Helen Shan - FactSet Research Chief Financial Officer, Executive Vice President

FDS Stock  USD 422.83  2.89  0.69%   

President

Ms. Helen L. Shan is Chief Financial Officer, Executive Vice President of the Company. Ms. Shan joined FactSet in September 2018 from Marsh and McLennan Companies, where she was CFO for Mercer, one of the worlds leading professional services firms. During her time at Mercer, Ms. Shan was responsible for global financial reporting and performance, operational finance, investments, and corporate strategy, leading a team of finance professionals supporting clients in over 130 countries. Prior to Mercer, Ms. Shan was a Vice President and Treasurer for both Marsh and McLennan Companies and Pitney Bowes Inc. and was also a Managing Director at J.P. Morgan. In September 2018, Ms. Shan joined the Board of Directors of EPAM Systems Inc., a leading global provider of digital platform engineering and software development services since 2021.
Age 56
Tenure 3 years
Professional MarksMBA
Address 45 Glover Avenue, Norwalk, CT, United States, 06850
Phone203 810 1000
Webhttps://www.factset.com
Shan earned B.S. degrees from the University of Pennsylvania’s Wharton School and School of Engineering and Applied Science, and a MBA from Cornell University’s SC Johnson College of Business.

FactSet Research Management Efficiency

The company has Return on Asset of 0.1072 % which means that on every $100 spent on assets, it made $0.1072 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.2871 %, implying that it generated $0.2871 on every 100 dollars invested. FactSet Research's management efficiency ratios could be used to measure how well FactSet Research manages its routine affairs as well as how well it operates its assets and liabilities. Return On Assets is likely to gain to 0.17 in 2024, whereas Return On Tangible Assets are likely to drop 0.29 in 2024. At this time, FactSet Research's Intangibles To Total Assets are comparatively stable compared to the past year. Return On Assets is likely to gain to 0.17 in 2024, whereas Return On Tangible Assets are likely to drop 0.29 in 2024.
The company has 1.84 B in debt with debt to equity (D/E) ratio of 1.67, which is OK given its current industry classification. FactSet Research Systems has a current ratio of 1.95, which is typical for the industry and considered as normal. Debt can assist FactSet Research until it has trouble settling it off, either with new capital or with free cash flow. So, FactSet Research's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like FactSet Research Systems sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for FactSet to invest in growth at high rates of return. When we think about FactSet Research's use of debt, we should always consider it together with cash and equity.

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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. FactSet Research Systems (FDS) is traded on New York Stock Exchange in USA. It is located in 45 Glover Avenue, Norwalk, CT, United States, 06850 and employs 12,279 people. FactSet Research is listed under Financial Exchanges & Data category by Fama And French industry classification.

Management Performance

FactSet Research Systems Leadership Team

Elected by the shareholders, the FactSet Research's board of directors comprises two types of representatives: FactSet Research inside directors who are chosen from within the company, and outside directors, selected externally and held independent of FactSet. The board's role is to monitor FactSet Research's management team and ensure that shareholders' interests are well served. FactSet Research's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, FactSet Research's outside directors are responsible for providing unbiased perspectives on the board's policies.
Malcolm Frank, Independent Director
Maria Tejada, Director
Franck Gossieaux, Executive Vice President - Global Head of Sales and Client Solutions
Sheila Jordan, Independent Director
Frederick Snow, CEO Director
Gregory Moskoff, Principal Accounting Officer, Controller
Mark Hale, COO and Executive VP
Goran Skoko, Executive Vice President, Managing Director EMEA and Asia Pacific, Head of Research & Advisory Solutions
Alexandra Nes, Senior Relations
Kendra Brown, Head Relations
Katherine Stepp, Executive CTO
Robert Robie, the Executive Vice President Head of Analytics and Trading Analytics Solutions
F Snow, Chief Executive Officer, Director
Robin Abrams, Non-Executive Independent Chairman of the Board
Daniel Viens, Chief Human Resource Officer, Senior Vice President
Gene Fernandez, Executive Vice President, Chief Technology and Product Officer
James McGonigle, Lead Independent Director
Rachel Stern, Executive Vice President, Chief Legal Officer, Global Head of Strategic Resources and Secretary
Laurie Siegel, Independent Director
Catrina Harding, Executive Officer
Lee Shavel, Independent Director
Jonathan Reeve, Executive Vice President Head of Content & Technology Solutions
Joseph Laird, Independent Director
Helen Shan, Chief Financial Officer, Executive Vice President
Edward BakerGreene, Chief Human Resource Officer, Senior Vice President
Siew Choy, Independent Director
Philip Snow, President Director
John Wiseman, Executive Vice President Global Head of Sales and Client Solutions
Maurizio Nicolelli, CFO and Sr. VP
Rima Hyder, Vice President, External Communications
Philip Hadley, Chairman of the Board
Linda Huber, Chief Financial Officer, Executive Vice President
Scott Miller, Executive VP and Global Director of Sales
Scott Billeadeau, Independent Director
Joseph Zimmel, Independent Director
Kristina Karnovsky, Executive Vice President Chief Product Officer

FactSet Stock Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is FactSet Research a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

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When determining whether FactSet Research Systems is a strong investment it is important to analyze FactSet Research's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact FactSet Research's future performance. For an informed investment choice regarding FactSet Stock, refer to the following important reports:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in FactSet Research Systems. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment.
Note that the FactSet Research Systems information on this page should be used as a complementary analysis to other FactSet Research's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.

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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.
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Is FactSet Research's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of FactSet Research. If investors know FactSet will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about FactSet Research listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.08
Dividend Share
3.92
Earnings Share
12.64
Revenue Per Share
56.495
Quarterly Revenue Growth
0.06
The market value of FactSet Research Systems is measured differently than its book value, which is the value of FactSet that is recorded on the company's balance sheet. Investors also form their own opinion of FactSet Research's value that differs from its market value or its book value, called intrinsic value, which is FactSet Research's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because FactSet Research's market value can be influenced by many factors that don't directly affect FactSet Research's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between FactSet Research's value and its price as these two are different measures arrived at by different means. Investors typically determine if FactSet Research is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, FactSet Research's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.