FDS vs. JKHY: FactSet Research Systems vs. Jack Henry & Associates Stock Comparison
How do FactSet Research Systems (FDS) and Jack Henry & Associates (JKHY) 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 Jack Henry & Associates (JKHY) both fall under the Financial Services industry group, but FDS is classified in Capital Markets while JKHY is classified in Financial Services.
| Profile Item | FDS | JKHY |
|---|---|---|
| Name | FactSet Research Systems Inc. | Jack Henry & Associates, Inc. |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Financial Services |
| GICS Sub-Industry | Financial Exchanges & Data | Transaction & Payment Processing Services |
| Market Capitalization | 11.56 billion USD | 12.15 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | June 28, 1996 | November 20, 1985 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | FDS | JKHY |
|---|---|---|
| Total Return (1Y) | 27.49% | 9.28% |
| Total Return (3Y, Annualized) | -8.71% | 6.53% |
| Total Return (5Y, Annualized) | -4.88% | 3.04% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | FDS | JKHY |
|---|---|---|
| Volatility (1Y, Annualized) | 48.03% | 31.51% |
| Beta (5Y) | 0.69 | 0.51 |
| Max Drawdown (5Y) | -61.13% | -38.35% |
| Avg. Volume (3M) | 803.71K | 944.55K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | FDS | JKHY |
|---|---|---|
| Sharpe Ratio (1Y) | 0.48 | 0.16 |
| Sortino Ratio (1Y) | 0.71 | 0.23 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: FactSet Research Systems (FDS) earns 25.48% on shareholders’ equity, ranked against its industry; Jack Henry & Associates (JKHY) has no ROE this period.
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%
JKHY
Financial Services industry group
--
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
- JKHY
- --
Net Margin (TTM)
Both FactSet Research Systems (FDS) at 21.54% and Jack Henry & Associates (JKHY) at 19.96% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
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%
JKHY
Financial Services industry group
19.96%
- Max
- 62.84%
- Q3
- 28.05%
- JKHY
- 19.96%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both FactSet Research Systems (FDS) at 22.22% and Jack Henry & Associates (JKHY) at 29.52% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
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%
JKHY
Financial Services industry group
29.52%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- JKHY
- 29.52%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | FDS | JKHY |
|---|---|---|
| ROE (TTM) | 25.48% | -- |
| ROA (TTM) | 10.65% | -- |
| Net Margin (TTM) | 21.54% | 19.96% |
| Operating Margin (TTM) | 22.22% | 29.52% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both FactSet Research Systems (FDS) at 6.65% and Jack Henry & Associates (JKHY) at 7.12% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Both FactSet Research Systems (FDS) at -6.30% and Jack Henry & Associates (JKHY) at 11.86% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | FDS | JKHY |
|---|---|---|
| Revenue Growth (YoY) | 6.65% | 7.12% |
| Revenue Growth (3Y CAGR) | 5.89% | 6.99% |
| EPS Growth (YoY) | -6.30% | 11.86% |
| EPS Growth (3Y CAGR) | 6.59% | 11.61% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: FactSet Research Systems (FDS) in Financial Services and Jack Henry & Associates (JKHY) 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 Jack Henry & Associates (JKHY) 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 | JKHY |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both FactSet Research Systems (FDS) at 1.33% and Jack Henry & Associates (JKHY) at 1.34% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
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%
JKHY
Financial Services industry group
1.34%
- Max
- 9.77%
- Q3
- 3.92%
- JKHY
- 1.34%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both FactSet Research Systems (FDS) at 31.02% and Jack Henry & Associates (JKHY) at 33.10% 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%
JKHY
Financial Services industry group
33.10%
- Max
- 241.07%
- Q3
- 97.36%
- JKHY
- 33.10%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | FDS | JKHY |
|---|---|---|
| Dividend Yield (TTM) | 1.33% | 1.34% |
| Dividend Payout Ratio (TTM) | 31.02% | 33.10% |
Valuation
P/E Ratio (TTM)
Both FactSet Research Systems (FDS) at 22.50 and Jack Henry & Associates (JKHY) at 23.80 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
JKHY
Financial Services industry group
23.80
- Max
- 45.85
- Q3
- 24.64
- JKHY
- 23.80
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Both FactSet Research Systems (FDS) at 4.67 and Jack Henry & Associates (JKHY) at 4.67 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.
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
JKHY
Financial Services industry group
4.67
- Max
- 9.23
- JKHY
- 4.67
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Both FactSet Research Systems (FDS) at 5.77 and Jack Henry & Associates (JKHY) at 5.92 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.
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
JKHY
Financial Services industry group
5.92
- Max
- 7.79
- JKHY
- 5.92
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | FDS | JKHY |
|---|---|---|
| P/E Ratio (TTM) | 22.50 | 23.80 |
| P/S Ratio (TTM) | 4.67 | 4.67 |
| P/B Ratio (MRQ) | 5.77 | 5.92 |
| Free Cash Flow Yield (TTM) | -- | -- |