Why FactSet Research Systems Inc.’s (FDS) Stock Is Down 6.04%
As of Thursday, July 30, FactSet Research Systems Inc.’s FDS share price has dipped by 6.04%, which has investors questioning if this is right time to buy.Rosalio Madrigal
A+ Stock Grade Summary:
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COMPANY SUMMARY
FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community. It offers data, products, and analytical applications; and workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk, and reporting workflows. The company also provides subscription-based financial data and market intelligence on securities, companies, industries, and people that enable clients to research investment ideas, as well as analyze, monitor, and manage portfolios; and solutions covering investment lifecycle of investment research, portfolio construction and analysis, trade execution, performance measurement, risk management, and reporting. In addition, it offers services through configurable desktop and mobile platform, data feeds, cloud-based digital solutions, and application programming interfaces. It operates in Europe, the Middle East, Africa, the Americas, the Asia Pacific, and internationally. The company serves investment professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, and private equity and venture capital professionals. It has a strategic partnership with Google Cloud to create a new generation of AI-powered solutions for the financial industry. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.
Commentary & Analysis
Which Is a Better Investment, The Bank of New York Mellon Corporation or FactSet Research Systems Inc. Stock?
Learn more about whether The Bank of New York Mellon Corporation or FactSet Research Systems Inc. is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.Jenna Brashear
Which Is a Better Investment, FactSet Research Systems Inc. or LPL Financial Holdings Inc. Stock?
Learn more about whether FactSet Research Systems Inc. or LPL Financial Holdings Inc. is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.Tudor Pop
Why FactSet Research Systems Inc.’s (FDS) Stock Is Up 7.06%
As of Tuesday, July 28, FactSet Research Systems Inc.’s FDS share price has surged by 7.06%, which has investors questioning if this is right time to sell.Rosalio Madrigal
Is FactSet Research Systems Inc. (FDS) Overvalued?
We dive into why FactSet Research Systems Inc. (FDS) could be considered overvalued on 2026-07-24, based on AAII’s Value Score and Grade.Michael Rose
Financial Summary
| Share Statistics | FDS | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $9,354.8 | $2,815.9 | 77% |
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| Shares Out (Mil) | 36.2 | 73.4 | 41% |
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| Institutional Ownership | 99.8% | 81.0% | 94% |
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| Float (Mil) | 35.4 | 68.8 | 40% |
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| Beta | 0.72 | 0.95 | 42% |
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| Avg Daily Volume (000s) | 1,063 | 483 | 72% |
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| Price Change (52-week) |
(36.7%) | 72.2% | 21% |
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| Growth | FDS | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 9.2% | 7.9% | 55% |
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| Net Income (5yr) | 9.9% | 8.9% | 55% |
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| EPS (5yr) | 10.0% | 9.6% | 46 |
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| Dividends (5yr) | 7.5% | 1.3% | 97% |
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| Cash Flow (5yr) | (18.3%) | 0.9% | 37% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 16 | 18 | 18 | |
| Current EPS | $4.338 | $17.826 | $19.701 | |
| Month Ago EPS | $4.318 | $17.708 | $19.418 | |
| # Rev Up | 0 | 1 | 1 | |
| # Rev Down | 1 | 0 | 1 | |
| Three Months Ago EPS | $4.316 | $17.711 | $19.418 | |
| Year/Year Chg | 23.9% | 14.6% | 41.0% | |
| Financials | FDS | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $2,439 | $853 | 63% |
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| Net Income (TTM) (Mil) | $566 | $86 | 80% |
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| EPS (TTM) | $15.273 | $1.000 | 97% |
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| Operating Cash Flow (TTM) (Mil) | $830 | $52 | 78% |
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| Net Cash Flow (TTM) (Mil) | ($76) | $28 | 16% |
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| Long-Term Debt (Q1) (Mil) | $1,038 | $194 | 67% |
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| Enterprise Value (Q1) (Mil) | $10,236 | $1,260 | 74% |
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| Valuation | FDS | Industry Median |
Percentile (All Stocks) |
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| P/B | 4.63 | 2.63 | 76% |
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| P/E | 17.3 | 19.3 | 43% |
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| Dividend Yield | 1.8% | 0.9% | 74% |
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| PEG (5yr hist) | 1.7 | 1.5 | 64% |
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| Ratios | FDS | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 51.4% | 75.2% | 63% |
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| Net Margin | 23.2% | 14.8% | 82% |
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| ROA | 13.3% | 2.0% | 92% |
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| ROE | 27.0% | 13.0% | 86% |
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| Liabilities to Assets | 51.5% | 58.5% | 44% |
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| F-Score | 7 | 5 | 84% |
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Passing Stock Screens
As of 7/30/2026, from a list of 60 stock screening strategies,
FACTOR STRATEGY
Dividend (High Relative Yield) Screen
Factors: Yield, Value, Growth
Using the dividend-yield approach to invest during volatile markets.
| Performance Since Inception: | 8.9% |
| +/- S&P 500: | +1.4 |
