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Company Analysis

FactSet Research Systems Inc. FDS

A comprehensive view of key metrics, scores, and financial health for FactSet Research Systems Inc.

Overview of FactSet Research Systems Inc.

FDS NYQ
Financial Services Financial Data & Stock Exchanges Mid Cap
FactSet Research Systems Inc. (FDS), is a Mid Cap company, in the Financial Data & Stock Exchanges industry, last closed at $205.65, about 71.0% overvalued vs fair value, -53.2% 1Y return, ranked 419/1004 in sector.
$205.65
1.01%
As of March 13, 2026
Previous close • Vol 90d: 45.3%
52-Week Range
Market Cap
$7.70B
Enterprise Value
$8.98B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.factset.com
HQ Norwalk, CT
Employees 12,886
Fiscal year Aug 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$33
$60
$112
Current: $205.65 -71% vs base

Engine Room Money Flow™

Mid Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$6.5M
-54.8%%
Interest Expense
$56.3M
Net Interest Income
$-49.8M
3%%
Total Revenue
$2.3B
5.4%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
27.3%
Excellent

Net Income / Equity - key bank profitability metric

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$460.4M
77.1% of Net Income

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
0
Active Leaks
0/0
Improving
0
High Impact
0
Critical
Moat Analysis Bank Specialized

Competitive Advantage Assessment

Evaluating FactSet Research Systems Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
71
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Deposit Franchise

Strong
83
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing FDS's balance between Growth (26.7%), Profitability (39.2%), and Safety (34.1%). Growth 27% Safety 34% Profitability 39%

Click axes to expand details. Marker shows current allocation.

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Growth

41th percentile vs peers
42
Key Signals
EPS Growth YoY 11.8% 57p Revenue CAGR 3Y 8.0% 42p EPS CAGR 3Y 14.9% 60p Rev Growth YoY 5.4% 28p TSR -53.5% 21p
Strengths
  • Superior capital returns - 3 return metrics above peer median
  • Consistently strong margins across 3 metrics
  • Strong liquidity position vs peers
Risks

No significant risks identified for this axis.

Profitability

61th percentile vs peers
61
Key Signals
Strengths
Risks
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Safety

53th percentile vs peers
53
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for FactSet Research Systems Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$59.66
- - -
-71.0% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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