What is FactSet Research Systems Inc.'s (FDS) StockRank?

MoatMap's StockRank for FactSet Research Systems Inc. (FDS) is 55/100, with a Hold signal. This is a composite score combining Quality (72), Value (27), and Momentum (50) factor ranks across MoatMap's universe of 25,000+ stocks.

Does FactSet Research Systems Inc. have an economic moat?

FactSet Research Systems Inc. (FDS) has a Quality factor score of 72/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the financial characteristics of a moated business.

Is FactSet Research Systems Inc. a buy, hold, or sell?

MoatMap's current signal for FactSet Research Systems Inc. (FDS) is Hold, based on a StockRank of 55/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.

What sector is FactSet Research Systems Inc. in?

FactSet Research Systems Inc. (FDS) operates in the Financial Services sector, specifically the Financial Data & Stock Exchanges industry (United States).

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FDS

HoldFallen Favourite

FactSet Research Systems Inc. · Financial Services · United States · $11.0B · Avg Vol: $223M/d

StockRank

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P/E (TTM)

19.9x

ROE

27.0%

D/E

0.8x

Dividend %

1.4%

COMPANY DESCRIPTION

FactSet Research Systems Inc. provides integrated financial information and analytical applications to investment professionals globally. Its competitive moat is a highly sticky customer base, driven by its comprehensive, customizable platform and critical role in financial workflow and decision-making. FactSet is a key data and analytics provider for the financial industry, competing on data depth, analytical tools, and superior client service.

FINANCIAL SUMMARY (USD)

Year	2022	2023	2024	2025	CAGR	TTM	2026E	2027E	Fwd CAGR
Revenue	1.8B	2.1B	2.2B	2.3B	8.0%	2.4B	2.5B	2.6B	6.1%
EPS	10.43	12.26	14.11	15.74	14.7%	15.18	16.53	18.28	7.8%
Shares	38.0M	38.0M	38.0M	37.6M	-1.0%	35.6M	—	—	—
Debt	2.2B	1.8B	1.6B	1.6B	-11.1%	1.6B	—	—	—
Equity	1.3B	1.6B	1.9B	2.2B	18.0%	—	—	—	—
Op CF	538.3M	645.6M	700.3M	726.3M	10.5%	829.6M	—	—	—
Inv CF	-2.0B	-95.4M	-144.3M	-392.8M	—	—	—	—	—
Fin CF	1.3B	-632.0M	-560.9M	-407.8M	—	—	—	—	—

Loading 1Y...

PRICE (1Y)-0.0%

SMA 50SMA 200

$262.93

RSI (14)

32.0

52W High

$364.99

From 52W High

0.7%

SCORE BREAKDOWN

Quality

ROIC

20.5%93.0

ROE

27.0%90.9

GP/Assets

29.1%90.7

Op. Margin

30.5%47.0

FCF/Assets

13.7%92.4

Piotroski

658.7

Int. Cover

13.8x57.7

D/E Ratio

0.77x34.2

Current Ratio

0.68x20.7

Value

P/E (TTM)

19.9x24.4

EV/EBITDA

12.9x37.5

P/FCF

18.6x30.3

P/B

5.3x9.0

P/S

4.4x39.4

Div Yield

1.4%15.9

Momentum

52W High %

72%18.9

RS 6M

16%80.8

SMA 50/200

1.11x75.3

EPS Rev 4W

+0.1%37.9

EPS Rev 12W

+1.6%62.0

EPS Improve

+30%60.9

Q Growth

-15%17.6

FUNDAMENTALS

Market Cap

$11.0B

P/E (Forward)

15.3x

Gross Margin

51.4%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of FDS are excluded.

Ticker	Company	Mkt Cap	StockRank	Signal
FDS	FactSet Research Systems Inc.(you)	$11.0B	55	Hold
MORN	Morningstar, Inc.	$8.2B	51	Hold
TRU	TransUnion	$16.4B	47	Hold
CBOE	Cboe Global Markets, Inc.	$32.4B	49	Hold
MSCI	MSCI Inc.	$41.5B	44	Hold
NDAQ	Nasdaq, Inc.	$55.5B	48	Hold
MCO	Moody's Corporation	$89.2B	45	Hold
ICE	Intercontinental Exchange, Inc.	$91.1B	33	Sell
COIN	Coinbase Global, Inc.	$47.1B	14	Strong Sell
SPGI	S&P Global Inc.	$130.6B	32	Sell

Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%

FactSet Research Systems Inc. (FDS): Stock Score Summary

FactSet Research Systems Inc. (FDS) has a MoatMap StockRank of 55/100 based on Quality (72/100), Value (27/100), and Momentum (50/100) factor scores. The current signal is HOLD.

Key Financial Metrics

Price	$262.93
Market Cap	$11.0B
P/E (TTM)	19.89
P/E (Forward)	15.32
Price/Book	5.32
Return on Equity	27.0%
Return on Invested Capital	20.5%
Debt/Equity	0.77x
Gross Margin	51.4%
Operating Margin	30.5%
Revenue Growth	6.4%
Dividend Yield	1.4%
Free Cash Flow	$590M

FactSet Research Systems Inc. operates in the Financial Data & Stock Exchanges industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is FactSet Research Systems Inc.’s (FDS) StockRank?: MoatMap’s StockRank for FactSet Research Systems Inc. (FDS) is 55/100, with a Hold signal. It is a composite of Quality (72), Value (27), and Momentum (50) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does FactSet Research Systems Inc. have an economic moat?: FactSet Research Systems Inc. (FDS) has a Quality factor score of 72/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is FactSet Research Systems Inc. a buy, hold, or sell?: MoatMap’s current signal for FactSet Research Systems Inc. (FDS) is Hold, based on a StockRank of 55/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is FactSet Research Systems Inc. in?: FactSet Research Systems Inc. (FDS) operates in the Financial Services sector, specifically the Financial Data & Stock Exchanges industry (United States).