FDS Stock Overview
Operates as a financial digital platform and enterprise solutions provider for the investment community worldwide. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 2/6 |
| Past Performance | 5/6 |
| Financial Health | 4/6 |
| Dividends | 4/6 |
My Notes
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FactSet Research Systems Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$480.28 |
| 52 Week High | US$499.87 |
| 52 Week Low | US$391.84 |
| Beta | 0.76 |
| 1 Month Change | -1.08% |
| 3 Month Change | 5.09% |
| 1 Year Change | 4.83% |
| 3 Year Change | 6.86% |
| 5 Year Change | 78.68% |
| Change since IPO | 10,706.29% |
Recent News & Updates
Here's What Analysts Are Forecasting For FactSet Research Systems Inc. (NYSE:FDS) After Its First-Quarter Results
Dec 23
FactSet Research Systems: I'm Confident About Low-Teens EPS Growth (Rating Upgrade)
Dec 20FactSet: Challenge Of Slowing Growth Amid A Stock Price Rise
Dec 11Recent updates
Here's What Analysts Are Forecasting For FactSet Research Systems Inc. (NYSE:FDS) After Its First-Quarter Results
Dec 23FactSet Research Systems: I'm Confident About Low-Teens EPS Growth (Rating Upgrade)
Dec 20FactSet: Challenge Of Slowing Growth Amid A Stock Price Rise
Dec 11Is Now The Time To Put FactSet Research Systems (NYSE:FDS) On Your Watchlist?
Oct 11FactSet Research Systems: A Resilient Business For The Long Term
Oct 01FactSet Research Systems: Growth Runway Is Clear Ahead
Sep 21FactSet: Consider Investing In This Soon-To-Be Dividend Aristocrat
Aug 26FactSet Research Systems Inc.'s (NYSE:FDS) P/E Is On The Mark
Aug 09FactSet Research Systems: Rating Upgrade As Demand Environment Should Get Better Soon
Jul 23FactSet Research Systems Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Jun 25FactSet: Competitive Pressures And AI Challenges Ahead
Jun 17Is Now The Time To Put FactSet Research Systems (NYSE:FDS) On Your Watchlist?
Jun 10FactSet Research Systems: Layoffs Affecting Licensing Revenue
Apr 03FactSet Research Systems Inc.'s (NYSE:FDS) Share Price Matching Investor Opinion
Mar 29FactSet Research Systems: ASV Growth Will Likely Be Weak In FY 2024, Initiate With 'Buy'
Mar 22FactSet Research Systems: No, We Are Not Past The Worst Yet
Jan 18Factset: A High-Quality Compounder
Dec 17FactSet Research Systems: Business Is Nowhere Near The Trough Yet
Oct 04FactSet Research Systems: A Prudent Dividend Choice
Sep 27FactSet Research: One Of The Best Dividend Growth Stocks That You've Never Heard Of
Jul 18Shareholder Returns
| FDS | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | -2.3% | -2.1% | -2.6% |
| 1Y | 4.8% | 32.7% | 23.1% |
Return vs Industry: FDS underperformed the US Capital Markets industry which returned 32.7% over the past year.
Return vs Market: FDS underperformed the US Market which returned 23.1% over the past year.
Price Volatility
| FDS volatility | |
|---|---|
| FDS Average Weekly Movement | 2.5% |
| Capital Markets Industry Average Movement | 4.1% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in US Market | 17.8% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: FDS has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: FDS's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1978 | 12,575 | Phil Snow | 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.
FactSet Research Systems Inc. Fundamentals Summary
| FDS fundamental statistics | |
|---|---|
| Market cap | US$18.25b |
| Earnings (TTM) | US$538.59m |
| Revenue (TTM) | US$2.23b |
33.9x
P/E Ratio8.2x
P/S RatioIs FDS overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| FDS income statement (TTM) | |
|---|---|
| Revenue | US$2.23b |
| Cost of Revenue | US$1.02b |
| Gross Profit | US$1.21b |
| Other Expenses | US$671.81m |
| Earnings | US$538.59m |
Last Reported Earnings
Nov 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 14.18 |
| Gross Margin | 54.29% |
| Net Profit Margin | 24.16% |
| Debt/Equity Ratio | 68.2% |
How did FDS perform over the long term?
See historical performance and comparisonDividends
0.9%
Current Dividend Yield29%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/01/02 01:45 |
| End of Day Share Price | 2024/12/31 00:00 |
| Earnings | 2024/11/30 |
| Annual Earnings | 2024/08/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
FactSet Research Systems Inc. is covered by 42 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| null null | Argus Research Company |
| Ishan Majumdar | Baptista Research |
| Manav Patnaik | Barclays |