Is FactSet Research Stock a Good Investment?
FactSet Research Investment Advice | FDS |
- Examine FactSet Research's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research FactSet Research's leadership team and their track record. Good management can help FactSet Research navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Financial Exchanges & Data space and any emerging trends that could impact FactSet Research's business and its evolving consumer preferences.
- Compare FactSet Research's performance and market position to its competitors. Analyze how FactSet Research is positioned in terms of product offerings, innovation, and market share.
- Check if FactSet Research pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about FactSet Research's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in FactSet Research Systems stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that 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. Below is a detailed guide on how to decide if FactSet Research Systems is a good investment.
Sell | Buy |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine FactSet Research Stock
Researching FactSet Research's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 97.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 2.65. FactSet Research Systems recorded earning per share (EPS) of 13.89. The entity last dividend was issued on the 29th of November 2024. The firm had 3:2 split on the 7th of February 2005.
To determine if FactSet Research is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding FactSet Research's research are outlined below:
| Over 97.0% of the company shares are owned by institutional investors | |
| On 19th of September 2024 FactSet Research paid $ 1.04 per share dividend to its current shareholders | |
| Latest headline from investing.com: Impinj chief innovation officer sells 2.3 million in stock |
FactSet Research Quarterly Liabilities And Stockholders Equity |
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FactSet Research uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in FactSet Research Systems. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to FactSet Research's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 28th of March 2024 Upcoming Quarterly Report | View | |
| 27th of June 2024 Next Financial Report | View | |
| 29th of February 2024 Next Fiscal Quarter End | View | |
| 19th of September 2024 Next Fiscal Year End | View | |
| 30th of November 2023 Last Quarter Report | View | |
| 31st of August 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact FactSet Research's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises FactSet Research's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
1999-12-14 | 1999-11-30 | 0.1 | 0.11 | 0.01 | 10 | ||
1999-09-14 | 1999-08-31 | 0.09 | 0.1 | 0.01 | 11 | ||
1998-12-15 | 1998-11-30 | 0.08 | 0.09 | 0.01 | 12 | ||
1997-12-16 | 1997-11-30 | 0.05 | 0.06 | 0.01 | 20 | ||
1996-10-09 | 1996-08-31 | 0.03 | 0.04 | 0.01 | 33 | ||
1998-06-10 | 1998-05-31 | 0.06 | 0.08 | 0.02 | 33 | ||
2008-12-16 | 2008-11-30 | 0.63 | 0.73 | 0.1 | 15 | ||
2019-06-25 | 2019-05-31 | 2.37 | 2.62 | 0.25 | 10 |
Know FactSet Research's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as FactSet Research is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading FactSet Research Systems backward and forwards among themselves. FactSet Research's institutional investor refers to the entity that pools money to purchase FactSet Research's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Amundi | 2024-06-30 | 539.8 K | Mitsubishi Ufj Asset Management Co.,ltd | 2024-06-30 | 472.6 K | Massachusetts Financial Services Company | 2024-06-30 | 441.9 K | Jpmorgan Chase & Co | 2024-06-30 | 440.6 K | Charles Schwab Investment Management Inc | 2024-06-30 | 369.3 K | Amvescap Plc. | 2024-06-30 | 366.9 K | Northern Trust Corp | 2024-06-30 | 365.1 K | Champlain Investment Partners, Llc | 2024-06-30 | 363.2 K | Legal & General Group Plc | 2024-06-30 | 341.2 K | Vanguard Group Inc | 2024-06-30 | 4.6 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 3.7 M |
FactSet Research's market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 18.14 B.Market Cap |
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FactSet Research's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.45 | 0.29 | |
| Return On Capital Employed | 0.21 | 0.20 | |
| Return On Assets | 0.13 | 0.23 | |
| Return On Equity | 0.28 | 0.26 |
Determining FactSet Research's profitability involves analyzing its financial statements and using various financial metrics to determine if FactSet Research is a good buy. For example, gross profit margin measures FactSet Research's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of FactSet Research's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in FactSet Research's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of FactSet Research Systems. Check FactSet Research's Beneish M Score to see the likelihood of FactSet Research's management manipulating its earnings.
Evaluate FactSet Research's management efficiency
FactSet Research Systems has Return on Asset of 0.1101 % which means that on every $100 spent on assets, it made $0.1101 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.3041 %, implying that it generated $0.3041 on every 100 dollars invested. FactSet Research's management efficiency ratios could be used to measure how well FactSet Research manages its routine affairs as well as how well it operates its assets and liabilities. Return On Assets is likely to gain to 0.23 in 2024, whereas Return On Tangible Assets are likely to drop 0.29 in 2024. At this time, FactSet Research's Intangibles To Total Assets are comparatively stable compared to the past year. Return On Assets is likely to gain to 0.23 in 2024, whereas Return On Tangible Assets are likely to drop 0.29 in 2024.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 49.53 | 52.00 | |
| Tangible Book Value Per Share | (24.42) | (23.20) | |
| Enterprise Value Over EBITDA | 21.03 | 22.74 | |
| Price Book Value Ratio | 8.54 | 12.23 | |
| Enterprise Value Multiple | 21.03 | 22.74 | |
| Price Fair Value | 8.54 | 12.23 | |
| Enterprise Value | 15.7 B | 16.5 B |
Management at FactSet Research Systems focuses on leveraging technology and optimizing operations. We evaluate the impact of these focuses on the company's financial health and stock performance.
