FactSet Research Systems Inc.

FDS Financial Services Financial - Data & Stock Exchanges NYSE

Back to Search

$225.87

+$0.95 (+0.42%)

Open: $222.75 | High: $227.00 | Low: $219.73 | Prev Close: $224.92

Market Cap: $8.45B

Volume: 663K | Avg: 925K

Last updated: March 09, 2026 at 02:02 AM
Featured In

This stock appears in the following dashboards:

Options Activity
Featured
Options Screener
Featured
Options Activity for FDS
Options Screener Data
Type Strike Expiration Premium Premium Yield Call Vol Put Vol P/C Ratio Rating
N/A $N/A N/A $N/A N/A% N/A N/A N/A N/A/10
View Full Options Screener
Puts/Calls Activity
Type Strike Expiration Premium Volume ROI % Breakeven Delta
N/A $N/A N/A $N/A N/A N/A% $N/A N/A
View Full Options Activity
Investment Rating
B+

Neutral

Overall Score: 60/100

Rating Breakdown:
DCF Score 4/5
80%
Buy
ROE Score 5/5
100%
Strong Buy
ROA Score 5/5
100%
Strong Buy
D/E Score 2/5
40%
Sell
P/E Score 2/5
40%
Sell
P/B Score 1/5
20%
Strong Sell
Add to Watchlist Add to Portfolio
Stock Score Analysis
C

Stock Score: 592

Comprehensive Quality Assessment

Component Breakdown:
Efficiency 45
Financial Health 100
Growth 60
Market Sentiment 10
Risk 40
Lower is better
Valuation 37
Momentum 0
View Full Stock Score Dashboard
Valuation Metrics
Valuation Ratios
P/E Ratio 14.37
P/B Ratio 3.90
P/S Ratio 3.58
EPS $15.72
Beta 0.75
Shares Outstanding 37.42M
Price Range & Moving Averages
52-Week High $474.79
52-Week Low $185.00
SMA 50 $249.56
SMA 200 $327.48
Dividend Information
Dividend Yield 1.95%
Annual Dividend $4.40
Earnings
Next Earnings March 31, 2026 12:30 PM ET
Financial Ratios
Margins
Gross Margin 52.3%
Operating Margin 31.7%
Net Margin 25.4%
Returns
ROE 28.0%
ROA 14.2%
Liquidity & Leverage
Debt/Equity 0.72
Current Ratio 1.54
Quick Ratio 1.54
Balance Sheet
Total Assets $4.30B
Total Liabilities $2.12B
Total Equity $2.19B
Cash $337.65M
Total Debt $1.56B
Net Debt $1.22B
Income Statement
Revenue $2.32B
Gross Profit $1.22B
Operating Income $748.30M
Net Income $597.04M
EBITDA $965.96M
Revenue/Share $63.11
Cash Flow
Operating CF $726.26M
CapEx $108.81M
Free Cash Flow $617.45M
Book Value/Share $57.95
Tangible Book/Share $-27.04
Equity/Share $57.95
Technical Indicators
RSI (14) 64.79 Neutral
MACD
-6.18 Signal: -12.22
Volatility 60.88%
Trading Signal Bullish
Performance & Returns
Total Returns
1 Year -51.98%
Risk-Adjusted Returns
Sharpe Ratio -2.47 Poor
Volatility (Ann.) 36.61% Moderate
vs S&P 500 (SPY)
FDS (1Y) -51.98%
S&P 500 (1Y) +13.03%
Alpha (Excess Return) -65.02%
Risk-free rate: 4.5% (3-month US Treasury) • Based on 199 trading days
Sector Comparison (Financial Services)
Compared to 157 peers in Financial Services
Metric FDS Sector Avg Percentile
P/E Ratio 14.37 47.89 22%
P/B Ratio 3.9 4.18 74%
ROE (%) 28.00% 19.58% 85%
Net Margin (%) 25.40% 18.64% 83%
Stock Score 592 428.0 90%
1Y Return (%) -51.98 % +8.37 % 1%
Percentile: 0% = worst in sector, 100% = best in sector
📊 Historical Price Analysis (Last 200 Days)

Loading chart...

