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Upturn AI Summary - About
FactSet Research Systems Inc(FDS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for FDS
10/19/2026: FDS (2-star) has a low Upturn Star Rating. Not recommended to BUY.
FactSet Research Systems Inc is a prominent provider of financial data and analytical applications used by investment professionals worldwide. The company operates on a predictable subscription-based model, which has historically driven stable revenue and strong operating margins. Its primary investment opportunity lies in the continued digitization of the finance industry and the integration of AI into its suite of analytical tools. However, the company faces stiff competition from major incumbents like Bloomberg and S&P Global, as well as risks associated with cyclical financial market spending. FactSet is generally well-suited for investors seeking long-term growth and stable dividend income, provided they monitor the competitive landscape and technological shifts.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Consistent revenue growth and high retention rates make it an attractive compounder. |
| Momentum investor | Mixed fit | Stock performance is typically steady rather than explosive, depending on broader market trends. |
| Value investor | Mixed fit | The stock often trades at a premium valuation, which may not satisfy deep-value criteria. |
| Dividend investor | Strong fit | The company has a consistent track record of dividend growth and sustainable payout ratios. |
| Low-risk investor | Strong fit | The recurring revenue model and strong market position provide a degree of fundamental stability. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock is susceptible to fluctuations in the broader financial sector sentiment. |
| Valuation risk | Medium / high | High multiples often reflect high growth expectations, leaving little room for earnings misses. |
| Competition risk (data incumbents) | Medium / high | Aggressive competition from larger firms like S&P Global could squeeze margins. |
| Business quality | Strong | High switching costs and deep integration into client workflows provide a durable moat. |
| Dividend income | Low | Yield is typically modest compared to high-dividend utility or real estate stocks. |
| Execution risk | Medium | Successful integration of large acquisitions remains critical to long-term value creation. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit -48.11% | Avg. Invested days 25 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/19/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.73B USD | Price to earnings Ratio 20.7 | 1Y Target Price 280 |
Price to earnings Ratio 20.7 | 1Y Target Price 280 | ||
Volume (30-day avg) 831.7K shares | Beta 0.77 | 52 Weeks Range 182.47 - 320.48 | Updated Date 10/18/2026 |
52 Weeks Range 182.47 - 320.48 | Updated Date 10/18/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 14.57 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Subscription Services | FactSet Workstation, Data Feeds, and Digital Portals. | The company earns most of its money from ongoing software subscriptions, which are very predictable. |
| Geography | North America, EMEA, and Asia-Pacific markets. | Most revenue is generated in the US, but the company has a significant and growing international presence. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-09-30 | When Before Market | Estimate 4.32 | Actual 4.52 |
Profitability
Profit Margin 21.54% | Operating Margin (TTM) 24.68% |
Management Effectiveness
Return on Assets (TTM) 10.36% | Return on Equity (TTM) 25.48% |
Valuation
Trailing PE 20.7 | Forward PE 13.95 | Enterprise Value 11.20B | Price to Sales(TTM) 4.33 |
Enterprise Value 11.20B | Price to Sales(TTM) 4.33 | ||
Enterprise Value to Revenue 4.59 | Enterprise Value to EBITDA 11.7 | Shares Outstanding 35.57M | Shares Floating 35.27M |
Shares Outstanding 35.57M | Shares Floating 35.27M | ||
Percent Insiders 0.37 | Percent Institutions 115.57 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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