Factset Research Systems Stock Buy Hold or Sell Recommendation

FDS Stock  USD 436.85  9.35  2.19%   
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding FactSet Research Systems is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell FactSet Research Systems given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for FactSet Research Systems, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out FactSet Research Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note, we conduct extensive research on individual companies such as FactSet and provide practical buy, sell, or hold advice based on investors' constraints. FactSet Research Systems. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in unemployment.

Execute FactSet Research Buy or Sell Advice

The FactSet recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on FactSet Research Systems. Macroaxis does not own or have any residual interests in FactSet Research Systems or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute FactSet Research's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell FactSet ResearchBuy FactSet Research
Strong Hold

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

Very LowDetails

Economic Sensitivity

Follows the market closelyDetails

Investor Sentiment

ImpartialDetails

Analyst Consensus

HoldDetails

Financial Strenth (F Score)

HealthyDetails

Financial Leverage

Not RatedDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon FactSet Research Systems has a Risk Adjusted Performance of (0.1), Jensen Alpha of (0.08), Total Risk Alpha of 0.0052 and Treynor Ratio of (0.24)
Macroaxis provides advice on FactSet Research Systems to complement and cross-verify current analyst consensus on FactSet Research Systems. Our investment recommendation engine determines the company's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure FactSet Research is not overpriced, please confirm all FactSet Research Systems fundamentals, including its shares owned by insiders, cash and equivalents, target price, as well as the relationship between the price to sales and book value per share . Given that FactSet Research Systems has a price to earning of 45.01 X, we urge you to verify FactSet Research Systems market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

FactSet Research Trading Alerts and Improvement Suggestions

FactSet Research generated a negative expected return over the last 90 days
Over 97.0% of the company shares are owned by institutional investors
Latest headline from simplywall.st: FactSet Research Systems Names Kevin Toomey Head Of Investor Relations

FactSet Research Returns Distribution Density

The distribution of FactSet Research's historical returns is an attempt to chart the uncertainty of FactSet Research's future price movements. The chart of the probability distribution of FactSet Research daily returns describes the distribution of returns around its average expected value. We use FactSet Research Systems price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of FactSet Research returns is essential to provide solid investment advice for FactSet Research.
Mean Return
-0.13
Value At Risk
-2
Potential Upside
1.78
Standard Deviation
1.18
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of FactSet Research historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

FactSet Stock Institutional Investors

The FactSet Research's institutional investors refer to entities that pool money to purchase FactSet Research's securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
Shares
Mitsubishi Ufj Asset Management Co.,ltd2024-12-31
505.6 K
Jpmorgan Chase & Co2024-12-31
501.1 K
Citadel Advisors Llc2024-12-31
467.8 K
Amvescap Plc.2024-12-31
456.1 K
Northern Trust Corp2024-12-31
398.2 K
Massachusetts Financial Services Company2024-12-31
389.9 K
Charles Schwab Investment Management Inc2024-12-31
382.4 K
Amundi2024-12-31
370 K
Nordea Investment Mgmt Bank Demark A/s2024-12-31
340.5 K
Vanguard Group Inc2024-12-31
4.7 M
Blackrock Inc2024-12-31
3.5 M
Note, although FactSet Research's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

FactSet Research Cash Flow Accounts

202020212022202320242025 (projected)
Change In Cash96.3M(178.6M)(77.8M)(2.5M)(2.8M)(2.7M)
Free Cash Flow493.9M487.1M584.8M614.7M706.9M742.2M
Depreciation107.3M129.7M137.7M155.6M178.9M187.9M
Other Non Cash Items(44.4M)44.0M45.6M4.7M4.2M4.4M
Capital Expenditures61.3M51.2M60.8M85.7M98.5M103.5M
Net Income399.6M396.9M468.1M537.1M617.7M648.6M
End Period Cash Flow681.9M503.3M425.4M423.0M486.4M510.7M
Dividends Paid117.9M125.9M138.6M150.7M173.3M181.9M
Change To Netincome63.9M40.5M111.6M45.3M52.1M54.7M
Change To Inventory(19.2M)(24.2M)(16.5M)10.9M9.8M10.3M
Change Receivables10.2M(8.6M)3.6M(33.0M)(29.7M)(28.2M)
Investments(16.6M)(878K)(95.4M)(144.3M)(129.9M)(123.4M)

FactSet Research Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to FactSet Research or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that FactSet Research's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a FactSet stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
-0.08
β
Beta against Dow Jones0.58
σ
Overall volatility
1.20
Ir
Information ratio -0.03

FactSet Research Volatility Alert

FactSet Research Systems exhibits very low volatility with skewness of 0.08 and kurtosis of 1.22. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure FactSet Research's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact FactSet Research's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

FactSet Research Fundamentals Vs Peers

Comparing FactSet Research's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze FactSet Research's direct or indirect competition across all of the common fundamentals between FactSet Research and the related equities. This way, we can detect undervalued stocks with similar characteristics as FactSet Research or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of FactSet Research's fundamental indicators could also be used in its relative valuation, which is a method of valuing FactSet Research by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare FactSet Research to competition
FundamentalsFactSet ResearchPeer Average
Return On Equity0.29-0.31
Return On Asset0.11-0.14
Profit Margin0.24 %(1.27) %
Operating Margin0.34 %(5.51) %
Current Valuation17.45 B16.62 B
Shares Outstanding38.03 M571.82 M
Shares Owned By Insiders0.23 %10.09 %
Shares Owned By Institutions96.60 %39.21 %
Number Of Shares Shorted1.63 M4.71 M
Price To Earning45.01 X28.72 X
Price To Book8.16 X9.51 X
Price To Sales7.45 X11.42 X
Revenue2.2 B9.43 B
Gross Profit1.21 B27.38 B
EBITDA831.16 M3.9 B
Net Income537.13 M570.98 M
Cash And Equivalents425.44 M2.7 B
Cash Per Share14.37 X5.01 X
Total Debt1.57 B5.32 B
Debt To Equity1.67 %48.70 %
Current Ratio1.99 X2.16 X
Book Value Per Share52.34 X1.93 K
Cash Flow From Operations700.34 M971.22 M
Short Ratio5.89 X4.00 X
Earnings Per Share13.98 X3.12 X
Price To Earnings To Growth2.31 X4.89 X
Target Price465.75
Number Of Employees12.57 K18.84 K
Beta0.76-0.15
Market Capitalization16.61 B19.03 B
Total Asset4.06 B29.47 B
Retained Earnings1.89 B9.33 B
Working Capital168.78 M1.48 B
Note: Disposition of 3000 shares by F Snow of FactSet Research at 469.14 subject to Rule 16b-3 [view details]

FactSet Research Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as FactSet . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About FactSet Research Buy or Sell Advice

When is the right time to buy or sell FactSet Research Systems? Buying financial instruments such as FactSet Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having FactSet Research in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Hybrid Mix Funds
Hybrid Mix Funds Theme
Funds or Etfs that are made of portfolios of stocks, bonds, or cash instruments with different maturity horizons and characteristics. The Hybrid Mix Funds theme has 45 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Hybrid Mix Funds Theme or any other thematic opportunities.
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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.