(FDS) FactSet Research Systems - Ratings and Ratios
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US3030751057
FDS: Data, Analytics, Software, Services, Solutions, Workstations
FactSet Research Systems Inc. (FDS) stands as a cornerstone in the financial data ecosystem, providing critical tools and insights that power investment decisions worldwide. Since 1978, this Connecticut-based company has been a trusted partner for investment professionals, delivering comprehensive data and analytics that drive portfolio management and risk assessment.
Their platform offers a suite of services including workstations, portfolio analytics, and enterprise solutions, all designed to streamline workflows for institutional asset managers, hedge funds, and private equity firms. Accessible via desktop, mobile, data feeds, and APIs, FactSets technology ensures seamless integration into various financial environments, supporting functions from data management to reporting.
With a market capitalization exceeding $17 billion, FactSets financial health is robust, reflected in a trailing P/E ratio of 33.68 and a forward P/E of 27.25. Their price-to-book ratio of 8.96 and price-to-sales ratio of 8.10 highlight a company that is both established and growing, committed to innovation and client satisfaction in the competitive financial data space.
For investors seeking stability and growth, FactSets role as a leading provider of financial intelligence makes it a compelling opportunity. Their dedication to enhancing decision-making tools positions them as a key player in the evolving landscape of financial technology.
Additional Sources for FDS Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
FDS Stock Overview
Market Cap in USD | 16,613m |
Sector | Financial Services |
Industry | Financial Data & Stock Exchanges |
GiC Sub-Industry | Financial Exchanges & Data |
IPO / Inception | 1996-07-03 |
FDS Stock Ratings
Growth 5y | 69.5% |
Fundamental | 77.3% |
Dividend | 56.3% |
Rel. Strength Industry | -23.7 |
Analysts | 2.71/5 |
Fair Price Momentum | 409.44 USD |
Fair Price DCF | 325.97 USD |
FDS Dividends
Dividend Yield 12m | 0.71% |
Yield on Cost 5y | 1.44% |
Annual Growth 5y | 6.24% |
Payout Consistency | 99.6% |
FDS Growth Ratios
Growth Correlation 3m | -77.9% |
Growth Correlation 12m | 58.5% |
Growth Correlation 5y | 81.9% |
CAGR 5y | 15.09% |
CAGR/Max DD 5y | 0.53 |
Sharpe Ratio 12m | 0.20 |
Alpha | -15.22 |
Beta | 0.48 |
Volatility | 21.52% |
Current Volume | 242.6k |
Average Volume 20d | 235.6k |
As of March 16, 2025, the stock is trading at USD 436.85 with a total of 242,550 shares traded.
Over the past week, the price has changed by -0.88%, over one month by -4.00%, over three months by -10.20% and over the past year by -7.91%.
Yes, based on ValueRay Fundamental Analyses, FactSet Research Systems (NYSE:FDS) is currently (March 2025) a good stock to buy. It has a ValueRay Fundamental Rating of 77.30 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 March 2025 is 409.44. This means that FDS is currently overvalued and has a potential downside of -6.27%.
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
According to ValueRays Forecast Model, FDS FactSet Research Systems will be worth about 446.1 in March 2026. The stock is currently trading at 436.85. This means that the stock has a potential upside of +2.11%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 465.8 | 6.6% |
Analysts Target Price | 470.2 | 7.6% |
ValueRay Target Price | 446.1 | 2.1% |