FDS 📈 FactSet Research Systems - Overview
Exchange: NYSE • Opening Hours • 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 financial data company that provides a comprehensive suite of integrated financial information and analytical applications to the global investment community.
Through its innovative workflow solutions, the company delivers actionable insights and information across research, analytics, and trading, empowering clients to make informed investment decisions. Its content and technology solutions cater to a diverse range of clients, including portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and other financial services entities.
With a strong presence in the Americas, Europe, the Middle East, Africa, and the Asia Pacific, FactSet Research Systems Inc. has established itself as a trusted partner for financial institutions seeking to navigate complex markets and stay ahead of the competition. Its wealth solutions, in particular, provide a holistic approach to wealth management, enabling clients to optimize their investment strategies and drive growth.
Founded in 1978, FactSet Research Systems Inc. has a rich history of innovation and excellence, with its headquarters located in Norwalk, Connecticut. Today, the company continues to push the boundaries of financial data and analytics, driven by its commitment to delivering exceptional value to its clients. For more information, visit https://www.factset.com.
Additional Sources for FDS Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
FDS Stock Overview
| Market Cap in USD | 18,383m |
| Sector | Financial Services |
| Industry | Financial Data & Stock Exchanges |
| GiC SubIndustry | Financial Exchanges & Data |
| TER | 0.00% |
| IPO / Inception | 1996-07-03 |
FDS Stock Ratings
| Growth 5y | 57.8 |
| Fundamental | 87.2 |
| Dividend | 52.0 |
| Rel. Performance vs Sector | -3.09 |
| Analysts | 2.71/5 |
| Fair Price Momentum | 471.96 USD |
| Fair Price DCF | 418.60 USD |
FDS Dividends
| Dividend Yield 12m | 0.85% |
| Yield on Cost 5y | 1.62% |
| Dividends CAGR 5y | 6.47% |
| Payout Consistency | 99.55% |
FDS Growth Ratios
| Growth Correlation 3m | 83.1% |
| Growth Correlation 12m | -14.9% |
| Growth Correlation 5y | 82.7% |
| CAGR 5y | 13.74% |
| CAGR/Mean DD 5y | 1.46 |
| Sharpe Ratio 12m | 0.11 |
| Alpha vs SP500 12m | -23.92 |
| Beta vs SP500 5y weekly | 0.89 |
| Volatility GJR Garch 1y | 18.74% |
| Current Volume | 261k |
| Average Volume 20d | 258.9k |
As of November 21, 2024, the stock is trading at USD 474.44 with a total of 260,958 shares traded.
Over the past week, the price has changed by -3.34%, over one month by +1.18%, over three months by +15.36% and over the past year by +5.02%.
Yes, based on ValueRay Fundamental Analyses, FactSet Research Systems (NYSE:FDS) is currently (November 2024) a good stock to buy. It has a ValueRay Fundamental Rating of 87.23 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 November 2024 is 471.96. This means that FDS is currently overvalued and has a potential downside of -0.52%.
- 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 520.8 in November 2025. The stock is currently trading at 474.44. This means that the stock has a potential upside of +9.76%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | 461.5 | -2.7% |
| Analysts Target Price | 445 | -6.2% |
| ValueRay Target Price | 520.8 | 9.8% |