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Upturn AI SWOT - About
FDS 
FactSet Research Systems Inc (FDS)
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Upturn Advisory Summary
03/27/2025: FDS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -37.15% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 17.18B USD | Price to earnings Ratio 32.08 | 1Y Target Price 444.81 |
Price to earnings Ratio 32.08 | 1Y Target Price 444.81 | ||
Volume (30-day avg) 278109 | Beta 0.76 | 52 Weeks Range 389.14 - 497.67 | Updated Date 04/2/2025 |
52 Weeks Range 389.14 - 497.67 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 0.91% | Basic EPS (TTM) 14.08 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-03-20 | When Before Market | Estimate 4.1758 | Actual 4.28 |
Profitability
Profit Margin 24.07% | Operating Margin (TTM) 32.51% |
Management Effectiveness
Return on Assets (TTM) 10.81% | Return on Equity (TTM) 28.12% |
Valuation
Trailing PE 32.08 | Forward PE 27.1 | Enterprise Value 18756233322 | Price to Sales(TTM) 7.62 |
Enterprise Value 18756233322 | Price to Sales(TTM) 7.62 | ||
Enterprise Value to Revenue 8.32 | Enterprise Value to EBITDA 21.04 | Shares Outstanding 38030000 | Shares Floating 37897534 |
Shares Outstanding 38030000 | Shares Floating 37897534 | ||
Percent Insiders 0.24 | Percent Institutions 96.76 |
Analyst Ratings
Rating 2.71 | Target Price 470.16 | Buy - | Strong Buy 2 |
Buy - | Strong Buy 2 | ||
Hold 12 | Sell 4 | Strong Sell 3 | |
Strong Sell 3 |
Upturn AI SWOT
FactSet Research Systems Inc
Company Overview
History and Background
FactSet Research Systems Inc. was founded in 1978 by Howard Wille and Charles Snyder. Initially focused on providing portfolio analysis tools, it evolved into a comprehensive provider of financial data and analytics for investment professionals. Significant milestones include its IPO in 1996 and subsequent acquisitions that expanded its product offerings and global reach.
Core Business Areas
- Analytics & Trading Solutions: Provides analytics, trading, and risk management tools for portfolio managers, traders, and risk professionals.
- Content Solutions: Delivers comprehensive financial data, including company financials, estimates, ownership, and news, aggregated from various sources.
- Research Solutions: Offers tools and data to support research processes, including screening, modeling, and analysis.
Leadership and Structure
FactSet is led by a CEO and a senior management team overseeing various departments. Its organizational structure is divided into functional areas such as product development, sales, marketing, and operations.
Top Products and Market Share
Key Offerings
- FactSet Workstation: Flagship product offering comprehensive data, analytics, and workflow solutions. Estimated to hold a significant portion of the market for financial data terminals. Competitors include Bloomberg Terminal, Refinitiv Eikon.
- FactSet DataFeed: Provides financial data directly to clients' internal systems. Market share is strong in providing customized data solutions. Competitors include Refinitiv and Bloomberg data feeds.
- FactSet Portfolio Analytics: Offers advanced portfolio analysis and risk management capabilities. Competitors include MSCI Barra and BlackRock Aladdin.
Market Dynamics
Industry Overview
The financial data and analytics industry is characterized by increasing demand for sophisticated tools and data to support investment decision-making. Consolidation and technological advancements are key trends.
Positioning
FactSet is positioned as a leading provider of integrated financial data and analytics, known for its customer service and customizable solutions. Its competitive advantage lies in its comprehensive data coverage and its ability to tailor its products to specific client needs.
Total Addressable Market (TAM)
The TAM for financial data and analytics is estimated to be over $30 billion. FactSet is positioned to capture a significant share of this market through its broad product portfolio and global reach.
Upturn SWOT Analysis
Strengths
- Comprehensive data coverage
- Strong customer service
- Customizable solutions
- Established brand reputation
- High client retention rates
Weaknesses
- Higher price point compared to some competitors
- Reliance on third-party data providers
- Complex product offerings may require significant training
Opportunities
- Expanding into new geographic markets
- Developing innovative data analytics tools
- Integrating artificial intelligence and machine learning
- Acquiring complementary businesses
Threats
- Intense competition from larger players
- Technological disruptions
- Economic downturns affecting client spending
- Data security and privacy concerns
Competitors and Market Share
Key Competitors
- MCO
- BBG
- LSEG
Competitive Landscape
FactSet faces competition from larger players like Bloomberg and Refinitiv, as well as specialized providers. FactSetu2019s advantage is its customer service and specialized work flows.
Major Acquisitions
CUSIP Global Services
- Year: 2022
- Acquisition Price (USD millions): 1925
- Strategic Rationale: Expanded its data offerings and market presence in the financial services industry.
Growth Trajectory and Initiatives
Historical Growth: FactSet has experienced consistent revenue and earnings growth over the past decade, driven by organic growth and strategic acquisitions.
Future Projections: Analysts project continued revenue growth in the mid-single digits, driven by increasing demand for financial data and analytics. EPS growth is expected to outpace revenue growth due to operating efficiencies.
Recent Initiatives: Recent initiatives include expanding its data offerings, investing in technology, and pursuing strategic partnerships.
Summary
FactSet is a strong player in the financial data and analytics industry with a history of consistent growth and profitability. Its focus on customer service and customizable solutions differentiates it from competitors. However, it needs to be mindful of the competition from larger companies and data security threats, while capitalizing on opportunities in new markets and technologies.
Similar Companies
MCO
Moodys Corporation
MCO
Moodys Corporation
SPGI
S&P Global Inc
SPGI
S&P Global Inc
Sources and Disclaimers
Data Sources:
- FactSet Research Systems Inc. Annual Reports
- Company Filings
- Analyst Reports
- Industry Publications
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data and estimates may vary depending on the source.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About FactSet Research Systems Inc
Exchange NYSE | Headquaters Norwalk, CT, United States | ||
IPO Launch date 1996-07-03 | CEO & Director Mr. Frederick Philip Snow C.F.A. | ||
Sector Financial Services | Industry Financial Data & Stock Exchanges | Full time employees 12598 | Website https://www.factset.com |
Full time employees 12598 | Website https://www.factset.com | ||
FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community worldwide. The company provides workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk, and reporting workflows. It offers 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 their portfolios. The company provides its services through its configurable desktop and mobile platform, data feeds, cloud-based digital solutions, and application programming interfaces. It serves investment professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, and private equity and venture capital professionals. The company was founded in 1978 and is headquartered in Norwalk, Connecticut.
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