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Verdict
Quantitative factor alignment verified for current market regime.
Quant Score
Rank
#2916
Positioning
Market Dominance
Services
Computer Software
$10.4B
Frederick P. Snow
FactSet Research Systems Inc. provides integrated financial information and analytical applications to the investment community. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth. It serves portfolio managers, investment banks, asset managers, wealth advisors, corporate clients.
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Dates updated upon official exchange announcement.
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X-AXIS: EV/EBITDA (LOWER = CHEAPER) | Y-AXIS: ROE (HIGHER = ELITE) | RED CIRCLE = FDS ANALYSIS TARGET
| Stock | Rating | Score▼ | Quality | Value | Momentum | P/E | EV/EBITDA | ROE | ROA | Gross Mgn | Op Mgn | Net Mgn | Rev Growth | Div Yield | D/E | Mkt Cap | AUDIT |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
$YALA Yalla Group Ltd | 75 | 89 | 99 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$GRVY GRAVITY Co., Ltd. | 75 | 82 | 96 | 71 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$ISSC INNOVATIVE SOLUTIONS & SUPPORT INC | 73 | 81 | 88 | 94 | 25.0x | 14.1x | 17.1% | 10.3% | 35.5% | 14.6% | 10.1% | 105.2% | 0.0% | 41.0x | $244M | VS | |
$AER AerCap Holdings N.V. | 72 | 60 | 87 | 84 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$HCSG HEALTHCARE SERVICES GROUP INC | 72 | 74 | 88 | 88 | 7.1x | 6.1x | 28.9% | 20.8% | 20.8% | 9.9% | 9.3% | 8.5% | 0.0% | 1.0x | $1.2B | VS | |
$LQDT LIQUIDITY SERVICES INC | 72 | 90 | 88 | 68 | 24.9x | 14.3x | 14.1% | 8.3% | 45.7% | 8.5% | 6.2% | 28.1% | 0.0% | 0.0x | $736M | VS | |
$TRTNpA Triton International Ltd | 71 | 70 | 89 | 70 | - | 1.7x | 0.0% | - | 97.4% | 58.0% | 37.4% | - | 8.8% | 264.0x | $2.5B | VS | |
$EDU New Oriental Education & Technology Group Inc. | 71 | 83 | 52 | 77 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$NTES NetEase, Inc. | 71 | 88 | 93 | 68 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$UTI UNIVERSAL TECHNICAL INSTITUTE INC | 70 | 86 | 86 | 72 | 43.2x | 16.0x | 15.3% | 5.8% | 100.0% | 6.9% | 5.2% | 15.1% | 0.0% | 24.0x | $1.8B | VS | |
$FDS FACTSET RESEARCH SYSTEMS INC | 44 | 54 | 64 | 25 | 12.1x | 11.3x | 27.5% | 14.1% | 53.0% | 32.7% | 25.6% | 9.9% | 1.6% | 63.0x | $10.4B | ||
| SECTOR BENCH | - | - | - | - | - | 23.7x | 11.7x | 5.7% | 2.4% | 64.6% | 4.5% | 2.8% | 8.6% | 0.0% | 0.3x | - | REF |
FACTSET RESEARCH SYSTEMS INC (FDS) receives a "Reduce" rating with a composite score of 44.3/100. It ranks #2916 out of 7,333 stocks in our coverage universe and carries a 2-star rating. Ratings are driven by a 6-factor quantitative model measuring quality, value, momentum, investment, stability, and short interest.
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Lagging peers — losers tend to keep underperforming
Trading at a discount to fundamentals — favorable entry valuation
Average quality profile
Low volatility — smoother ride and historically better risk-adjusted returns
Aggressive spending — empire-building risk, dilutive growth
Mid-range overall rating
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Relative valuation derived from Services sector benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Re-calculated daily.
Projection based on user-defined inputs. Re-calculated daily against current market data.
Reverse DCF Framework — Mauboussin Methodology
Institutional-grade Reverse DCF analysis. This model identifies the growth hurdles embedded in current market prices. When implied growth is significantly lower than historical or projected rates, a margin of safety may exist. Re-audited daily.
No analyst ratings for FDS.
View All Ratings| Factor | Global | Sector | Tilt |
|---|---|---|---|
| PROFITABILITY | 54 | 66 | -12DRAG |
| MOMENTUM | 25 | 18 | +7ALPHA |
| VALUATION | 64 | 72 | -8DRAG |
| INVESTMENT | 35 | 53 | -18DRAG |
| STABILITY | 73 | 78 | -5NEUTRAL |
| SHORT INT | 35 | 25 | +10ALPHA |
Global = full universe. Sector = relative to industry peers. Positive tilt indicates idiosyncratic strength.
ROE proxy 27.5% (sector 5.7%)
GM 53% vs sector 65%, OM 33% vs sector 5%
Capital turnover N/A
Rev growth 10%, 11yr history
Interest coverage N/A
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation and elite competitive moats.
