- Investing.com
FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community. It offers data, products, and analytical applications; and workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk, and reporting workflows. The company also provides subscription-based financial data and market intelligence on securities, companies, industries, and people that enable clients to research investment ideas, as well as analyze, monitor, and manage portfolios; and solutions covering investment lifecycle of investment research, portfolio construction and analysis, trade execution, performance measurement, risk management, and reporting. In addition, it offers services through configurable desktop and mobile platform, data feeds, cloud-based digital solutions, and application programming interfaces. It operates in Europe, the Middle East, Africa, the Americas, the Asia Pacific, and internationally. The company serves investment professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, and private equity and venture capital professionals. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.
Competitive Landscape | Delve into FactSet's position among data analytics giants, as it navigates increased competition and evolving market demands |
Strategic Pivot | Explore FactSet's diversification into wealth management and AI-driven solutions, aiming to offset pressures in traditional client segments |
Financial Outlook | Analysts project EPS of $16.80-$17.40 for FY2025 and $17.23-$18.73 for FY2026, with price targets ranging from $282 to $430 |
AI Disruption Threat | FactSet faces challenges as AI technologies potentially disrupt its core workflow solutions, prompting strategic shifts to maintain market position |

Metrics to compare | FDS | Sector Sector - Average of metrics from a broad group of related Industrials sector companies | Relationship RelationshipFDSPeersSector | |
|---|---|---|---|---|
P/E Ratio | 14.4x | 23.4x | 9.9x | |
PEG Ratio | 1.33 | 1.30 | 0.03 | |
Price / Book | 4.0x | 3.7x | 1.0x | |
Price / LTM Sales | 3.5x | 6.5x | 2.9x | |
Upside (Analyst Target) | 9.8% | −2.5% | 14.5% | |
Fair Value Upside | Unlock | 5.0% | 1.7% | Unlock |