Business Description
FactSet Research Systems Inc
NAICS : 523210
SIC : 7323
ISIN : US3030751057
Share Class Description:
FDS: Ordinary SharesTotal Employee Number:
12,840Compare
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Traded in other countries / regions
FDS.USAFDS.MexicoFA1.Germany1FDS.Italy Index Membership
S&P 500Russell 1000Russell 3000 IPO Date
1996-06-28Description
FactSet provides financial data and portfolio analytics to the global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients (including wealth and corporate clients) account for over 80% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed its purchase of CUSIP Global Services.
Financial Strength
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 0.18 | |||||
Equity-to-Asset | 0.51 | |||||
Debt-to-Equity | 0.73 | |||||
Debt-to-EBITDA | 1.59 | |||||
Interest Coverage | 13.75 | |||||
Piotroski F-Score | 7/9 | |||||
Altman Z-Score | 4.36 | |||||
Beneish M-Score | -2.56 | |||||
WACC vs ROIC | ||||||
Growth Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 8.3 | |||||
3-Year EBITDA Growth Rate | 17 | |||||
3-Year EPS without NRI Growth Rate | 8.1 | |||||
3-Year FCF Growth Rate | 8.6 | |||||
3-Year Book Growth Rate | 18.4 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 8.08 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 5.81 |
Momentum Rank
2/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 16.53 | |||||
9-Day RSI | 29.88 | |||||
14-Day RSI | 37.92 | |||||
3-1 Month Momentum % | 17.53 | |||||
6-1 Month Momentum % | -20.02 | |||||
12-1 Month Momentum % | -46.98 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Current Ratio | 1.43 | |||||
Quick Ratio | 1.43 | |||||
Cash Ratio | 0.56 | |||||
Days Sales Outstanding | 43.46 | |||||
Days Payable | 44.87 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 2.06 | |||||
Dividend Payout Ratio | 0.25 | |||||
3-Year Dividend Growth Rate | 7.8 | |||||
Forward Dividend Yield % | 2.14 | |||||
5-Year Yield-on-Cost % | 3 | |||||
3-Year Average Share Buyback Ratio | 0.4 | |||||
Shareholder Yield % | 8.61 |
Profitability Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Gross Margin % | 51.94 | |||||
Operating Margin % | 31.17 | |||||
Net Margin % | 24.48 | |||||
EBITDA Margin % | 40.73 | |||||
FCF Margin % | 28.44 | |||||
OCF Margin % | 33.27 | |||||
ROE % | 27.48 | |||||
ROA % | 13.78 | |||||
ROIC % | 15.93 | |||||
3-Year ROIIC % | 29.33 | |||||
ROC (Joel Greenblatt) % | 380.02 | |||||
ROCE % | 20.56 | |||||
Years of Profitability over Past 10-Year | 10 | |||||
Moat Score | 7 | |||||
Tariff Resilience Score | 9 |
GF Value Rank
2/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 13.92 | |||||
Forward PE Ratio | 11.18 | |||||
PE Ratio without NRI | 12.52 | |||||
Shiller PE Ratio | 17.44 | |||||
Price-to-Owner-Earnings | 12.15 | |||||
PEG Ratio | 0.93 | |||||
PS Ratio | 3.44 | |||||
PB Ratio | 3.72 | |||||
Price-to-Free-Cash-Flow | 12.03 | |||||
Price-to-Operating-Cash-Flow | 10.24 | |||||
EV-to-EBIT | 11.82 | |||||
EV-to-Forward-EBIT | 10.88 | |||||
EV-to-EBITDA | 9.36 | |||||
EV-to-Forward-EBITDA | 9.4 | |||||
EV-to-Revenue | 3.81 | |||||
EV-to-Forward-Revenue | 3.52 | |||||
EV-to-FCF | 13.41 | |||||
Price-to-GF-Value | 0.43 | |||||
Price-to-Projected-FCF | 0.86 | |||||
Price-to-DCF (Earnings Based) | 0.67 | |||||
Price-to-DCF (FCF Based) | 0.72 | |||||
Price-to-Median-PS-Value | 0.45 | |||||
Price-to-Peter-Lynch-Fair-Value | 0.9 | |||||
Earnings Yield (Greenblatt) % | 8.46 | |||||
FCF Yield % | 8.66 | |||||
Forward Rate of Return (Yacktman) % | 20.65 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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FactSet Research Systems Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 2,401.061 | ||
| EPS (TTM) ($) | 15.55 | ||
| Beta | 0.4884 | ||
| 3-Year Sharpe Ratio | -0.68 | ||
| 3-Year Sortino Ratio | -0.77 | ||
| Volatility % | 32.91 | ||
| 14-Day RSI | 37.92 | ||
| 14-Day ATR ($) | 11.25397 | ||
| 20-Day SMA ($) | 240.3205 | ||
| 12-1 Month Momentum % | -46.98 | ||
| 52-Week Range ($) | 185 - 453.408 | ||
| Shares Outstanding (Mil) | 36.43 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 7 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
FactSet Research Systems Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
FactSet Research Systems Inc Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| General meeting for 2026 | 2026-12-18 14:00 | In 177 days | ||
| First quarter earnings conference call for 2027 | 2026-12-18 09:00 | In 177 days | ||
| First quarter earnings results for 2027 | 2026-12-18 | In 176 days | ||
| Annual report for 2026 | 2026-10-22 | In 119 days | ||
| Fourth quarter earnings conference call for 2026 | 2026-09-18 09:00 | In 86 days | ||
| Fourth quarter earnings results for 2026 | 2026-09-18 | In 85 days | ||
| Third quarter earnings conference call for 2026 | 2026-07-01 09:00 | In 7 days | ||
| Third quarter earnings results for 2026 | 2026-07-01 | In 6 days | ||
| USD 1.160000 Cash Dividend | 2026-05-29 | 238.90 (+1.99%) | ||
| Second quarter earnings conference call for 2026 | 2026-03-31 09:00 | 204.55 (+2.43%) |
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FactSet Research Systems Inc Frequently Asked Questions
What is FactSet Research Systems Inc(FDS)'s stock price today?
The current price of FDS is $216.45. The 52 week high of FDS is $453.41 and 52 week low is $185.00.
When is next earnings date of FactSet Research Systems Inc(FDS)?
The next earnings date of FactSet Research Systems Inc(FDS) is 2026-07-01.
Does FactSet Research Systems Inc(FDS) pay dividends? If so, how much?
The Dividend Yield %  of FactSet Research Systems Inc(FDS) is 2.06% (As of Today), Highest Dividend Payout Ratio of FactSet Research Systems Inc(FDS) was 0.33. The lowest was 0.25. And the median was 0.27. The  Forward Dividend Yield % of FactSet Research Systems Inc(FDS) is 2.14%. For more information regarding to dividend, please check our Dividend Page.
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