FDS vs. FUTU: FactSet Research Systems vs. Futu Stock Comparison
How do FactSet Research Systems (FDS) and Futu (FUTU) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
FactSet Research Systems (FDS) and Futu (FUTU) both belong to the Capital Markets industry, though FDS is classified under Financial Exchanges & Data while FUTU falls under Investment Banking & Brokerage.
FactSet Research Systems (FDS) trades as ordinary local shares, while Futu (FUTU) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.
| Profile Item | FDS | FUTU |
|---|---|---|
| Name | FactSet Research Systems Inc. | Futu Holdings Ltd. ADR |
| Country/Region | United States | Hong Kong |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Financial Exchanges & Data | Investment Banking & Brokerage |
| Market Capitalization | 11.56 billion USD | 13.75 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | June 28, 1996 | March 8, 2019 |
| Security Type | Common Stock | ADR |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | FDS | FUTU |
|---|---|---|
| Total Return (1Y) | 27.49% | -45.15% |
| Total Return (3Y, Annualized) | -8.71% | 22.02% |
| Total Return (5Y, Annualized) | -4.88% | 13.70% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | FDS | FUTU |
|---|---|---|
| Volatility (1Y, Annualized) | 48.03% | 59.94% |
| Beta (5Y) | 0.69 | 0.68 |
| Max Drawdown (5Y) | -61.13% | -60.17% |
| Avg. Volume (3M) | 803.71K | 1.18M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | FDS | FUTU |
|---|---|---|
| Sharpe Ratio (1Y) | 0.48 | -0.82 |
| Sortino Ratio (1Y) | 0.71 | -1.10 |
Profitability
ROE (TTM)
Both FactSet Research Systems (FDS) at 25.48% and Futu (FUTU) at 30.52% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.
FDS
Financial Services industry group
25.48%
- Max
- 44.78%
- FDS
- 25.48%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
FUTU
Financial Services industry group
30.52%
- Max
- 44.78%
- FUTU
- 30.52%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Futu (FUTU) at 46.20% retains a top-quartile share of revenue as profit, ahead of FactSet Research Systems (FDS) at 21.54%, which keeps about the industry-typical share.
FDS
Financial Services industry group
21.54%
- Max
- 62.84%
- Q3
- 28.05%
- FDS
- 21.54%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
FUTU
Financial Services industry group
46.20%
- Max
- 62.84%
- FUTU
- 46.20%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Futu (FUTU) at 66.75% operates in the top operating margin quartile, ahead of FactSet Research Systems (FDS) at 22.22%, which runs around its industry’s norm.
FDS
Financial Services industry group
22.22%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- FDS
- 22.22%
- Q1
- 14.60%
- Min
- -44.34%
FUTU
Financial Services industry group
66.75%
- Max
- 107.33%
- FUTU
- 66.75%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | FDS | FUTU |
|---|---|---|
| ROE (TTM) | 25.48% | 30.52% |
| ROA (TTM) | 10.65% | 4.51% |
| Net Margin (TTM) | 21.54% | 46.20% |
| Operating Margin (TTM) | 22.22% | 66.75% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Futu (FUTU) at 68.11% clears its industry range for revenue growth, far stronger top-line momentum than FactSet Research Systems (FDS) at 6.65%, which is closer to a typical peer reading.
EPS Growth
Futu (FUTU) at 106.38% sits in the top EPS growth quartile, while FactSet Research Systems (FDS) at -6.30% is closer to the peer norm — faster per-share earnings growth for FUTU.
Growth Metrics
| Metric | FDS | FUTU |
|---|---|---|
| Revenue Growth (YoY) | 6.65% | 68.11% |
| Revenue Growth (3Y CAGR) | 5.89% | 44.24% |
| EPS Growth (YoY) | -6.30% | 106.38% |
| EPS Growth (3Y CAGR) | 6.59% | 58.06% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: FactSet Research Systems (FDS) in Financial Services and Futu (FUTU) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.
Debt / Equity (MRQ)
debt-to-equity ratio is set aside for both: FactSet Research Systems (FDS) in Financial Services and Futu (FUTU) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.
Financial Strength Metrics
| Metric | FDS | FUTU |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Futu (FUTU) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile FactSet Research Systems (FDS) reports a yield of 1.33%, ranking against industry peers normally.
FDS
Financial Services industry group
1.33%
- Max
- 9.77%
- Q3
- 3.92%
- FDS
- 1.33%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
FUTU
Financial Services industry group
0.00%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- FUTU
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both FactSet Research Systems (FDS) at 31.02% and Futu (FUTU) at 25.80% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
FDS
Financial Services industry group
31.02%
- Max
- 241.07%
- Q3
- 97.36%
- FDS
- 31.02%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
FUTU
Financial Services industry group
25.80%
- Max
- 241.07%
- Q3
- 97.36%
- FUTU
- 25.80%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | FDS | FUTU |
|---|---|---|
| Dividend Yield (TTM) | 1.33% | 0.00% |
| Dividend Payout Ratio (TTM) | 31.02% | 25.80% |
Valuation
P/E Ratio (TTM)
Both FactSet Research Systems (FDS) at 22.50 and Futu (FUTU) at 9.73 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
FDS
Financial Services industry group
22.50
- Max
- 45.85
- Q3
- 24.64
- FDS
- 22.50
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
FUTU
Financial Services industry group
9.73
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- FUTU
- 9.73
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Futu (FUTU) at 0.57 looks cheap on sales in the lower P/S ratio quartile, while FactSet Research Systems (FDS) at 4.67 looks rich in the upper quartile — a clear gap in price per dollar of revenue.
FDS
Financial Services industry group
4.67
- Max
- 9.23
- FDS
- 4.67
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
FUTU
Financial Services industry group
0.57
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- FUTU
- 0.57
- Min
- -0.55
P/B Ratio (MRQ)
Futu (FUTU) at 2.75 is valued about in line with its industry on P/B ratio, while FactSet Research Systems (FDS) at 5.77 carries an above-peer premium to book — FDS is pricier on assets.
FDS
Financial Services industry group
5.77
- Max
- 7.79
- FDS
- 5.77
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
FUTU
Financial Services industry group
2.75
- Max
- 7.79
- Q3
- 3.63
- FUTU
- 2.75
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | FDS | FUTU |
|---|---|---|
| P/E Ratio (TTM) | 22.50 | 9.73 |
| P/S Ratio (TTM) | 4.67 | 0.57 |
| P/B Ratio (MRQ) | 5.77 | 2.75 |
| Free Cash Flow Yield (TTM) | -- | -- |