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
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
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 |
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%.
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%.
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 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% |