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.
Data Dynamo's Dilemma | FactSet faces growth challenges as ASV decelerates, prompting strategic shifts in wealth management and AI integration to maintain market leadership |
Financial Fortitude | Despite headwinds, FactSet maintains strong profitability with a 54.15% gross margin and a 26-year streak of dividend increases |
Market Valuation Puzzle | Analysts set price targets ranging from $390 to $503, reflecting diverse views on FactSet's growth potential amid a P/E ratio of 29.52x |
Strategic Expansion | Explore FactSet's push into wealth management and $5B+ Data-as-a-Service market, leveraging acquisitions and AI to capture larger market share |
Metrics to compare | FDS | Sector Sector - Average of metrics from a broad group of related Industrials sector companies | Relationship RelationshipFDSPeersSector | |
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P/E Ratio | 29.8x | 25.7x | 9.7x | |
PEG Ratio | 6.60 | 2.12 | 0.03 | |
Price/Book | 7.4x | 4.2x | 1.0x | |
Price / LTM Sales | 6.9x | 6.7x | 2.9x | |
Upside (Analyst Target) | 5.3% | 3.6% | 10.3% | |
Fair Value Upside | Unlock | −1.8% | 1.8% | Unlock |