FactSet Research Systems Inc. (FDS) Stock Analysis 2026

Financial ServicesFinancial Data & Stock Exchanges
$320.04
as of 2026-10-29
-24.6% (52-week)50D MA $265.49  |  200D MA $249.08

BriMind AI Score

Proprietary
36
Weak
Price CAGR
8.9%
1Y Return
+16.1%
Analyst Upside
-21.8%
Rev Growth
6.4%

Score based on historical price CAGR, revenue growth, analyst upside, and valuation factors. Updated daily.

AI scores and price targets are for informational and educational purposes only. They do not constitute financial advice or a recommendation to buy or sell any security. Past performance is not indicative of future results. Always conduct your own research before making investment decisions. Full Disclaimer →

FDS Revenue & Profitability Breakdown

This chart shows how FDS's revenue flows through to profit. Each row deducts a layer of costs: first the direct cost of making products/services (Cost of Revenue), then operating expenses like marketing and R&D, then taxes. What remains at the bottom is net income — the actual profit shareholders own. High gross and net margins indicate a business with strong pricing power and efficiency.

Revenue
$2.44B
Cost of Revenue
-$1.19B
Gross Profit
$1.25B51.4% margin
Operating Expenses
-$508.2M
Operating Income
$744.8M30.5% margin
Tax & Other
-$178.8M
Net Income
$566.0M23.2% margin
Gross Margin
51.4%
Operating Margin
30.5%
Net Margin
23.2%

Key Financial Metrics

FactSet Research Systems Inc. trades at a trailing P/E of 20.37x, generates $621.2M in free cash flow, runs a debt/equity ratio of 77.28, and converts shareholder equity into profit at a 27.0% return on equity. For context: P/E ratio measures how much you pay for $1 of earnings (lower = cheaper, but fast-growing companies command higher P/E); Free Cash Flow is the cash left after running the business; Debt/Equity shows how leveraged a company is; Return on Equity shows how efficiently it turns shareholder capital into profit.

Market Cap
$10.99B
P/E (Trailing)
20.37
P/E (Forward)
15.68
PEG Ratio
1.37
Revenue
$2.44B
Revenue Growth
6.4%
Earnings Growth
-9.6%
Gross Margin
51.4%
Operating Margin
30.5%
Net Margin
23.2%
Return on Equity
27.0%
Return on Assets
11.1%
Free Cash Flow
$621.2M
Debt / Equity
77.28
Current Ratio
0.68
Quick Ratio
0.56
Beta
0.69
Dividend Yield
1.5%
Payout Ratio
29.4%
Insider Ownership
0.4%
Inst. Ownership
115.3%
Short % Float
11.6%
Book Value / Share
$56.80

Wall Street Analyst Consensus

Wall Street analysts covering FactSet Research Systems Inc. currently haven't converged on a clear consensus rating, with a mean 12-month price target of $259.06 (-19.1% vs the current price). Analysts set these targets after researching a company's earnings, competitive position, and industry trends — Strong Buy / Buy means the majority expect meaningful upside, while Hold means fair value near the current price rather than a sell signal.

Mean Target$259.06-19.1% upside

Technical Price Signals

FDS is currently in a golden cross pattern, trading above its 50-day average of $265.49 and above its 200-day average of $249.08. Moving averages smooth out day-to-day volatility to reveal the underlying trend — a Golden Cross (50MA crosses above 200MA) is a classic bullish signal, a Death Cross is bearish, though both are lagging indicators that confirm trends rather than predict them.

Current Price
$320.04
50-Day MA
$265.49
▲ Price above
200-Day MA
$249.08
▲ Price above
Golden Cross Pattern
Price above both MAs — bullish signal
Read the full FDS in-depth report
Seven-method valuation, AI Score, blended price target, and a 5-year Monte Carlo simulation for FDS.

Compare FDS with Peers

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Further Reading

Research and guides that put FDS’s numbers in context — how to read the filings behind them, and the frameworks we use to score them.

FundamentalsFactor Investing Guide 2026: Value, Momentum, Quality & Low Volatility — Which Factors Work?Risk ManagementHow to Build Your First Investment Portfolio: Risk Tolerance, Asset Allocation & Your First 5 FundsFundamentalsWarren Buffett Retired 2026: Berkshire Portfolio Under Greg AbelBeginnerWhat Is an AI Stock Score? How BriMindInvest Ranks Stocks

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Data sources: Financial metrics and market data sourced from company SEC filings, earnings releases, and investor relations disclosures. Price data, analyst consensus targets, and fundamental financials provided by financial market data providers. ETF data sourced from official fund prospectuses and index provider publications. AI scores and price targets are proprietary estimates — see our Methodology and Disclaimer for details.
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