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Upturn AI SWOT - About
FDS 
FactSet Research Systems Inc (FDS)
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Upturn Advisory Summary
10/31/2025: 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 $337.81
1 Year Target Price $337.81
| 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 10/31/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.98B USD | Price to earnings Ratio 17.16 | 1Y Target Price 337.81 |
Price to earnings Ratio 17.16 | 1Y Target Price 337.81 | ||
Volume (30-day avg) 21 | Beta 0.79 | 52 Weeks Range 265.11 - 495.04 | Updated Date 11/1/2025 |
52 Weeks Range 265.11 - 495.04 | Updated Date 11/1/2025 | ||
Dividends yield (FY) 1.59% | 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 17.16 | Forward PE 15.95 | Enterprise Value 11860386455 | Price to Sales(TTM) 4.3 |
Enterprise Value 11860386455 | Price to Sales(TTM) 4.3 | ||
Enterprise Value to Revenue 5.11 | Enterprise Value to EBITDA 12.28 | Shares Outstanding 37419936 | Shares Floating 37330473 |
Shares Outstanding 37419936 | Shares Floating 37330473 | ||
Percent Insiders 0.39 | Percent Institutions 96.95 |
Upturn AI SWOT
FactSet Research Systems Inc
Company Overview
History and Background
FactSet Research Systems Inc. was founded in 1978 by Howard Finkelstein and Charles Snyder. Initially providing data on fixed income securities, it expanded into a comprehensive financial data and analytics provider. Notable milestones include its IPO in 1996 and continued acquisitions to broaden its product offerings.
Core Business Areas
- Analytics & Trading: Provides analytics, trading, and risk management solutions for financial professionals.
- Research & Advisory: Offers research tools and data feeds for investment research and analysis.
- Content Solutions: Delivers curated content and data sets to power financial applications and workflows.
Leadership and Structure
The CEO is Linda Huber. The company has a typical hierarchical structure with departments for product development, sales, marketing, and finance. Board members includes directors from financial and technology industries.
Top Products and Market Share
Key Offerings
- FactSet Workstation: Flagship platform providing real-time market data, analytics, and news. Market share is approximately 25% in the financial data and analytics market. Competitors include Bloomberg Terminal and Refinitiv Eikon. High revenue generation through subscription models.
- FactSet Portfolio Analytics: Tools for portfolio construction, risk management, and performance measurement. Competitors include BlackRock Aladdin and MSCI Barra. Strong adoption among asset managers.
- FactSet DataFeeds: Delivery of financial data through APIs and other channels for integration into client applications. Competitors include Bloomberg Data License and Refinitiv Data Feed.
Market Dynamics
Industry Overview
The financial data and analytics industry is driven by increasing regulatory complexity, demand for sophisticated investment tools, and the need for real-time data. It's a competitive landscape with both established players and emerging fintech companies.
Positioning
FactSet is a leading player known for its focus on quality data and strong customer service. It differentiates itself through its integrated platform and customizability.
Total Addressable Market (TAM)
The total addressable market (TAM) is estimated to be $30 billion. FactSet holds a significant portion of this market with room to grow through technological development and global expansion.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- High customer retention rate
- Comprehensive data coverage
- Integrated platform
- Robust customer support
Weaknesses
- Higher price point compared to some competitors
- Complexity of the platform for new users
- Reliance on the financial services industry
- Potential for disruption from fintech companies
- Slower innovation rate
Opportunities
- Expansion into new geographic markets
- Development of new data analytics tools
- Partnerships with fintech companies
- Increased demand for ESG data and analytics
- Growth in the asset management industry
Threats
- Intense competition from Bloomberg, Refinitiv, and other providers
- Economic downturn impacting the financial services industry
- Cybersecurity risks and data breaches
- Changes in regulations affecting data usage
- Disruptive technologies
Competitors and Market Share
Key Competitors
- Bloomberg (n/a)
- Thomson Reuters (TRI)
- S&P Global (SPGI)
Competitive Landscape
FactSet competes with larger players like Bloomberg and Thomson Reuters, but differentiates itself through its customer service and flexible platform.
Major Acquisitions
Truvalue Labs
- Year: 2020
- Acquisition Price (USD millions): 93
- Strategic Rationale: Enhanced FactSet's ESG data and analytics capabilities.
Growth Trajectory and Initiatives
Historical Growth: FactSet has demonstrated consistent revenue and earnings growth over the past decade, driven by increasing demand for its data and analytics solutions.
Future Projections: Analysts project continued revenue growth in the mid-single digits over the next few years. Earnings growth is expected to be driven by revenue growth and margin expansion.
Recent Initiatives: Recent initiatives include expanding its ESG data offerings, investing in new technologies, and focusing on customer retention.
Summary
FactSet is a financially stable company with a strong position in the financial data and analytics market. Its focus on customer service and comprehensive data coverage has led to high customer retention. FactSet needs to stay ahead of the curve on innovation and maintain its competitive pricing to succeed in the long run.
Similar Stocks
Sources and Disclaimers
Data Sources:
- FactSet Investor Relations
- Company Filings (10K, 10Q)
- Market Research Reports
- Analyst Estimates
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. Market conditions can change, and past performance is not indicative of future results.
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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