FactSet Research Systems Inc. (fds)
FDS — Company Overview
FactSet Research Systems Inc. (FDS) trades on NYQ as part of the Financial Services peer group (Financial Data & Stock Exchanges).
| Ticker | FDS |
| Sector | Financial Services |
| Industry | Financial Data & Stock Exchanges |
| Exchange | NYQ |
| Market cap | $9.94B |
| Last price | $279.43 |
| Size category | Mid Cap |
FDS — Business Description
FDS represents a Financial Data & Stock Exchanges business in the Financial Services segment. 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 ana…
Official website: https://www.factset.com.
FDS — Investment Thesis
At a high level, FDS offers exposure to Financial Services with metrics outlined below from public market data.
- Revenue is expanding at roughly 6.4% year-over-year (public data).
- Trailing P/E of 18.41× sits in a moderate band relative to high-growth peers.
- Forward P/E (14.16×) is below trailing P/E — earnings may be expected to improve.
- Dividend yield near 1.7% adds an income component to total return.
- Equity market capitalization is approximately $9.94B.
See the free estimates and earnings pages for public targets and growth metrics. Ownership, live news, and deeper models remain in Vest Terminal.
FDS — Financial Health
Key financial health indicators for FactSet Research Systems Inc. are derived exclusively from public data — no proprietary estimates.
Profit margin of 23.2% indicates solid bottom-line conversion. Positive free cash flow of $621.16M supports balance-sheet flexibility.
| Trailing P/E | 18.41× |
| Forward P/E | 14.16× |
| Price / Sales | 4.08× |
| Price / Book | 4.92× |
| Gross margin | 51.4% |
| Operating margin | 30.5% |
| Profit margin | 23.2% |
| Return on equity | 27.0% |
| Debt / Equity | 77.28 |
| Free cash flow | $621.16M |
FDS — Growth Outlook
Growth outlook for FactSet Research Systems Inc. (FDS) depends on demand trends in Financial Data & Stock Exchanges and the company's ability to convert revenue into sustainable earnings.
- Revenue growth of 6.4% suggests steady but measured expansion.
- Earnings declined -9.6% year-over-year — margin or volume pressure may be in play.
- Price is 12.8% below the 52-week high.
FDS — Competitive Position
FactSet Research Systems Inc. (FDS) is evaluated against peers on scale, margin structure, and capital efficiency within Financial Services.
- Competes within Financial Services, specifically in Financial Data & Stock Exchanges.
- Market capitalization of $9.94B places FDS among mid-cap peers.
- Gross margin near 51.4% may reflect pricing power or favorable mix.
FDS — Strengths
Strengths for FactSet Research Systems Inc. (FDS) inferred from public financial metrics:
- Revenue growth of 6.4% year-over-year.
- Return on equity near 27.0% — efficient use of shareholder capital.
- Gross margin of 51.4% supports competitive unit economics.
- Positive free cash flow ($621.16M).
- Dividend yield of 1.7% for income-oriented holders.
- Moderate leverage (debt/equity 77.28).
FDS — Weaknesses
Weaknesses and pressure points for FactSet Research Systems Inc. (FDS) based on available data:
- Earnings decline of -9.6% year-over-year.
FDS — Opportunities
- Positive free cash flow enables reinvestment, debt reduction, or shareholder returns.
- Forward earnings multiple below trailing P/E — potential earnings acceleration ahead.
FDS — Risks
- Standard market, regulatory, competitive, and execution risks apply to all public equities.
FDS — Summary
FactSet Research Systems Inc. (FDS) is a mid-cap Financial Services company focused on Financial Data & Stock Exchanges, listed on NYQ. Last price $279.43 with market cap $9.94B. Trailing P/E 18.41×. Revenue grew 6.4% year-over-year per public data. Notable strengths include revenue growth of 6.4% year-over-year. Key watch items include earnings decline of -9.6% year-over-year. Premium Terminal tools for FactSet Research Systems Inc. add ownership analytics, news, and richer estimate history beyond this public summary.
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FactSet Research Systems Inc. FAQ
What does FactSet Research Systems Inc. (FDS) do?
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 da…
What is FDS's P/E ratio?
FactSet Research Systems Inc. has a trailing P/E of 18.41× based on publicly available market data.
Does FDS pay a dividend?
Indicated dividend yield: 1.7%. Confirm ex-dates and payout history in Vest Terminal.
What sector is FDS in?
FactSet Research Systems Inc. is classified in Financial Services (Financial Data & Stock Exchanges) on NYQ.
What is FDS's market capitalization?
Approximate market cap: $9.94B.
What are the main risks for FDS?
Standard market, competitive, and execution risks apply; see the Risks section.
What are the strengths of FDS?
Potential positives include revenue growth of 6.4% year-over-year, return on equity near 27.0% — efficient use of shareholder capital.
Where can I get analyst estimates for FDS?
Public analyst price targets and consensus for FactSet Research Systems Inc. are on the free /stocks/fds/estimates page. Deeper estimate history and models are available in Vest Terminal.