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

FactSet Research Systems Inc. (FDS) has a MoatMap StockRank of 38/100 based on Quality (75/100), Value (29/100), and Momentum (21/100) factor scores. The current signal is HOLD. FactSet is an exceptional quality compounder with high recurring subscription revenue, high switching costs, and excellent ROIC. However, it lacks a powerful macro tailwind from our identified themes and currently trades at a full valuation, limiting near-term asymmetric upside.

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.

Key Financial Metrics

Price$253.37
Market Cap$8.7B
P/E (TTM)16.42
P/E (Forward)13.15
Price/Book4.39
Return on Equity28.1%
Return on Invested Capital20.5%
Debt/Equity72.97
Gross Margin51.9%
Operating Margin29.8%
Revenue Growth7.1%
Dividend Yield1.8%
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 38/100, with a Hold signal. It is a composite of Quality (75), Value (29), and Momentum (21) factor ranks across MoatMap’s 19,000+ stock universe.
Does FactSet Research Systems Inc. have an economic moat?
FactSet Research Systems Inc. (FDS) has a Quality factor score of 75/100. 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 38/100. 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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