Factset Research Systems Inc (FDS) Stock Analysis
Verdict: BUY
Historical valuation dislocation meets high-margin AI optimism—FactSet's 14.7x P/E is a rare entry point for an 8% FCF yield compounder.
Investment score: 68/100
Analysis as of
Is Factset Research Systems Inc stock worth reviewing? The TradeMates thesis
FDS is significantly undervalued relative to both its historical average and its peer group, offering a high-margin, low-volatility entry into the financial data sector.
7-factor investment score
- Valuation: 85/100 (weight 20%)
- Financial Health: 78/100 (weight 15%)
- Technical Momentum: 55/100 (weight 15%)
- Earnings Quality: 50/100 (weight 15%)
- Insider Sentiment: 40/100 (weight 10%)
- Analyst Consensus: 65/100 (weight 10%)
- Risk-Adjusted Return: 75/100 (weight 15%)
Factset Research Systems Inc opportunities and risks
What speaks for FDS
- Valuation Mean Reversion
What speaks against FDS
- Near-Term Earnings Volatility
Peers and competitors
| Ticker | P/E | P/S | EV/EBITDA | Gross margin | Net margin | FCF yield |
|---|---|---|---|---|---|---|
| FDS | 14.7x | 3.5x | 9.9x | 51.9% | 24.5% | 8.1% |
| NDAQ | 23.4x | 5.4x | 17.1x | 54.8% | 23.1% | 4.5% |
| MSCI | 32.1x | 12.6x | 23.5x | 82.9% | 40.7% | 3.8% |
| COIN | 44.3x | 6.6x | 28.4x | 75.9% | 13.8% | 7.3% |
| CBOE | 20.4x | 5.2x | 12.8x | 52.2% | 25.8% | 3.9% |
| TW | 24.3x | 9.8x | 12.8x | 68.0% | 40.3% | 5.4% |
| Peer median | 24.3x | 6.6x | 17.1x | 68.0% | 25.8% | 4.5% |
Frequently asked questions about Factset Research Systems Inc (FDS)
Is FDS stock a good investment?
The TradeMates model rates Factset Research Systems Inc as BUY with an investment score of 68/100. FDS is significantly undervalued relative to both its historical average and its peer group, offering a high-margin, low-volatility entry into the financial data sector. This is algorithmic model output, not personal investment advice.
Is FDS stock a buy?
The TradeMates model verdict for FDS is BUY with an investment score of 68/100. Treat this as a model signal to review, not a personal buy recommendation.