FactSet Research Systems (FDS) Stock Analysis

November 11, 2026

This is a peer-relative look at FactSet Research Systems (FDS): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Financial Services peers, so every number reads in context rather than in isolation.

Company Profile

Company profile fields for FactSet Research Systems (FDS)
Profile Item	FDS
Name	FactSet Research Systems Inc.
Country/Region	United States
GICS Sector	Financials
GICS Industry Group	Financial Services
GICS Industry	Capital Markets
GICS Sub-Industry	Financial Exchanges & Data
Market Capitalization	11.56 billion USD
Currency	USD
Exchange	NYSE
Listing Date	June 28, 1996
Security Type	Common Stock

Price Performance

Cumulative Growth

FDS

GSPC

FactSet Research Systems (FDS) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

Loading price history…

Trailing total returns for FactSet Research Systems (FDS) and S&P 500 (GSPC). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…

Calendar-year total returns for FactSet Research Systems (FDS) and S&P 500 (GSPC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

FactSet Research Systems (FDS) metric values compared with Financial Services industry-group medians
Metric	Current stock: FDS	Industry group median
Total Return (1Y)	27.49%	1.90%
Total Return (3Y, Annualized)	-8.71%	12.71%
Total Return (5Y, Annualized)	-4.88%	2.81%

Risk Profile

Drawdown History

FDS

GSPC

FactSet Research Systems (FDS) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

Loading price history…

Distribution of monthly total returns for FactSet Research Systems (FDS) and S&P 500 (GSPC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

FactSet Research Systems (FDS) metric values compared with Financial Services industry-group medians
Metric	Current stock: FDS	Industry group median
Volatility (1Y, Annualized)	48.03%	36.24%
Beta (5Y)	0.69	1.04
Max Drawdown (5Y)	-61.13%	-48.56%

Risk-Adjusted Performance

Risk-Return Positioning

Each dot is a stock plotted by 1-year volatility (risk) and 1-year return. FDS is highlighted; the dashed line is the Capital Allocation Line from the risk-free rate through the industry median — dots above it are stronger on a risk-adjusted basis.

Risk-Adjusted Metrics

FactSet Research Systems (FDS) metric values compared with Financial Services industry-group medians
Metric	Current stock: FDS	Industry group median
Sharpe Ratio (1Y)	0.48	-0.09
Sortino Ratio (1Y)	0.71	-0.13

Profitability

ROE (TTM)

FactSet Research Systems (FDS) posts ROE of 25.48%, in the upper peer quartile. That suggests the company earns more from each dollar of shareholders’ equity than most industry peers, a useful capital-efficiency signal.

FDS

Financial Services industry group

25.48%

Group distribution

Max: 44.78%
FDS: 25.48%
Q3: 21.85%
Median: 12.91%
Q1: 4.48%
Min: -18.71%

Largest peers

MA: 231.37%
V: 63.51%
FDS: 25.48%
MS: 18.04%
GS: 17.71%
BRK.A: 12.12%
BRK.B: 12.12%

Where FactSet Research Systems (FDS) stands on ROE within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Net Margin (TTM)

FactSet Research Systems (FDS) keeps 21.54% of revenue as net profit, roughly in line with the peer group’s normal net margin range. Its full cost stack is taking a typical share of sales for the industry.

FDS

Financial Services industry group

21.54%

Group distribution

Max: 62.84%
Q3: 28.05%
FDS: 21.54%
Median: 15.36%
Q1: 4.82%
Min: -28.52%

Largest peers

V: 51.20%
MA: 46.73%
GS: 31.21%
MS: 25.63%
BRK.A: 22.30%
BRK.B: 22.30%
FDS: 21.54%

Where FactSet Research Systems (FDS) stands on net margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

FactSet Research Systems (FDS) turns 22.22% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.

FDS

Financial Services industry group

22.22%

Group distribution

Max: 107.33%
Q3: 55.90%
Median: 30.09%
FDS: 22.22%
Q1: 14.60%
Min: -44.34%

Largest peers

V: 63.73%
MA: 60.53%
MS: 39.00%
GS: 38.37%
BRK.A: 32.56%
BRK.B: 32.56%
FDS: 22.22%

Where FactSet Research Systems (FDS) stands on operating margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Profitability Metrics

FactSet Research Systems (FDS) metric values compared with Financial Services industry-group medians
Metric	Current stock: FDS	Industry group median
ROE (TTM)	25.48%	12.91%
ROA (TTM)	10.65%	3.60%
Net Margin (TTM)	21.54%	15.36%
Operating Margin (TTM)	22.22%	30.09%
Gross Margin (TTM)	--	--

Growth

Revenue Growth

FactSet Research Systems (FDS) grew revenue 6.65%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.

FactSet Research Systems (FDS): Revenue Growth across different time periods, set against Financial Services industry-group medians.

EPS Growth

FactSet Research Systems (FDS) grew earnings per share -6.30%, roughly around the peer group's normal range. Bottom-line momentum looks broadly typical for the industry.

