FDS Share Price | FactSet Research Systems, Inc. Stock Analysis & Recommendation

Q: How big is FactSet Research Systems, Inc.?

Market Cap: As of Jun 18, FactSet Research Systems, Inc. has a market capitalization of 17,603.79 million, categorizing it as a Mid Cap company.Recent Quarterly Performance: For the latest four quarters, FactSet reported net sales of 2,254.23 million and a net profit of 542.51 million.Balance Sheet Snapshot: As of Aug 24, the company reported shareholder's funds of 1,912.46 million and total assets of 4,055.04 million.

Q: What does FactSet Research Systems, Inc. do?

Overview: FactSet Research Systems, Inc. provides integrated financial information and big data analytical applications for the global investment community, operating within the Commercial Services & Supplies industry and classified as a mid-cap company.Financial Snapshot: Most recent Net Sales: 571 Million (Quarterly Results - Feb 2025) Most recent Net Profit: 145 Million (Quarterly Results - Feb 2025) Market-cap: USD 17,603.79 Million (Mid Cap)Key Metrics: P/E: 32.00 Dividend Yield: 90.38% Debt Equity: 0.59 Return on Equity: 26.95% Price to Book: 8.56Contact Details: Address: 45 GLOVER AVENUE, NORWALK CT: 06850 Tel: ['1 203 8101000', '1 857 2657523'] Fax: 1 302 6555049 Website: https://www.factset.com/

Q: Is FactSet Research Systems, Inc. overvalued or undervalued?

As of 19 December 2024, FactSet Research Systems, Inc. has moved from an attractive to a fair valuation grade. The company appears to be overvalued based on its current metrics, with a P/E ratio of 32, a Price to Book Value of 8.73, and an EV to EBITDA of 21.45. In comparison, Akamai Technologies, Inc. has a lower P/E of 22.51 and an EV to EBITDA of 11.29, indicating that FactSet may be priced higher relative to its peers in the Commercial Services & Supplies industry.The stock has underperformed significantly against the S&P 500, with a year-to-date return of -37.28% compared to the index's 12.22%. This stark contrast reinforces the notion that FactSet is currently overvalued in the market.

Q: Is FactSet Research Systems, Inc. technically bullish or bearish?

As of 21 July 2025, the technical trend for FactSet Research Systems, Inc. has changed from mildly bearish to bearish. The current technical stance is bearish with a strong indication from multiple indicators. The MACD is bearish on both weekly and monthly time frames, and Bollinger Bands also reflect a bearish sentiment in both periods. Daily moving averages confirm a bearish trend. The KST is bearish across both weekly and monthly time frames, while Dow Theory indicates a mildly bearish stance on the weekly and monthly charts. FactSet's performance has significantly lagged behind the S&P 500, with a year-to-date return of -37.28% compared to the S&P 500's 12.22%, and a one-year return of -32.58% versus the S&P 500's 17.14%. Overall, the technical indicators strongly support a bearish outlook.

Price Point

High/Low

1Day

52 Week

Valuation

Technical

Day's Volume

CASH

1.27 M

Shareholding (Nov 2025)

FII

24.77%

Held by 329 FIIs

DII

33.57%

Held by 49 DIIs

Promoter

0.02%

How big is FactSet Research Systems, Inc.?

22-Jun-2025

As of Jun 18, FactSet Research Systems, Inc. has a market capitalization of $17.6 billion, with recent net sales of $2.25 billion and a net profit of $542.51 million. As of Aug 24, the company reported shareholder's funds of $1.91 billion and total assets of $4.06 billion.

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What does FactSet Research Systems, Inc. do?

22-Jun-2025

FactSet Research Systems, Inc. provides integrated financial information and analytical applications for the investment community, with recent net sales of $571 million and a market cap of approximately $17.6 billion. Key metrics include a P/E ratio of 32.00 and a return on equity of 26.95%.

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Who are in the management team of FactSet Research Systems, Inc.?

22-Jun-2025

As of March 2022, the management team of FactSet Research Systems, Inc. includes Robin Abrams (Non-Executive Independent Chairman), F. Philip Snow (CEO), James McGonigle (Lead Independent Director), and independent directors Siew Kai Choy, Malcolm Frank, and Sheila Jordan. They are responsible for the company's strategic direction and governance.

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Is FactSet Research Systems, Inc. overvalued or undervalued?

