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Factset Research Systems Inc

FDS

375.340USD

+4.330+1.17%
Close 09/08, 16:00ETQuotes delayed by 15 min
14.21BMarket Cap
26.66P/E TTM

Factset Research Systems Inc

375.340

+4.330+1.17%

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Currency: USD Updated2025-09-08

Key Insights

The company's fundamentals are relatively very 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. The company is performing well in the stock market, with strong fundamentals and technicals supporting the current trend. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Industry Ranking
50 / 207
Overall Ranking
143 / 4730
Industry
Industrial & Commercial Services

Support & Resistance

No Data

Score Analysis

Current score
Previous score

Analyst Rating

Based on 21 analysts
Hold
Current Rating
431.757
Target Price
+16.37%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company 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 Growth
The company's revenue has grown steadily over the past 3 years, averaging 19.48% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 35.32.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 28.62%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 28.62%.
Undervalued
The company’s latest PE is 26.75, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 36.90M shares, decreasing 1.05% quarter-over-quarter.
Held by The Vanguard
Star Investor The Vanguard holds 4.81M shares of this stock.

Financial Health

Currency: USD Updated2025-09-08

The company's current financial score is 7.73, which is higher than the Industrial & Commercial Services industry's average of 7.17. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 585.52M, representing a year-over-year increase of 5.94%, while its net profit experienced a year-over-year increase of 6.07%.

Score

Industry at a Glance

Previous score
7.73
Change
0

Financials

8.01

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data

Quality of Earnings

7.71

Operational Efficiency

7.42

Growth Potential

6.95

Shareholder Returns

8.57

Company Valuation

Currency: USD Updated2025-09-08

The company’s current valuation score is 4.80, which is higher than the Industrial & Commercial Services industry's average of 2.63. Its current P/E ratio is 27.10, which is 29.50% below the recent high of 35.09 and -17.50% above the recent low of 31.84.

Score

Industry at a Glance

Previous score
4.80
Change
0.8

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 50/207
No Data

Earnings Forecast

Currency: USD Updated2025-09-08

The company’s current earnings forecast score is 5.62, which is lower than the Industrial & Commercial Services industry's average of 7.74. The average price target for Factset Research Systems Inc is 422.50, with a high of 500.00 and a low of 390.00.

Score

Industry at a Glance

Previous score
5.62
Change
0

Support & Resistance

No Data

Analyst Rating

Based on 21 analysts
Hold
Current Rating
431.757
Target Price
+16.37%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

17
Total
10
Median
11
Average
Company name
Ratings
Analysts
Factset Research Systems Inc
FDS
21
S&P Global Inc
SPGI
25
Moody's Corp
MCO
25
Equifax Inc
EFX
24
TransUnion
TRU
20
MSCI Inc
MSCI
19
1
2
3
4

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 Updated2025-09-08

The company’s current price momentum score is 6.88, which is lower than the Industrial & Commercial Services industry's average of 7.82. Sideways: Currently, the stock price is trading between the resistance level at 404.33 and the support level at 360.93, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
6.75
Change
0.21

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(1)
Neutral(5)
Buy(1)
Indicators
Value
Direction
MACD(12,26,9)
2.785
Neutral
RSI(14)
41.745
Neutral
STOCH(KDJ)(9,3,3)
43.511
Neutral
ATR(14)
8.066
High Vlolatility
CCI(14)
-27.498
Neutral
Williams %R
48.974
Neutral
TRIX(12,20)
-0.315
Sell
StochRSI(14)
100.000
Buy
Moving Average
Sell(4)
Neutral(0)
Buy(2)
Indicators
Value
Direction
MA5
371.102
Buy
MA10
374.747
Buy
MA20
375.401
Sell
MA50
404.676
Sell
MA100
422.355
Sell
MA200
441.940
Sell

Institutional Confidence

Currency: USD Updated2025-09-08

The company’s current institutional recognition score is 10.00, which is higher than the Industrial & Commercial Services industry's average of 7.85. The latest institutional shareholding proportion is 97.59%, representing a quarter-over-quarter increase of 1.54%. 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
0

Institutional Shareholding

No Data

Shareholder Activity

Name
Shares Held
Chg %
The Vanguard Group, Inc.
Star Investors
4.78M
+2.97%
Baron Capital Management, Inc.
Star Investors
2.25M
-4.57%
BlackRock Institutional Trust Company, N.A.
2.34M
+0.68%
State Street Global Advisors (US)
1.92M
-1.27%
Loomis, Sayles & Company, L.P.
1.48M
-1.21%
Morgan Stanley Investment Management Ltd. (UK)
1.02M
+8.51%
Wells Fargo Advisors
1.38M
-2.00%
Ninety One UK Limited
1.19M
-1.56%
Geode Capital Management, L.L.C.
1.14M
+3.52%
Kayne Anderson Rudnick Investment Management, LLC
1.08M
-13.15%
1
2

Risk Assessment

Currency: USD Updated2025-09-08

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Industrial & Commercial Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 5.61, which is higher than the Industrial & Commercial Services industry's average of 4.24. The company's beta value is 0.84. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.

Score

Industry at a Glance

Previous score
5.60
Change
0
Beta vs S&P 500 index
0.83
VaR
+2.40%
240-Day Maximum Drawdown
+25.59%
240-Day Volatility
+24.85%
Return
Best Daily Return
60 days
+3.62%
120 days
+7.01%
5 years
+8.01%
Worst Daily Return
60 days
-2.87%
120 days
-4.83%
5 years
-8.29%
Sharpe Ratio
60 days
-2.50
120 days
-1.15
5 years
+0.30
Risk Assessment
Maximum Drawdown
240 days
+25.59%
3 years
+25.59%
5 years
+28.67%
Return-to-Drawdown Ratio
240 days
-0.76
3 years
-0.10
5 years
+0.12
Skewness
240 days
+0.30
3 years
-0.36
5 years
-0.22
Volatility
Realised Volatility
240 days
+24.85%
5 years
+24.67%
Standardised True Range
240 days
+2.47%
5 years
+2.35%
Downside Risk-Adjusted Return
120 days
-173.51%
240 days
-173.51%
Maximum Daily Upside Volatility
60 days
+14.83%
Maximum Daily Downside Volatility
60 days
+15.38%
Liquidity
Average Turnover Rate
60 days
+1.01%
120 days
+0.95%
5 years
--
Turnover Deviation
20 days
+50.36%
60 days
+33.85%
120 days
+25.37%

Peer Comparison

Currency: USD Updated2025-09-08
Factset Research Systems Inc
Factset Research Systems Inc
FDS
6.85 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Brady Corp
Brady Corp
BRC
7.97 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
AECOM
AECOM
ACM
7.96 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
McGrath RentCorp
McGrath RentCorp
MGRC
7.87 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Construction Partners Inc
Construction Partners Inc
ROAD
7.84 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Brinks Co
Brinks Co
BCO
7.75 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more

The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.

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