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FDS 
FactSet Research Systems Inc (FDS)
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Upturn Advisory Summary
12/01/2025: 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
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $335.94
1 Year Target Price $335.94
| 2 | Strong Buy |
| 0 | Buy |
| 12 | Hold |
| 3 | Sell |
| 4 | Strong 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 12/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.37B USD | Price to earnings Ratio 17.82 | 1Y Target Price 335.94 |
Price to earnings Ratio 17.82 | 1Y Target Price 335.94 | ||
Volume (30-day avg) 21 | Beta 0.75 | 52 Weeks Range 249.51 - 491.19 | Updated Date 12/1/2025 |
52 Weeks Range 249.51 - 491.19 | Updated Date 12/1/2025 | ||
Dividends yield (FY) 1.54% | Basic EPS (TTM) 15.55 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 25.72% | Operating Margin (TTM) 29.71% |
Management Effectiveness
Return on Assets (TTM) 11.19% | Return on Equity (TTM) 29.13% |
Valuation
Trailing PE 17.82 | Forward PE 15.92 | Enterprise Value 11578838654 | Price to Sales(TTM) 4.47 |
Enterprise Value 11578838654 | Price to Sales(TTM) 4.47 | ||
Enterprise Value to Revenue 4.99 | Enterprise Value to EBITDA 11.99 | Shares Outstanding 37419936 | Shares Floating 37335342 |
Shares Outstanding 37419936 | Shares Floating 37335342 | ||
Percent Insiders 0.41 | Percent Institutions 100.72 |
Upturn AI SWOT
FactSet Research Systems Inc
Company Overview
History and Background
FactSet Research Systems Inc. was founded in 1978. It started as a data aggregation and delivery service for the financial industry. Over time, it evolved into a comprehensive provider of financial data and analytics.
Core Business Areas
- Analytics & Trading: Provides analytics, trading, and risk management solutions used by portfolio managers, traders, and risk professionals.
- Content & Technology Solutions: Delivers content sets, technology solutions and support for front, middle, and back office solutions.
Leadership and Structure
FactSet is led by a CEO and has a structured management team overseeing various departments. The organizational structure includes sales, technology, content, and operations divisions.
Top Products and Market Share
Key Offerings
- FactSet Workstation: A comprehensive platform providing financial data, analytics, and news. It serves as a central hub for financial professionals. Competitors include Bloomberg Terminal, Refinitiv Eikon. While difficult to pinpoint exact market share, FactSet is estimated to hold a significant portion of the market, though Bloomberg leads.
- FactSet Analytics: Offers analytical tools for portfolio management, risk analysis, and performance measurement. Competitors include BlackRock Aladdin, MSCI Barra. Estimated market share is around 10%, though highly fragmented.
Market Dynamics
Industry Overview
The financial data and analytics industry is characterized by intense competition, increasing demand for data-driven insights, and technological advancements such as AI and cloud computing.
Positioning
FactSet is a well-established player in the financial data and analytics industry, known for its comprehensive data coverage and analytical capabilities. Its competitive advantage lies in its integrated platform and strong client relationships.
Total Addressable Market (TAM)
The global financial analytics market is estimated to reach over $50 billion. FactSet is positioned to capture a portion of this market through its diverse product offerings and established presence.
Upturn SWOT Analysis
Strengths
- Comprehensive Data Coverage
- Integrated Platform
- Strong Client Relationships
- Established Brand Reputation
- High Recurring Revenue
Weaknesses
- High Price Point
- Reliance on Financial Services Industry
- Complexity of Platform
- Potential for Disruption by Newer Technologies
Opportunities
- Expansion into New Markets
- Development of New Products
- Strategic Acquisitions
- Increased Demand for ESG Data
- Integration of AI Technologies
Threats
- Intense Competition
- Economic Downturn
- Technological Disruption
- Data Security Breaches
- Regulatory Changes
Competitors and Market Share
Key Competitors
- MORN
- MSCI
- SPGI
Competitive Landscape
FactSet's competitive advantage lies in its integrated platform, comprehensive data coverage, and strong client relationships. However, it faces competition from larger players such as Bloomberg and Refinitiv, as well as specialized providers.
Major Acquisitions
CUSIP Global Services
- Year: 2021
- Acquisition Price (USD millions): 1925
- Strategic Rationale: Expands FactSet's data offerings and strengthens its position in the financial data market.
Growth Trajectory and Initiatives
Historical Growth: FactSet has experienced consistent revenue and earnings growth over the past decade, driven by increased demand for financial data and analytics.
Future Projections: Analyst estimates project continued growth for FactSet, driven by expansion into new markets and development of new products. Expected growth varies depending on the analyst.
Recent Initiatives: Recent initiatives include strategic acquisitions to expand product offerings, investments in technology to improve platform performance, and expansion into new markets.
Summary
FactSet is a strong company with a well-established position in the financial data and analytics industry. Its comprehensive data coverage, integrated platform, and strong client relationships are key strengths. However, it faces intense competition and potential disruption from newer technologies and economic downturn. The CUSIP Global Services acquisition expands FactSet's data offerings and strengthens its position.
Similar Stocks
Sources and Disclaimers
Data Sources:
- FactSet Research Systems Inc. Annual Reports
- Analyst Reports
- Financial News Articles
- Company Website
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may not be precise.
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. Sanoke Viswanathan | ||
Sector Financial Services | Industry Financial Data & Stock Exchanges | Full time employees 12800 | Website https://www.factset.com |
Full time employees 12800 | 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. It offers data, products, and analytical applications; and workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk, and reporting workflows. The company also provides 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 portfolios; and solutions covering investment lifecycle of investment research, portfolio construction and analysis, trade execution, performance measurement, risk management, and reporting. In addition, it offers services through configurable desktop and mobile platform, data feeds, cloud-based digital solutions, and application programming interfaces. It operates in Europe, the Middle East, Africa, the Americas, the Asia Pacific, and internationally. The company serves investment professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, and private equity and venture capital professionals. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.
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