20-Sep-2025

As of December 19, 2024, FactSet Research Systems, Inc. is considered overvalued with a fair valuation grade, reflected by its high P/E ratio of 32 and significant underperformance of -37.28% year-to-date compared to the S&P 500's 12.22% return.

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Is FactSet Research Systems, Inc. technically bullish or bearish?

20-Sep-2025

As of July 21, 2025, FactSet Research Systems, Inc. has a bearish technical outlook, indicated by negative MACD and KST readings, bearish Bollinger Bands, and significant underperformance compared to the S&P 500, with year-to-date returns of -37.28% versus 12.22%.

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Strong Sell

Sell

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Dashboard

High Management Efficiency with a high ROCE of 27.93%

Strong ability to service debt as the company has a low Debt to EBITDA ratio of 1.21 times

Positive results in May 25

With ROCE of 22.09%, it has a fair valuation with a 5.86 Enterprise value to Capital Employed

Mojo Parameters

Stock DNA

Industry

Commercial Services & Supplies

Market cap

USD 10,632 Million (Small Cap)

P/E

32.00

Industry P/E

Dividend Yield

38.49%

Debt Equity

0.51

Return on Equity

28.30%

Price to Book

4.90

Revenue and Profits:

Net Sales:

608 Million

(Quarterly Results - Nov 2025)

Net Profit:

153 Million

Total Returns

Total Returns (Price + Dividend)

TimePeriod

Price Return

Dividend Return

Total Return

3 Months

-18.26%

6 Months

-47.1%

1 Year

-55.82%

2 Years

-56.57%

3 Years

-51.43%

4 Years

-50.67%

5 Years

-34.8%

FactSet Research Systems, Inc. for the last several years.

Risk Adjusted Returns v/s

News & Corporate Actions

News

No Recent News for the Company

Announcements

No announcement available

Corporate Actions

No corporate action available

Key Factors

Quality key factors

Factor

Value

Sales Growth (5y)

9.17%

EBIT Growth (5y)

9.50%

EBIT to Interest (avg)

26.50

Debt to EBITDA (avg)

1.21

Net Debt to Equity (avg)

0.51

Sales to Capital Employed (avg)

0.65

Tax Ratio

17.90%

Dividend Payout Ratio

27.52%

Pledged Shares

Institutional Holding

100.00%

ROCE (avg)

27.93%

ROE (avg)

32.37%

Valuation key factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

8.73

EV to EBIT

26.52

EV to EBITDA

21.45

EV to Capital Employed

5.86

EV to Sales

8.51

PEG Ratio

5.48

Dividend Yield

88.57%

ROCE (Latest)

22.09%

ROE (Latest)

26.95%

Technicals key factors

Indicator

Weekly

Monthly

MACD

Bearish

RSI

Bullish

Bollinger Bands

Bearish

Moving Averages

Bearish (Daily)

KST

Mildly Bullish

Bearish

Dow Theory

Mildly Bearish

OBV

Mildly Bearish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Shareholding

Shareholding Snapshot : Nov 2025

Shareholding Compare (%holding)

Majority shareholders

Domestic Funds

Held in 130 Schemes (41.63%)

Foreign Institutions

Held by 329 Foreign Institutions (24.77%)

Strategic Entities with highest holding

Highest Public shareholder

Financial

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        "suffix": "YoY Growth in quarter ended Nov 2025 is 6.84% vs 4.89% in Nov 2024",
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        "prefix": "Consolidated Net Profit ",
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        "Nov'24",
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          "val2": "568.70",
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          "val1": "246.40",
          "val2": "237.90",
          "chgp": "3.57%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "13.40",
          "val2": "14.30",
          "chgp": "-6.29%",
          "chgp_class": "positive"
        },
        {
          "field": "Exceptional Items",
          "val1": "-2.20",
          "val2": "-3.40",
          "chgp": "35.29%",
          "chgp_class": "positive"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "152.60",
          "val2": "150.00",
          "chgp": "1.73%",
          "chgp_class": "positive"
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        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "319.70%",
          "val2": "342.20%",
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      },
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        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Aug 2025 is 11.15% vs 14.72% in Aug 2024",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Aug'25",
        "Aug'24",
        "Change(%)"
      ],
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          "field": "Net Sales",
          "val1": "2,321.70",
          "val2": "2,203.10",
          "chgp": "5.38%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "955.00",
          "val2": "868.10",
          "chgp": "10.01%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "56.30",
          "val2": "69.10",
          "chgp": "-18.52%",
          "chgp_class": "positive"
        },
        {
          "field": "Exceptional Items",
          "val1": "-18.00",
          "val2": "-11.20",
          "chgp": "-60.71%",
          "chgp_class": "negative"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "597.00",
          "val2": "537.10",
          "chgp": "11.15%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "330.10%",
          "val2": "323.40%",
          "chgp": "0.67%",
          "chgp_class": "positive"
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Quarterly Results Snapshot (Consolidated) - Nov'25 - YoY

