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FDS 
FactSet Research Systems Inc (FDS)
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Upturn Advisory Summary
02/20/2026: 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 $310.53
1 Year Target Price $310.53
| 2 | Strong Buy |
| 0 | Buy |
| 12 | Hold |
| 3 | Sell |
| 4 | Strong Sell |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.30B USD | Price to earnings Ratio 12.41 | 1Y Target Price 310.53 |
Price to earnings Ratio 12.41 | 1Y Target Price 310.53 | ||
Volume (30-day avg) 21 | Beta 0.73 | 52 Weeks Range 185.00 - 470.41 | Updated Date 02/20/2026 |
52 Weeks Range 185.00 - 470.41 | Updated Date 02/20/2026 | ||
Dividends yield (FY) 2.18% | Basic EPS (TTM) 15.72 |
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 25.4% | Operating Margin (TTM) 32.63% |
Management Effectiveness
Return on Assets (TTM) 11.42% | Return on Equity (TTM) 28.83% |
Valuation
Trailing PE 12.41 | Forward PE 11.82 | Enterprise Value 8902009509 | Price to Sales(TTM) 3.09 |
Enterprise Value 8902009509 | Price to Sales(TTM) 3.09 | ||
Enterprise Value to Revenue 3.77 | Enterprise Value to EBITDA 9.05 | Shares Outstanding 37099259 | Shares Floating 36953830 |
Shares Outstanding 37099259 | Shares Floating 36953830 | ||
Percent Insiders 0.45 | Percent Institutions 100.26 |
Upturn AI SWOT
FactSet Research Systems Inc
Company Overview
History and Background
FactSet Research Systems Inc. was founded in 1978 by Charles D. Jones. The company initially focused on providing real-time financial data and analytics to investment professionals. Over the years, FactSet has evolved from a data provider to a comprehensive financial data and software solutions provider, expanding its offerings through organic growth and strategic acquisitions to serve a broader range of financial industry clients.
Core Business Areas
- Financial Data and Analytics Platform: FactSet provides a robust platform offering a vast array of real-time and historical financial data, including company financials, market data, economic indicators, and research. This data is integrated with analytical tools for portfolio management, risk analysis, wealth management, and investment banking.
- Workflow Solutions: FactSet develops and delivers software solutions designed to streamline the workflows of financial professionals. These solutions help with tasks such as idea generation, research, trading, reporting, and client relationship management.
- Analytics and Insights: The company offers advanced analytics and AI-powered insights to help clients uncover trends, identify investment opportunities, and make more informed decisions.
Leadership and Structure
FactSet is led by a management team with extensive experience in the financial technology and data industries. The company operates with a global presence, serving clients across North America, Europe, and Asia. Its organizational structure is designed to foster innovation and customer focus across its various product lines and service offerings.
Top Products and Market Share
Key Offerings
- FactSet Workstation: A comprehensive desktop platform that integrates real-time data, analytics, research, and collaboration tools for investment professionals. It is a flagship product offering. Competitors include Bloomberg Terminal, Refinitiv Eikon, and S&P Capital IQ.
- FactSet APIs: Application Programming Interfaces that allow clients to integrate FactSet's extensive data and analytics directly into their proprietary systems and workflows. This is a growing area of business. Competitors include Bloomberg APIs, Refinitiv APIs, and various data providers.
- FactSet Analytics: A suite of advanced analytical tools for portfolio management, risk analysis, and performance attribution. Competitors include BlackRock Aladdin, MSCI Analytics, and various specialized risk management software providers.
- FactSet Research & Intelligence: Services that provide access to research reports, company filings, and expert insights. Competitors include Refinitiv, S&P Capital IQ, and specialized research platforms.
Market Dynamics
Industry Overview
The financial data and analytics industry is characterized by high demand for real-time, accurate, and comprehensive information. It is a mature but constantly evolving market driven by technological advancements, regulatory changes, and the increasing complexity of financial markets. Key trends include the rise of AI and machine learning, the demand for integrated solutions, and the growing importance of ESG data.
Positioning
FactSet is a leading provider of financial data and software solutions, known for its robust platform, extensive data coverage, and strong focus on client workflows. Its competitive advantages lie in its integrated platform, deep analytical capabilities, and a loyal customer base within the institutional investment community. The company's commitment to innovation and client service helps it maintain a strong position.
