Factset Research Systems Inc
NYSE:FDS
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Intrinsic Value
The intrinsic value of one FDS stock under the Base Case scenario is 401.31 USD. Compared to the current market price of 478.47 USD, Factset Research Systems Inc is Overvalued by 16%.
The Intrinsic Value is calculated as the average of DCF and Relative values:
Valuation Backtest
Factset Research Systems Inc
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Fundamental Analysis
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FactSet Research Systems Inc. is a trusted leader in the financial data and analytics industry, delivering comprehensive solutions to investment professionals around the globe. Founded in 1978, the company has built a robust platform that combines deep market intelligence with state-of-the-art technology, enabling financial analysts, portfolio managers, and other stakeholders to make informed investment decisions. FactSet's unique value lies in its ability to integrate vast quantities of financial data—from market trends to company performance metrics—into a unified interface, allowing users to analyze and visualize information seamlessly. With an expanding clientele that includes esteemed i...
FactSet Research Systems Inc. is a trusted leader in the financial data and analytics industry, delivering comprehensive solutions to investment professionals around the globe. Founded in 1978, the company has built a robust platform that combines deep market intelligence with state-of-the-art technology, enabling financial analysts, portfolio managers, and other stakeholders to make informed investment decisions. FactSet's unique value lies in its ability to integrate vast quantities of financial data—from market trends to company performance metrics—into a unified interface, allowing users to analyze and visualize information seamlessly. With an expanding clientele that includes esteemed investment firms and corporations, FactSet has established itself as a vital resource in the capital markets.
The company's growth trajectory is closely tied to the increasing demand for advanced analytics and data-driven decision-making in the investment community. As financial markets evolve, the shift towards digitalization and real-time data access positions FactSet favorably against competitors. The company's suite of offerings—ranging from portfolio management tools to risk analytics—provides a competitive edge that drives recurring revenue through subscription services. Investors looking for a steady performer in the financial technology space will find FactSet's commitment to innovation, strong customer loyalty, and consistent revenue generation particularly appealing, suggesting a promising outlook for continued growth in an ever-evolving market landscape.
FactSet Research Systems Inc. is a leading provider of financial data and analytics solutions for investment professionals. The company operates primarily through several core business segments:
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Data and Analytics: This segment is a key pillar of FactSet’s offerings. It provides clients with extensive databases, analytics tools, and financial models that help them analyze investment opportunities, track market trends, and perform valuations. The data includes market data, economic statistics, company fundamentals, and other critical financial information.
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Portfolio Management: FactSet offers portfolio management solutions that help investment managers optimize their portfolios, manage risk, and evaluate performance. These tools enable clients to make informed investment decisions and efficiently manage their assets.
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Research Management Solutions (RMS): This segment focuses on enhancing the research process for investment firms. It includes solutions that facilitate collaboration, streamline the workflow of analysts, and improve the access to relevant research materials and insights.
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Client Services: FactSet provides robust support and advisory services to its clients, ensuring they can effectively utilize the platform's features and data. This includes training, technical support, and tailored consulting services.
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Other Solutions: FactSet also offers specialized solutions catering to different segments of the financial market, such as sales and trading, risk management, and investment banking. These tailored services address specific needs in the financial industry.
These core segments enable FactSet to serve a diverse client base, including asset managers, investment banks, hedge funds, and corporations, thereby positioning the company as a comprehensive provider of financial information and analytical tools.
FactSet Research Systems Inc., a leading provider of financial data and analytics, possesses several unique competitive advantages that distinguish it from its rivals in the financial services sector. Here are some of those advantages:
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Comprehensive Data Integration: FactSet offers a vast array of financial data, analytics, and tools across various asset classes and geographies. Its ability to integrate data from multiple sources into a unified platform provides clients with a holistic view, which is highly valuable for investment decision-making.
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Customization and Flexibility: The platform allows for significant customization, enabling users to tailor their dashboards and analytical tools according to their specific needs. This flexibility is attractive to clients with specialized requirements.
