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.
FactSet |
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
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
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.,ltd | 2024-12-31 | 505.6 K | Jpmorgan Chase & Co | 2024-12-31 | 501.1 K | Citadel Advisors Llc | 2024-12-31 | 467.8 K | Amvescap Plc. | 2024-12-31 | 456.1 K | Northern Trust Corp | 2024-12-31 | 398.2 K | Massachusetts Financial Services Company | 2024-12-31 | 389.9 K | Charles Schwab Investment Management Inc | 2024-12-31 | 382.4 K | Amundi | 2024-12-31 | 370 K | Nordea Investment Mgmt Bank Demark A/s | 2024-12-31 | 340.5 K | Vanguard Group Inc | 2024-12-31 | 4.7 M | Blackrock Inc | 2024-12-31 | 3.5 M |
FactSet Research Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change In Cash | 96.3M | (178.6M) | (77.8M) | (2.5M) | (2.8M) | (2.7M) | |
| Free Cash Flow | 493.9M | 487.1M | 584.8M | 614.7M | 706.9M | 742.2M | |
| Depreciation | 107.3M | 129.7M | 137.7M | 155.6M | 178.9M | 187.9M | |
| Other Non Cash Items | (44.4M) | 44.0M | 45.6M | 4.7M | 4.2M | 4.4M | |
| Capital Expenditures | 61.3M | 51.2M | 60.8M | 85.7M | 98.5M | 103.5M | |
| Net Income | 399.6M | 396.9M | 468.1M | 537.1M | 617.7M | 648.6M | |
| End Period Cash Flow | 681.9M | 503.3M | 425.4M | 423.0M | 486.4M | 510.7M | |
| Dividends Paid | 117.9M | 125.9M | 138.6M | 150.7M | 173.3M | 181.9M | |
| Change To Netincome | 63.9M | 40.5M | 111.6M | 45.3M | 52.1M | 54.7M | |
| Change To Inventory | (19.2M) | (24.2M) | (16.5M) | 10.9M | 9.8M | 10.3M | |
| Change Receivables | 10.2M | (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 Jones | 0.58 | |
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 |
| Fundamentals | FactSet Research | Peer Average |
| Return On Equity | 0.29 | -0.31 |
| Return On Asset | 0.11 | -0.14 |
| Profit Margin | 0.24 % | (1.27) % |
| Operating Margin | 0.34 % | (5.51) % |
| Current Valuation | 17.45 B | 16.62 B |
| Shares Outstanding | 38.03 M | 571.82 M |
| Shares Owned By Insiders | 0.23 % | 10.09 % |
| Shares Owned By Institutions | 96.60 % | 39.21 % |
| Number Of Shares Shorted | 1.63 M | 4.71 M |
| Price To Earning | 45.01 X | 28.72 X |
| Price To Book | 8.16 X | 9.51 X |
| Price To Sales | 7.45 X | 11.42 X |
| Revenue | 2.2 B | 9.43 B |
| Gross Profit | 1.21 B | 27.38 B |
| EBITDA | 831.16 M | 3.9 B |
| Net Income | 537.13 M | 570.98 M |
| Cash And Equivalents | 425.44 M | 2.7 B |
| Cash Per Share | 14.37 X | 5.01 X |
| Total Debt | 1.57 B | 5.32 B |
| Debt To Equity | 1.67 % | 48.70 % |
| Current Ratio | 1.99 X | 2.16 X |
| Book Value Per Share | 52.34 X | 1.93 K |
| Cash Flow From Operations | 700.34 M | 971.22 M |
| Short Ratio | 5.89 X | 4.00 X |
| Earnings Per Share | 13.98 X | 3.12 X |
| Price To Earnings To Growth | 2.31 X | 4.89 X |
| Target Price | 465.75 | |
| Number Of Employees | 12.57 K | 18.84 K |
| Beta | 0.76 | -0.15 |
| Market Capitalization | 16.61 B | 19.03 B |
| Total Asset | 4.06 B | 29.47 B |
| Retained Earnings | 1.89 B | 9.33 B |
| Working Capital | 168.78 M | 1.48 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.
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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.