FDS vs. TPG: FactSet Research Systems vs. TPG Stock Comparison

Company Profile

FactSet Research Systems (FDS) and TPG (TPG) both belong to the Capital Markets industry, though FDS is classified under Financial Exchanges & Data while TPG falls under Asset Management & Custody Banks.

FactSet Research Systems (FDS) has more than two decades of public-market history since June 28, 1996, whereas TPG (TPG) listed on January 13, 2022 and has a much shorter record to draw on.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

TPG (TPG) has an aggressive beta of 1.45, indicating higher sensitivity to broad-market moves, while FactSet Research Systems (FDS) is defensive at 0.69 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

FactSet Research Systems (FDS) at 25.48% sits in the top ROE quartile, while TPG (TPG) at 19.19% is closer to the peer norm — stronger capital efficiency for FDS.

Both FactSet Research Systems (FDS) at 21.54% and TPG (TPG) at 5.78% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

Both FactSet Research Systems (FDS) at 22.22% and TPG (TPG) at 16.57% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

Profitability Metrics

Growth

TPG (TPG) at 27.03% 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 TPG.

Only one side can be read here: FactSet Research Systems (FDS) reports EPS growth of -6.30%, ranked against its industry; TPG (TPG) has no EPS growth figure this period.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: FactSet Research Systems (FDS) in Financial Services and TPG (TPG) 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 TPG (TPG) 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

TPG (TPG) at 5.01% delivers top-quartile income for its industry, while FactSet Research Systems (FDS) at 1.33% pays a more typical yield — both are credible income propositions, TPG the richer one.

TPG (TPG) reports payout ratio above 100% at 254.55%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile FactSet Research Systems (FDS) reports 31.02%, ranking against industry peers normally.

Dividend Metrics

Valuation

FactSet Research Systems (FDS) at 22.50 is near its industry’s usual P/E ratio, while TPG (TPG) at 52.84 sits above its peer range — an unusually expensive price for TPG’s trailing earnings.

TPG (TPG) at 3.85 is priced about in line with its industry on P/S ratio, while FactSet Research Systems (FDS) at 4.67 sits in the pricier quartile — FDS costs more per dollar of sales.

Both FactSet Research Systems (FDS) at 5.77 and TPG (TPG) at 5.97 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

Valuation Metrics