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(FDS) FactSet Research Systems - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US3030751057

FDS: Financial Data, Portfolio Analytics, Workstations, Enterprise

FactSet Research Systems Inc. (NYSE:FDS) is a leading global provider of financial digital platforms and enterprise solutions tailored for the investment community. The company delivers comprehensive financial data, analytics, and workflow solutions through its scalable platform, enabling clients to optimize investment processes. Its offerings include portfolio analytics, risk management tools, performance attribution, and reporting solutions, all supported by managed services. FactSets platform integrates real-time and historical data on securities, companies, industries, and market participants, offering clients actionable insights for investment research, portfolio monitoring, and decision-making. The platform is accessible via configurable desktop and mobile interfaces, data feeds, cloud-based solutions, and APIs, ensuring flexibility for diverse client needs. FactSet serves a broad range of investment professionals, including institutional asset managers, wealth managers, hedge funds, private equity firms, corporate users, and research analysts. Founded in 1978, the company is headquartered in Norwalk, Connecticut, and has established itself as a trusted partner in the financial services industry, known for its data accuracy, technological innovation, and client-centric approach. Web URL: https://www.factset.com

FactSet Research Systems Inc. operates at the intersection of finance and technology, providing mission-critical tools for investment professionals. Its solutions span portfolio performance analytics, risk modeling, and compliance reporting, leveraging a vast repository of financial and non-financial data. The companys platform is highly customizable, allowing users to create tailored workflows that integrate with third-party systems. FactSets commitment to innovation is evident in its recent advancements in areas such as ESG analytics, alternative data integration, and AI-driven insights. This focus on innovation has enabled the company to maintain its competitive edge in a rapidly evolving financial landscape. FactSets client base includes some of the worlds largest asset managers, banks, and financial institutions, underscoring its reputation for reliability and performance.

### 3-Month Forecast: Based on the provided and , the following insights can be derived: - Technical Outlook: The stock is currently trading below its 20-day and 50-day moving averages (SMA 20: 431.46, SMA 50: 441.23), indicating near-term weakness. The 200-day SMA (448.73) provides a key resistance level. Average True Range (ATR: 13.36) suggests moderate volatility over the next quarter. - Fundamental Outlook: FactSets forward P/E (24.10) is lower than its trailing P/E (30.11), signaling potential undervaluation relative to future earnings expectations. The high P/B ratio (7.62) reflects strong investor confidence in the companys balance sheet and growth prospects. With an RoE of 26.38%, FactSet demonstrates strong profitability compared to its peers. Forecast: Over the next three months, FactSets stock is expected to remain range-bound between $400 and $450, with potential upside driven by strong earnings reports or positive macroeconomic developments. Support levels at $410 and $425 are critical to maintaining the current trend.

Additional Sources for FDS Stock

News: Wall Street Journal Benzinga Yahoo Finance
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

FDS Stock Overview

Market Cap in USD 16,490m
Sector Financial Services
Industry Financial Data & Stock Exchanges
GiC Sub-Industry Financial Exchanges & Data
IPO / Inception 1996-07-03

FDS Stock Ratings

Growth Rating 54.1
Fundamental 83.1
Dividend Rating 57.1
Rel. Strength -14.8
Analysts 2.67/5
Fair Price Momentum 429.55 USD
Fair Price DCF 319.32 USD

FDS Dividends

Dividend Yield 12m 0.93%
Yield on Cost 5y 1.52%
Annual Growth 5y 6.24%
Payout Consistency 99.6%

FDS Growth Ratios

Growth Correlation 3m -72%
Growth Correlation 12m 41.2%
Growth Correlation 5y 79.1%
CAGR 5y 10.43%
CAGR/Max DD 5y 0.37
Sharpe Ratio 12m 0.33
Alpha -3.82
Beta 0.615
Volatility 26.23%
Current Volume 357.2k
Average Volume 20d 243.5k
What is the price of FDS stocks?
As of May 09, 2025, the stock is trading at USD 448.49 with a total of 357,197 shares traded.
Over the past week, the price has changed by +4.33%, over one month by +12.45%, over three months by -2.42% and over the past year by +4.35%.
Is FactSet Research Systems a good stock to buy?
Yes, based on ValueRay Fundamental Analyses, FactSet Research Systems (NYSE:FDS) is currently (May 2025) a good stock to buy. It has a ValueRay Fundamental Rating of 83.05 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 May 2025 is 429.55. This means that FDS is currently overvalued and has a potential downside of -4.22%.
Is FDS a buy, sell or hold?
FactSet Research Systems has received a consensus analysts rating of 2.67. Therefor, it is recommend to hold FDS.
  • Strong Buy: 2
  • Buy: 0
  • Hold: 12
  • Sell: 3
  • Strong Sell: 4
What are the forecast for FDS stock price target?
According to ValueRays Forecast Model, FDS FactSet Research Systems will be worth about 472.6 in May 2026. The stock is currently trading at 448.49. This means that the stock has a potential upside of +5.37%.
Issuer Forecast Upside
Wallstreet Target Price 440.4 -1.8%
Analysts Target Price 440.4 -1.8%
ValueRay Target Price 472.6 5.4%