Factset Research Systems Stock Fundamentals
| FDS Stock | USD 421.47 2.76 0.66% |
FactSet Research Systems fundamentals help investors to digest information that contributes to FactSet Research's financial success or failures. It also enables traders to predict the movement of FactSet Stock. The fundamental analysis module provides a way to measure FactSet Research's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to FactSet Research stock.
At this time, FactSet Research's EBITDA is comparatively stable compared to the past year. Cost Of Revenue is likely to gain to about 1.2 B in 2024, whereas Net Income From Continuing Ops is likely to drop slightly above 327.1 M in 2024. FactSet | Select Account or Indicator |
FactSet Research Systems Company Profit Margin Analysis
FactSet Research's Profit Margin measures overall efficiency of a company and shows its ability to withstand competition as well as defend against adverse conditions such as rising costs, falling prices, decline in sales or management distress. Profit margin tells investors how well the company executes on its overall pricing strategies as well as how effective the company in controlling its costs.
Current FactSet Research Profit Margin | 0.23 % |
Most of FactSet Research's fundamental indicators, such as Profit Margin, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, FactSet Research Systems is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
FactSet Profit Margin Historical Pattern
Today, most investors in FactSet Research Stock are looking for potential investment opportunities by analyzing not only static indicators but also various FactSet Research's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's profit margin growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of FactSet Research profit margin as a starting point in their analysis.
FactSet Research Profit Margin |
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In a nutshell, Profit Margin indicator shows the amount of money the company makes from total sales or revenue. It can provide a good insight into companies in the same sector, as well as help to identify trends of a company from year to year.
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FactSet Pretax Profit Margin
Pretax Profit Margin |
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Based on the latest financial disclosure, FactSet Research Systems has a Profit Margin of 0.2272%. This is 98.05% lower than that of the Capital Markets sector and significantly higher than that of the Financials industry. The profit margin for all United States stocks is 117.89% lower than that of the firm.
FactSet Research Systems Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining FactSet Research's current stock value. Our valuation model uses many indicators to compare FactSet Research value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across FactSet Research competition to find correlations between indicators driving FactSet Research's intrinsic value. More Info.FactSet Research Systems is rated # 2 in return on equity category among related companies. It is rated # 2 in return on asset category among related companies reporting about 0.37 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for FactSet Research Systems is roughly 2.68 . At this time, FactSet Research's Return On Equity is comparatively stable compared to the past year.Comparative valuation analysis is a catch-all model that can be used if you cannot value FactSet Research by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for FactSet Research's Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the FactSet Research's earnings, one of the primary drivers of an investment's value.FactSet Profit Margin Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses FactSet Research's direct or indirect competition against its Profit Margin to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of FactSet Research could also be used in its relative valuation, which is a method of valuing FactSet Research by comparing valuation metrics of similar companies.FactSet Research is currently under evaluation in profit margin category among related companies.
FactSet Research ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, FactSet Research's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to FactSet Research's managers, analysts, and investors.Environment Score | Governance Score | Social Score |
FactSet Fundamentals
| Return On Equity | 0.29 | ||||
| Return On Asset | 0.11 | ||||
| Profit Margin | 0.23 % | ||||
| Operating Margin | 0.33 % | ||||
| Current Valuation | 17.32 B | ||||
| Shares Outstanding | 38.12 M | ||||
| Shares Owned By Insiders | 0.21 % | ||||
| Shares Owned By Institutions | 92.44 % | ||||
| Number Of Shares Shorted | 1.64 M | ||||
| Price To Earning | 45.01 X | ||||
| Price To Book | 9.02 X | ||||
| Price To Sales | 7.54 X | ||||
| Revenue | 2.09 B | ||||
| Gross Profit | 1.11 B | ||||
| EBITDA | 814.95 M | ||||
| Net Income | 468.13 M | ||||
| Cash And Equivalents | 425.44 M | ||||
| Cash Per Share | 14.37 X | ||||
| Total Debt | 1.84 B | ||||
| Debt To Equity | 1.67 % | ||||
| Current Ratio | 1.99 X | ||||
| Book Value Per Share | 47.26 X | ||||
| Cash Flow From Operations | 645.57 M | ||||
| Short Ratio | 4.96 X | ||||
| Earnings Per Share | 12.64 X | ||||
| Price To Earnings To Growth | 2.65 X | ||||
| Target Price | 457.84 | ||||
| Number Of Employees | 12.28 K | ||||
| Beta | 0.71 | ||||
| Market Capitalization | 16.06 B | ||||
| Total Asset | 3.95 B | ||||
| Retained Earnings | 1.51 B | ||||
| Working Capital | 283.07 M | ||||
| Current Asset | 369.28 M | ||||
| Current Liabilities | 158.21 M | ||||
| Annual Yield | 0.01 % | ||||
| Five Year Return | 0.97 % | ||||
| Net Asset | 3.95 B | ||||
| Last Dividend Paid | 3.92 |
About FactSet Research Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze FactSet Research Systems's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of FactSet Research using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of FactSet Research Systems based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.| Last Reported | Projected for Next Year | ||
| Current Deferred Revenue | 175.3 M | 90.7 M | |
| Total Revenue | 2.4 B | 2.5 B | |
| Cost Of Revenue | 1.1 B | 1.2 B | |
| Stock Based Compensation To Revenue | 0.03 | 0.02 | |
| Sales General And Administrative To Revenue | 0.28 | 0.37 | |
| Research And Ddevelopement To Revenue | 0.15 | 0.17 | |
| Capex To Revenue | (0.03) | (0.03) | |
| Revenue Per Share | 49.14 | 51.60 | |
| Ebit Per Revenue | 0.30 | 0.35 |
FactSet Research Investors Sentiment
The influence of FactSet Research's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in FactSet. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to FactSet Research's public news can be used to forecast risks associated with an investment in FactSet. The trend in average sentiment can be used to explain how an investor holding FactSet can time the market purely based on public headlines and social activities around FactSet Research Systems. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
FactSet Research's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for FactSet Research's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average FactSet Research's news discussions. The higher the estimated score, the more favorable is the investor's outlook on FactSet Research.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards FactSet Research in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, FactSet Research's short interest history, or implied volatility extrapolated from FactSet Research options trading.
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Try AI Portfolio ArchitectCheck out FactSet Research Piotroski F Score and FactSet Research Altman Z Score analysis. 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 Bonds Directory module to find actively traded corporate debentures issued by US companies.
Complementary 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.
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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.