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Factset Research Systems Inc

FDS

285.300USD

-1.520-0.53%

Close 10/24, 16:00（ET）Quotes delayed by 15 min

10.74BMarket Cap

17.99P/E TTM



Factset Research Systems Inc

285.300

-1.520-0.53%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Company

Financials

Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of Factset Research Systems Inc

Currency: USD Updated: 2025-10-24

Key Insights

The company's fundamentals are relatively healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Hold. Despite an average stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Factset Research Systems Inc's Score

Industry at a Glance

Industry Ranking

82 / 163

Overall Ranking

202 / 4683

Industry

Professional & Commercial Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 21 analysts

Hold

Current Rating

342.333

Target Price

+19.35%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Factset Research Systems Inc Highlights

StrengthsRisks

FactSet Research Systems Inc. is a global financial digital platform and enterprise solutions provider. The Company's solutions deliver financial data, analytics, and open technology to global clients, including individual users. Its segments include the Americas, EMEA and Asia Pacific. It provides financial data and market intelligence on securities, companies, industries and people to enable its clients to research investment ideas and analyze, monitor and manage their portfolios. It supports various workflows, including investment research, quantitative research, portfolio management and trading, portfolio analytics, wealth management, ESG investing solutions, industry analysis and data solutions. It provides open and flexible technology offerings, including a configurable desktop and mobile platform, and comprehensive data feeds. Its technology also includes LogoIntern, a workflow tool to streamline the task of adding, organizing, and formatting logos into pitch decks.

High Profit Growth

The company's net income leads the industry, with the latest annual income totaling USD 2.32B.

High Dividend

The company is a high dividend payer, with the latest dividend payout ratio of 27.16%.

Stable Dividend

The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 27.16%.

Undervalued

The company’s latest PE is 18.12, at a low 3-year percentile range.

Institutional Selling

The latest institutional holdings are 36.31M shares, decreasing 1.11% quarter-over-quarter.

Held by Ron Baron

Star Investor Ron Baron holds 2.23M shares of this stock.

Financial Health

Currency: USD Updated: 2025-10-24

The company's current financial score is 7.30, which is lower than the Professional & Commercial Services industry's average of 7.35. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 596.90M, representing a year-over-year increase of 6.17%, while its net profit experienced a year-over-year increase of 71.65%.

Score

Industry at a Glance

Previous score

7.30

Change



Financials

7.28

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

7.39

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

7.30

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

7.31

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

7.25

Key Metrics

Free cash flow

No Data

Factset Research Systems Inc's Company Valuation

Currency: USD Updated: 2025-10-24

The company’s current valuation score is 4.97, which is lower than the Professional & Commercial Services industry's average of 7.04. Its current P/E ratio is 18.12, which is 132.33% below the recent high of 42.10 and 2.56% above the recent low of 17.66.

Score

Industry at a Glance

Previous score

4.97

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 82/163

No Data

Earnings Forecast

Currency: USD Updated: 2025-10-24

The company’s current earnings forecast score is 5.52, which is lower than the Professional & Commercial Services industry's average of 7.69. The average price target for Factset Research Systems Inc is 319.00, with a high of 430.00 and a low of 282.00.

Score

Industry at a Glance

Previous score

5.52

Change

Support & Resistance

No Data

Analyst Rating

Based on 21 analysts

Hold

Current Rating

342.333

Target Price

+19.35%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

Total

Median

Average

Company name

Ratings

Analysts

Factset Research Systems Inc

FDS

Moody's Corp

MCO

S&P Global Inc

SPGI

Equifax Inc

EFX

TransUnion

TRU

MSCI Inc

MSCI

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-10-24

The company’s current price momentum score is 7.15, which is lower than the Professional & Commercial Services industry's average of 7.24. Sideways: Currently, the stock price is trading between the resistance level at 297.23 and the support level at 272.93, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

7.24

Change

-0.09

Support & Resistance

No Data

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(3)

Neutral(4)

Buy(0)

Indicators

Value

Direction

MACD(12,26,9)

7.568

Neutral

RSI(14)

38.537

Neutral

STOCH(KDJ)(9,3,3)

55.424

Sell

ATR(14)

7.667

High Vlolatility

CCI(14)

25.199

Neutral

Williams %R

50.109

Neutral

TRIX(12,20)

-0.463

Sell

StochRSI(14)

0.000

Sell

Moving Average

Sell(5)

Neutral(0)

Buy(1)

Indicators

Value

Direction

MA5

289.316

Sell

MA10

286.695

Sell

MA20

284.733

Buy

MA50

324.600

Sell

MA100

373.166

Sell

MA200

410.817

Sell

Institutional Confidence

Currency: USD Updated: 2025-10-24

The company’s current institutional recognition score is 10.00, which is higher than the Professional & Commercial Services industry's average of 6.75. The latest institutional shareholding proportion is 96.03%, representing a quarter-over-quarter decrease of 1.60%. The largest institutional shareholder is The Vanguard, holding a total of 4.81M shares, representing 12.72% of shares outstanding, with 4.21% increase in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

The Vanguard Group, Inc.

Star Investors

4.81M

+0.61%

Baron Capital Management, Inc.

Star Investors

2.23M

-0.72%

BlackRock Institutional Trust Company, N.A.

2.22M

-5.17%

State Street Investment Management (US)

1.94M

+0.81%

Loomis, Sayles & Company, L.P.

1.51M

+1.61%

Morgan Stanley Investment Management Ltd. (UK)

1.45M

+41.81%

Wells Fargo Advisors

1.36M

-1.10%

Ninety One UK Limited

1.19M

+0.06%

Geode Capital Management, L.L.C.

1.16M

+2.38%

Kayne Anderson Rudnick Investment Management, LLC

1.07M

-0.66%

Risk Assessment

Currency: USD Updated: 2025-10-24

The company’s current risk assessment score is 7.13, which is higher than the Professional & Commercial Services industry's average of 5.67. The company's beta value is 0.77. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.