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FactSet Research Systems Inc (FDS)

Upturn stock ratingUpturn stock rating
$447.28
Last Close (24-hour delay)
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PASS
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  • SELL Advisory (Loss)​
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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

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

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

Analyst’s Price TargetsFor last 52 week
$440.28Target price
Low$390.76
Current$447.28
high$496.49

Analysis of Past Performance

Type Stock
Historic Profit -27.28%
Avg. Invested days 33
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn 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

ai summary icon Upturn AI SWOT

FactSet Research Systems Inc

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 12579

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.