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FactSet Research Systems Inc. (FDS) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

FactSet Research Systems Inc.

FDSMarket cap $9.70BPrice $272.8

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

FactSet supplies financial data, analytics, and workflow software to investment professionals worldwide. Nearly every major asset manager and bank relies on its terminals daily, making it a quiet but essential backbone of Wall Street's decision-making machinery.

In Bastion Portfolios?

52W Return-4%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+6%5

Revenue Forecast

Rev CAGR (1y)+6%5

Rev CAGR (3y)+6%4

Rev CAGR (5y)+5%5

Earnings Forecast

EPS Growth Y+1+32%9

EPS Growth Y+2+7%6

EPS Growth Y+3+6%6

Quality

Margins

EBIT Margin28%9

Net Income Margin22%8

Free Cash Flow Margin29%9

Debt

Net Debt/EBITDA1.45

Efficiency

ROE25%9

ROA13%9

Earnings Stability88

GEAR+STRONG78

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)146

P/E Ratio (Forward 3y)126

P/BV4.83

EV Multiples

EV/EBITDA Fwd116

EV/EBIT Fwd126

Yield

Free Cash Flow Yield0.0%6

Dividend Yield1.7%5

Momentum

Short term

1 month return-6%5

3 month return+10%9

YTD return-5%4

Mid term

Price vs 52wHigh85%7

1 year return-1%4

Long term

3 year return-37%1

5 year return-28%2

Risk Shield

Price Risk

Beta0.57

Volatility47%3

Free Cash Flow

Free Cash Flow Margin29%9

Free Cash Flow Yield0.0%6

Quality

ROCE20%9

Earnings Stability88

Net Debt/EBITDA1.45

02Growth

Is it actually growing, and how fast?

FDSFactSet Research Systems

Revenue FY26$2.5B

GROWTH RATING↗

AVERAGE44 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+6%5

Revenue, next 1Y+6%5

Revenue, next 3Y, CAGR+6%4

Revenue, next 5Y, CAGR+5%5

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+32%9

EPS growth, FY28E+7%6

EPS growth, FY29E+6%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 7%/yr vs revenue 6%/yr).

WATCH

A mid-pack grower, ahead of 44% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Revenue grew 6%/yr over the last 3 years and is set to keep growing around 6%/yr.

Over five years revenue is set to grow 5%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE39 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-6%5

3-month return+10%9

YTD return-5%4

MID & LONG-TERM▾SCORE

% of 52-week high85%7

1-year return-1%4

3-year return-37%1

5-year return-28%2

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over three months (+10%).

WATCH

It's down 1% over the past year, now 15% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over the past month (-6%) and so far this year (-5%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-37% over three years and -28% over five), behind 80% of the market.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on FactSet. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

FDSFactSet Research Systems

Revenue FY26$2.5B

GROWTH RATING↗

AVERAGE44 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+6%5

Revenue, next 1Y+6%5

Revenue, next 3Y, CAGR+6%4

Revenue, next 5Y, CAGR+5%5

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+32%9

EPS growth, FY28E+7%6

EPS growth, FY29E+6%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 7%/yr vs revenue 6%/yr).

WATCH

A mid-pack grower, ahead of 44% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Revenue grew 6%/yr over the last 3 years and is set to keep growing around 6%/yr.

Over five years revenue is set to grow 5%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE39 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-6%5

3-month return+10%9

YTD return-5%4

MID & LONG-TERM▾SCORE

% of 52-week high85%7

1-year return-1%4

3-year return-37%1

5-year return-28%2

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over three months (+10%).

WATCH

It's down 1% over the past year, now 15% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over the past month (-6%) and so far this year (-5%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-37% over three years and -28% over five), behind 80% of the market.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on FactSet. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community