Factset Research Systems Stock Today

FDS Stock  USD 477.66  1.70  0.36%   

Performance

7 of 100

 
Low
 
High
OK

Odds Of Distress

Less than 3

 
100  
 
Zero
Very Low
FactSet Research is selling for under 477.66 as of the 18th of March 2024; that is 0.36 percent increase since the beginning of the trading day. The stock's lowest day price was 475.98. FactSet Research has a very small chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for FactSet Research Systems are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 17th of February 2024 and ending today, the 18th of March 2024. Click here to learn more.
Business Domain
Financial Services
IPO Date
3rd of July 1996
Classification
Financials
FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. FactSet Research Systems Inc. The company has 38.09 M outstanding shares of which 1.22 M shares are currently shorted by investors with about 5.66 days to cover. More on FactSet Research Systems

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FactSet Stock Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. FactSet Research's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding FactSet Research or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary, FactSet Research's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to FactSet Research's managers, analysts, and investors.
Environment Score
Governance Score
Social Score
CEOF Snow
Thematic IdeaData Storage (View all Themes)
Business ConcentrationFinancial Exchanges & Data, Financial Data & Stock Exchanges, Financial Services, NYSE Composite, SP 500 Index, BETTERINVESTING 100 INDEX, BTRINVSTNG 100 INDEX, Data Storage, Financials, Capital Markets, Financial Data & Stock Exchanges, Financial Services (View all Sectors)
Average Analyst Recommendation
Analysts covering FactSet Research report their recommendations after researching FactSet Research's financial statements, talking to executives and customers, or listening in on FactSet Research's conference calls. The current trade recommendation is based on an ongoing consensus estimate among financial analysts covering FactSet Research Systems. The FactSet consensus assessment is calculated by taking the average forecast from all of the analysts covering FactSet Research.
Financial Strength
Based on the key indicators obtained from FactSet Research's historical financial statements, FactSet Research Systems is doing better financially then in previous quarter. It has a moderate odds of reporting better financial numbers in April. Financial strength of FactSet Research Systems is based on its profitability, leverage, liquidity, source of funds, and operating efficiency.
Current ValueLast YearChange From Last Year 10 Year Trend
Return On Assets0.170.11
Way Up
Slightly volatile
Asset Turnover1.080.61
Way Up
Slightly volatile
Gross Profit Margin0.70.61
Fairly Up
Slightly volatile
Total Current Liabilities564.3 M537.4 M
Sufficiently Up
Slightly volatile
Non Current Liabilities Total2.2 B2.1 B
Sufficiently Up
Slightly volatile
Total Assets4.8 B4.5 B
Sufficiently Up
Slightly volatile
Total Current Assets906.1 M862.9 M
Sufficiently Up
Slightly volatile
Total Cash From Operating Activities779.5 M742.4 M
Sufficiently Up
Slightly volatile
FactSet Research's financial strength is of vital concern to both outside investors and internal stakeholders. Efficiency and cost control are keys to FactSet Research's success, along with its ability to generate sufficient cash flow to pay bills, repay debt, and make a consistent year-to-year profit.
FactSet Research's bond ratings measure its overall creditworthiness, which in many ways corresponds to the cost of borrowing for an issuer. These ratings assign a letter grade to all of FactSet Research's outstanding corporate bonds that indicate their credit quality. We use reports published by private self-sufficient rating services such as Standard & Poor's or Fitch Ratings Inc. to evaluate a bond issuer's financial strength or its ability to pay a bond's principal and interest.
Financial leverage usually refers to the use of borrowed funds to amplify returns from an investment. In general, analyzing the relationship between debt to total assets helps investors to understand FactSet Research's financial leverage. It provides some insight into what part of FactSet Research's total assets is financed by creditors.
By using current balance sheet information, investors can analyze the liability, assets, and equity on FactSet Research's books and decide whether to invest or hold. Statistics such as return on equity (ROE), debt to equity (D/E) help investors determine how FactSet Research deploys its capital and how much of that capital is borrowed.
Liquidity
FactSet Research cash flow analysis is essential to understand how it generates and spends money over a specific period. It can also help you figure out where your money is going and how much cash you have available at a given moment. The company has 1.84 B in debt with debt to equity (D/E) ratio of 1.67, which is OK given its current industry classification. FactSet Research Systems has a current ratio of 1.95, which is typical for the industry and considered as normal. Debt can assist FactSet Research until it has trouble settling it off, either with new capital or with free cash flow. So, FactSet Research's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like FactSet Research Systems sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for FactSet to invest in growth at high rates of return. When we think about FactSet Research's use of debt, we should always consider it together with cash and equity.

