FDS
FactSet
$218.62
▼ 1.2%Updated Today 7:15 PM ET
▼ Down 47.9% over the last 12 months
Market Cap
$8.06B
P/E
13.84x
Forward P/E (est.)
12.52x
ROE
27.2%
Revenue Growth
6.5%
EPS Growth
10.5%
Profit Margin
24.5%
FCF Yield
6.2%
Debt / Equity
0.63x
ROIC
17.0%
Interest Coverage
—
Current Ratio
1.43x
Dividend Yield
2.0%
Implied Growth (rev. DCF)
1.2%
Rating Score
70/100
Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what FDS's chart says today, with each tool explained.
Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. FDS trades near $218.62, below its 50-day average ($230.99) and 200-day average ($258.11). Price below both averages is a downtrend — momentum is against buyers for now.
Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 45 it is in neutral territory — neither stretched nor washed out.
MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently negative — short-term momentum is fading.
Volatility — ATR. Average True Range is the typical daily move. FDS's is $13.24 (~6.1% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.
Support & resistance. Over the last month FDS found buyers near $215.00 (support) and sellers near $272.40 (resistance); its 52-week range is $185.00–$453.41. A decisive break beyond either edge often marks the next move.
Volume. The latest session traded 0.7× the 20-day average — about normal. Rising volume on up-days suggests real buying; on down-days, real selling.
Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.
FactSet (FDS) is a mid-cap company in the Financial Exchanges & Data industry, part of the Financials sector of the S&P 500, with a market value around $8.06B.
In its latest reported year it generated about $2.32B in revenue and $597.04M in net profit.
Our model rates FDS Favorable (70/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.
4Y CAGR
9.9%
Revenue moved from $1.59B in 2021 to $2.32B in 2025, a 9.9% compound annual growth rate. The most recent year grew a steady 6.5% year over year. Slower, mature growth is common for established businesses.
Gross Margin
51.9%
Operating Margin
32.2%
Net Margin
25.7%
ROE
27.2%
FactSet keeps about 24.5% of each sales dollar as net profit, with a 51.9% gross margin and 32.2% operating margin. Return on equity is 27.2% and return on invested capital about 17.0%. Margins this wide usually signal pricing power or a cost advantage.
Total Debt
$1.37B
Net Debt
$1.10B
Net Debt / EBITDA
1.47x
Debt / Equity
0.63x
Leverage: debt-to-equity is 0.6x, with a current ratio of 1.4x. That is a moderate, manageable debt load for most businesses. It carries roughly $1.37B of total debt against $268.34M of cash.
Operating CF
$726.26M
Free Cash Flow
$617.45M
FCF Margin
26.6%
In the latest year FactSet produced about $726.26M of operating cash flow and $617.45M of free cash flow after capital spending. That is a free-cash-flow yield of about 6.2% on today's price. Strong cash generation funds dividends, buybacks, and reinvestment.
P/E
13.84x
P/S
3.76x
P/B
6.01x
EV / EBITDA
10.77x
FDS trades at 13.8x trailing earnings (about 12.5x on estimated forward earnings), 3.8x sales, and 6.0x book value. Reverse-engineering today's price implies the market expects roughly 1.2% long-term free-cash-flow growth. That is an undemanding multiple — potentially cheap if the business is stable.
Where this stock sits versus what most companies trade at.
Typical ranges are general references (e.g., many stocks trade at ~18–26x earnings), not hard rules. Context only — not investment advice.
How FDS stacks up against its Financials peers — valuation, profitability, and growth versus the sector median.
In the Financials sector (76 S&P 500 companies), FDS ranks #22 of 76 by our overall rating. It trades at roughly in line versus the sector on earnings (13.8x P/E vs. 15.2x median) with a higher return on equity (27.2% vs. 15.3%) and slower revenue growth (6.5% vs. 9.1%).
P/E vs sector
13.8x
median 15.2x
ROE vs sector
27.2%
median 15.3%
Growth vs sector
6.5%
median 9.1%
Sector rank
#22
of 76 by rating
Valuation vs. quality map
The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.
Peers are the closest Financials companies by sub-industry and size. Sector median is across all 76 S&P 500 names in the sector. Educational, not a recommendation.
Project revenue → earnings → price. Edit the assumptions to build your own case.
2030 price target (Base Case)
$185.92 – $325.36
vs. $218.62 today · expected CAGR -3% – 8%
| Metric | 2026 | 2027 | 2028 | 2029 | 2030 |
|---|---|---|---|---|---|
| Revenue | $2.48B | $2.66B | $2.84B | $3.04B | $3.26B |
| Net income | $645.91M | $691.12M | $739.50M | $791.27M | $846.66M |
| EPS | $17.73 | $18.97 | $20.30 | $21.72 | $23.24 |
| Share price (low) | $141.84 | $151.77 | $162.39 | $173.76 | $185.92 |
| Share price (high) | $248.21 | $265.59 | $284.18 | $304.07 | $325.36 |
| CAGR (low–high) | -35% / 14% | -17% / 10% | -9% / 9% | -6% / 9% | -3% / 8% |
Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.
The case for FDS:
- High net margins (24.5%) point to pricing power or efficiency.
- Strong return on equity (27.2%) shows capital is put to work well.
- Healthy free-cash-flow yield (~6.2%) funds buybacks and dividends.
- Our model's overall read is Favorable (70/100).
The case against FDS:
- Like any single stock, it is exposed to competition, the economic cycle, and shifts in its end markets.
Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.
On balance, the fundamentals screen favourably: FactSet is a mid-cap financials business growing at a mature pace, with solid profitability, and a sound balance sheet. It trades at 13.8x earnings, which our model scores Favorable (70/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.
Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.
Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.