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 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

FDS Stock Overview

Market Cap in USD 18,383m
Sector Financial Services
Industry Financial Data & Stock Exchanges
GiC Industry Capital Markets
TER 0.00%
IPO / Inception 1996-07-03

FDS Stock Ratings

Growth 5y 58.2%
Fundamental 87.2%
Dividend 50.6%
Rel. Performance Sector -27.6
Analysts 2.71/5
Fair Price Momentum 473.81 USD
Fair Price DCF 418.60 USD

FDS Dividends

Dividend Yield 12m 0.64%
Yield on Cost 5y 1.19%
Annual Growth 5y 6.47%
Payout Consistency 99.55%

FDS Growth Ratios

Growth Correlation 3m 81.4%
Growth Correlation 12m -1.7%
Growth Correlation 5y 82.8%
CAGR 5y 13.13%
CAGR/Mean DD 5y 1.40
Sharpe Ratio 12m 0.31
Alpha -21.66
Beta 0.89
Volatility 19.03%
Current Volume 192.8k
Average Volume 20d 254.5k
What is the price of FDS stocks?
As of December 06, 2024, the stock is trading at USD 478.37 with a total of 192,810 shares traded.
Over the past week, the price has changed by -2.51%, over one month by +2.44%, over three months by +12.27% and over the past year by +8.14%.
Is FactSet Research Systems a good stock to buy?
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 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 December 2024 is 473.81. This means that FDS is currently overvalued and has a potential downside of -0.95%.
Is FDS a buy, sell or hold?
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
What are the forecast for FDS stock price target?
According to ValueRays Forecast Model, FDS FactSet Research Systems will be worth about 522.8 in December 2025. The stock is currently trading at 478.37. This means that the stock has a potential upside of +9.29%.
Issuer Forecast Upside
Wallstreet Target Price 461.5 -3.5%
Analysts Target Price 445 -7%
ValueRay Target Price 522.8 9.3%