FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community worldwide. The company provides workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk, and reporting workflows. It offers 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 their portfolios. The company provides its services through its configurable desktop and mobile platform, data feeds, cloud-based digital solutions, and application programming interfaces. It serves investment professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, and private equity and venture capital professionals. The company was founded in 1978 and is headquartered in Norwalk, Connecticut.
Data Dynamo's Dilemma | FactSet faces growth challenges despite strong financial health, as analysts revise earnings expectations downward amid evolving market dynamics |
Wealth Management Frontie | Explore FactSet's strategic expansion into wealth management, targeting a $40 billion market with AI-powered solutions and connected data assets |
AI-Driven Innovation | Delve into FactSet's AI initiatives and Data-as-a-Service offerings, aiming to capture a $5 billion market opportunity and drive future growth |
Analyst Projections | Average price target of $453, with EPS estimates ranging from $16.75 to $16.83 for FY2025 and $17.53 to $17.71 for FY2026 |
Metrics to compare | FDS | Sector Sector - Average of metrics from a broad group of related Industrials sector companies | Relationship RelationshipFDSPeersSector | |
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P/E Ratio | 29.5x | 25.3x | 9.1x | |
PEG Ratio | 2.58 | 2.05 | 0.03 | |
Price/Book | 7.8x | 4.5x | 1.0x | |
Price / LTM Sales | 7.1x | 6.4x | 2.7x | |
Upside (Analyst Target) | 1.3% | 13.2% | 14.1% | |
Fair Value Upside | Unlock | 3.4% | 3.0% | Unlock |