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FactSet Research Systems Inc (FDS)

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Upturn Advisory Summary
12/15/2025: FDS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $333.19
1 Year Target Price $333.19
| 2 | Strong Buy |
| 0 | Buy |
| 12 | Hold |
| 3 | Sell |
| 4 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -27.16% | Avg. Invested days 30 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.04B USD | Price to earnings Ratio 18.79 | 1Y Target Price 333.19 |
Price to earnings Ratio 18.79 | 1Y Target Price 333.19 | ||
Volume (30-day avg) 21 | Beta 0.74 | 52 Weeks Range 249.51 - 491.19 | Updated Date 12/15/2025 |
52 Weeks Range 249.51 - 491.19 | Updated Date 12/15/2025 | ||
Dividends yield (FY) 1.46% | Basic EPS (TTM) 15.54 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-12-18 | When Before Market | Estimate 4.36 | 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 18.79 | Forward PE 16.86 | Enterprise Value 12131156910 | Price to Sales(TTM) 4.76 |
Enterprise Value 12131156910 | Price to Sales(TTM) 4.76 | ||
Enterprise Value to Revenue 5.23 | Enterprise Value to EBITDA 12.58 | Shares Outstanding 37419936 | Shares Floating 37333095 |
Shares Outstanding 37419936 | Shares Floating 37333095 | ||
Percent Insiders 0.41 | Percent Institutions 100.8 |
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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