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Robust Analytics and Tools: FactSet provides advanced analytics tools, including portfolio optimization, risk analysis, and performance measurement. These sophisticated tools enhance users' ability to make informed investment decisions and conduct thorough market analysis.
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User-Friendly Interface: FactSet is known for its intuitive and easy-to-navigate interface. This customer-centric design enhances user experience and reduces the learning curve for new clients, making it attractive to a wide range of financial professionals.
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Strong Client Relationships: FactSet has built a strong reputation for customer service and support. By maintaining long-term relationships with clients and providing responsive assistance, FactSet enhances client satisfaction and retention.
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Innovative Technology: FactSet utilizes cutting-edge technologies such as AI and machine learning to improve data processing and analytics. This technology enables faster and more accurate data insights, keeping FactSet at the forefront of industry innovation.
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Global Reach: With a presence in multiple countries and a diverse client base, FactSet benefits from its global footprint, which allows it to gather and analyze data from various markets and industries.
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Targeted Solutions for Various Sectors: FactSet offers specialized solutions catering to diverse sectors, including asset management, investment banking, private equity, and corporate finance. This targeted approach ensures that it meets the specific needs of different types of clients.
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Consistent Investment in R&D: The company consistently invests in research and development to enhance its product offerings, keeping pace with industry trends and client demands. This commitment to innovation ensures that FactSet remains relevant in a competitive landscape.
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Established Brand Reputation: FactSet's long-standing presence in the financial data industry has helped establish its brand as a trusted source among financial professionals, providing it with competitive leverage over newer or less established rivals.
Together, these competitive advantages enable FactSet Research Systems Inc. to maintain a strong position in the financial analytics market and differentiate itself from its competitors.
FactSet Research Systems Inc., like any other company, faces a variety of risks and challenges that could impact its operations and performance in the near future. Here are some key factors to consider:
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Market Competition: The financial data and analytics landscape is highly competitive, with players like Bloomberg, Thomson Reuters, and newer fintech startups offering similar or improved services. Increased competition could pressure FactSet to innovate or reduce prices, impacting profit margins.
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Technological Advancements: The rapid pace of technological change requires continuous investment in systems and tools. Failing to keep up with advancements in artificial intelligence, machine learning, and data analytics could result in a loss of market relevance.
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Regulatory Compliance: FactSet operates in a highly regulated industry. Changes in regulations, particularly regarding data privacy and market transparency, could impose additional compliance costs or limit operational flexibility.
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Economic Fluctuations: The financial services sector is sensitive to economic cycles. Economic downturns can lead to reduced spending on research and analytics by investment firms and corporations, adversely affecting FactSet’s revenues.
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Dependence on Wall Street: A significant portion of FactSet's customer base includes investment firms and banks. Changes in the financial industry or a decline in trading activities could impact demand for their services.
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Client Retention and Churn: The ability to retain clients is critical for maintaining revenue streams. High churn rates or failure to meet client expectations could lead to revenue volatility.
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Cybersecurity Threats: As a data-driven company, FactSet is a target for cyber attacks. A significant breach could not only lead to financial loss but also damage the company’s reputation and client trust.
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Global Economic and Political Uncertainty: Events such as trade wars, pandemics, or political instability can affect global financial markets and the demand for data-driven analytics.
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Mergers and Acquisitions: Competition can also come from larger firms acquiring smaller companies, which may enhance their offerings and customer bases, making it harder for FactSet to compete.
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Talent Acquisition and Retention: The need for skilled analysts, data scientists, and IT professionals is high. Attracting and retaining top talent in a competitive market is essential for maintaining their service quality.
By understanding these risks and challenges, FactSet can devise strategies to mitigate their impact and continue to grow in a competitive landscape. Continuous adaptation, innovation, and a focus on customer satisfaction can help navigate these potential hurdles.
