FDS 📈 FactSet Research Systems - Overview

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US3030751057

FDS: Financial Data, Analytics Tools, Research Solutions, Workflow Software

FactSet Research Systems Inc. is a leading provider of financial digital platforms and enterprise solutions, catering to the global investment community. The company's comprehensive suite of services includes workstations, portfolio analytics, and enterprise data solutions, all designed to support data, performance, risk, and reporting workflows. By offering subscription-based access to financial data and market intelligence, FactSet enables clients to research investment ideas, analyze and monitor their portfolios, and make informed decisions. This data encompasses a wide range of assets, including securities, companies, industries, and individuals, providing a holistic view of the market landscape.

The company's services are delivered through a highly configurable desktop and mobile platform, allowing clients to tailor their experience to meet specific needs. Additionally, FactSet provides data feeds, cloud-based digital solutions, and application programming interfaces (APIs), ensuring seamless integration with existing systems and workflows. This flexibility is particularly important for investment professionals, including institutional asset managers, bankers, wealth managers, and hedge funds, who require timely and accurate data to drive their investment strategies. By serving a diverse range of clients, including corporate users, asset owners, partners, and private equity and venture capital professionals, FactSet has established itself as a trusted partner in the financial services industry.

With a history dating back to 1978, FactSet Research Systems Inc. has evolved to become a prominent player in the financial technology sector. Headquartered in Norwalk, Connecticut, the company has developed a robust infrastructure to support its global client base. As a publicly traded company listed on the New York Stock Exchange (NYSE) under the ticker symbol FDS, FactSet is committed to delivering long-term value to its shareholders. With a strong focus on innovation and customer satisfaction, the company continues to expand its offerings, solidifying its position as a leading provider of financial data and enterprise solutions. Further information about FactSet can be found on its website at https://www.factset.com, and the company's common stock is identified by the ISIN code US3030751057, classified under the GICS Sub Industry: Financial Exchanges & Data.

Additional Sources for FDS Stock

FDS Stock Overview

Market Cap in USD 18,150m
Sector Financial Services
Industry Financial Data & Stock Exchanges
GiC Sub-Industry Financial Exchanges & Data
IPO / Inception 1996-07-03

FDS Stock Ratings

Growth 5y 62.6%
Fundamental 83.1%
Dividend 57.8%
Rel. Strength Industry -90.7
Analysts 2.71/5
Fair Price Momentum 485.12 USD
Fair Price DCF 418.60 USD

FDS Dividends

Dividend Yield 12m 0.84%
Yield on Cost 5y 1.60%
Annual Growth 5y 6.03%
Payout Consistency 99.5%

FDS Growth Ratios

Growth Correlation 3m 81.5%
Growth Correlation 12m 18%
Growth Correlation 5y 82.8%
CAGR 5y 13.69%
CAGR/Mean DD 5y 1.45
Sharpe Ratio 12m 0.03
Alpha -21.35
Beta 0.89
Volatility 20.95%
Current Volume 155.2k
Average Volume 20d 295.4k
What is the price of FDS stocks?
As of December 30, 2024, the stock is trading at USD 486.56 with a total of 155,216 shares traded.
Over the past week, the price has changed by -0.57%, over one month by -0.84%, over three months by +6.03% and over the past year by +2.95%.
Is FactSet Research Systems a good stock to buy?
Yes, based on ValueRay Fundamental Analyses, FactSet Research Systems (NYSE:FDS) is currently (December 2024) a good stock to buy. It has a ValueRay Fundamental Rating of 83.10 and therefor a positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of FDS as of December 2024 is 485.12. This means that FDS is currently overvalued and has a potential downside of -0.3%.
Is FDS a buy, sell or hold?
FactSet Research Systems has received a consensus analysts rating of 2.71. Therefor, it is recommend to hold FDS.
  • Strong Buy: 2
  • Buy: 0
  • Hold: 12
  • Sell: 4
  • Strong Sell: 3
What are the forecast for FDS stock price target?
According to ValueRays Forecast Model, FDS FactSet Research Systems will be worth about 535.2 in December 2025. The stock is currently trading at 486.56. This means that the stock has a potential upside of +10%.
Issuer Forecast Upside
Wallstreet Target Price 461.5 -5.1%
Analysts Target Price 445 -8.5%
ValueRay Target Price 535.2 10%