FDS
FactSet Research Systems Inc.
$312.27
+2.99% 2026-10-20
FinancialsS&P 500
FDSSPY
1W
+7.4%
1M
+10.0%
3M
+26.9%
6M
+31.1%
YTD
+9.1%
1Y
+9.5%
Live chart
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Grades vs sector
Momentum34th pct in sectorC-
Momentum
34th pct in sector
12-1 return: +3.0%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
Growth29th pct in sectorD+
Growth
29th pct in sector
Revenue growth (YoY): +6.3%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
Value27th pct in sectorD+
Value
27th pct in sector
Forward E/P: 7.2% · EBITDA/EV: 7.4%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
Profitability64th pct in sectorB-
Profitability
64th pct in sector
Profit margin: +21.5% · Return on equity: +25.5%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
RevisionsNot enough data yet–
Revisions
Not enough data yet
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.
30-day change in analysts' current-year EPS estimate; graded across covered stocks.
Our models
Not held by any of our 5 live models right now.
Quality Growth
not ranked (outside this model's universe or screens)
Momentum Top 15rank 242 of 499 · 12-1 momentum % 11.4
Momentum Blendnot in the current book
New Highs Growthnot ranked (outside this model's universe or screens)
Conviction 20not in the current book
News
More newsUpdate: United Airlines Q3 Adjusted Earnings Fall, Revenue Rises; Issues Q4 Guidance
MT Newswires · 5h ago
ETF League Tables: Invesco Inflows Total $4.3B
etf.com · 5h ago
Chubb Q3 Core Operating Earnings Rise
MT Newswires · 5h ago
East West Bancorp Q3 Earnings, Revenue Rise
MT Newswires · 6h ago
United Airlines Q3 Adjusted Earnings Fall, Revenue Rises
MT Newswires · 6h ago
Key stats
Market cap$11.1B
P/E (trailing)21.4
P/E (forward)14.4
52-week range185.00 – 320.48
Revenue growth (YoY, latest qtr)+6.3%
Dividend yield1.53%
Analyst consensusHold (16)
Mean price target$280.00 (-10%)
Valuation and fundamentals
Valuation & fundamentals
Bottom line
Roughly fairly valued
Model read-out from the numbers below, not advice. Score +0 (DCF counts double).
▲DCF (base case)above the price by 45%
▼Forward P/E vs sector14.4x vs median 10.2x
•Piotroski F-score6/9
▲Net debt / EBITDA1.3x
▼Analyst target-10% (16 analysts)
Discounted cash flow
Bear
$262
-16%
growth 1% · disc. 9.1% · term. 2.0%
Base
$453
+45%
growth 6% · disc. 8.1% · term. 2.5%
Bull
$746
+139%
growth 9% · disc. 7.1% · term. 3.0%
A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.
Reverse DCFfor context, not a signal
A normal DCF guesses future cash flows and works out a price. A reverse DCF runs it backwards: it starts from today's price and asks how fast free cash flow would have to grow to justify it. It tells you what the market is assuming, not whether the stock is cheap or expensive, and it is not a buy or sell signal. Glossary
Today's price assumes free cash flow grows about 1% a year for 10 years.
Implied
+1%/yr
FCF, last 3 yrs
+12%/yr
FCF, last 5 yrs
+11%/yr
Revenue, last 3 yrs
+6%/yr
Revenue, last 5 yrs
+9%/yr
Same inputs as the DCF above: trailing free cash flow 0.8B, 8.1% discount rate, 2.5% growth after year 10, net debt and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2026; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–
Free cash flow = operating cash flow − capital spending, trailing 12 months (FY to 2026-08-31). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 0.77 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.