Technical Analysis
Ticker Close SMA 5 SMA 8 SMA 13 SMA 50 SMA 200 RSI (14) MACD Volatility (%) Volume Signal SMA Decision
FDS $225.87 $222.27 $217.55 $209.60 $249.15 $327.37 64.79 -6.18 60.88% 211436 Strong Long Bullish Stack
Candlestick Patterns

There wasn't any recognizable pattern for the FDS stock

News Sentiment
📊 Ticker 📰 Headline 💭 Sentiment 📡 Source 🔗 URL
FDS Bamco Expands FactSet Stake to $838 Million as Financial Data Platform Drives Recurring Revenue Neutral fool.com Read More
FDS Why FactSet Research (FDS) is a Top Dividend Stock for Your Portfolio Neutral zacks.com Read More
FDS FDS vs. VRSK: Which Stock Should Value Investors Buy Now? Neutral zacks.com Read More
FDS Reasons Why You Should Retain FactSet Stock in Your Portfolio Neutral zacks.com Read More
FDS FactSet Announces Appointments of Chief AI Officer and Chief Technology Officer to Accelerate Enterprise AI and Platform Strategy Positive globenewswire.com Read More
Recent Insider Trading

No recent insider trading data available for FDS

Company Information

FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth. It serves portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and other financial services entities. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.

CEO Sanoke Viswanathan
Employees 12598
Country US
IPO Date 1996-06-28
Exchange NYSE
Website https://www.factset.com
Sector Financial Services
Industry Financial - Data & Stock Exchanges
Similar Stocks (Financial Services - Financial - Data & Stock Exchanges)
SPGI

S&P Global Inc.

Price: $452.36
Change: +0.28%
Market Cap: $1369B
P/E: 30.86
Score: C (592)
View Details
CME

CME Group Inc.

Price: $317.10
Change: +0.09%
Market Cap: $1140B
P/E: 28.41
Score: C (627)
View Details
ICE

Intercontinental Exchange, Inc.

Price: $166.19
Change: +1.34%
Market Cap: $9475B
P/E: 28.41
Score: D (567)
View Details
MCO

Moody's Corporation

Price: $471.97
Change: +0.41%
Market Cap: $8368B
P/E: 34.38
Score: D (574)
View Details
Rating Metrics Explained
DCF Score (Discounted Cash Flow)

Measures the intrinsic value of the stock based on projected future cash flows. A higher score indicates the stock is undervalued relative to its DCF valuation.

ROE Score (Return on Equity)

Evaluates how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better profitability and management effectiveness.

ROA Score (Return on Assets)

Measures how efficiently a company uses its assets to generate profit. A higher ROA means better asset utilization and operational efficiency.

D/E Score (Debt-to-Equity)

Assesses the company's financial leverage and risk. Lower debt-to-equity ratios indicate less financial risk and better balance sheet health.

P/E Score (Price-to-Earnings)

Compares stock price to earnings per share. A lower P/E ratio may indicate the stock is undervalued, while a higher ratio could suggest overvaluation or growth expectations.

P/B Score (Price-to-Book)

Compares market price to book value per share. Lower P/B ratios may indicate undervaluation relative to the company's net asset value.

Rating Recommendations:

Each metric is scored on a scale of 1-5, where the scores are determined by comparing the company's performance against industry benchmarks and historical data:

  • Strong Buy (5/5): Excellent score - strong positive indicator
    • The metric significantly outperforms industry averages (top 20% of companies)
    • Indicates exceptional financial health or attractive valuation in that category
  • Buy (4/5): Good score - positive indicator
    • Above-average performance (top 40% of companies)
    • Shows strong fundamentals with room for improvement
  • Neutral (3/5): Average score - neutral indicator
    • Performance in line with industry median (middle 20%)
    • Neither significantly positive nor negative signal
  • Sell (2/5): Below average - negative indicator
    • Below-average performance (bottom 40% of companies)
    • Suggests weakness in this particular metric
  • Strong Sell (1/5): Poor score - strong negative indicator
    • Significantly underperforms industry (bottom 20%)
    • Indicates potential risk or overvaluation in that category
Note: The overall rating combines all six component scores to provide a comprehensive investment assessment. No single metric should be used in isolation for investment decisions.