FactSet Research Financials
| FDS Stock | USD 432.11 0.75 0.17% |
FactSet |
Understanding current and past FactSet Research Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of FactSet Research's financial statements are interrelated, with each one affecting the others. For example, an increase in FactSet Research's assets may result in an increase in income on the income statement.
Please note, the imprecision that can be found in FactSet Research's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of FactSet Research Systems. Check FactSet Research's Beneish M Score to see the likelihood of FactSet Research's management manipulating its earnings.
FactSet Research Stock Summary
FactSet Research competes with Dun Bradstreet, Moodys, MSCI, Intercontinental, and SP Global. FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut. Factset Research operates under Financial Data Stock Exchanges classification in the United States and is traded on New York Stock Exchange. It employs 11203 people.Specialization | Financial Services, Financial Data & Stock Exchanges |
| Instrument | USA Stock View All |
| Exchange | New York Stock Exchange |
| ISIN | US3030751057 |
| CUSIP | 303075105 |
| Location | Connecticut; U.S.A |
| Business Address | 45 Glover Avenue, |
| Sector | Capital Markets |
| Industry | Financials |
| Benchmark | Dow Jones Industrial |
| Website | www.factset.com |
| Phone | 203 810 1000 |
| Currency | USD - US Dollar |
FactSet Research Key Financial Ratios
| Return On Equity | 0.28 | ||||
| Return On Asset | 0.11 | ||||
| Target Price | 444.69 | ||||
| Beta | 0.76 | ||||
| Last Dividend Paid | 4.16 |
FactSet Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining FactSet Research's current stock value. Our valuation model uses many indicators to compare FactSet Research value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across FactSet Research competition to find correlations between indicators driving FactSet Research's intrinsic value. More Info.FactSet Research Systems is rated # 2 in return on equity category among its peers. It is rated # 3 in return on asset category among its peers reporting about 0.38 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for FactSet Research Systems is roughly 2.60 . Comparative valuation analysis is a catch-all technique that is used if you cannot value FactSet Research by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.FactSet Research Systems Systematic Risk
FactSet Research's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. FactSet Research volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on FactSet Research Systems correlated with the market. If Beta is less than 0 FactSet Research generally moves in the opposite direction as compared to the market. If FactSet Research Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one FactSet Research Systems is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of FactSet Research is generally in the same direction as the market. If Beta > 1 FactSet Research moves generally in the same direction as, but more than the movement of the benchmark.
Steps to analyze company Financials for Investing
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as FactSet Research is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of FactSet has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it. In summary, you can determine if FactSet Research's financials are consistent with your investment objective using the following steps:- Review FactSet Research's balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
- Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
- Study the cash flow inflows and outflows to understand FactSet Research's liquidity and solvency.
- Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
- Compare FactSet Research's financials to those of its peers to see how it stacks up and identify any potential red flags.
- Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if FactSet Research's stock is overvalued or undervalued.
FactSet Research Thematic Clasifications
FactSet Research Systems is part of Data Storage investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Data Storage. Companies making data storages or providing data storage services
This theme covers Data Storage. Companies making data storages or providing data storage services. Get More Thematic Ideas
| Data Storage | View |
FactSet Research March 24, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of FactSet Research help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of FactSet Research Systems. We use our internally-developed statistical techniques to arrive at the intrinsic value of FactSet Research Systems based on widely used predictive technical indicators. In general, we focus on analyzing FactSet Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build FactSet Research's daily price indicators and compare them against related drivers.
| Information Ratio | (0.17) | |||
| Maximum Drawdown | 4.7 | |||
| Value At Risk | (1.90) | |||
| Potential Upside | 1.61 |
Additional Tools for FactSet Stock Analysis
When running FactSet Research's price analysis, check to measure FactSet Research's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy FactSet Research is operating at the current time. Most of FactSet Research's value examination focuses on studying past and present price action to predict the probability of FactSet Research's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move FactSet Research's price. Additionally, you may evaluate how the addition of FactSet Research to your portfolios can decrease your overall portfolio volatility.