FDS$271.88
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AI FDS Summary
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Powered by LiveAIOverall Analysis
BuyFactSet Research Systems (FDS) presents a fundamentally sound investment with consistent profitability and a stable market position. While current technicals suggest potential short-term volatility, its strong financial health and diversification across investment data services offer a compelling long-term growth prospect. The company benefits from secular trends in data analytics and financial information.
Thematic
FactSet is well-positioned within the growing financial data and analytics sector, benefiting from increased demand for sophisticated investment tools and insights. Its services are crucial for investment professionals navigating complex markets.
Fundamental
FactSet demonstrates strong financial health, with solid profitability and a well-managed balance sheet. Its trailing twelve months (TTM) valuation metrics are reasonable given its market position and consistent performance.
Technical
The stock has experienced a recent price increase, reflected in post-market activity, but the overall 1-month and YTD performance indicates some recent weakness. Technical indicators on various timeframes show mixed signals, suggesting a period of consolidation or potential short-term volatility.
| Factor | Score |
|---|---|
| Financial Data & Analytics Demand | 92 |
| Digital Transformation in Finance | 88 |
| AI and Machine Learning Integration | 80 |
| Subscription-Based Revenue Model | 95 |
| Competitive Landscape | 75 |
| Factor | Score |
|---|---|
| Valuation | 70 |
| Profitability | 90 |
| Growth | 75 |
| Balance Sheet Health | 75 |
| Cash Flow | 88 |
| Factor | Score |
|---|---|
| Trend Analysis | 60 |
| Momentum | 50 |
| Support & Resistance | 65 |
| Recent Performance | 55 |
AI Investing Checklist
Powered by LiveAIBullish Points (8)
Consistent EPS Beat
FactSet (FDS) has exceeded earnings per share (EPS) estimates in 9 out of the last 10 quarters. For the most recent quarter (2024 Q2), reported EPS of $4.22 beat the estimate of $3.88 by 8.65%.
Strong Revenue Growth Momentum
Revenue has shown consistent growth, with the latest annual period (2024) reporting $2.20 billion, a significant increase from $1.84 billion in 2022, indicating expanding top-line performance.
Bearish Points (7)
High Forward P/E Ratios
Quarterly forward P/E ratios (e.g., 107.3 for 2025 Q2) appear significantly elevated, suggesting that high growth expectations are already priced into the stock, creating a risk of disappointment.
Slowing Revenue Growth in Recent Quarters
While annual revenue growth is strong, recent quarterly revenue figures (e.g., $562.19M in 2024 Q3) show a significant drop from earlier quarters in 2024 (e.g., $552.71M in 2024 Q2) and the previous year, indicating a potential slowdown.
Calendar
May 2025
30
Ex-Dividend Date
June 2025
18
Next Dividend Date
September 2025
18
Next Earnings Date
H: $4.28
A: $4.13
L: $3.97
H: 598.50M
A: 593.32M
L: 590.10M
Profile
FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community worldwide. The company provides workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk, and reporting workflows. It offers subscription-based financial data and market intelligence on securities, companies, industries, and people that enable clients to research investment ideas, as well as analyze, monitor, and manage their portfolios. The company provides its services through its configurable desktop and mobile platform, data feeds, cloud-based digital solutions, and application programming interfaces. It serves investment professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, and private equity and venture capital professionals. The company was founded in 1978 and is headquartered in Norwalk, Connecticut.
Seasonals
Price Target
440.28 USD
The 39 analysts offering 1 year price forecasts for FDS have a max estimate of 503.00 and a min estimate of 380.00.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
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