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.
AI Disruption Challenge | Explore FactSet's strategic shift towards AI integration, aiming to enhance its platform and counter potential threats to its core workflow solutions business |
Financial Crossroads | Delve into FactSet's mixed financial performance, with strong profitability but decelerating Annual Subscription Value growth, as it targets $2.31-$2.33 billion revenue for FY2025 |
Market Positioning | Uncover FactSet's efforts to diversify its client base beyond institutional buy-side, expanding into wealth management and independent adviser channels |
Acquisition Potential | Analysts suggest FactSet's valuation and financial structure make it an attractive acquisition target, with private equity firms potentially achieving a 13% IRR at a 20% premium |
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 | 17.5x | 21.3x | 9.8x | |
PEG Ratio | 1.49 | 1.45 | 0.03 | |
Price/Book | 4.8x | 3.5x | 1.0x | |
Price / LTM Sales | 4.5x | 5.6x | 2.9x | |
Upside (Analyst Target) | 16.3% | 14.3% | 13.8% | |
Fair Value Upside | Unlock | 8.5% | 0.8% | Unlock |