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.
Strategic Crossroads | FactSet navigates market challenges while pursuing growth initiatives, balancing resilience with strategic investments in a competitive landscape |
Financial Resilience | Explore FactSet's financial performance, including organic ASV growth and subscription-based model, amid concerns of growth deceleration |
Future Trajectory | Delve into FactSet's conservative FY25 outlook, strategic investments, and long-term margin expansion plans, with analyst price targets ranging from $390 to $464 |
Market Dynamics | Uncover the challenges FactSet faces, including client cancellations, elongated sales cycles, and intense competition in the financial data industry |
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 | 34.6x | 28.7x | 8.7x | |
PEG Ratio | 2.23 | −0.15 | 0.03 | |
Price/Book | 9.7x | 4.4x | 1.0x | |
Price / LTM Sales | 8.4x | 5.6x | 2.8x | |
Upside (Analyst Target) | −4.0% | 1.5% | 10.1% | |
Fair Value Upside | Unlock | 5.9% | 2.8% | Unlock |