FactSet Research Systems stock
FDSNYSEFactSet Research Systems Inc., Financial ServicesISIN US3030751057
78Score 78 out of 100, Strong
Price and trend
82 / 100
Price history
+23% in one yearThe chart shows daily closes over 20 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Above the 200-day line: the price is 33% above it.
Since August 2026 the 50-day line has been above the 200-day line; the trend has turned up.
Normal: the price is neither overheated nor sold off (RSI 50).
The price is 2.6% below its 52-week high. Largest decline in 20 years: 62% (November 2024 to February 2026).
Chart figures for advanced users
- SMA 50$297.40
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$252.34
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)50
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDbelow the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$190.06
- The lowest closing price of the last twelve months.
- Resistance$343.74
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- FactSet Research Systems Inc. belongs to the Financial (Data & Stock Exchanges) industry (United States) and, with a market value of $11.81B, is number 17 of 23 companies in its industry on MEQIRI.
- In fiscal 2026 it reported revenue of $2.48B (up 6.7% year on year) and earnings of $533.48M (down 10.6%).
- For fiscal 2027, analysts expect on average revenue of $2.62B (up 5.8%) and adjusted earnings per share of $19.67 (up 9.2%).
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- MEQIRI Score 78 out of 100 (Strong): rank 129 of 976 in Financial Services, median 68.
- The P/E is 22.3 (Financial (Data & Stock Exchanges) median 24, own median of recent years 31.6).
- Our model puts fair value at $461.40, with the price 27% below it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- Reliable dividendNo dividend cut for over 27 years.Capital allocation 82
- Consistently profitableProfit in all 10 fiscal years from 2017 to 2026.Fundamentals 95
- Earnings turn into cashFree cash flow 133% of earnings over the last 12 months.Fundamentals 95
Weaknesses
- Volatile share priceVolatility 48% a year over the last 12 months.Stability 56
Its standout strengths are fundamentals and momentum.
Daily figure as of 12 Nov 2026
How the score is calculatedScore overview
Fundamentals are strong, with stable profits and strong cash generation.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk low
How well MEQIRI warnsOne of the 30% with the lowest crash risk among smaller stocks.
From 2016 to 2025, 14 in 100 such stocks fell 30% or more within a year, against a group average of 23 in 100.
What lowers it
- solid fundamentals
- price near its 52-week high
Valuation
Valuation signal
Modestly undervaluedIn our model the price counts as cheap below $329.57 and expensive above $769.00 (uncertainty high, based on the price swings of the past year).
The two parts of the fair value come to $562.87 (cash-flow model) and $359.93 (industry comparison), and the gap between them shows how uncertain the estimate is. The price is below both.
Calculated with a cost of equity of 8.8%. At 9.8% the fair value would be $411.96, at 7.8% it would be $535.77.
Valuation metrics
Half from the cash-flow model, half from earnings times the industry P/E (24).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In fiscal 2026, revenue rose 6.7% on the prior year. Revenue has grown solidly since 2007, at about 9% per year.
Margins
- Gross margin
- Operating margin
- Net margin
In fiscal 2026: gross 51%, operating 28%, net 22%.
Debt & balance sheet
latest quarterThe balance sheet is solid, with moderate debt and comfortable interest coverage.
Earnings
- Next earnings
- 17 Dec 2026in 35 days
- Last reported
- 30 Sep 2026EPS reported $4.52 (expected $4.35)above expectations
Analyst estimates
Earnings estimates have barely changed since 15 Oct 2026.
- Earnings per share
- $19.67+0.1%
- Revenue
- $2.62B0.0%
- Earnings per share
- $21.72+0.1%
- Revenue
- $2.78B+0.1%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Insiders
Open-market purchases and sales by executives, board members and major holders
No open-market purchases or sales in the last 6 months.
Partial trades from one filing are shown in one row, with the average price.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at FactSet Research Systems
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
976 rated companies in Financial Services
- This company
- 78
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Financial (Data & Stock Exchanges)
The next larger and next smaller companies by market value
- TransUnionTRU $15.63B71
- Japan Exchange Group8697.T $13.94B71
- B3 S.A. - Brasil, Bolsa, BalcãoB3SA3.SA $13.35B68
- TMX GroupX.TO $12.17B70
- Multi Commodity Exchange of IndiaMCX.NS $9.85B83
- MorningstarMORN $9.23B82
- Gielda Papierów Wartosciowych w WarszawieGPW.WA $1.05B74
- Euronext Athens HoldingEXAE.AT $781.14M90
ETFs that hold FactSet Research Systems
Held by 40 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| Amundi Global Gender Equality UCITS ETF AccVOOM | 0.76% | 0.20% | €55.72M |
| State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF (Dist)SPYD | 0.42% | 0.35% | €3.62B |
| WisdomTree Enhanced Commodity UCITS ETF EUR Hedged AccWTEH | 0.37% | 0.23% | €2.41B |
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| Amundi MSCI Digital Economy UCITS ETF AccEBUY | 0.25% | 0.45% | €96.36M |
| Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR HedgedXDEE | 0.23% | 0.30% | €14.88B |
| iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETFSXRG | 0.16% | 0.43% | €2.48B |
| State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETFZPRV | 0.16% | 0.30% | €944.34M |
| iShares S&P 500 Financials Sector UCITS ETFQDVH | 0.15% | 0.15% | €2.17B |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 12 Nov 2026, recalculated nightly
- Price
- Closing price of 11 Nov 2026
- Latest annual report
- Fiscal year 2026, period end 31 Aug 2026
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Strong, published since 7 Nov 2026 (in the score history since 26 Jun 2026)
- Valuation signal Fairly valued since 12 Nov 2026, previously Undervalued
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.