Factset Research Systems Stock Z Score

FDS Stock

USD 422.83 2.89 0.69%

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out FactSet Research Piotroski F Score and FactSet Research Valuation analysis.

At this time, FactSet Research's Net Working Capital is comparatively stable compared to the past year. Capital Lease Obligations is likely to gain to about 211.6 M in 2024, whereas Net Invested Capital is likely to drop slightly above 1.4 B in 2024. 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.

FactSet Research Systems Company Z Score Analysis

FactSet Research's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

FactSet Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for FactSet Research is extremely important. It helps to project a fair market value of FactSet Stock properly, considering its historical fundamentals such as Z Score. Since FactSet Research's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of FactSet Research's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of FactSet Research's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Accounts Payable	Net Receivables	Total Liab	Total Current Assets	Common Stock	Good Will	Short Term Investments	Treasury Stock	Intangible Assets	Property Plant Equipment	Current Deferred Revenue	Short Term Debt	Net Tangible Assets	Long Term Debt	Capital Surpluse	Deferred Long Term Liab	Accumulated Depreciation	Long Term Debt Total	Short Long Term Debt	Net Invested Capital	Cash And Equivalents	Net Working Capital	Capital Stock
Total Assets		0.98	0.96	0.71	0.98	0.96	0.99	0.87	0.21	0.95	0.51	-0.28	0.95	0.82	0.88	-0.19	-0.81	0.98	0.82	0.21	-0.49	0.98	0.68	0.68	0.7	0.51	0.86
Total Stockholder Equity	0.98		0.9	0.76	0.96	0.95	0.94	0.85	0.31	0.91	0.4	-0.27	0.92	0.81	0.85	-0.27	-0.79	0.92	0.76	0.12	-0.44	0.92	0.58	0.62	0.68	0.48	0.89
Net Debt	0.96	0.9		0.67	0.91	0.9	0.98	0.74	0.1	0.89	0.54	-0.25	0.97	0.69	0.89	-0.11	-0.86	0.99	0.79	0.19	-0.4	0.99	0.63	0.78	0.56	0.35	0.81
Retained Earnings	0.71	0.76	0.67		0.68	0.72	0.67	0.54	0.66	0.67	0.36	-0.75	0.72	0.55	0.65	-0.01	-0.68	0.67	0.54	-0.01	-0.44	0.67	0.34	0.44	0.32	0.14	0.65
Accounts Payable	0.98	0.96	0.91	0.68		0.99	0.97	0.91	0.24	0.99	0.55	-0.3	0.87	0.84	0.8	-0.08	-0.69	0.94	0.84	0.37	-0.61	0.94	0.77	0.59	0.73	0.55	0.83
Net Receivables	0.96	0.95	0.9	0.72	0.99		0.95	0.86	0.34	0.98	0.53	-0.34	0.87	0.77	0.79	-0.02	-0.67	0.93	0.8	0.4	-0.62	0.92	0.75	0.6	0.64	0.45	0.82
Total Liab	0.99	0.94	0.98	0.67	0.97	0.95		0.86	0.14	0.95	0.57	-0.28	0.94	0.8	0.87	-0.14	-0.81	0.99	0.84	0.26	-0.5	0.99	0.72	0.71	0.7	0.51	0.83
Total Current Assets	0.87	0.85	0.74	0.54	0.91	0.86	0.86		0.2	0.89	0.53	-0.3	0.68	0.91	0.68	-0.22	-0.51	0.8	0.81	0.37	-0.65	0.8	0.78	0.42	0.92	0.83	0.7
Common Stock	0.21	0.31	0.1	0.66	0.24	0.34	0.14	0.2		0.28	-0.07	-0.65	0.16	0.12	0.16	0.21	-0.14	0.13	0.03	0.05	-0.45	0.12	0.04	0.06	-0.08	-0.11	0.17