FactSet Research Systems (FDS): EPS Growth across different time periods, set against Financial Services industry-group medians.

Growth Metrics

FactSet Research Systems (FDS) metric values compared with Financial Services industry-group medians
Metric	Current stock: FDS	Industry group median
Revenue Growth (YoY)	6.65%	9.46%
Revenue Growth (3Y CAGR)	5.89%	10.90%
EPS Growth (YoY)	-6.30%	7.46%
EPS Growth (3Y CAGR)	6.59%	13.04%

Financial Strength

Current Ratio (MRQ)

current ratio is set aside for FactSet Research Systems (FDS) in Financial Services: these balance sheets are not best read through a current/non-current split, so regulatory, funding, or liquidity-coverage measures usually matter more.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for FactSet Research Systems (FDS) in Financial Services: leverage is part of the business model itself, so capital adequacy, funding mix, and regulatory measures are usually better risk gauges.

Financial Strength Metrics

FactSet Research Systems (FDS) metric values compared with Financial Services industry-group medians
Metric	Current stock: FDS	Industry group median
Current Ratio (MRQ)	--	--
Debt / Equity (MRQ)	--	--
Net Debt / EBITDA	--	--

Dividends

Dividend Yield (TTM)

FactSet Research Systems (FDS) has dividend yield of 1.33%, in the industry’s normal income range. It provides a meaningful dividend without the red flag of an unusually high headline yield.

FDS

Financial Services industry group

1.33%

Group distribution

Max: 9.77%
Q3: 3.92%
FDS: 1.33%
Median: 1.09%
Q1: 0.00%
Min: 0.00%

Largest peers

MS: 2.40%
GS: 2.07%
FDS: 1.33%
V: 0.66%
MA: 0.53%
BRK.A: 0.00%
BRK.B: 0.00%

Where FactSet Research Systems (FDS) stands on dividend yield within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

FactSet Research Systems (FDS) has payout ratio of 31.02%, within the industry’s typical payout band. The dividend shares profits with investors while leaving earnings coverage that looks normal for the peer group.

FDS

Financial Services industry group

31.02%

Group distribution

Max: 241.07%
Q3: 97.36%
FDS: 31.02%
Median: 25.77%
Q1: 0.00%
Min: 0.00%

Largest peers

MS: 32.91%
FDS: 31.02%
GS: 25.88%
V: 21.75%
MA: 17.63%
BRK.A: 0.00%
BRK.B: 0.00%

Where FactSet Research Systems (FDS) stands on payout ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Metrics

FactSet Research Systems (FDS) metric values compared with Financial Services industry-group medians
Metric	Current stock: FDS	Industry group median
Dividend Yield (TTM)	1.33%	1.09%
Dividend Payout Ratio (TTM)	31.02%	25.77%

Valuation

P/E Ratio (TTM)

FactSet Research Systems (FDS) trades at P/E ratio of 22.50, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.

FDS

Financial Services industry group

22.50

Group distribution

Max: 45.85
Q3: 24.64
FDS: 22.50
Median: 15.37
Q1: 9.68
Min: 0.16

Largest peers

V: 34.31
MA: 34.15
FDS: 22.50
MS: 14.39
BRK.A: 14.36
BRK.B: 14.36
GS: 12.45

Where FactSet Research Systems (FDS) stands on P/E ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

P/S Ratio (TTM)

FactSet Research Systems (FDS) trades at 4.67 on P/S ratio, in the higher sales-valuation quartile. Investors are paying up for each dollar of revenue, so stronger margins, growth, or revenue quality need to carry that price.

FDS

Financial Services industry group

4.67

Group distribution

Max: 9.23
FDS: 4.67
Q3: 4.57
Median: 2.72
Q1: 1.28
Min: -0.55

Largest peers

V: 17.18
MA: 15.67
FDS: 4.67
MS: 3.55
GS: 3.52
BRK.A: 3.18
BRK.B: 3.18

Where FactSet Research Systems (FDS) stands on P/S ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

FactSet Research Systems (FDS) trades at 5.77 on P/B ratio, in the higher book-value quartile. The market is paying a premium to book, so stronger ROE, cleaner assets, or a better growth profile need to justify it.

FDS

Financial Services industry group

5.77

Group distribution

Max: 7.79
FDS: 5.77
Q3: 3.63
Median: 1.57
Q1: 0.81
Min: -0.39

Largest peers

MA: 84.30
V: 22.05
FDS: 5.77
MS: 2.65
GS: 2.36
BRK.A: 1.72
BRK.B: 0.00

Where FactSet Research Systems (FDS) stands on P/B ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Valuation Metrics

FactSet Research Systems (FDS) metric values compared with Financial Services industry-group medians
Metric	Current stock: FDS	Industry group median
P/E Ratio (TTM)	22.50	15.37
P/S Ratio (TTM)	4.67	2.72
P/B Ratio (MRQ)	5.77	1.57
Free Cash Flow Yield (TTM)	--	--