Financial Services
FactSet Research Systems Inc.(FDS)
Live Price
Offline$221.29
-3.07% today
1Y Change
-45.99%
Window
Jun 25, 2025 โ Jun 16, 2026
- Market Cap
- $7.72B
- Revenue Growth
- +5.4%
- EPS Growth
- +11.6%
- Dividend Yield
- 2.1%
Coverage: 245 bars ยท Jun 25, 2025 โ Jun 16, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
FactSet Research Systems Inc. (FDS) is a Financial Services stock with a market cap of $7.72B and listed on NYSE. The stock last traded around $221.29 and down 46.0% across the available one-year price window (Jun 25, 2025 โ Jun 16, 2026). Baseline metrics include revenue growth of +5.4%, EPS growth of +11.6%, a dividend yield of 2.1%. What stands out right now is revenue +5.4%, EPS +11.6%, free cash flow +0.5% with operating margin 31.2% and ROIC 16.3%. The dividend is present but secondary, with a yield around 2.1%. Valuation is more restrained than many high-expectation growth names at P/E 13.3 and price/sales 3.2. Stock Foundry combines FDS price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+5.4% vs +3.4% peer median
Operating Margin
Above sector median
+31.2% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Jun 22, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +5.4% and EPS at +11.6%, with operating margin around 31.2%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 2.1%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +1.3% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Mar 31, 2026 | +2.1% | +3.6% | +2.8% | +7.1% |
2025 Dec 18, 2025 | +3.4% | +5.5% | +6.9% | +3.9% |
2025 Sep 18, 2025 | -1.9% | -4.0% | -5.8% | -7.7% |
Benchmark Edge
FDS vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
FDS
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
FDS Max Drawdown
-57.79%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for FDS and SPY.
Company Overview
FactSet Research Systems Inc.
New York Stock Exchange
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. 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.
- Leadership
- Sanoke Viswanathan
- IPO Date
- Jun 28, 1996
- Employees
- 12.6k
- Street Address
- 45 Glover Avenue
- Mailing
- Norwalk, CT, 06850
- Region
- Norwalk, CT, US
- Reporting Currency
- USD
- Investor Line
- 203 810 1000
- Last Updated
- Apr 28, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 13.3
- EV/EBITDA
- 9.6
- Price/Sales
- 3.2
- Price/Book
- 3.7
Growth
- Revenue
- +5.4%
- EPS
- +11.6%
- Free Cash Flow
- +0.5%
Profitability
- Gross Margin
- 51.9%
- Operating Margin
- 31.2%
- Net Margin
- 24.5%
- ROE
- 27.2%
- ROIC
- 16.3%
Balance Sheet
- Debt/Equity
- 0.73
- Current Ratio
- 1.40
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.