Good Will	0.95	0.91	0.89	0.67	0.99	0.98	0.95	0.89	0.28		0.62	-0.37	0.82	0.81	0.76	0.03	-0.63	0.93	0.84	0.48	-0.69	0.92	0.84	0.56	0.69	0.53	0.78
Short Term Investments	0.51	0.4	0.54	0.36	0.55	0.53	0.57	0.53	-0.07	0.62		-0.49	0.4	0.65	0.48	0.29	-0.39	0.56	0.74	0.5	-0.63	0.56	0.75	0.13	0.48	0.37	0.31
Treasury Stock	-0.28	-0.27	-0.25	-0.75	-0.3	-0.34	-0.28	-0.3	-0.65	-0.37	-0.49		-0.2	-0.28	-0.25	-0.33	0.23	-0.27	-0.38	-0.19	0.64	-0.26	-0.34	-0.09	-0.14	-0.09	-0.13
Intangible Assets	0.95	0.92	0.97	0.72	0.87	0.87	0.94	0.68	0.16	0.82	0.4	-0.2		0.66	0.9	-0.24	-0.92	0.96	0.71	0.01	-0.27	0.96	0.47	0.77	0.5	0.27	0.85
Property Plant Equipment	0.82	0.81	0.69	0.55	0.84	0.77	0.8	0.91	0.12	0.81	0.65	-0.28	0.66		0.66	-0.23	-0.59	0.75	0.76	0.25	-0.5	0.75	0.68	0.22	0.88	0.76	0.7
Current Deferred Revenue	0.88	0.85	0.89	0.65	0.8	0.79	0.87	0.68	0.16	0.76	0.48	-0.25	0.9	0.66		-0.24	-0.88	0.88	0.83	-0.01	-0.33	0.88	0.54	0.79	0.54	0.27	0.8
Short Term Debt	-0.19	-0.27	-0.11	-0.01	-0.08	-0.02	-0.14	-0.22	0.21	0.03	0.29	-0.33	-0.24	-0.23	-0.24		0.29	-0.12	-0.1	0.64	-0.32	-0.13	0.26	-0.23	-0.39	-0.36	-0.29
Net Tangible Assets	-0.81	-0.79	-0.86	-0.68	-0.69	-0.67	-0.81	-0.51	-0.14	-0.63	-0.39	0.23	-0.92	-0.59	-0.88	0.29		-0.84	-0.6	0.26	0.15	-0.84	-0.26	-0.69	-0.37	-0.14	-0.69
Long Term Debt	0.98	0.92	0.99	0.67	0.94	0.93	0.99	0.8	0.13	0.93	0.56	-0.27	0.96	0.75	0.88	-0.12	-0.84		0.82	0.23	-0.47	1.0	0.69	0.75	0.62	0.43	0.81
Capital Surpluse	0.82	0.76	0.79	0.54	0.84	0.8	0.84	0.81	0.03	0.84	0.74	-0.38	0.71	0.76	0.83	-0.1	-0.6	0.82		0.33	-0.6	0.81	0.83	0.58	0.75	0.55	0.73
Deferred Long Term Liab	0.21	0.12	0.19	-0.01	0.37	0.4	0.26	0.37	0.05	0.48	0.5	-0.19	0.01	0.25	-0.01	0.64	0.26	0.23	0.33		-0.6	0.22	0.74	-0.04	0.26	0.29	0.05
Accumulated Depreciation	-0.49	-0.44	-0.4	-0.44	-0.61	-0.62	-0.5	-0.65	-0.45	-0.69	-0.63	0.64	-0.27	-0.5	-0.33	-0.32	0.15	-0.47	-0.6	-0.6		-0.46	-0.76	-0.17	-0.47	-0.44	-0.2
Long Term Debt Total	0.98	0.92	0.99	0.67	0.94	0.92	0.99	0.8	0.12	0.92	0.56	-0.26	0.96	0.75	0.88	-0.13	-0.84	1.0	0.81	0.22	-0.46		0.68	0.75	0.62	0.42	0.81
Short Long Term Debt	0.68	0.58	0.63	0.34	0.77	0.75	0.72	0.78	0.04	0.84	0.75	-0.34	0.47	0.68	0.54	0.26	-0.26	0.69	0.83	0.74	-0.76	0.68		0.37	0.67	0.57	0.5
Net Invested Capital	0.68	0.62	0.78	0.44	0.59	0.6	0.71	0.42	0.06	0.56	0.13	-0.09	0.77	0.22	0.79	-0.23	-0.69	0.75	0.58	-0.04	-0.17	0.75	0.37		0.27	0.08	0.6
Cash And Equivalents	0.7	0.68	0.56	0.32	0.73	0.64	0.7	0.92	-0.08	0.69	0.48	-0.14	0.5	0.88	0.54	-0.39	-0.37	0.62	0.75	0.26	-0.47	0.62	0.67	0.27		0.95	0.6
Net Working Capital	0.51	0.48	0.35	0.14	0.55	0.45	0.51	0.83	-0.11	0.53	0.37	-0.09	0.27	0.76	0.27	-0.36	-0.14	0.43	0.55	0.29	-0.44	0.42	0.57	0.08	0.95		0.38
Capital Stock	0.86	0.89	0.81	0.65	0.83	0.82	0.83	0.7	0.17	0.78	0.31	-0.13	0.85	0.7	0.8	-0.29	-0.69	0.81	0.73	0.05	-0.2	0.81	0.5	0.6	0.6	0.38

