Factset Research Systems Stock Buy Hold or Sell Recommendation
| FDS Stock | USD 429.46 0.21 0.05% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding FactSet Research Systems is 'Buy'. Macroaxis provides FactSet Research buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding FDS positions. The advice algorithm takes into account all of FactSet Research's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting FactSet Research's buy or sell advice are summarized below:
Real Value 443.89 | Target Price 445 | Hype Value 429.63 | Market Value 429.46 | Naive Value 447.83 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell FactSet Research Systems given historical horizon and risk tolerance towards FactSet Research. When Macroaxis issues a 'buy' or 'sell' recommendation for FactSet Research Systems, the advice is generated through an automated system that utilizes algorithms and statistical models.
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
 |  |
Buy
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Strong | 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 | |
| FactSet Research has a strong financial position based on the latest SEC filings | |
| Over 93.0% of the company shares are owned by institutional investors | |
| On 21st of March 2024 FactSet Research paid $ 0.98 per share dividend to its current shareholders | |
| Latest headline from finnewsnetwork.com.au: US markets eyeing another negative week |
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 | -0.1 | Value At Risk | -2.5 | Potential Upside | 1.60 | Standard Deviation | 1.39 |
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
Have you ever been surprised when a price of an equity instrument such as FactSet Research is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading FactSet Research Systems backward and forwards among themselves. FactSet Research's institutional investor refers to the entity that pools money to purchase FactSet Research's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Amundi | 2023-12-31 | 572 K | Jpmorgan Chase & Co | 2023-12-31 | 552.2 K | Champlain Investment Partners, Llc | 2023-12-31 | 420.3 K | Northern Trust Corp | 2023-12-31 | 381.5 K | Massachusetts Financial Services Company | 2023-12-31 | 368.8 K | Fiera Capital Corporation | 2023-12-31 | 359.1 K | Goldman Sachs Group Inc | 2023-12-31 | 358.2 K | Charles Schwab Investment Management Inc | 2023-12-31 | 355.3 K | Legal & General Group Plc | 2023-12-31 | 329.9 K | Vanguard Group Inc | 2023-12-31 | 4.6 M | Blackrock Inc | 2023-12-31 | 3.5 M |
FactSet Research Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 225.8M | 96.3M | (178.6M) | (77.8M) | (89.5M) | (85.0M) | |
| Free Cash Flow | 428.2M | 493.9M | 487.1M | 584.8M | 672.5M | 706.1M | |
| Depreciation | 57.6M | 107.3M | 129.7M | 137.7M | 158.4M | 166.3M | |
| Other Non Cash Items | 171K | (44.4M) | 44.0M | 45.6M | 41.0M | 43.1M | |
| Capital Expenditures | 77.6M | 61.3M | 51.2M | 60.8M | 69.9M | 73.4M | |
| Net Income | 372.9M | 399.6M | 396.9M | 468.1M | 538.4M | 565.3M | |
| End Period Cash Flow | 585.6M | 681.9M | 503.3M | 425.4M | 489.3M | 513.7M | |
| Dividends Paid | 110.4M | 117.9M | 125.9M | 138.6M | 159.4M | 167.4M | |
| 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 | 4.0M | (16.6M) | (878K) | (95.4M) | (85.9M) | (81.6M) |
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 NYSE Composite | -0.15 | |
β | Beta against NYSE Composite | 0.72 | |
σ | Overall volatility | 1.41 | |
Ir | Information ratio | -0.12 |
FactSet Research Volatility Alert
FactSet Research Systems exhibits very low volatility with skewness of -2.55 and kurtosis of 12.32. 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 | 0.23 % | (1.27) % |
| Operating Margin | 0.33 % | (5.51) % |
| Current Valuation | 17.62 B | 16.62 B |
| Shares Outstanding | 38.12 M | 571.82 M |
| Shares Owned By Insiders | 0.21 % | 10.09 % |
| Shares Owned By Institutions | 93.21 % | 39.21 % |
| Number Of Shares Shorted | 1.33 M | 4.71 M |
| Price To Earning | 45.01 X | 28.72 X |
| Price To Book | 9.02 X | 9.51 X |
| Price To Sales | 7.54 X | 11.42 X |
| Revenue | 2.09 B | 9.43 B |
| Gross Profit | 1.11 B | 27.38 B |
| EBITDA | 814.95 M | 3.9 B |
| Net Income | 468.13 M | 570.98 M |
| Cash And Equivalents | 425.44 M | 2.7 B |
| Cash Per Share | 14.37 X | 5.01 X |
| Total Debt | 1.84 B | 5.32 B |
| Debt To Equity | 1.67 % | 48.70 % |
| Current Ratio | 1.99 X | 2.16 X |
| Book Value Per Share | 47.26 X | 1.93 K |
| Cash Flow From Operations | 645.57 M | 971.22 M |
| Short Ratio | 4.51 X | 4.00 X |
| Earnings Per Share | 12.62 X | 3.12 X |
| Price To Earnings To Growth | 2.65 X | 4.89 X |
| Target Price | 457.84 | |
| Number Of Employees | 12.28 K | 18.84 K |
| Beta | 0.71 | -0.15 |
| Market Capitalization | 16.37 B | 19.03 B |
| Total Asset | 3.95 B | 29.47 B |
| Retained Earnings | 1.51 B | 9.33 B |
| Working Capital | 283.07 M | 1.48 B |
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.| 2021 | 2022 | 2023 | 2024 (projected) | Other Current Liabilities | 148.7M | 165.2M | 190.0M | 199.5M | Total Assets | 4.0B | 3.9B | 4.5B | 4.8B |
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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 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 Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.
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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 12.62 | 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.