FDS Stock Analysis — FactSet Research Systems
Sector: Financial Data & Analytics
AI Verdict
FactSet trades cheap for the growth you're getting, but the market is skeptical the moat will deliver on the aggressive rebound analysts expect.
Competitive Moat
FactSet provides integrated financial data and analytics platforms to institutional investors, with sticky multi-year contracts and deep integration into client workflows. Its defensibility comes from proprietary datasets, client switching costs, and embedded analytics tools that are hard to replicate or replace.
Summary
FactSet's forward P/E of 11.4x paired with 45.2% expected EPS growth makes it a rare value in financial data.
Where It Stands
Shares are down -43.70% over the past year, trade at 11.4x next year's earnings (well below the sector median of 14x for financials), and the RSI sits at a neutral 56.4.
Key Metrics
- RSI: 56.4 — Neutral
- Trailing P/E: 16.6x
- Forward P/E: 11.4x
- PEG Ratio: 0.37
- Earnings Growth: +0.5%
- Revenue Growth: +0.1%
- Market Cap: $9.0B
- Dividend Yield: 0.02%
- 1-Year Return: -43.70%
- 52-Week High: $453.41
- 52-Week Low: $185.00
Analyst Consensus
3 Buy · 14 Hold · 10 Sell (27 analysts)
Bull Case
With analysts forecasting 45.2% EPS growth and the stock trading at just 11.4x forward earnings, you're paying a low price for a major expected profit rebound.
Bear Case
If the forward P/E rerates even to the sector median of 14x, upside is limited, and the -43.70% 1-year return shows how quickly sentiment can turn if growth disappoints.
Catalyst to Watch
Watch for quarterly earnings — any miss on the 45.2% EPS growth expectation could trigger further derating.