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To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.

Competition

Predict FactSet Research

According to the company's disclosures, FactSet Research Systems has a Z Score of 0.0. This is 100.0% lower than that of the Capital Markets sector and about the same as Financials (which currently averages 0.0) industry. The z score for all United States stocks is 100.0% higher than that of the company.

FactSet Research 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 and do not directly affect the long term financial condition, 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

FactSet Research 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.

		Shares
Amundi	2023-12-31	572 K
Jpmorgan Chase & Co	2023-12-31	552.2 K
Champlain Investment Partners, Llc	2023-12-31	420.3 K
Northern Trust Corp	2023-12-31	381.5 K
Massachusetts Financial Services Company	2023-12-31	368.8 K
Fiera Capital Corporation	2023-12-31	359.1 K
Goldman Sachs Group Inc	2023-12-31	358.2 K
Charles Schwab Investment Management Inc	2023-12-31	355.3 K
Legal & General Group Plc	2023-12-31	329.9 K
Vanguard Group Inc	2023-12-31	4.6 M
Blackrock Inc	2023-12-31	3.5 M

FactSet Fundamentals

	Return On Equity	0.29
	Return On Asset	0.11
	Profit Margin	0.23 %
	Operating Margin	0.33 %
	Current Valuation	17.97 B
	Shares Outstanding	38.12 M
	Shares Owned By Insiders	0.21 %
	Shares Owned By Institutions	92.52 %
	Number Of Shares Shorted	1.33 M
	Price To Earning	45.01 X
	Price To Book	9.02 X
	Price To Sales	7.54 X
	Revenue	2.09 B
	Gross Profit	1.11 B
	EBITDA	814.95 M
	Net Income	468.13 M
	Cash And Equivalents	425.44 M
	Cash Per Share	14.37 X
	Total Debt	1.84 B
	Debt To Equity	1.67 %
	Current Ratio	1.99 X
	Book Value Per Share	47.26 X
	Cash Flow From Operations	645.57 M
	Short Ratio	4.51 X
	Earnings Per Share	12.64 X
	Price To Earnings To Growth	2.65 X
	Target Price	457.84
	Number Of Employees	12.28 K
	Beta	0.71
	Market Capitalization	16.01 B
	Total Asset	3.95 B
	Retained Earnings	1.51 B
	Working Capital	283.07 M
	Current Asset	369.28 M
	Current Liabilities	158.21 M
	Annual Yield	0.01 %
	Five Year Return	0.97 %
	Net Asset	3.95 B
	Last Dividend Paid	3.92

About FactSet Research Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze FactSet Research Systems's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of FactSet Research using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of FactSet Research Systems based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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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:

How To Invest In FactSet

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Is FactSet Stock a good investment?

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What is FactSet Research's Net Worth?

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Check out FactSet Research Piotroski F Score and FactSet Research Valuation analysis.

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 Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

Complementary Tools for FactSet Stock analysis

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

0.08

Dividend Share

3.92

Earnings Share

12.64

Revenue Per Share

56.495

Quarterly Revenue Growth

0.06

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.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

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Factset Research Systems Stock Z Score

FactSet Research Systems Company Z Score Analysis

Z Score

Sum Of

5 Factors

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

FactSet Z Score Driver Correlations

FactSet Research ESG Sustainability

FactSet Research Institutional Holders

FactSet Fundamentals

About FactSet Research Fundamental Analysis

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

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