FDS · Factset Research Systems Inc
Snapshot
50 fields · last close| Market Cap | $10.34B |
| P/E | 19.62 |
| Float | 35.40M |
| Beta | 0.75 |
| Volatility | 18.8% |
| Exchange | NYSE |
| Sector | Financial Services |
| Cap tier | Large cap |
| Macro sensitivity | Moderate |
| Clavix score | 68.4 |
| Price | 289.18 |
| Change | −0.56% |
| Prev Close | 290.82 |
| Open | 291.51 |
| Day Low | 290.81 |
| Day High | 296.40 |
| Avg Vol | 1 |
| Avg $ Vol | $259.1M |
| 52W High | 320.48 |
| 52W Low | 185.00 |
| 52W Pos | 76.9% |
| From High | −9.77% |
| From Low | +56.31% |
| Max DD 1Y | — |
| Spread | 0.10% |
| Liquidity | Normal |
| SMA 20 | — |
| SMA 50 | — |
| SMA 200 | — |
| RSI (14) | — |
| Vol 30D | — |
| Vol 90D | — |
| 1Y Range | 185–320 |
| Daily bars | — |
| Perf Week | — |
| Perf Month | — |
| Perf Quarter | — |
| Perf Half Y | — |
| Perf Year | — |
| Perf YTD | — |
| Prev Day | −0.56% |
| Clavix | B- |
| Debt / Eq | 0.63 |
| Curr Ratio | 1.40 |
| Int Cover | 13.8× |
| FCF Margin | 31.3% |
| Rev Growth | +5.4% |
| Profit | Profitable |
| Leverage | Low |
| Sector rank | 54 / 69 |
What FDS does
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.
It has a strategic partnership with Google Cloud to create a new generation of AI-powered solutions for the financial industry.
FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.
Clavix risk grade
regraded every trading dayFDS grades B-, 68.4 of 100. Steadiest on Macro Resilience (68), most exposed on Price Stability (50, mixed). 2 of the 4 weighted dimensions sit above the Financial Services median. Ranks 54 of 69 in Financial Services by Clavix score.
How rough the ride is
| FDS | Financial Services median | |
|---|---|---|
| Betavs the overall market · lower is steadier | 0.75 | 1.21 |
| Volatilityannualized | 18.8% | 30.2% |
| Max drawdown, past yearworst peak-to-trough fall | — | — |
| Typical daily movemedian absolute daily change | — | — |
| Days beyond ±3%of the last 0 sessions | — | — |
Market sensitivity
| FDS | Financial Services median | |
|---|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 0.75 | 1.21 |
| Macro sensitivityrate, dollar and credit exposure bucket | Moderate | Moderate 41% of 70 |
Where it sits on the macro scale
Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Financial Services names sit in each bucket.
Where it ranks in its sector
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| FDS | |
|---|---|
| 1 week | — |
| 1 month | — |
| Year to date | — |
| 1 year | — |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| FDS | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30 since 1 Sep |
| Average score0 most bearish, 100 most bullish | 62 |
| Bullish · bearisharticles above 60 · below 40 | 19 · 4 |
| Directionarticles whose tone is improving vs worsening | 19 ↑ 4 ↓ |
Where the article scores land
Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.
Balance sheet, against the sector
The shaded band is the middle half of the 70 Financial Services names Clavix covers; the tick is the sector median.
Growth
| FDS | |
|---|---|
| Revenue growthyear over year | +5.4% |
Financial Health is shown but does not count toward the grade. Why
0–100, higher is safer. The tick on each bar is the Financial Services median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.
Recent news
most recent scored articles · the chip is the article’s score · click to openIt also flags rising competition and pressure on profit margins as risks.
FactSet announced two new partnerships: one with Scotia Wealth Management to integrate its research tools into Scotia's workflows, and one to add SUBSCRIBE's private markets solution to the FactSet platform for institutions and wealth managers.
FactSet announced an expansion of its partnership with Scotia Wealth Management, part of Scotiabank, to further integrate FactSet's capabilities into Scotia's advisor and investment platforms in order to improve the advisor experience.
FactSet was upgraded to a Hold rating after its fiscal year 2026 results showed revenue of $2.48 billion (a 6.7% rise) and free cash flow of $707.5 million (up 14.6%), even though profit margins continue to shrink. The analyst noted that AI-related products now make up over 10% of new annual subscription contracts in Q4, with strong adoption of its Model Context Protocol (MCP, a standard that lets AI tools connect to outside data) offering.
FactSet enters fiscal 2027 with over two decades of consecutive dividend growth, free cash flow conversion above 90%, and return on invested capital above 20%, but trades at a low forward P/E of 13.95. In fiscal 2026, annual subscription value grew 7% to $2.568 billion, beating management's own guidance, with Q4 adding $86 million and client retention above 95%. The article suggests the market is either doubting the durability of that growth or pricing in AI-driven risk to the data business.
Nearest peers by size
Financial Services| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| JEF | Jefferies Financial Group Inc | B- | $10.51B | 11.52 | 1.54 | Compare |
| SF | Stifel Financial Corp | B+ | $10.52B | 11.01 | 1.03 | Compare |
| EVR | Evercore Inc | B- | $10.15B | 13.65 | 1.50 | Compare |
| JKHY | Jack Henry & Associates Inc | A- | $10.73B | 21.17 | 0.57 | Compare |
| CHYM | Chime Financial Inc | C- | $11.32B | — | 2.10 | Compare |
| ALLY | Ally Financial Inc | B+ | $11.44B | 7.93 | 1.18 | Compare |
| HLI | Houlihan Lokey Inc | B | $9.05B | 22.21 | 0.94 | Compare |
| VIRT | Virtu Financial Inc | B | $8.68B | 15.73 | 0.70 | Compare |
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