FDS FactSet Research Systems Inc.

$249.08▲ +1.22% Financials Other Last sync: just now Syncing
Key Metrics & Fundamentals
Market Cap
$9.07B
P/E Ratio
16.0
Div Yield
1.89%
52W Range
185.00 - 453.41
% vs 50 MA
7.42%
% vs 200 MA
-6.20%
RSI-14
56.0
MACD Histogram
+1.1400
Beta (1Y vs SPY)
0.30
Free Cash Flow
$185.69M
Gross Rev
$611.02M
Gross Profit
$314.28M
EBITDA
$226.05M
COGS
$296.74M
Operating Exp
$129.32M
Operating Income
$184.96M
EBIT
$184.96M
Pretax Income
$161.11M
Net Income
$133.06M
EPS (Diluted)
3.59
Price & Volume History
Volume (M)
Financial Overview - Income Statement Quarterly
AI Analysis
Generated May 28, 4:49 PM
Company Overview

FactSet Research Systems Inc. (FDS) provides integrated financial information and analytical applications to investment professionals globally. The company offers a comprehensive suite of data, analytics, and workflow solutions for portfolio analysis, risk management, research, and trading. FactSet maintains a strong competitive position through its robust platform, deep data sets, and high client retention in a market dominated by a few key players.

Bull Case
  • The current P/E ratio of 15.5, following a significant price decline, suggests a potentially attractive valuation relative to its historical multiples and the quality of its recurring revenue business model.
  • FactSet benefits from a sticky business model with high switching costs for clients, leading to predictable subscription-based revenue and strong customer retention rates.
  • As a well-established player in the financial information services industry, FactSet is poised to benefit from the ongoing demand for sophisticated data and analytical tools by investment professionals.
  • The stock is trading +5.1% above its 50-day moving average and has an RSI-14 of 56.8, indicating short-term positive momentum and potential for further recovery from its recent lows.
Bear Case
  • The stock has experienced a substantial drawdown, trading -48.3% from its 52-week high, which could signal underlying fundamental issues or a significant shift in market sentiment.
  • The financial services industry is highly sensitive to macroeconomic conditions, and a downturn could lead to reduced client spending on data subscriptions and analytical tools, impacting FactSet's growth.
  • FactSet operates in a highly competitive landscape against well-capitalized rivals like Bloomberg, Refinitiv, and S&P Global, which could exert pressure on pricing and market share.
  • Despite recent daily gains, the stock remains -14.0% below its 200-day moving average, indicating a persistent long-term downtrend that suggests continued investor caution.
Recent Performance

FDS is currently priced at $241.03, registering a daily gain of +2.2%, indicating some recent positive momentum. However, the stock remains significantly depressed, down -48.3% from its 52-week high and trading -14.0% below its 200-day moving average, confirming a strong long-term downtrend. Technically, the stock is showing signs of a potential short-term bounce, trading +5.1% above its 50-day moving average with an RSI-14 of 56.8, suggesting a neutral to slightly bullish short-term sentiment within the broader bearish context.

AI-generated analysis is for informational purposes only and does not constitute financial advice.

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