ducovest

FDS:NYE-FactSet Research Systems Inc (USD)

COMMON STOCK | Financial Data & Stock Exchanges |

Last Closing

USD 465.91

Change

0.00 (0.00)%

Market Cap

USD 17.86B

Volume

0.58M

Analyst Target

USD 284.00
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

FactSet Research Systems Inc., a financial data company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. 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, and other financial services entities. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.

Company Website : https://www.factset.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-21 )

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ETFs Containing FDS

HAPY Harbor Corporate Culture .. 1.43 % 0.00 %

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 USD 0.01B
EQWM 0.00 % 0.25 %

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 N/A
PXMG 0.00 % 0.39 %

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XMC:CA iShares S&P US Mid-Cap 0.00 % 0.16 %

N/A

 CAD 0.33B
XMH:CA iShares S&P US Mid-Cap CA.. 0.00 % 0.16 %

N/A

 CAD 0.24B
IJH:AU iShares CoreS&P MidCap 40.. 0.00 % 0.00 %

N/A

 USD 0.32B
XMC-U:CA iShares S&P U.S. Mid-Cap .. 0.00 % 0.00 %

N/A

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Market Performance

  Market Performance vs. Industry/Classification (Financial Data & Stock Exchanges) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -2.34% 43% F 21% F
Dividend Return 0.42% 14% F 8% B-
Total Return -1.91% 29% F 19% F
Trailing 12 Months  
Capital Gain 6.90% 14% F 35% F
Dividend Return 0.69% 29% F 7% C-
Total Return 7.59% 14% F 28% F
Trailing 5 Years  
Capital Gain 70.39% 33% F 79% B-
Dividend Return 5.97% 33% F 18% F
Total Return 76.36% 33% F 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 11.82% 71% C- 72% C
Dividend Return 12.77% 71% C- 69% C-
Total Return 0.94% 71% C- 21% F
Risk Return Profile  
Volatility (Standard Deviation) 14.49% 86% B+ 65% D
Risk Adjusted Return 88.10% 100% F 94% A
Market Capitalization 17.86B 25% F 90% A-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector