FDS vs. KSPI: FactSet Research Systems vs. Kaspi.kz Stock Comparison

Company Profile

FactSet Research Systems (FDS) and Kaspi.kz (KSPI) both fall under the Financial Services industry group, but FDS is classified in Capital Markets while KSPI is classified in Consumer Finance.

FactSet Research Systems (FDS) carries decades of public-market history since June 28, 1996, while Kaspi.kz (KSPI) listed on January 19, 2024 — long-window comparisons have far more historical data on the FDS side.

FactSet Research Systems (FDS) trades as ordinary local shares, while Kaspi.kz (KSPI) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both FactSet Research Systems (FDS) at 25.48% and Kaspi.kz (KSPI) at 44.78% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.

Both FactSet Research Systems (FDS) at 21.54% and Kaspi.kz (KSPI) at 24.15% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

FactSet Research Systems (FDS) at 22.22% runs core operations around its industry’s norm, while Kaspi.kz (KSPI) at 0.00% operates in the bottom quartile.

Profitability Metrics

Growth

Kaspi.kz (KSPI) at 59.78% sits in the top revenue growth quartile, while FactSet Research Systems (FDS) at 6.65% is closer to the peer norm — faster top-line expansion for KSPI.

Both FactSet Research Systems (FDS) at -6.30% and Kaspi.kz (KSPI) at 2.96% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: FactSet Research Systems (FDS) in Financial Services and Kaspi.kz (KSPI) 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-to-equity ratio is set aside for both: FactSet Research Systems (FDS) in Financial Services and Kaspi.kz (KSPI) 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

Dividends

Kaspi.kz (KSPI) 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.

Both FactSet Research Systems (FDS) at 31.02% and Kaspi.kz (KSPI) at 33.12% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

Dividend Metrics

Valuation

Kaspi.kz (KSPI) at 8.40 sits in the cheaper P/E ratio quartile, while FactSet Research Systems (FDS) at 22.50 is closer to its industry’s usual earnings multiple — a discount for KSPI, though growth and earnings durability still matter.

A sales-based read is only available for FactSet Research Systems (FDS), whose P/S ratio of 4.67 ranks against industry peers; Kaspi.kz (KSPI) reports no figure this period.

Kaspi.kz (KSPI) at 0.01 looks cheap against book in the lower P/B ratio quartile, while FactSet Research Systems (FDS) at 5.77 carries a premium in the upper quartile — a clear price-to-book gap.

Valuation Metrics