Val
—
Gro
—
Qua
—
Mom
—
Sta
—
Cap—
P/S3.79
P/E—
Fwd P/E13.17
PEG1.22
52W— – —
RSI—
Target$265.56 (+2.3%)
Beta0.71
Div1.70%
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RSI ()
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FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community. It offers data, products, and analytical applications; and workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk, and reporting workflows. The company also provides 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 portfolios; and solutions covering investment lifecycle of investment research, portfolio construction and analysis, trade execution, performance measurement, risk management, and reporting. In addition, it offers services through configurable desktop and mobile platform, data feeds, cloud-based digital solutions, and application programming interfaces. It operates in Europe, the Middle East, Africa, the Americas, the Asia Pacific, and internationally. The company serves investment professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, and private equity and venture capital professionals. It has a strategic partnership with Google Cloud to create a new generation of AI-powered solutions for the financial industry. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.
Signal
Trend Strength
Price Levels
52-Week Range
52W Low
—
52W High
Position in Range
—
RSI (14)
0 · Oversold
RSI 35
Overbought · 100
Signal
Neutral
EMA Price Levels
Activity & Patterns
Volume Analysis
Momentum Dashboard
Detected Patterns
5Bullish
4Bearish
0Neutral
Momentum Signals 9
▲ MACD Bullish Crossover
▲ MACD Bullish Crossover
▲ MACD Bullish Crossover
▲ Bull Flag
No major reversal patterns in the last 4 months — showing momentum signals only.
View overlays on the price chart via Overview tab → Pattern Overlays.
EPS — History & Forecast
Estimate
Beat
Miss
Forecast
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Revenue — History & Forecast
Revenue
Forecast
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EPS Beat Rate
75%
6/8 quarters
Wall Street Consensus
HOLD
BuyHoldSell
Price Target Range
$265.56
+2.3% upside
Low $210
—
High $340
Consensus
Current price
Wall Street Analyst Ratings
Sort by
| Firm | Rating | Change | Action | Date |
|---|
Profitability
Gross Margin
51.38%Last 12 Months
Operating Margin
30.54%Last 12 Months
Return on Equity
27.03%Last 12 Months
Revenue Growth
6.40%Year over Year
Free Cash Flow
621.16MLast 12 Months
Free Cash Flow Yield
—Last 12 Months
Balance Sheet
Debt / Equity
77.28Most Recent Quarter
Current Ratio
0.68Most Recent Quarter
Cash
304.24MMost Recent Quarter
Total Debt
1.57BMost Recent Quarter
Net Debt
—Most Recent Quarter
How FDS Makes Its Money
Cash Flow Breakdown
Quarterly Metrics
| Quarter | Revenue | Rev YoY | Gross Profit | Op. Income | Net Income | Net YoY | Gross % | Op % | Net % |
|---|
Full Key Statistics
Valuation
| Market Cap | 9.24B |
| Enterprise Value | 10.50B |
| Trailing P/E | 17.33 |
| Forward P/E | 13.17 |
| PEG Ratio (5yr) | 1.22 |
| Price/Sales (ttm) | 3.79 |
| Price/Book (mrq) | 4.57 |
| EV/Revenue | 4.31 |
| EV/EBITDA | 11.26 |
Share Statistics
| Avg Vol (3m) | 933.67K |
| Shares Outstanding | 35.57M |
| Float | 35.44M |
| % Held by Insiders | 0.43% |
| % Held by Institutions | 115.18% |
| Short Ratio | 5.62 |
| Short % of Float | 14.46% |
Profitability
| Gross Margin | 51.38% |
| Operating Margin (ttm) | 30.54% |
| Profit Margin | 23.21% |
| Return on Assets (ttm) | 11.08% |
| Return on Equity (ttm) | 27.03% |
Income Statement
| Revenue (ttm) | 2.44B |
| Revenue Growth (yoy) | 6.40% |
| Gross Profit (ttm) | 1.25B |
| EBITDA | 932.54M |
| Net Income (ttm) | 565.97M |
| Diluted EPS (ttm) | 14.99 |
| EPS Growth (yoy) | -9.60% |
Balance Sheet
| Total Cash (mrq) | 304.24M |
| Total Debt (mrq) | 1.57B |
| Debt / Equity (mrq) | 77.28 |
| Current Ratio (mrq) | 0.68 |
| Book Value / Share | 56.80 |
| Operating CF (ttm) | 829.59M |
| Free Cash Flow (ttm) | 621.16M |
Trading & Dividends
| Beta (5Y) | 0.71 |
| 50-Day MA | 275.49 |
| 200-Day MA | 249.82 |
| Fwd Dividend Yield | 1.76% |
| Payout Ratio | 29.38% |
Income
Dividend Yield
1.70%Last 12 Months
Annual Rate
4.64Forward
Payout Ratio
29.38%Last 12 Months
Dividend History
Payout Ratio (Last 12 Months): 29.38%
Monthly Dividends
Ownership Breakdown
Institutional 115.18%
Insider 0.43%
Short Interest
14.46% of float
High
Institutional 13F Holdings
Famous investors who disclosed a position in FDS in their latest SEC 13F filing.
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Insider Transactions
| Date | Insider | Role | Transaction | Shares | Price | Value |
|---|