Multiples vs Financials
P/E (trailing)
pricier
sector median 13.0× · 79th pct
21.4×pricier
Forward P/E
pricier
sector median 10.2× · 79th pct
14.4×pricier
EV / EBITDA
pricier
sector median 10.9× · 70th pct
13.9×pricier
Price / sales
pricier
sector median 2.8× · 69th pct
4.5×pricier
Price / book
pricier
sector median 1.6× · 91st pct
5.5×pricier
FCF yield
pricier
sector median 8.2% · 40th pct
6.9%pricier
Forward EPS $21.70 vs trailing $14.57 (+49% expected growth). Forward P/E uses analysts' next-12-month estimate.
Quality & financial health
Gross margin
50.6%
Operating margin
28.3%
FCF margin
30.7%
Net margin
21.5%
Return on equity
26.6%
Return on invested capital
18.5%
Net debt / EBITDA
1.3×
Current ratio
0.6×
Interest cover
12.8×
Cash conversion (OCF/NI)
1.5×
Piotroski F-score 6/9 · last two fiscal years
✓ Positive net income✓ Positive operating cash flow✗ Return on assets improved✓ Cash flow above net income✓ Long-term debt / assets fell✗ Current ratio improved✓ No share dilution✗ Gross margin improved✓ Asset turnover improved
Analysts
Mean target
$280
-10%
Analysts
16
Hold
Range
$212–$340
low – high
● price · ◆ mean target
Annual history
| FY | Revenue | Net income | Free cash flow |
|---|---|---|---|
| 2026 | $2.5B | $533.5M | $822.2M |
| 2025 | $2.3B | $597.0M | $726.3M |
| 2024 | $2.2B | $537.1M | $700.3M |
| 2023 | $2.1B | $468.2M | $584.8M |
| 2022 | $1.8B | $396.9M | $487.1M |
| 2021 | $1.6B | $399.6M | $493.9M |
From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +5.9%.
Earnings
Next report: 2026-12-17 · before open · EPS est 5.00
EstimateActual (beat)Actual (miss)
| Report | EPS est | Actual | Surprise |
|---|---|---|---|
| 2026-09-30 | 4.35 | 4.52 | +4.0% |
| 2026-07-01 | 4.45 | 4.53 | +1.8% |
| 2026-03-31 | 4.38 | 4.46 | +1.9% |
| 2025-12-18 | 4.36 | 4.51 | +3.5% |
| 2025-09-18 | 4.13 | 4.05 | -1.9% |
| 2025-06-23 | 4.30 | 4.27 | -0.6% |
| 2025-03-20 | 4.18 | 4.28 | +2.4% |
| 2024-12-19 | 4.28 | 4.37 | +2.2% |
Quarterly revenue
| Quarter | Revenue | YoY |
|---|---|---|
| 2026-05-31 | $622.9M | +6.4% |
| 2026-02-28 | $611.0M | – |
| 2025-11-30 | $607.6M | – |
| 2025-08-31 | $596.9M | – |
| 2025-05-31 | $585.5M | – |
Analyst actions
BMO Capital
PT $314
2026-10-13 · main
Market Perform → Market PerformPT $314
Wells Fargo
PT $250
2026-10-01 · main
Underweight → UnderweightPT $250
Stifel
PT $292
2026-10-01 · main
Hold → HoldPT $292
Deutsche Bank
PT $299
2026-09-11 · main
Hold → HoldPT $299
Morgan Stanley
PT $300
2026-09-10 · main
Equal-Weight → Equal-WeightPT $300
William Blair
2026-09-08 · up
Market Perform → OutperformRecent dividends
2026-08-31: $1.160 · 2026-05-29: $1.160 · 2026-02-27: $1.100 · 2025-11-28: $1.100 · 2025-08-29: $1.100 · 2025-05-30: $1.100 · 2025-02-28: $1.040 · 2024-11-29: $1.040
Insider trades
None
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None · None
SELL–
None
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None · None
SELL–
None
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None · None
SELL–
Stats refreshed 2026-10-20 18:08:29 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now
coteauCoteau Systematic Strategies publishes stock research and model portfolios. It doesn't manage money or give investment advice. Results are hypothetical unless marked Live. Data: Yahoo Finance (delayed) and SEC EDGAR.