Total Cash From Operating Activities

779.53 Million
FactSet Research Systems (FDS) is traded on New York Stock Exchange in USA. It is located in 45 Glover Avenue, Norwalk, CT, United States, 06850 and employs 12,515 people. FactSet Research is listed under Financial Exchanges & Data category by Fama And French industry classification. The company currently falls under 'Large-Cap' category with a total capitalization of 18.13 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate FactSet Research's market, we take the total number of its shares issued and multiply it by FactSet Research's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. FactSet Research Systems runs under Capital Markets sector within Financials industry. The entity has 38.09 M outstanding shares of which 1.22 M shares are currently shorted by investors with about 5.66 days to cover. FactSet Research Systems has about 425.44 M in cash with 645.57 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 14.37.
Check FactSet Research Probability Of Bankruptcy
Ownership Allocation
FactSet Research holds a total of 38.09 Million outstanding shares. The majority of FactSet Research Systems outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to obtain positions in FactSet Research Systems to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in FactSet Research. Please pay attention to any change in the institutional holdings of FactSet Research Systems as this could imply that something significant has changed or is about to change at the company. Please note that no matter how many assets the company secures, if the real value of the firm is less than the current market value, you may not be able to make money on it.
Check FactSet Ownership Details

FactSet Stock Price Odds Analysis

Attributed to a normal probability distribution, the odds of FactSet Research jumping above the current price in 90 days from now is about 9.41%. The FactSet Research Systems probability density function shows the probability of FactSet Research stock to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon FactSet Research has a beta of 0.6522. This usually indicates as returns on the market go up, FactSet Research average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding FactSet Research Systems will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0017, implying that it can generate a 0.001723 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 477.66HorizonTargetOdds Above 477.66
90.36%90 days
 477.66 
9.41%
Based on a normal probability distribution, the odds of FactSet Research to move above the current price in 90 days from now is about 9.41 (This FactSet Research Systems probability density function shows the probability of FactSet Stock to fall within a particular range of prices over 90 days) .

FactSet Stock Institutional Holders

Institutional Holdings refers to the ownership stake in FactSet Research that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of FactSet Research's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing FactSet Research's value.
InstituionRecorded OnShares
Amundi2023-12-31
572 K
Jpmorgan Chase & Co2023-12-31
552.2 K
Champlain Investment Partners, Llc2023-12-31
420.3 K
Northern Trust Corp2023-12-31
381.5 K
Massachusetts Financial Services Company2023-12-31
368.8 K
Fiera Capital Corporation2023-12-31
359.1 K
Goldman Sachs Group Inc2023-12-31
358.2 K
Charles Schwab Investment Management Inc2023-12-31
355.3 K
Legal & General Group Plc2023-12-31
329.9 K
Vanguard Group Inc2023-12-31
4.6 M
Blackrock Inc2023-12-31
3.5 M
View FactSet Research Diagnostics

FactSet Research Historical Income Statement

FactSet Research Systems Income Statement is one of the three primary financial statements used for reporting FactSet's overall financial performance over a current year or for a given accounting period. An Income Statement sometimes referred to as the statement of FactSet Research Systems revenue and expense. FactSet Research Income Statement primarily focuses on the company's revenues and expenses during a particular period.
At this time, FactSet Research's EBITDA is comparatively stable compared to the past year. Cost Of Revenue is likely to gain to about 1.2 B in 2024, whereas Net Income From Continuing Ops is likely to drop slightly above 327.1 M in 2024. View More Fundamentals

FactSet Stock Against Markets

Picking the right benchmark for FactSet Research stock is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in FactSet Research stock price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for FactSet Research is critical whether you are bullish or bearish towards FactSet Research Systems at a given time. Please also check how FactSet Research's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in FactSet Research without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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FactSet Research Corporate Directors

FactSet Research corporate directors refer to members of a FactSet Research board of directors. The board of directors generally takes responsibility for the FactSet Research's affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of FactSet Research's board members must vote for the resolution. The FactSet Research board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.
Malcolm FrankIndependent DirectorProfile
Sheila JordanIndependent DirectorProfile
James McGonigleLead Independent DirectorProfile
Laurie SiegelIndependent DirectorProfile

How to buy FactSet Stock?

Before investing in FactSet Research, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in FactSet Research. To buy FactSet Research stock, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of FactSet Research. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase FactSet Research stock. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located FactSet Research Systems stock in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased FactSet Research Systems stock, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the stock
It's important to note that investing in stocks, such as FactSet Research Systems, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in stock prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy FactSet Stock please use our How to Invest in FactSet Research guide.

Already Invested in FactSet Research Systems?

The danger of trading FactSet Research Systems is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of FactSet Research is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than FactSet Research. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile FactSet Research Systems is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether FactSet Research Systems is a strong investment it is important to analyze FactSet Research's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact FactSet Research's future performance. For an informed investment choice regarding FactSet Stock, refer to the following important reports:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in FactSet Research Systems. Also, note that the market value of any Company could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment.
Note that the FactSet Research Systems information on this page should be used as a complementary analysis to other FactSet Research's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the CEOs Directory module to screen CEOs from public companies around the world.

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When running FactSet Research's price analysis, check to measure FactSet Research's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy FactSet Research is operating at the current time. Most of FactSet Research's value examination focuses on studying past and present price action to predict the probability of FactSet Research's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move FactSet Research's price. Additionally, you may evaluate how the addition of FactSet Research to your portfolios can decrease your overall portfolio volatility.
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Is FactSet Research's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of FactSet Research. If investors know FactSet will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about FactSet Research listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.091
Dividend Share
3.83
Earnings Share
12.37
Revenue Per Share
55.621
Quarterly Revenue Growth
0.074
The market value of FactSet Research Systems is measured differently than its book value, which is the value of FactSet that is recorded on the company's balance sheet. Investors also form their own opinion of FactSet Research's value that differs from its market value or its book value, called intrinsic value, which is FactSet Research's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because FactSet Research's market value can be influenced by many factors that don't directly affect FactSet Research's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between FactSet Research's value and its price as these two are different measures arrived at by different means. Investors typically determine if FactSet Research is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, FactSet Research's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.