Dividend Yield 0.0087 | Forward Dividend Yield 0.0087 | Forward Dividend Rate 4.16 | Beta 0.752 |
Basic technical analysis of FactSet Stock
As of the 11th of November 2024, FactSet Research shows the Downside Deviation of 0.9128, semi deviation of 0.6514, and Mean Deviation of 0.8432. FactSet Research Systems technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices. Please confirm FactSet Research Systems standard deviation, as well as the relationship between the maximum drawdown and expected short fall to decide if FactSet Research Systems is priced favorably, providing market reflects its regular price of 477.46 per share. Given that FactSet Research has jensen alpha of 0.1386, we urge you to verify FactSet Research Systems's prevailing market performance to make sure the company can sustain itself at a future point.FactSet Research's Outstanding Corporate Bonds
FactSet Research issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. FactSet Research Systems uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most FactSet bonds can be classified according to their maturity, which is the date when FactSet Research Systems has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| FDS 29 01 MAR 27 Corp BondUS303075AA30 | View | |
| FDS 345 01 MAR 32 Corp BondUS303075AB13 | View | |
| META 35 15 AUG 27 Corp BondUS30303M8G02 | View | |
| META 385 15 AUG 32 Corp BondUS30303M8H84 | View | |
| META 445 15 AUG 52 Corp BondUS30303M8J41 | View | |
| META 465 15 AUG 62 Corp BondUS30303M8K14 | View |
Understand FactSet Research's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing FactSet Research's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1805 | |||
| Market Risk Adjusted Performance | 0.3573 | |||
| Mean Deviation | 0.8432 | |||
| Semi Deviation | 0.6514 | |||
| Downside Deviation | 0.9128 | |||
| Coefficient Of Variation | 428.19 | |||
| Standard Deviation | 1.13 | |||
| Variance | 1.28 | |||
| Information Ratio | 0.085 | |||
| Jensen Alpha | 0.1386 | |||
| Total Risk Alpha | 0.0185 | |||
| Sortino Ratio | 0.1054 | |||
| Treynor Ratio | 0.3473 | |||
| Maximum Drawdown | 6.66 | |||
| Value At Risk | (1.37) | |||
| Potential Upside | 1.94 | |||
| Downside Variance | 0.8332 | |||
| Semi Variance | 0.4243 | |||
| Expected Short fall | (0.96) | |||
| Skewness | 1.16 | |||
| Kurtosis | 3.85 |
| Risk Adjusted Performance | 0.1805 | |||
| Market Risk Adjusted Performance | 0.3573 | |||
| Mean Deviation | 0.8432 | |||
| Semi Deviation | 0.6514 | |||
| Downside Deviation | 0.9128 | |||
| Coefficient Of Variation | 428.19 | |||
| Standard Deviation | 1.13 | |||
| Variance | 1.28 | |||
| Information Ratio | 0.085 | |||
| Jensen Alpha | 0.1386 | |||
| Total Risk Alpha | 0.0185 | |||
| Sortino Ratio | 0.1054 | |||
| Treynor Ratio | 0.3473 | |||
| Maximum Drawdown | 6.66 | |||
| Value At Risk | (1.37) | |||
| Potential Upside | 1.94 | |||
| Downside Variance | 0.8332 | |||
| Semi Variance | 0.4243 | |||
| Expected Short fall | (0.96) | |||
| Skewness | 1.16 | |||
| Kurtosis | 3.85 |
Consider FactSet Research's intraday indicators
FactSet Research intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of FactSet Research stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
FactSet Research Corporate Filings
F4 | 4th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 31st of October 2024 Other Reports | ViewVerify | |
| 30th of October 2024 Other Reports | ViewVerify | |
10K | 29th of October 2024 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
FactSet Stock media impact
Far too much social signal, news, headlines, and media speculation about FactSet Research that are available to investors today. That information is available publicly through FactSet media outlets and privately through word of mouth or via FactSet internal channels. However, regardless of the origin, that massive amount of FactSet data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of FactSet Research news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of FactSet Research relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to FactSet Research's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive FactSet Research alpha.
FactSet Research Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards FactSet Research can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
FactSet Research Corporate Directors
| Malcolm Frank | Independent Director | Profile | |
| Sheila Jordan | Independent Director | Profile | |
| James McGonigle | Lead Independent Director | Profile | |
| Laurie Siegel | Independent Director | Profile |
Additional 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.