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Insights for FactSet Research Systems Inc.
New York Stock Exchange: FDS
03 - Tracking Well with High profitability
Sector: Financial Services & Legal
Industry: Accounting, Audit & Tax Platforms
Based on PEG Ratio: 03 - Over Valued
Today's Price
updated on: 		424.47 (-0.86%)
Open 427.01 (-0.59%)
High (Upside %) 427.9975 (0.83%)
Low (Downside %) 423.08 (0.33%)
P. Close 428.15 (-0.86%)
Open-High % 0.23%
Open-Low % 0.92%
Low-High % 1.16%
Previous Data

FDS is a Stock listed in the US on the New York Stock Exchange under the ticker 'FDS'

Company Summary

Business Units or Product Lines

FactSet Research Systems Inc. operates through several product lines including Analytics Solutions, Content and Technology Solutions, and Research and Advisory Solutions. These include providing data integration, research management, portfolio analytics, and investment management software.

Business Models for Each Product Line

FactSet generates its revenue primarily through subscriptions to its products and services. Analytics Solutions revenue is driven by the usage of investment portfolio analysis software. Content and Technology Solutions earn revenue from clients integrating FactSet’s data into their workflow systems. Research and Advisory Solutions revenue comes from providing research tools and advisory services. Major expenses include technology and content development, sales and marketing, and general administrative costs.

Future Opportunities for Growth

FactSet has opportunities for growth in expanding its market share in data analytics and financial technology services, increasing international clientele, and enhancing AI and machine learning capabilities to provide more efficient data solutions.

Potential Major Risks

Major risks include increased competition from both traditional financial information providers and technology startups, potential data breaches or cyber attacks, and economic downturns impacting client subscriptions and spending on data services.

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Also read: https://finance.yahoo.com/FDS/profile

Basic Stats
Market Cap-Display Market Cap-Actual Market Cap Enterprise Value-Display Enterprise Value-Actual Enterprise Value Trailing P/E Forward P/E PEG Ratio (5yr expected) Price/Sales Price/Book Enterprise Value/Revenue Enterprise Value/EBITDA Profit Margin Operating Margin Return on Assets Return on Equity Revenue-Display Revenue-Actual Revenue Quarterly Revenue Growth EBITDA-Display EBITDA-Actual EBITDA Diluted EPS Quarterly Earnings Growth Total Cash-Display Total Cash-Actual Total Cash Total Debt-Display Total Debt-Actual Total Debt Total Debt/Equity Current Ratio Operating Cash Flow-Display Operating Cash Flow-Actual Operating Cash Flow Levered Free Cash Flow-Display Levered Free Cash Flow-Actual Levered Free Cash Flow % Held by Insiders % Held by Institutions
16.21 B 16210000000.0 16.21 17.58 B 17580000000.0 17.58 30.33 24.94 2.31 7.3 7.88 7.8 19.72 24.07% 32.50% 10.81% 28.12% 2.25 B 2250000000.0 2.25 4.50% 850.0 mn 852480000.0 0.85 14.09 2.80% 290.0 mn 287020000.0 0.29 1.66 B 1660000000.0 1.66 0.8086 1.47 660.0 mn 661720000.0 0.66 510.0 mn 514320000.0 0.51 0.23% 96.36%

source:https://finance.yahoo.com/FDS/key-statistics

Reading Information

source:https://finance.yahoo.com/FDS/key-statistics

source:https://www.google.com/finance/quote/FDS:NYSE

source:https://finance.yahoo.com/FDS/analysis

source:https://finance.yahoo.com/FDS/fair-value

source:https://www.nasdaq.com/market-activity/stocks/FDS/price-earnings-peg-ratios

Upside-Downside Spread
Key Weighted 5D 1M 3M 6M 1Y 3Y 10Y
Upside % (high) 8.7% 2.89% (436.725) 8.46% (460.39) 12.59% (477.92) 17.76% (499.87) 17.76% (499.87) 17.76% (499.87) 17.76% (499.87)
Downside % (low) 7.39% 3.6% (409.2) 7.72% (391.69) 7.72% (391.69) 7.72% (391.69) 7.72% (391.69) 18.51% (345.92) 67.97% (135.95)
Spread % 1.31% -0.71% 0.74% 4.87% 10.04% 10.04% -0.74% -50.21%

