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FactSet Research Systems, Inc.

  • Market Cap: Small Cap
  • Industry: Commercial Services & Supplies
  • ISIN: US3030751057
USD
290.09
-0.85 (-0.29%)

Dec 24

NYS

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  • Price Points
  • Score
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  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

288.00292.96

52 Week

250.50493.00
Valuation
Technical
Day's Volume

CASH

74.08 k

Shareholding (Feb 2025)

FII

21.37%

Held by 324 FIIs

DII

38.58%

Held by 47 DIIs

Promoter

0.03%

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.

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.<BR><BR>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.<BR><BR>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.

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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%.

Overview: <BR>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.<BR><BR>Financial Snapshot: <BR>Most recent Net Sales: 571 Million (Quarterly Results - Feb 2025) <BR>Most recent Net Profit: 145 Million (Quarterly Results - Feb 2025) <BR>Market-cap: USD 17,603.79 Million (Mid Cap)<BR><BR>Key Metrics: <BR>P/E: 32.00 <BR>Dividend Yield: 90.38% <BR>Debt Equity: 0.59 <BR>Return on Equity: 26.95% <BR>Price to Book: 8.56<BR><BR>Contact Details: <BR>Address: 45 GLOVER AVENUE, NORWALK CT: 06850 <BR>Tel: ['1 203 8101000', '1 857 2657523'] <BR>Fax: 1 302 6555049 <BR>Website: https://www.factset.com/

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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.

As of March 2022, the management team of FactSet Research Systems, Inc. includes the following individuals:<BR><BR>- Ms. Robin Abrams, Non-Executive Independent Chairman of the Board<BR>- Mr. F. Philip Snow, Chief Executive Officer and Director<BR>- Mr. James McGonigle, Lead Independent Director<BR>- Mr. Siew Kai Choy, Independent Director<BR>- Mr. Malcolm Frank, Independent Director<BR>- Ms. Sheila Jordan, Independent Director<BR><BR>This team plays a crucial role in guiding 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.

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.<BR><BR>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.

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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%.

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. <BR><BR>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.

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Dashboard
1

High Management Efficiency with a high ROCE of 27.93%

 
2

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

 
3

Positive results in May 25

4

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

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Commercial Services & Supplies

stock-summary
Market cap

USD 15,542 Million (Small Cap)

stock-summary
P/E

32.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

51.59%

stock-summary
Debt Equity

0.51

stock-summary
Return on Equity

25.39%

stock-summary
Price to Book

7.21

Revenue and Profits:
Net Sales:
586 Million
(Quarterly Results - May 2025)
Net Profit:
149 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
0.58%
0%
0.58%
6 Months
-33.62%
0%
-33.62%
1 Year
-40.72%
0%
-40.72%
2 Years
-38.16%
0%
-38.16%
3 Years
-27.12%
0%
-27.12%
4 Years
-39.5%
0%
-39.5%
5 Years
-10.76%
0%
-10.76%

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

Risk Adjusted Returns v/s stock-summary
stock-summaryNews & Corporate Actions
News
Icon
No Recent News for the Company
Announcements stock-summary
Icon
No announcement available
Corporate Actions stock-summary
Icon
No corporate action available
stock-summaryKey Factors
Quality key factors stock-summary
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)
0.64
Tax Ratio
17.90%
Dividend Payout Ratio
29.05%
Pledged Shares
0
Institutional Holding
97.95%
ROCE (avg)
27.93%
ROE (avg)
32.37%
Valuation key factors
Factor
Value
P/E Ratio
32
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
Mildly Bullish
Bearish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Mildly Bearish
Moving Averages
Mildly Bearish (Daily)
KST
Mildly Bullish
Bearish
Dow Theory
No Trend
Mildly Bearish
OBV
Mildly Bullish
Mildly Bearish
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Feb 2025stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Domestic Funds

Domestic Funds

Held in 126 Schemes (39.99%)

Foreign Institutions

Held by 324 Foreign Institutions (21.37%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
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  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - May'25 - YoY",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in quarter ended May 2025 is 5.93% vs 4.32% in May 2024",
        "dir": 1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in quarter ended May 2025 is -6.07% vs 17.37% in May 2024",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "May'25",
        "May'24",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "585.50",
          "val2": "552.70",
          "chgp": "5.93%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "243.80",
          "val2": "242.10",
          "chgp": "0.70%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "15.20",
          "val2": "17.00",
          "chgp": "-10.59%",
          "chgp_class": "positive"
        },
        {
          "field": "Exceptional Items",
          "val1": "-2.00",
          "val2": "1.00",
          "chgp": "-300.00%",
          "chgp_class": "negative"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "148.50",
          "val2": "158.10",
          "chgp": "-6.07%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "333.10%",
          "val2": "365.40%",
          "chgp": "-3.23%",
          "chgp_class": "negative"
        }
      ]
    }
  },
  {
    "link": "annual",
    "btn_text": "All Annual Results",
    "header": "Annual Results Snapshot (Consolidated) - Aug'24",
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      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Aug 2024 is 5.64% vs 13.10% in Aug 2023",
        "dir": -1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Aug 2024 is 14.72% vs 17.96% in Aug 2023",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Aug'24",
        "Aug'23",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "2,203.10",
          "val2": "2,085.50",
          "chgp": "5.64%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "868.10",
          "val2": "823.00",
          "chgp": "5.48%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "69.10",
          "val2": "80.00",
          "chgp": "-13.62%",
          "chgp_class": "positive"
        },
        {
          "field": "Exceptional Items",
          "val1": "-11.20",
          "val2": "-52.90",
          "chgp": "78.83%",
          "chgp_class": "positive"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "537.10",
          "val2": "468.20",
          "chgp": "14.72%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "323.40%",
          "val2": "328.60%",
          "chgp": "-0.52%",
          "chgp_class": "negative"
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]
Quarterly Results Snapshot (Consolidated) - May'25 - YoYstock-summary
May'25
May'24
Change(%)
Net Sales
585.50
552.70
5.93%
Operating Profit (PBDIT) excl Other Income
243.80
242.10
0.70%
Interest
15.20
17.00
-10.59%
Exceptional Items
-2.00
1.00
-300.00%
Consolidate Net Profit
148.50
158.10
-6.07%
Operating Profit Margin (Excl OI)
333.10%
365.40%
-3.23%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

YoY Growth in quarter ended May 2025 is 5.93% vs 4.32% in May 2024

Direction Arrows
Consolidated Net Profit

YoY Growth in quarter ended May 2025 is -6.07% vs 17.37% in May 2024

All Quarterly Resultsstock-summary
Annual Results Snapshot (Consolidated) - Aug'24stock-summary
Aug'24
Aug'23
Change(%)
Net Sales
2,203.10
2,085.50
5.64%
Operating Profit (PBDIT) excl Other Income
868.10
823.00
5.48%
Interest
69.10
80.00
-13.62%
Exceptional Items
-11.20
-52.90
78.83%
Consolidate Net Profit
537.10
468.20
14.72%
Operating Profit Margin (Excl OI)
323.40%
328.60%
-0.52%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

YoY Growth in year ended Aug 2024 is 5.64% vs 13.10% in Aug 2023

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Aug 2024 is 14.72% vs 17.96% in Aug 2023

All Annual Resultsstock-summary
stock-summaryCompany CV
About FactSet Research Systems, Inc. stock-summary
stock-summary
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 stock-summary
Company Details
45 GLOVER AVENUE , NORWALK CT : 06850
stock-summary
Tel: 1 203 81010001 857 2657523
stock-summary
https://www.factset.com/
stock-summary
Registrar Details
Stock List
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