FDS vs. XYZ: FactSet Research Systems vs. Block Stock Comparison
How do FactSet Research Systems (FDS) and Block (XYZ) 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 Block (XYZ) both fall under the Financial Services industry group, but FDS is classified in Capital Markets while XYZ is classified in Financial Services.
| Profile Item | FDS | XYZ |
|---|---|---|
| Name | FactSet Research Systems Inc. | Block Inc. Class A Common Stock |
| 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 | 51.67 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | June 28, 1996 | November 19, 2015 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | FDS | XYZ |
|---|---|---|
| Total Return (1Y) | 27.49% | 35.34% |
| Total Return (3Y, Annualized) | -8.71% | 20.17% |
| Total Return (5Y, Annualized) | -4.88% | -17.43% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
Block (XYZ) has a highly aggressive beta of 2.48, indicating much higher sensitivity to broad-market moves, while FactSet Research Systems (FDS) is defensive at 0.69 and tends to be less market-sensitive — a wide gap in beta profiles.
| Metric | FDS | XYZ |
|---|---|---|
| Volatility (1Y, Annualized) | 48.03% | 48.01% |
| Beta (5Y) | 0.69 | 2.48 |
| Max Drawdown (5Y) | -61.13% | -83.55% |
| Avg. Volume (3M) | 803.71K | 4.73M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | FDS | XYZ |
|---|---|---|
| Sharpe Ratio (1Y) | 0.48 | 0.65 |
| Sortino Ratio (1Y) | 0.71 | 1.03 |
Profitability
ROE (TTM)
FactSet Research Systems (FDS) at 25.48% sits in the top ROE quartile, while Block (XYZ) at 2.02% is in the bottom quartile, showing a clear gap in returns on equity.
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%
XYZ
Financial Services industry group
2.02%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- XYZ
- 2.02%
- Min
- -18.71%
Net Margin (TTM)
FactSet Research Systems (FDS) at 21.54% keeps about the industry-typical share of revenue as profit, while Block (XYZ) at 1.80% retains only a bottom-quartile 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%
XYZ
Financial Services industry group
1.80%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- XYZ
- 1.80%
- Min
- -28.52%
Operating Margin (TTM)
FactSet Research Systems (FDS) at 22.22% runs core operations around its industry’s norm, while Block (XYZ) at 6.65% operates in the bottom quartile.
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%
XYZ
Financial Services industry group
6.65%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- XYZ
- 6.65%
- Min
- -44.34%
Profitability Metrics
| Metric | FDS | XYZ |
|---|---|---|
| ROE (TTM) | 25.48% | 2.02% |
| ROA (TTM) | 10.65% | 1.94% |
| Net Margin (TTM) | 21.54% | 1.80% |
| Operating Margin (TTM) | 22.22% | 6.65% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
FactSet Research Systems (FDS) at 6.65% is around its peer norm for revenue growth, while Block (XYZ) at 0.30% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
FactSet Research Systems (FDS) at -6.30% is around its peer norm for EPS growth, while Block (XYZ) at -53.95% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | FDS | XYZ |
|---|---|---|
| Revenue Growth (YoY) | 6.65% | 0.30% |
| Revenue Growth (3Y CAGR) | 5.89% | 11.33% |
| EPS Growth (YoY) | -6.30% | -53.95% |
| EPS Growth (3Y CAGR) | 6.59% | -- |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: FactSet Research Systems (FDS) in Financial Services and Block (XYZ) 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 Block (XYZ) 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 | XYZ |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Block (XYZ) 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%
XYZ
Financial Services industry group
0.00%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- XYZ
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Block (XYZ) 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.
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%
XYZ
Financial Services industry group
0.00%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- XYZ
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | FDS | XYZ |
|---|---|---|
| Dividend Yield (TTM) | 1.33% | 0.00% |
| Dividend Payout Ratio (TTM) | 31.02% | 0.00% |
Valuation
P/E Ratio (TTM)
FactSet Research Systems (FDS) at 22.50 is near its industry’s usual P/E ratio, while Block (XYZ) at 112.47 sits above its peer range — an unusually expensive price for XYZ’s trailing earnings.
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
XYZ
Financial Services industry group
112.47
- XYZ
- 112.47
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Block (XYZ) at 2.01 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.
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
XYZ
Financial Services industry group
2.01
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- XYZ
- 2.01
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Block (XYZ) at 2.26 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
XYZ
Financial Services industry group
2.26
- Max
- 7.79
- Q3
- 3.63
- XYZ
- 2.26
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | FDS | XYZ |
|---|---|---|
| P/E Ratio (TTM) | 22.50 | 112.47 |
| P/S Ratio (TTM) | 4.67 | 2.01 |
| P/B Ratio (MRQ) | 5.77 | 2.26 |
| Free Cash Flow Yield (TTM) | -- | -- |