FDS's price used for computing the stats is 424.47 as on date

Cumulative Return Percent
Key Today 5D 2W 1M 3M 6M 1Y 3Y 10Y
Last Price-Trend PrevClose 0.0% -0.6% 1.87% -3.4% -8.94% -8.09% 1.08% -4.27% 169.59%
Last Price 424.47 424.47 424.47 424.47 424.47 424.47 424.47 424.47 424.47
Trend-Previous Close 424.47 427.05 416.69 439.4 466.14 461.85 419.94 443.4 157.45

FDS's symbol cumulative return percent is computed basis data from date

Return Velocity
5D 2W 1M 3M 6M 1Y
5D window
Metric Mean Median Stdev
Overall -1.57% 420.35 -2.09% 418.13 1.32% 411.88 428.81
Up 0.75% 430.26 0.26% 428.15 1.03% 423.63 436.88
Down -3.89% 410.43 -3.32% 412.86 1.02% 403.87 417.0
5D Opportunity:
returns: -0.6% (-5.43%), p.close: 427.05
entry: 403.87, exit: 411.88, min.ret: 1.98%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall 1.31% 432.64 0.16% 427.71 4.04% 406.76 458.51
Up 2.93% 439.58 2.37% 437.17 3.13% 419.55 459.6
Down -2.77% 415.24 -3.1% 413.81 1.8% 403.71 426.77
5D Opportunity:
returns: -0.6% (-5.47%), p.close: 427.05
entry: 403.71, exit: 406.76, min.ret: 0.76%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.47% 425.03 0.16% 427.71 5.48% 389.93 460.13
Up 2.5% 437.71 2.02% 435.68 2.51% 421.62 453.79
Down -3.79% 410.85 -2.8% 415.08 4.05% 384.92 436.78
5D Opportunity:
returns: -0.6% (-9.86%), p.close: 427.05
entry: 384.92, exit: 389.93, min.ret: 1.3%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.56% 424.65 -0.6% 424.48 3.53% 402.02 447.28
Up 1.51% 433.51 0.78% 430.36 1.81% 421.93 445.1
Down -2.36% 416.99 -1.85% 419.15 2.75% 399.35 434.63
5D Opportunity:
returns: -0.6% (-6.49%), p.close: 427.05
entry: 399.35, exit: 402.02, min.ret: 0.67%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.24% 426.01 -0.11% 426.59 3.13% 405.99 446.03
Up 1.46% 433.3 0.75% 430.26 1.69% 422.48 444.12
Down -1.96% 418.67 -1.55% 420.41 2.25% 404.28 433.07
5D Opportunity:
returns: -0.6% (-5.33%), p.close: 427.05
entry: 404.28, exit: 405.99, min.ret: 0.42%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall 0.02% 427.13 0.18% 427.83 3.2% 406.65 447.61
Up 1.68% 434.23 1.12% 431.84 1.79% 422.77 445.68
Down -1.81% 419.31 -1.25% 421.73 2.2% 405.24 433.39
5D Opportunity:
returns: -0.6% (-5.11%), p.close: 427.05
entry: 405.24, exit: 406.65, min.ret: 0.35%
Using: 5D trend, 0 Days Left
2W window
Metric Mean Median Stdev
Overall -0.96% 412.69 -1.53% 410.29 4.29% 385.91 439.47
Up 3.1% 429.61 2.02% 425.11 3.38% 408.51 450.7
Down -6.65% 388.97 -6.46% 389.76 5.15% 356.77 421.17
2W Opportunity:
returns: 1.87% (8.16%), p.close: 416.69
entry: 450.7, exit: 439.47, min.ret: 2.49%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.78% 413.46 -0.22% 415.76 4.58% 384.83 442.08
Up 3.63% 431.81 3.74% 432.28 2.46% 416.41 447.21
Down -5.19% 395.06 -3.54% 401.94 4.67% 365.89 424.24
2W Opportunity:
returns: 1.87% (7.33%), p.close: 416.69
