider Own: | 0.25% | Shs Outstand: | 37.65M | Perf Week: | 4.31% |
| Market Cap: | 10.26B | Forward P/E: | 14.63 | EPS next Y: | 18.72 | Insider Trans: | -15.99% | Shs Float: | 37.35M | Perf Month: | -1.47% |
| Income(ttm): | 597.04M | PEG: | 2.90 | EPS next Q: | 4.34 | Inst Own: | 100.27% | Short Float: | 6.01% | Perf Quarter: | -26.20% |
| Revenue(ttm): | 2.32B | P/S: | 4.42 | EPS this Y: | 1.98% | Inst Trans: | 0.60% | Short Ratio: | 3.01 | Perf Half Y: | -42.13% |
| Book/sh: | 58.08 | P/B: | 4.72 | EPS next Y: | 8.12% | ROA: | 14.28% | Short Interest: | 2.25M | Perf Year: | -43.44% |
| Cash/sh: | 9.65 | P/C: | 28.37 | EPS next 5Y: | 6.08% | ROE: | 29.13% | 52W Range: | 250.50 - 499.87 | Perf YTD: | -42.97% |
| Dividend Est.: | 4.63 (1.69%) | P/FCF: | 16.62 | EPS past 3/5Y: | 14.93% 10.02% | ROIC: | 16.09% | 52W High: | 499.87 -45.20% | Beta: | 0.73 |
| Dividend TTM: | 4.28 (1.56%) | Quick Ratio: | 1.40 | Sales past 3/5Y: | 7.98% 9.22% | Gross Margin: | 52.72% | 52W Low: | 250.50 9.35% | Perf 5Y: | -13.51% |
| Dividend Ex-Date: | Nov 28, 2025 | Current Ratio: | 1.40 | EPS Y/Y TTM: | 11.56% | Oper. Margin: | 33.02% | RSI (14): | 45.94 | Volatility: | 3.33% 3.12% |
| Employees: | 12800 | Debt/Eq: | 0.71 | Sales Y/Y TTM: | 5.39% | Profit Margin: | 25.72% | Recom: | 3.17 | Target Price: | 339.12 |
| Option/Short: | Yes / Yes | LT Debt/Eq: | 0.70 | EPS Q/Q: | 73.26% | Payout: | 27.52% | Rel Volume: | 0.91 | Prev Close: | 277.94 |
| Sales Surprise: | 0.69% | EPS Surprise: | -1.89% | Sales Q/Q: | 6.17% | Earnings: | Sep 18 BMO | Avg Volume: | 744.91K | Price: | 273.91 |
| SMA20: | -0.30% | SMA50: | -6.48% | SMA200: | -30.89% | Undervalued: 23.81% | Volume: | 677,738 | Change: | -1.45% | |
Graham Classic formula value: 288.67
(P/E=8 * 1g) Min value: 196.73
(current P/E * 2g) Max value: 415.95
Average value: 300.45
About Factset Research Systems Inc
FactSet Research Systems Inc. (the Company or FactSet) is a global financial digital platform and enterprise solutions provider with open and flexible technologies that aims to supercharge financial intelligence. Since inception, global financial professionals have utilized the company's content and multi-asset class solutions across each stage of the investment process. FactSet's goal is to provide a seamless user experience spanning idea generation, research, portfolio construction, trade execution, performance measurement, risk management, reporting, and portfolio analysis, in which the company serves the front, middle, and back offices to drive productivity and improved performance. FactSet's flexible, open data and technology solutions can be implemented both across the investment portfolio lifecycle or as standalone components serving different workflows in the organization. FactSet is focused on growing the business throughout each of its three segments, the Americas, EMEA (formerly known as Europe), and Asia Pacific. FactSet revised its internal organization within each segment to offer data, products and analytical applications by firm type: Institutional Buyside, Dealmakers, Wealth, and Partnerships and CGS. The company believes organization by firm type better aligns with its clients, the long-term view of its business and commitment to investing for growth and efficiency. FactSet currently serves financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet provides both insights on global market trends and intelligence on companies and industries, as well as capabilities to monitor portfolio risk and performance and to execute trades. The company combines dedicated client service with open and flexible technology offerings, such as a configurable desktop and mobile platform, comprehensive data feeds, an open marketplace and digital portals and application programming interfaces (APIs). The company's revenue is primarily derived from subscriptions to products and services such as workstations, analytics, enterprise data, and research management. FactSet Research Systems was founded by Howard E. Wille and Charles J. Snyder in September 1978 and is headquartered in Norwalk, CT.
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