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Upturn AI SWOT - About
FDS 
FactSet Research Systems Inc (FDS)
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Upturn Advisory Summary
06/30/2025: FDS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
21 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Year Target Price $440.28
Year Target Price $440.28
| 2 | Strong Buy |
| 0 | Buy |
| 12 | Hold |
| 0 | Under performing |
| 7 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit -27.28% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 16.75B USD | Price to earnings Ratio 31.85 | 1Y Target Price 440.28 |
Price to earnings Ratio 31.85 | 1Y Target Price 440.28 | ||
Volume (30-day avg) 21 | Beta 0.85 | 52 Weeks Range 390.76 - 496.49 | Updated Date 06/29/2025 |
52 Weeks Range 390.76 - 496.49 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 1.00% | Basic EPS (TTM) 13.86 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-06-23 | When Before Market | Estimate 4.3 | Actual 4.27 |
Profitability
Profit Margin 23.3% | Operating Margin (TTM) 33.16% |
Management Effectiveness
Return on Assets (TTM) 10.5% | Return on Equity (TTM) 26.35% |
Valuation
Trailing PE 31.85 | Forward PE 23.92 | Enterprise Value 18007428371 | Price to Sales(TTM) 7.32 |
Enterprise Value 18007428371 | Price to Sales(TTM) 7.32 | ||
Enterprise Value to Revenue 7.87 | Enterprise Value to EBITDA 20.28 | Shares Outstanding 37947100 | Shares Floating 37792900 |
Shares Outstanding 37947100 | Shares Floating 37792900 | ||
Percent Insiders 0.25 | Percent Institutions 95.42 |
Analyst Ratings
Rating 5 | Target Price 440.28 | Buy - | Strong Buy 2 |
Buy - | Strong Buy 2 | ||
Hold 12 | Sell 3 | Strong Sell 4 | |
Strong Sell 4 |
Upturn AI SWOT
FactSet Research Systems Inc
Company Overview
History and Background
FactSet Research Systems Inc. was founded in 1978. Initially, it provided bond data. Over time, it expanded its services to include equities, company financials, and analytics. It has grown through organic development and acquisitions to become a leading provider of integrated financial information and analytical applications.
Core Business Areas
- Content and Technology Solutions (CTS): Provides comprehensive financial data, analytics, and workflow solutions to investment professionals, including investment managers, investment banks, and wealth managers.
- Analytics and Trading Solutions (ATS): Offers analytical tools, order execution services, and risk management solutions that support the investment process from idea generation to portfolio construction and trading.
Leadership and Structure
The CEO of FactSet is Linda S. Huber. The company operates with a traditional hierarchical structure, with various departments reporting to executive leadership. FactSet's board of directors provides oversight and strategic guidance.
Top Products and Market Share
Key Offerings
- FactSet Workstation: A comprehensive platform that integrates financial data, analytics, and news. It is the core product offering, used by investment professionals for research, analysis, and portfolio management. Market share is estimated around 25% in the financial data and analytics space. Competitors include Bloomberg, Refinitiv (LSEG), and S&P Capital IQ. Significant revenue generator.
- Portfolio Analytics: Provides tools for portfolio construction, optimization, risk management, and performance measurement. Competitors include MSCI Barra, and Bloomberg PORT. Revenue is smaller compared to FactSet Workstation. Offers both cloud and on-premise solutions.
- Fixed Income Analytics: Specialized tools designed for analysing and managing fixed income investments and assessing their risk. Competitors are Intercontinental Exchange (ICE) and Bloomberg.
Market Dynamics
Industry Overview
The financial data and analytics industry is characterized by high barriers to entry due to the need for extensive data, sophisticated technology, and established client relationships. Demand is driven by regulatory requirements, increasing complexity of financial markets, and the need for advanced analytics.
Positioning
FactSet is positioned as a leading provider of integrated financial data and analytical solutions. Its competitive advantages include a strong brand reputation, comprehensive data coverage, and a loyal client base. FactSet has a stronger focus on sell-side research while Bloomberg focuses on trading.
Total Addressable Market (TAM)
The global financial data and analytics market is estimated at over $30 billion. FactSet is well-positioned to capture a significant portion of this market, given its comprehensive product offerings and established presence. They are constantly innovating and have the opportunity to expand in the fast-growing fintech area.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Comprehensive data coverage
- Loyal client base
- Integrated platform
- Strong cash flow generation
Weaknesses
- High price point relative to some competitors
- Dependence on financial services industry
- Slower innovation compared to some smaller fintech companies
Opportunities
- Expanding into new geographic markets
- Developing new products and services
- Acquiring complementary businesses
- Leveraging AI and machine learning for advanced analytics
Threats
- Intense competition from larger players like Bloomberg and Refinitiv
- Disruptive technologies and new entrants
- Economic downturn impacting financial services industry
- Data security and privacy concerns
Competitors and Market Share
Key Competitors
- LSEG
- MKTX
- SPGI
- MSCI
Competitive Landscape
FactSet faces intense competition from larger and smaller players. FactSet's advantage lies in its integrated platform, strong brand reputation, and loyal client base. Disadvantages include its higher price point and slower innovation compared to some smaller fintech companies.
Major Acquisitions
CUSIP Global Services
- Year: 2022
- Acquisition Price (USD millions): 1925
- Strategic Rationale: Acquired from S&P Global, expanding data and analytics capabilities. Complements FactSet's existing offerings.
Growth Trajectory and Initiatives
Historical Growth: FactSet has experienced steady growth over the past decade, driven by increasing demand for financial data and analytics. Growth is sustainable.
Future Projections: Analyst estimates project continued growth for FactSet, driven by expansion into new markets and the development of new products and services. Financial data may be accessed from their investor relations site or Yahoo Finance.
Recent Initiatives: Recent initiatives include investments in AI and machine learning, expansion into new geographic markets, and acquisitions of complementary businesses.
Summary
FactSet is a strong company with a solid financial foundation and a well-established presence in the financial data and analytics industry. Its integrated platform and loyal client base are key strengths. However, it faces competition from larger players and needs to continue to innovate to stay ahead of disruptive technologies and expanding fintech companies. Acquisition and expansion in foreign markets will also support future revenue growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- FactSet Investor Relations
- Yahoo Finance
- Company Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share figures are estimates based on available data and may not be precise. Financial data and analysis are based on publicly available information and should be independently verified.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About FactSet Research Systems Inc
Exchange NYSE | Headquaters Norwalk, CT, United States | ||
IPO Launch date 1996-07-03 | CEO & Director Mr. Frederick Philip Snow C.F.A. | ||
Sector Financial Services | Industry Financial Data & Stock Exchanges | Full time employees 12579 | Website https://www.factset.com |
Full time employees 12579 | Website https://www.factset.com | ||
FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community worldwide. The company provides workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk, and reporting workflows. It offers subscription-based financial data and market intelligence on securities, companies, industries, and people that enable clients to research investment ideas, as well as analyze, monitor, and manage their portfolios. The company provides its services through its configurable desktop and mobile platform, data feeds, cloud-based digital solutions, and application programming interfaces. It serves investment professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, and private equity and venture capital professionals. The company was founded in 1978 and is headquartered in Norwalk, Connecticut.
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