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FDS 
FactSet Research Systems Inc (FDS)
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Upturn Advisory Summary
12/23/2025: FDS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $320.69
1 Year Target Price $320.69
| 2 | Strong Buy |
| 0 | Buy |
| 12 | Hold |
| 3 | Sell |
| 4 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -27.45% | Avg. Invested days 31 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/23/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.00B USD | Price to earnings Ratio 18.52 | 1Y Target Price 320.69 |
Price to earnings Ratio 18.52 | 1Y Target Price 320.69 | ||
Volume (30-day avg) 21 | Beta 0.74 | 52 Weeks Range 249.51 - 487.33 | Updated Date 12/23/2025 |
52 Weeks Range 249.51 - 487.33 | Updated Date 12/23/2025 | ||
Dividends yield (FY) 1.49% | Basic EPS (TTM) 15.71 |
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 3.85 | Actual 4.06 |
Profitability
Profit Margin 25.4% | Operating Margin (TTM) 31.61% |
Management Effectiveness
Return on Assets (TTM) 11.32% | Return on Equity (TTM) 28.83% |
Valuation
Trailing PE 18.52 | Forward PE 16.69 | Enterprise Value 12154309179 | Price to Sales(TTM) 4.66 |
Enterprise Value 12154309179 | Price to Sales(TTM) 4.66 | ||
Enterprise Value to Revenue 5.15 | Enterprise Value to EBITDA 12.35 | Shares Outstanding 37419936 | Shares Floating 37285924 |
Shares Outstanding 37419936 | Shares Floating 37285924 | ||
Percent Insiders 0.41 | Percent Institutions 100.75 |
Upturn AI SWOT
FactSet Research Systems Inc
Company Overview
History and Background
FactSet Research Systems Inc. was founded in 1978 by three former Wall Street analysts. It began as a provider of financial data and analytical tools for investment professionals. Over the decades, FactSet has evolved from a desktop-based service to a comprehensive cloud-based platform, expanding its offerings to include data, analytics, and workflow solutions for buy-side and sell-side institutions globally.
Core Business Areas
- Buy-Side Solutions: Provides investment data, analytics, and software for portfolio managers, research analysts, and other investment professionals at hedge funds, mutual funds, and pension funds to support investment decisions and portfolio management.
- Sell-Side Solutions: Offers data and analytical tools to investment banks and brokerage firms to support their research, trading, and client advisory services.
- Wealth Solutions: Delivers data, analytics, and enterprise software solutions to wealth management firms to help advisors better serve their clients.
- Investment Banking Solutions: Provides data and analytical tools tailored for investment bankers to support M&A, capital markets, and other advisory services.
Leadership and Structure
FactSet is led by a Chief Executive Officer and a Board of Directors. The company is organized into various divisions focused on product development, sales, client services, and global operations. Key leadership positions include CEO, CFO, and heads of various business segments and geographic regions.
Top Products and Market Share
Key Offerings
- FactSet Workstation: A comprehensive desktop and cloud-based platform offering real-time and historical financial data, advanced analytics, research tools, and portfolio management capabilities. Competitors include Bloomberg Terminal, Refinitiv Eikon (now part of LSEG).
- FactSet APIs: Provides a suite of Application Programming Interfaces (APIs) that allow clients to integrate FactSet's vast datasets and analytics into their own proprietary systems and workflows. Competitors include Bloomberg API, Refinitiv APIs.
- FactSet Analytics: A broad range of analytical tools including portfolio analysis, risk management, quantitative analysis, and market intelligence. Competitors include Bloomberg Analytics, Refinitiv Analytics.
- FactSet Datafeeds: Offers raw and processed financial data for equities, fixed income, mutual funds, ETFs, and other asset classes, delivered via data feeds. Competitors include Refinitiv, S&P Capital IQ.
Market Dynamics
Industry Overview
The financial data and analytics industry is characterized by high demand for sophisticated tools and comprehensive datasets to support investment decisions. Key trends include the increasing use of AI and machine learning, the need for integrated workflows, and the growing importance of cloud-based solutions. Competition is intense, with a few dominant players and numerous specialized providers.
