FactSet Research Systems Inc (FDS) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target
FactSet Research Systems Inc stock (FDS) is currently trading at $193.88. FactSet Research Systems Inc PE ratio is 12.33. FactSet Research Systems Inc PS ratio (Price-to-Sales) is 3.07. Analyst consensus price target for FDS is $283.56. WallStSmart rates FDS as Moderate Buy.
- FDS PE ratio analysis and historical PE chart
- FDS PS ratio (Price-to-Sales) history and trend
- FDS intrinsic value — DCF, Graham Number, EPV models
- FDS stock price prediction 2025 2026 2027 2028 2029 2030
- FDS fair value vs current price
- FDS insider transactions and insider buying
- Is FDS undervalued or overvalued?
- FactSet Research Systems Inc financial analysis — revenue, earnings, cash flow
- FDS Piotroski F-Score and Altman Z-Score
- FDS analyst price target and Smart Rating
FactSet Research Systems Inc
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FDS Intrinsic Value Analysis for Value Investors
Benjamin Graham Formula · FactSet Research Systems Inc (FDS)
FDS is trading near its Graham intrinsic value of $217.56, suggesting the stock is reasonably priced at current levels.
Based on Benjamin Graham Formula. Growth rate capped at 25%. For informational purposes only. Not financial advice.
Smart Analysis
FactSet Research Systems Inc (FDS) · 10 metrics scored
Smart Score
Category Performance
WallStSmart pulls financial metrics like revenue growth, profit margins, and valuation ratios and scores each one from 0 to 10 based on how strong or weak it is. Those 10 scores are grouped into 4 categories: Growth, Profitability, Valuation, and Quality — which form the 4 axes of the spider chart you see. The categories are then combined into a final score out of 100, but not equally. Growth and Profitability together count for 60% of the total, because a fast-growing profitable business matters more than just a cheap one. That final number maps to a rating (Strong Buy, Buy, Hold, Avoid) and a letter grade, giving you one clear Stock Rating.
Investment Thesis
Strong fundamentals in peg ratio, return on equity, operating margin. Concerns around eps growth. Overall metrics suggest strong investment potential with favorable risk/reward.
FactSet Research Systems Inc (FDS) Key Strengths (6)
Every $100 of shareholder equity generates $29 in profit
Keeps $33 of every $100 in revenue after operating costs
Keeps $25 of every $100 in revenue as net profit
102.41% of shares held by major funds and institutions
Good growth relative to its price
Mid-cap company balancing growth potential with stability
Supporting Valuation Data
FactSet Research Systems Inc (FDS) Areas to Watch (4)
Earnings barely growing at 4.40%
Premium pricing at 3.6x book value
Modest revenue growth at 6.80%
Revenue is fairly priced at 3.07x sales
FactSet Research Systems Inc (FDS) Detailed Analysis Report
Overall Assessment
This company scores 69/100 in our Smart Analysis, earning a B- grade. Out of 10 metrics analyzed, 6 register as strengths (avg 9.2/10) while 4 fall into concern territory (avg 4.0/10). The category breakdown reveals uneven performance, with some areas requiring attention.
The Bull Case
The strongest argument centers on Return on Equity, Operating Margin, Profit Margin. Valuation metrics including PEG Ratio (1.18) suggest the stock is attractively priced. Profitability is solid with Return on Equity at 28.80%, Operating Margin at 32.60%, Profit Margin at 25.40%.
The Bear Case
The primary concerns are EPS Growth, Price/Book, Revenue Growth. Some valuation metrics including Price/Sales (3.07), Price/Book (3.58) suggest expensive pricing. Growth concerns include Revenue Growth at 6.80%, EPS Growth at 4.40%, which may limit upside.
Key Dynamics to Monitor
Three factors to monitor going forward. First, whether EPS Growth improves, as this is the primary drag on the overall score. Second, margin trajectory, with Return on Equity at 28.80% currently healthy but needing to be sustained. Third, growth sustainability, with Revenue Growth at 6.80% needing to reaccelerate.
Risk Considerations
Based on the metric profile, this is a moderate-to-high risk investment. The weight of evidence leans positive, with more strengths than concerns. Investors should size positions according to their risk tolerance and maintain diversification.
Bottom Line
Mixed fundamentals with both positives (Return on Equity, Operating Margin) and negatives (EPS Growth, Price/Book). A cautious approach is warranted. Monitor for improvement in weak areas before increasing conviction.
Disclaimer: Smart Analysis is a scoring system developed by WallStSmart Team. Scores update daily using multi-model valuation framework. Always conduct your own research and consult with financial advisors before making investment decisions.
FDS Price-to-Sales(PS) Ratio Chart
Historical valuation based on market cap ÷ trailing 12-month revenue
FDS's Price-to-Sales ratio of 3.07x trades 38% below its historical average of 4.99x (3th percentile). The current valuation is 54% below its historical high of 6.68x set in Jul 2015, and 24% above its historical low of 2.48x in Feb 2009. Over the past 12 months, the PS ratio has compressed from ~3.4x as trailing revenue scaled faster than the stock price.
WallStSmart Analysis Synopsis
Data-driven financial summary for FactSet Research Systems Inc (FDS) · FINANCIAL SERVICES › FINANCIAL DATA & STOCK EXCHANGES
The Big Picture
FactSet Research Systems Inc is a mature, profitable business with steady cash generation. Revenue reached 2.4B with 7% growth year-over-year. Profit margins are strong at 25.4%, reflecting pricing power and operational efficiency.
Key Findings
ROE of 28.8% means the company generates strong returns on shareholder equity. Above 20% is considered top-tier.
Profit margin of 25.4% and operating margin of 32.6% demonstrate strong pricing power and operational efficiency.
What to Watch Next
Sector dynamics: monitor FINANCIAL DATA & STOCK EXCHANGES industry trends, competitive moves, and regulatory changes that could impact FactSet Research Systems Inc.
Bottom Line
FactSet Research Systems Inc is a well-established business delivering consistent profitability with 25.4% margins. The growth phase may be slowing, but strong cash generation and operational efficiency make it suitable for investors seeking reliability over excitement.
This synopsis is generated from publicly available financial data. It is not financial advice. Always conduct your own research and consult a qualified financial advisor before making investment decisions.
Insider Transactions(30 last 3 months)
| Insider | Type | Shares |
|---|---|---|
MOSKOFF, GREGORY T MD,Controller and CAO | Sell | -3 |
| Insider | Type | Shares |
|---|---|---|
MOSKOFF, GREGORY T MD,Controller and CAO | Sell | -4 |
Data sourced from SEC Form 4 filings
Last updated: 2:28:48 PM
About FactSet Research Systems Inc(FDS)
NYSE
FINANCIAL SERVICES
FINANCIAL DATA & STOCK EXCHANG...
USA
FactSet Research Systems Inc. provides integrated financial information and analytical applications to investment and corporate communities in the Americas, EMEA, and Asia Pacific. The company is headquartered in Norwalk, Connecticut.