Factset Research Systems Inc
Exchange: NYSESector: Financial ServicesIndustry: Financial Data & Stock Exchanges
FactSet (NYSE: FDS | NASDAQ: FDS ) supercharges financial intelligence, offering enterprise data and information solutions that power our clients to maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, offices in 19 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 9,000 global clients and over 239,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success.
Did you know?
FDS's revenue grew at a 8.3% CAGR over the last 6 years.
Current Price
$228.08
-6.03%GoodMoat Value
$307.28
34.7% undervaluedProfile
Valuation (TTM)
Market Cap$8.46B
P/E14.40
EV$9.08B
P/B3.87
Shares Out37.10M
P/Sales3.52
Revenue$2.40B
EV/EBITDA9.95
Factset Research Systems Inc (FDS) Stock Analysis
Market Cap$8.46B
Current Price$228.08
P/E Ratio14.40
Forward P/E—
PEG Ratio-2.61
EPS$15.55
Book Value$58.93
P/B Ratio3.87
FDS Financial Charts
FCF vs CAPEX
FCFCAPEX
Forward estimates use 9.0% FCF growth (CAGR)
Cash vs Debt
Net Debt: 1.2B
Revenue
1.4B
FY19
1.5B
FY20
1.6B
FY21
1.8B
FY22
2.1B
FY23
2.2B
FY24
2.3B
FY25
Net Income
353M
FY19
373M
FY20
400M
FY21
397M
FY22
468M
FY23
537M
FY24
597M
FY25
FDS 52-Week Range
$189.10
$466.57
50-Day MA: $213.57200-Day MA: $288.20
Did you know?
FDS's revenue grew at a 8.3% CAGR over the last 6 years.
Factset Research Systems Inc (FDS) Financial Summary
Factset Research Systems Inc (FDS) is a Financial Services company in the Financial Data & Stock Exchanges industry, listed on NYSE. The stock currently trades at $228.08 with a market capitalization of $8.46B.
Key valuation metrics include a P/E ratio of 14.40, price-to-book ratio of 3.87, and EPS of $15.55. The company reports a profit margin of 24.5% and return on equity of 26.9%.
FDS Key Financial Metrics
| Metric | Value |
|---|---|
| Market Cap | $8.46B |
| P/E Ratio | 14.40 |
| EPS | $15.55 |
| P/B Ratio | 3.87 |
| P/S Ratio | 3.52 |
| EV/EBITDA | 9.95 |
| Dividend Yield | 1.89% |
| Profit Margin | 24.5% |
| Return on Equity | 26.9% |
| Debt/Equity | 0.71 |
FDS Revenue & Earnings History
| Year | Revenue | Net Income |
|---|---|---|
| FY19 | $1.44B | $352.79M |
| FY20 | $1.49B | $372.94M |
| FY21 | $1.59B | $399.59M |
| FY22 | $1.84B | $396.92M |
| FY23 | $2.09B | $468.17M |
| FY24 | $2.20B | $537.13M |
| FY25 | $2.32B | $597.04M |
Factset Research Systems Inc (FDS) Valuation
Based on GoodMoat's DCF model, Factset Research Systems Inc has a fair value estimate of $307.28. At the current price of $228.08, the stock appears 25.8% undervalued relative to our intrinsic value estimate.
FDS Quality Indicators
Factset Research Systems Inc maintains a profit margin of 24.5% and an operating margin of 32.2%. Return on equity stands at 26.9%. The current ratio is 1.40. Debt-to-equity ratio is 0.71.
About Factset Research Systems Inc
FactSet (NYSE: FDS | NASDAQ: FDS ) supercharges financial intelligence, offering enterprise data and information solutions that power our clients to maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, offices in 19 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 9,000 global clients and over 239,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success.
FDS Free Cash Flow
Factset Research Systems Inc generated $617.45M in trailing twelve-month free cash flow, representing an FCF yield of 7.30%. This strong FCF yield suggests the company generates substantial cash relative to its market value.
FDS Shares Outstanding
Factset Research Systems Inc has 0.04 billion shares outstanding at a share price of $228.08, giving it a market capitalization of $8.46B.
FDS Recent Insider Trades
Recent insider transactions at Factset Research Systems Inc include:
| Insider | Type | Shares | Value |
|---|---|---|---|
| Frank Malcolm | SELL | 1,045 | $308295.90 |
| SIEGEL LAURIE | SELL | 1,984 | $587502.08 |