FDS vs. WSE: FactSet Research Systems vs. Wise Stock Comparison

Company Profile

FactSet Research Systems (FDS) and Wise (WSE) both fall under the Financial Services industry group, but FDS is classified in Capital Markets while WSE is classified in Financial Services.

FactSet Research Systems (FDS) has been public since June 28, 1996, giving it decades of market history across multiple cycles, while Wise (WSE) listed only on May 11, 2026 and lacks comparable through-cycle data.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Wise (WSE) has an aggressive beta of 1.56, 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

Both FDS and WSE need 1-year volatility and 1-year return to plot risk-return positioning.

Risk-Adjusted Metrics

Profitability

Both FactSet Research Systems (FDS) at 25.48% and Wise (WSE) at 27.23% 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 Wise (WSE) at 19.93% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

Wise (WSE) at 59.77% operates in the top operating margin quartile, ahead of FactSet Research Systems (FDS) at 22.22%, which runs around its industry’s norm.

Profitability Metrics

Growth

Both FactSet Research Systems (FDS) at 6.65% and Wise (WSE) at 17.14% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

Both FactSet Research Systems (FDS) at -6.30% and Wise (WSE) at -5.78% 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 Wise (WSE) 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 Wise (WSE) 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

Wise (WSE) 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.

Wise (WSE) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile FactSet Research Systems (FDS) reports a payout of 31.02%, ranking against industry peers normally.

Dividend Metrics

Valuation

Both FactSet Research Systems (FDS) at 22.50 and Wise (WSE) at 23.23 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

Wise (WSE) at 4.30 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 Wise (WSE) at 5.94 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

Valuation Metrics