Positioning
FactSet is a leading provider of financial data and analytical applications for the investment management industry. Its competitive advantages include a strong reputation for data quality and breadth, a robust platform that supports complex workflows, and a highly engaged client base. The company differentiates itself through its focus on client service and its ability to deliver integrated solutions across the investment lifecycle.
Total Addressable Market (TAM)
The TAM for financial data and analytics is estimated to be in the tens of billions of dollars and is projected to grow steadily. FactSet is well-positioned to capture a significant portion of this market due to its established presence, comprehensive product suite, and ability to cater to the evolving needs of investment professionals.
Upturn SWOT Analysis
Strengths
- Strong brand reputation and established client relationships.
- Comprehensive and high-quality financial data offerings.
- Robust and integrated analytical platform.
- Significant recurring revenue model.
- Focus on client service and support.
Weaknesses
- High cost of its services can be a barrier for smaller firms.
- Reliance on a few large institutional clients.
- Potential for disruption from emerging technologies or new market entrants.
Opportunities
- Expansion into emerging markets and asset classes.
- Leveraging AI and machine learning to enhance analytics and product offerings.
- Growth in the wealth management sector.
- Strategic acquisitions to expand capabilities or market reach.
- Further development of cloud-native solutions.
Threats
- Intense competition from established players and new entrants.
- Rapid technological advancements requiring continuous investment.
- Economic downturns affecting institutional investment budgets.
- Data privacy and cybersecurity concerns.
- Changes in regulatory landscapes.
Competitors and Market Share
Key Competitors
- Bloomberg L.P.
- London Stock Exchange Group (LSEG) - Refinitiv
- S&P Global Market Intelligence
Competitive Landscape
FactSet competes in a market dominated by a few large players but also characterized by specialized niche providers. FactSet's key advantages lie in its integrated platform, strong client relationships, and focus on providing end-to-end solutions for investment professionals. Its disadvantages can include pricing and the formidable scale of competitors like Bloomberg.
Major Acquisitions
Ides
- Year: 2017
- Acquisition Price (USD millions): 72.6
- Strategic Rationale: To enhance FactSet's coverage of private company data and expand its research capabilities.
Code Red
- Year: 2021
- Acquisition Price (USD millions): 16.7
- Strategic Rationale: To strengthen FactSet's offerings in AI and machine learning for content analysis and extraction.
Mercer International's Private Markets Data Business
- Year: 2022
- Acquisition Price (USD millions):
- Strategic Rationale: To expand FactSet's capabilities and data offerings within the private markets sector.
Growth Trajectory and Initiatives
Historical Growth: FactSet has experienced sustained historical growth, primarily driven by its expanding client base, increasing adoption of its platform, and the consistent growth of its Annual Contract Value (ACV). Acquisitions have also contributed to its growth over the years.
Future Projections: Analyst estimates generally project continued revenue growth for FactSet, supported by the ongoing demand for financial data and analytics, and the company's strategic initiatives. Growth is expected to be driven by both organic expansion and potential acquisitions.
Recent Initiatives: Recent initiatives include expanding its cloud-native capabilities, enhancing its AI and machine learning offerings, further integrating its solutions for wealth management, and exploring strategic partnerships and acquisitions to broaden its data and analytics ecosystem.
Summary
FactSet Research Systems Inc. is a strong player in the financial data and analytics market, boasting a robust platform, high-quality data, and loyal institutional clients. Its subscription-based model ensures recurring revenue and consistent growth. Key challenges include intense competition and the need for continuous technological innovation. FactSet's focus on AI and its expansion into wealth and private markets present significant growth opportunities.
Similar Stocks
Sources and Disclaimers
Data Sources:
- FactSet Research Systems Inc. Investor Relations
- Company Annual Reports (10-K)
- Financial news and analysis websites (e.g., Seeking Alpha, Yahoo Finance, Bloomberg News)
Disclaimers:
This JSON output is for informational purposes only and does not constitute financial advice. Data accuracy and completeness are subject to the availability and reliability of public information. Market share data is an estimation based on industry analysis and may not be precise. 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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