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Upturn AI SWOT - About
FDS 
FactSet Research Systems Inc (FDS)
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Upturn Advisory Summary
08/28/2025: 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 $436.12
1 Year Target Price $436.12
| 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 08/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 14.11B USD | Price to earnings Ratio 26.92 | 1Y Target Price 436.12 |
Price to earnings Ratio 26.92 | 1Y Target Price 436.12 | ||
Volume (30-day avg) 21 | Beta 0.82 | 52 Weeks Range 364.68 - 495.04 | Updated Date 08/29/2025 |
52 Weeks Range 364.68 - 495.04 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 1.13% | Basic EPS (TTM) 13.87 |
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 23.3% | Operating Margin (TTM) 33.16% |
Management Effectiveness
Return on Assets (TTM) 10.5% | Return on Equity (TTM) 26.35% |
Valuation
Trailing PE 26.92 | Forward PE 20.28 | Enterprise Value 15463110465 | Price to Sales(TTM) 6.17 |
Enterprise Value 15463110465 | Price to Sales(TTM) 6.17 | ||
Enterprise Value to Revenue 6.76 | Enterprise Value to EBITDA 17.42 | Shares Outstanding 37806800 | Shares Floating 37683524 |
Shares Outstanding 37806800 | Shares Floating 37683524 | ||
Percent Insiders 0.25 | Percent Institutions 95.81 |
Upturn AI SWOT
FactSet Research Systems Inc
Company Overview
History and Background
FactSet Research Systems Inc. was founded in 1978 by Howard Wille and Charles Snyder. Initially providing data on fixed income securities, it expanded into equities and other financial data services. It has grown through acquisitions and organic development to become a leading provider of integrated financial information and analytical applications.
Core Business Areas
- Analytics and Trading Solutions: Provides advanced analytics, portfolio construction tools, and trading applications for investment professionals.
- Content and Technology Solutions: Offers a comprehensive suite of data feeds, technology solutions, and content management tools for financial institutions.
- Wealth Management Solutions: Delivers integrated solutions designed to help financial advisors improve client outcomes and drive practice efficiency.
Leadership and Structure
FactSet is led by a CEO (currently Linda Huber). The company has a board of directors and is structured into various functional departments, including sales, marketing, technology, and content operations.
Top Products and Market Share
Key Offerings
- FactSet Workstation: A comprehensive platform providing access to real-time market data, news, analytics, and research. Market share estimates are challenging to find precisely, but FactSet is considered a top player in the financial data and analytics space. Competitors include Bloomberg, Refinitiv (now part of LSEG), and S&P Capital IQ. Revenue generated from this product represents a substantial portion of FactSet's overall revenue.
- FactSet DataFeeds: Delivers standardized financial data feeds for use in internal systems and applications. Market share is significant but difficult to pinpoint exactly. Competitors include Bloomberg, Refinitiv (now part of LSEG), and S&P Capital IQ. Revenue data specific to DataFeeds is not publicly broken out but contributes significantly to FactSet's content and technology solutions segment.
Market Dynamics
Industry Overview
The financial data and analytics industry is characterized by high competition, technological innovation, and increasing demand for integrated solutions. Key drivers include regulatory changes, globalization of financial markets, and the growing importance of data-driven decision-making.
Positioning
FactSet is positioned as a leading provider of high-quality financial data, analytics, and workflow solutions. Its competitive advantages include its comprehensive data coverage, sophisticated analytical tools, and strong customer relationships.
Total Addressable Market (TAM)
The TAM for financial data and analytics is estimated to be in the tens of billions of dollars annually. FactSet's position reflects a significant percentage of this TAM, driven by the growing demand for data and analytics.
Upturn SWOT Analysis
Strengths
- Comprehensive data coverage
- Sophisticated analytical tools
- Strong client relationships
- High customer retention rates
- Experienced management team
Weaknesses
- Relatively high pricing compared to some competitors
- Potential for slower innovation compared to smaller, more agile firms
- Exposure to economic downturns in the financial sector
Opportunities
- Expansion into new geographic markets
- Development of new products and services
- Acquisition of complementary businesses
- Increased demand for cloud-based solutions
- Growth in alternative data usage
Threats
- Intense competition from larger players
- Technological disruptions
- Economic downturns
- Data security breaches
- Regulatory changes
Competitors and Market Share
Key Competitors
- LSEG.L
- MKTX
- SPGI
Competitive Landscape
FactSet's advantages include its high-quality data, analytical tools, and customer service. Its disadvantages may include its higher price point and potential for slower innovation compared to smaller competitors. The company must continue to innovate and adapt to changing market conditions to maintain its competitive position.
Major Acquisitions
CUSIP Global Services (CGS)
- Year: 2022
- Acquisition Price (USD millions): 1925
- Strategic Rationale: Expanded FactSet's data offerings and market position in the financial services industry by integrating CUSIP Global Services' comprehensive securities identification data.
Growth Trajectory and Initiatives
Historical Growth: Historical data needs to be updated
Future Projections: Future data needs to be updated
Recent Initiatives: Recent initiatives include investments in new technologies, expansion into new markets, and strategic acquisitions to broaden its product offerings and expand its customer base.
Summary
FactSet is a strong player in the financial data and analytics market, known for its high-quality data and strong client relationships. Its comprehensive platform and sophisticated analytical tools are working well, driving revenue and customer retention. However, FactSet should monitor the competitive landscape and adapt to technological disruptions to maintain its market position. Successfully integrating acquisitions is key to continued growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- FactSet Research Systems Inc. Investor Relations
- Company SEC Filings
- Third-party market research reports
- Analyst estimates
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Market share estimates are approximate and may vary based on different sources and methodologies.
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. Frederick Philip Snow C.F.A. | ||
Sector Financial Services | Industry Financial Data & Stock Exchanges | Full time employees 12579 | Website https://www.factset.com |
Full time employees 12579 | 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 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.
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