Profit generated per dollar of shareholder equity
Efficiency of asset utilization
Pricing power and cost efficiency
Core business profitability
Bottom-line profitability
The Quality factor evaluates the persistence and magnitude of realized cash flows. Companies with scores >70 exhibit superior pricing power and structural financial resilience through diverse economic regimes.
Our uncertainty rating tracks the predictability of future cash flows and potential for permanent capital loss. Moderate visibility with standard industry cyclicality.
We rate FACTSET RESEARCH SYSTEMS INC (FDS) as a Reduce with a composite score of 44.3/100 at a current price of $201.60. The quantitative profile shows weakness across multiple dimensions, suggesting limited upside potential.
FACTSET RESEARCH SYSTEMS INC holds a top-quartile position (#0 of 50) within the Services sector, based on our composite quantitative scoring across quality, value, momentum, and stability factors. The composite score of 44.3/100 places it at rank #2916 in our full universe.
Narrow
Low
Exemplary
Undervalued
Gross margins of 53% signal strong pricing power.
Returns on equity of 27.5% exceed cost of capital.
Stable competitive position in a defensive sector.
Weak momentum suggests persistent institutional selling pressure.
Vulnerability to macroeconomic shocks and interest rate volatility.
FACTSET RESEARCH SYSTEMS INC represents a reduce based on multi-factor quantitative performance.
FACTSET RESEARCH SYSTEMS INC receives a Reduce rating from our analysis, with a composite score of 44.3/100 and 2 out of 5 stars, ranking #2916 out of 7,333 stocks. FDS's factor profile shows weakness across multiple dimensions, suggesting the stock may underperform going forward. Existing holders may want to consider trimming positions or tightening stop-losses.
With a quality score of 54/100, FDS shows adequate but unremarkable business quality. The company reports a return on equity of 27.5% (sector avg: 5.7%), gross margins of 53.0% (sector avg: 64.6%), net margins of 25.6% (sector avg: 2.8%). This suggests the company generates acceptable returns but may lack the competitive positioning or operational efficiency to stand out from peers.
FDS's value score of 64/100 indicates the stock is fairly valued based on its current fundamentals. Key valuation metrics include a P/E ratio of 12.14x, an EV/EBITDA of 11.28x, a P/B ratio of 3.34x. At this level, neither a clear bargain nor overpriced, the stock's attractiveness depends more on forward growth expectations and qualitative factors.
FACTSET RESEARCH SYSTEMS INC's investment score of 35/100 suggests limited reinvestment activity. Key growth metrics include revenue growth of 9.9% vs. a sector average of 8.6% and a return on assets of 14.1% (sector: 2.4%). While this can be positive for mature, cash-generative businesses returning capital to shareholders, it may also signal a lack of growth opportunities or management conservatism.
FACTSET RESEARCH SYSTEMS INC is experiencing notably weak momentum with a score of just 25/100. The stock has underperformed its peers and is trending below major moving averages. Revenue growth stands at 9.9% year-over-year, while a beta of 0.59 reflects its sensitivity to broader market moves. While deep momentum weakness can occasionally present value opportunities, it often reflects deteriorating fundamentals or structural headwinds that may persist.
FDS shows good financial stability with a score of 73/100. Key stability metrics include a beta of 0.59 and a debt-to-equity ratio of 63.00x (sector avg: 0.3x). This suggests manageable leverage and moderate price volatility, making it appropriate for investors seeking a balance between growth potential and capital preservation.
FACTSET RESEARCH SYSTEMS INC's short interest score of 35/100 reveals significant bearish positioning, suggesting institutional investors are actively betting against the stock. Specific risk factors include elevated leverage (D/E: 63.00x). At $10.4B (large-cap), FDS carries meaningful risk and is best suited for investors with high risk tolerance who have thoroughly evaluated the bear thesis.
FDS offers a modest dividend yield of 1.6%. While the income contribution is relatively small, even a small dividend signals management's commitment to shareholder returns and can serve as a signal of financial discipline.
FACTSET RESEARCH SYSTEMS INC is a large-cap company in the Services sector, ranked #0 of 50 in its sector (100th percentile) and #2916 of 7,333 overall (60th percentile). Key comparisons include ROE of 27.5% exceeding the 5.7% sector median and operating margins of 32.7% above the 4.5% sector average. This top-quartile standing reflects exceptional competitive strength relative to Services peers.
While FDS currently exhibits a REDUCE profile, superior opportunities exist within the SERVICES sector. Our model identifies several "Strong Buy" candidates with higher quality scores and more attractive valuations among direct industry competitors.
View Top Services Alpha →Quant Factor Profile
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Improvement in Momentum (25) would have the largest impact on the composite score.
EV/EBITDA IN LINE WITH SECTOR BENCHMARKS
ROE 379% ABOVE SECTOR MEDIAN (FAVORABLE)
Gross Margin 18% BELOW SECTOR MEDIAN
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Above 50MA
37.18%
Net New Highs
+51081