entry: 447.21, exit: 442.08, min.ret: 1.15%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall -1.05% 412.31 -0.93% 412.81 3.48% 390.54 434.08
Up 2.1% 425.44 1.78% 424.1 2.14% 412.09 438.79
Down -3.47% 402.21 -3.05% 403.96 3.39% 381.0 423.43
2W Opportunity:
returns: 1.87% (5.3%), p.close: 416.69
entry: 438.79, exit: 434.08, min.ret: 1.07%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.45% 414.81 -0.23% 415.73 3.52% 392.8 436.83
Up 2.16% 425.7 1.7% 423.78 2.21% 411.91 439.49
Down -2.91% 404.56 -2.3% 407.09 2.82% 386.91 422.2
2W Opportunity:
returns: 1.87% (5.47%), p.close: 416.69
entry: 439.49, exit: 436.83, min.ret: 0.61%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall 0.06% 416.94 0.13% 417.23 3.99% 392.02 441.86
Up 2.68% 427.87 2.29% 426.25 2.41% 412.84 442.9
Down -2.67% 405.55 -1.9% 408.79 2.9% 387.44 423.65
2W Opportunity:
returns: 1.87% (6.29%), p.close: 416.69
entry: 442.9, exit: 441.86, min.ret: 0.24%
Using: 2W trend, 0 Days Left
1M window
Metric Mean Median Stdev
Overall -2.86% 426.85 -2.26% 429.45 2.68% 409.18 444.52
Up 3.48% 454.71 3.8% 456.1 2.18% 440.37 469.05
Down -7.68% 405.67 -7.58% 406.11 1.45% 396.14 415.2
1M Opportunity:
returns: -3.4% (-9.85%), p.close: 439.4
entry: 396.14, exit: 409.18, min.ret: 3.29%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall -3.05% 426.01 -2.85% 426.87 2.69% 408.29 443.73
Up 2.15% 448.84 1.89% 447.69 2.02% 435.56 462.13
Down -5.82% 413.83 -6.44% 411.12 2.64% 396.46 431.21
1M Opportunity:
returns: -3.4% (-9.77%), p.close: 439.4
entry: 396.46, exit: 408.29, min.ret: 2.98%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.93% 435.31 -1.07% 434.69 3.99% 409.04 461.58
Up 2.92% 452.22 2.63% 450.94 2.46% 435.99 468.46
Down -4.13% 421.23 -3.71% 423.09 2.89% 402.2 440.27
1M Opportunity:
returns: -3.4% (-8.47%), p.close: 439.4
entry: 402.2, exit: 409.04, min.ret: 1.7%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall 0.02% 439.49 -0.68% 436.43 5.21% 405.14 473.84
Up 4.14% 457.59 3.61% 455.24 3.56% 434.1 481.09
Down -4.0% 421.84 -3.51% 423.99 3.2% 400.76 442.92
1M Opportunity:
returns: -3.4% (-8.79%), p.close: 439.4
entry: 400.76, exit: 405.14, min.ret: 1.09%
Using: 1M trend, 0 Days Left

FDS's symbol current price is 424.47 (0.0%) as on . Yesterday's close was 424.47. It's return velocities are computed basis data from date .

Win Percent
Key Weighted 5D 1M 3M 6M 1Y 3Y
Open-High (> 1.0%) 46.45% 40.0% 54.55% 48.48% 44.7% 42.46% 44.05%
Open-Low (> 1.0%) 52.1% 60.0% 54.55% 40.91% 35.61% 34.92% 36.51%
Open-Close-Up (> 0.5%) 26.3% 20.0% 27.27% 33.33% 33.33% 34.92% 36.9%
Open-Close-Down (> 0.5%) 47.29% 60.0% 45.45% 33.33% 30.3% 29.76% 28.7%
Low-Close-Up (> 1.0%) 36.17% 20.0% 50.0% 46.97% 37.88% 35.71% 40.34%
High-Close-Down (> 1.0%) 47.97% 60.0% 45.45% 34.85% 32.58% 34.13% 35.45%

FDS's symbol win percent is computed basis data from date

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