Nov'25

Nov'24

Change(%)

Net Sales

607.60

568.70

6.84%

Operating Profit (PBDIT) excl Other Income

246.40

237.90

3.57%

Interest

13.40

14.30

-6.29%

Exceptional Items

-2.20

-3.40

35.29%

Consolidate Net Profit

152.60

150.00

1.73%

Operating Profit Margin (Excl OI)

319.70%

342.20%

-2.25%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in quarter ended Nov 2025 is 6.84% vs 4.89% in Nov 2024

Consolidated Net Profit

YoY Growth in quarter ended Nov 2025 is 1.73% vs 0.94% in Nov 2024

All Quarterly Results

Annual Results Snapshot (Consolidated) - Aug'25

Aug'25

Aug'24

Change(%)

Net Sales

2,321.70

2,203.10

5.38%

Operating Profit (PBDIT) excl Other Income

955.00

868.10

10.01%

Interest

56.30

69.10

-18.52%

Exceptional Items

-18.00

-11.20

-60.71%

Consolidate Net Profit

597.00

537.10

11.15%

Operating Profit Margin (Excl OI)

330.10%

323.40%

0.67%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in year ended Aug 2025 is 5.38% vs 5.64% in Aug 2024

Consolidated Net Profit

YoY Growth in year ended Aug 2025 is 11.15% vs 14.72% in Aug 2024

All Annual Results

Company CV

About FactSet Research Systems, Inc.

FactSet Research Systems, Inc.

Commercial Services & Supplies

Factset Research Systems Inc. is engaged in providing integrated financial information and big data analytical applications for the global investment community. The Company's segments include the U.S., Europe and Asia Pacific. The U.S. segment services finance professionals, including financial institutions throughout the Americas. The European segment maintains offices in France, Germany, Italy, Ireland, Latvia, Luxembourg, the Netherlands, Spain, South Africa, Sweden and Dubai. The Asia Pacific segment maintains office locations in Australia, Hong Kong, Singapore and Mumbai, India. The Company delivers insight and information to investment professionals through its analytics, service, content, and technology. Its offerings include a complete services solution focused on verifying, cleaning and loading portfolio data across asset classes, and an execution management system. The Company offers third-party content through desktop, wireless and off-platform solutions.

Company Coordinates

Company Details

45 GLOVER AVENUE , NORWALK CT : 06850

Tel: 1 203 81010001 857 2657523

https://www.factset.com/

Registrar Details

FactSet Research Systems, Inc.

1Day

52 Week

CASH

FII

DII

Promoter

How big is FactSet Research Systems, Inc.?

Watch in Real-Time

What does FactSet Research Systems, Inc. do?

Who are in the management team of FactSet Research Systems, Inc.?

Is FactSet Research Systems, Inc. overvalued or undervalued?

Is FactSet Research Systems, Inc. technically bullish or bearish?

Compare FactSet Research Systems, Inc. with Similar Stocks

MarketsMojo — Loved in India, Now Global

Dashboard

High Management Efficiency with a high ROCE of 27.93%

Strong ability to service debt as the company has a low Debt to EBITDA ratio of 1.21 times

Positive results in May 25

With ROCE of 22.09%, it has a fair valuation with a 5.86 Enterprise value to Capital Employed

Mojo Parameters

Stock DNA

Total Returns (Price + Dividend)

Risk Adjusted Returns v/s

News

Announcements

Corporate Actions

Quality key factors

Valuation key factors

Technicals key factors

Shareholding Snapshot : Nov 2025

Shareholding Compare (%holding)

Quarterly Results Snapshot (Consolidated) - Nov'25 - YoY

Annual Results Snapshot (Consolidated) - Aug'25

About FactSet Research Systems, Inc.

Company Coordinates