Total Addressable Market (TAM)
The TAM for the financial data and analytics market is substantial, estimated to be in the tens of billions of dollars globally and growing. FactSet is well-positioned to capture a significant portion of this market, particularly within the institutional asset management, wealth management, and investment banking segments, which represent its core customer base.
Upturn SWOT Analysis
Strengths
- Strong brand reputation and long-standing client relationships.
- Comprehensive and integrated data and analytics platform.
- Diversified revenue streams across different financial segments.
- Significant investment in technology and R&D, including AI and cloud capabilities.
- Global reach and presence.
Weaknesses
- High cost of services can be a barrier for smaller firms.
- Reliance on key personnel and intellectual property.
- Potential for disruption from new technologies or nimble competitors.
- Integration challenges with acquired companies.
Opportunities
- Expansion into emerging markets.
- Growth in ESG (Environmental, Social, and Governance) data and analytics.
- Increased adoption of AI and machine learning for advanced insights.
- Partnerships and strategic alliances.
- Further penetration into wealth management and private markets.
Threats
- Intense competition from established players and new entrants.
- Data security breaches and privacy concerns.
- Economic downturns impacting client spending.
- Changes in regulatory landscape.
- Technological obsolescence if innovation falters.
Competitors and Market Share
Key Competitors
- Bloomberg L.P. (Private)
- Refinitiv (owned by London Stock Exchange Group - LSEG.L)
- S&P Global Inc. (SPGI)
- Moody's Corporation (MCO)
- IHS Markit (now part of S&P Global)
Competitive Landscape
FactSet competes in a highly competitive landscape with both large, diversified players and specialized providers. Its key advantage lies in its comprehensive, integrated platform and deep understanding of institutional client workflows. While Bloomberg is a dominant player, FactSet differentiates itself through its focus on analytics, open architecture, and a more customizable approach. S&P Global and Moody's are strong in data and research, while Refinitiv offers a broad suite of financial market data and trading solutions.
Major Acquisitions
Mercer Investments' Outsourced CIO business
- Year: 2023
- Acquisition Price (USD millions):
- Strategic Rationale: To enhance FactSet's wealth management solutions and expand its offering for institutional clients seeking outsourced investment management services.
CUSIP Global Services (CGS)
- Year: 2021
- Acquisition Price (USD millions): 100
- Strategic Rationale: To expand FactSet's role in the ownership and management of critical securities identification data.
IDG Capital's FinTech unit
- Year: 2021
- Acquisition Price (USD millions):
- Strategic Rationale: To strengthen FactSet's capabilities in digital assets and blockchain analytics.
Growth Trajectory and Initiatives
Historical Growth: FactSet has experienced consistent historical growth, driven by the increasing demand for financial data and analytics, strategic acquisitions, and the expansion of its product and service offerings. The company has successfully adapted to technological shifts and evolving client needs.
Future Projections: Analyst projections generally indicate continued revenue and earnings growth for FactSet, supported by its strong market position, recurring revenue model, and ongoing investments in technology and new product development. Key growth drivers are expected to be the expansion of its cloud-based offerings, AI integration, and penetration into new market segments.
Recent Initiatives: Recent initiatives include the acceleration of its cloud transformation, enhanced integration of AI and machine learning capabilities into its platform, and the development of new solutions for areas like ESG investing and private markets. The company also continues to pursue strategic acquisitions to broaden its capabilities and market reach.
Summary
FactSet Research Systems Inc. is a strong player in the financial data and analytics market, leveraging its integrated platform and extensive data to serve institutional clients. The company benefits from a recurring revenue model, consistent growth, and a focus on innovation. While facing intense competition, FactSet's commitment to technology, client service, and strategic acquisitions positions it well for continued success. Key areas to watch include its adaptation to AI, expansion into new asset classes, and its ability to maintain its competitive edge against larger rivals.
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Sources and Disclaimers
Data Sources:
- FactSet Research Systems Inc. Investor Relations
- Company Annual Reports (10-K)
- Financial News Outlets (e.g., Wall Street Journal, Bloomberg News)
- Industry Research Reports
Disclaimers:
This JSON output is based on publicly available information and analyst estimates as of the last knowledge update. It is intended for informational purposes only and does not constitute financial advice. Market share data is estimated and may vary. Investors should conduct their own due diligence before making any investment decisions.
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 12886 | Website https://www.factset.com |
Full time employees 12886 | 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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