Revenue & Expenses Breakdown
Factset Research Systems Inc
Balance Sheet Decomposition
Factset Research Systems Inc
Current Assets | 837.7m |
Cash & Short-Term Investments | 492.6m |
Receivables | 228.1m |
Other Current Assets | 117.1m |
Non-Current Assets | 3.2B |
PP&E | 213m |
Intangibles | 2.9B |
Other Non-Current Assets | 150.9m |
Current Liabilities | 669m |
Accounts Payable | 178.3m |
Accrued Liabilities | 124.4m |
Other Current Liabilities | 366.4m |
Non-Current Liabilities | 1.5B |
Long-Term Debt | 1.2B |
Other Non-Current Liabilities | 234.4m |
Earnings Waterfall
Factset Research Systems Inc
Revenue
|
2.2B
USD
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Cost of Revenue
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-1B
USD
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Gross Profit
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1.2B
USD
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Operating Expenses
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-485.1m
USD
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Operating Income
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706m
USD
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Other Expenses
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-168.9m
USD
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Net Income
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537.1m
USD
|
Free Cash Flow Analysis
Factset Research Systems Inc
USD | |
Free Cash Flow | USD |
FactSet ended fiscal 2024 with a revenue increase to $2.2 billion and a 12.3% rise in adjusted EPS to $16.45, both above guidance. The company saw a 4.8% growth in organic ASV plus professional services and added $54 million in ASV in Q4. Despite macroeconomic uncertainties, FactSet exhibited sales momentum, particularly in wealth management with 7% growth in the Asia Pacific and significant regional wins. For fiscal 2025, FactSet forecasts organic ASV growth of 5% at the midpoint and adjusted EPS between $16.80 and $17.40, driven by increased investments in technology, content, and generative AI.
What is Earnings Call?
FDS Profitability Score
Profitability Due Diligence
Factset Research Systems Inc's profitability score is 69/100. The higher the profitability score, the more profitable the company is.
Score
Factset Research Systems Inc's profitability score is 69/100. The higher the profitability score, the more profitable the company is.
FDS Solvency Score
Solvency Due Diligence
Factset Research Systems Inc's solvency score is 63/100. The higher the solvency score, the more solvent the company is.
Score
Factset Research Systems Inc's solvency score is 63/100. The higher the solvency score, the more solvent the company is.
Wall St
Price Targets
FDS Price Targets Summary
Factset Research Systems Inc
According to Wall Street analysts, the average 1-year price target for FDS is 467.73 USD with a low forecast of 376.73 USD and a high forecast of 528.15 USD.
Dividends
Current shareholder yield for FDS is .
Shareholder yield represents the total return a company provides to its shareholders, calculated as the sum of dividend yield, buyback yield, and debt paydown yield. What is shareholder yield?
Ownership
FDS Insider Trading
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Profile
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Description
FactSet Research Systems Inc. (the "Company" or "FactSet") is a global provider of integrated financial information, analytical applications and services for the investment and corporate communities. The company is headquartered in Norwalk, Connecticut and currently employs 10,784 full-time employees. The firm provides financial data and market intelligence on securities, companies, industries, and people to enable its clients to research investment ideas, as well as offer them the capabilities to analyze, monitor, and manage their portfolios. The company combines client service with technology offerings, such as a configurable desktop and mobile platform, data feeds, cloud-based digital solutions, and application programming interfaces (APIs). Its solutions span investment research, portfolio construction and analysis, trade execution, performance measurement, risk management, and reporting across the investment lifecycle. The company operates through three reportable segments: the Americas, EMEA and Asia Pacific. The company is primarily engaged in delivering insight and information through its three workflows, namely Research & Advisory Solutions, Analytics & Trading Solutions, and Content & Technology Solutions (CTS).
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Employees
Officers
The intrinsic value of one FDS stock under the Base Case scenario is 401.31 USD.
Compared to the current market price of 478.47 USD, Factset Research Systems Inc is Overvalued by 16%.