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Overview
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Factset Research Systems stock

FDS
US3030751057
901629

Price

479.97
Today +/-
+1.51
Today %
+0.33 %

Factset Research Systems stock price

%
Weekly
Details

Price

Overview

The Quote Chart provides detailed and dynamic insights into the Factset Research Systems stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the Factset Research Systems stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the Factset Research Systems stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze Factset Research Systems's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

Factset Research Systems Stock Price History

DateFactset Research Systems Price
12/6/2024479.97 undefined
12/5/2024478.37 undefined
12/4/2024483.56 undefined
12/3/2024485.52 undefined
12/2/2024489.47 undefined
11/29/2024490.67 undefined
11/27/2024489.50 undefined
11/26/2024490.98 undefined
11/25/2024491.05 undefined
11/22/2024487.62 undefined
11/21/2024485.77 undefined
11/20/2024474.44 undefined
11/19/2024481.40 undefined
11/18/2024485.93 undefined
11/15/2024483.90 undefined
11/14/2024495.72 undefined
11/13/2024492.76 undefined
11/12/2024484.27 undefined
11/11/2024481.85 undefined

Factset Research Systems Revenue, EBIT, Net Income

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

Understanding Revenue, EBIT, and Income

Gain insights into Factset Research Systems, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by Factset Research Systems from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects Factset Research Systems’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of Factset Research Systems. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into Factset Research Systems’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing Factset Research Systems’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on Factset Research Systems’s growth potential.

Factset Research Systems Revenue, EBIT and net profit per share

DateFactset Research Systems RevenueFactset Research Systems EBITFactset Research Systems Net Income
2028e2.84 B undefined1.07 B undefined889.03 M undefined
2027e2.6 B undefined953.64 M undefined777.85 M undefined
2026e2.46 B undefined888.51 M undefined714.41 M undefined
2025e2.32 B undefined837.19 M undefined657.62 M undefined
20242.2 B undefined705.98 M undefined537.13 M undefined
20232.09 B undefined655.15 M undefined468.17 M undefined
20221.84 B undefined539.75 M undefined396.92 M undefined
20211.59 B undefined474.04 M undefined399.59 M undefined
20201.49 B undefined439.66 M undefined372.94 M undefined
20191.44 B undefined438.04 M undefined352.79 M undefined
20181.35 B undefined366.2 M undefined267.09 M undefined
20171.22 B undefined356.04 M undefined258.26 M undefined
20161.13 B undefined349.68 M undefined338.82 M undefined
20151.01 B undefined331.92 M undefined241.05 M undefined
2014920.3 M undefined302.2 M undefined211.5 M undefined
2013858.11 M undefined270.42 M undefined198.64 M undefined
2012805.8 M undefined273 M undefined188.8 M undefined
2011726.5 M undefined238.3 M undefined171 M undefined
2010641.06 M undefined221.63 M undefined150.21 M undefined
2009622 M undefined211 M undefined145 M undefined
2008575.5 M undefined183.9 M undefined125 M undefined
2007475.8 M undefined155.1 M undefined109.6 M undefined
2006387.4 M undefined121.3 M undefined82.9 M undefined
2005312.6 M undefined109 M undefined71.8 M undefined

Factset Research Systems Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (B)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (B)NET INCOME (M)NET INCOME GROWTH (%)DIV. ()DIV. GROWTH (%)SHARES (M)DOCUMENTS
19881989199019911992199319941995199619971998199920002001200220032004200520062007200820092010201120122013201420152016201720182019202020212022202320242025e2026e2027e2028e
0.010.010.010.020.020.020.030.040.040.060.080.10.130.170.20.220.250.310.390.480.580.620.640.730.810.860.921.011.131.221.351.441.491.591.842.092.22.322.462.62.84
-37.5027.2714.2918.7521.0526.0924.1422.2231.8234.4832.0530.1024.6318.5612.1213.0624.3024.0422.7421.058.173.0513.2610.886.587.239.3512.038.3410.576.304.116.4915.8413.135.665.495.725.869.00
62.5063.6457.1450.0057.8956.5255.1755.5659.0960.3461.5464.0865.6768.8669.1970.2770.5270.5168.7368.0066.7866.2467.7166.2565.8464.2261.5259.7456.7053.5651.1153.7368.4166.3166.5866.1466.0962.6559.2655.9851.36
0.010.010.010.010.010.010.020.020.030.040.050.070.090.120.140.160.180.220.270.320.380.410.430.480.530.550.570.60.640.650.690.771.021.061.231.381.460000
1112221468121825334051587182109125145150171188198211241338258267352372399396468537657714777889
---100.00---50.00300.0050.0033.3350.0050.0038.8932.0021.2127.5013.7322.4115.4932.9314.6816.003.4514.009.945.326.5714.2240.25-23.673.4931.845.687.26-0.7518.1814.7422.358.688.8214.41
-----------------------------------------
-----------------------------------------
41.741.741.741.741.7241.74246.148.548.849.45051.5952.1452.2952.250.650.250.651.350.148.84847.445.844.624342.2441.3739.6439.3838.8738.6538.5738.7438.938.620000
-----------------------------------------
Details

Keystats

Revenue and Growth

The Factset Research Systems Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the Factset Research Systems is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (M)RECEIVABLES (M)OTHER REC. (M)INVENTORIES (M)OTHER CURRENT LIAB. (M)CURRENT ASSETS (M)TANGIBLE ASSETS (M)LONG-T. INVEST. (M)LONG-T. REC. (M)INTANGIBLE ASSETS (B)GOODWILL (B)OTHER NON-CURRENT ASSETS (M)NON-CURRENT ASSETS (B)TOTAL ASSETS (B)LIABILITIESCOMMON STOCK (k)ADDITIONAL PAID-IN CAPITAL (B)RETAINED EARNINGS (B)OTHER EQUITY (M)UNREAL. GAINS/LOSSES (M)EQUITY (B)LIABILITIES (M)PROVISIONS (M)OTHER SHORT-TERM LIAB. (M)SHORT-TERM DEBTS (M)LONG-TERM DEBT PORTION (M)SHORT-TERM REC. (M)LONG-T. LIAB. (B)DEFERRED TAXES (M)OTHER LIAB. (M)LONG-T. LIABILITIES (B)DEBT (B)TOTAL CAPITAL (B)
1994199519961997199819992000200120022003200420052006200720082009201020112012201320142015201620172018201920202021202220232024
                                                             
7.5412.7317.0428.1937.6354.7762.3379.31130.84169.2698.176.02143.19186.22143.02216.32195.74181.69202.96209.35136.39182.41252.62227.18237.88385.61605.18717.85536.49457.65492.6
3.664.16.187.3411.1215.4628.4533.2231.9235.745.9454.0359.1959.5874.8662.8559.697574.2573.2990.3595.0697.8148.33156.64146.31155.01151.19204.1237.67228.05
3.774.180.950.550.530.610.790.620.40.14000000000000000000000
0000000000000000000000000000000
1.61.732.683.884.967.278.37.097.667.2410.719.14.66.5316.6520.249.7116.4821.9135.3923.0426.718.8633.8736.451.8981.7464.54129.7574.82115.2
16.5722.7426.8439.9654.2478.1299.87120.23170.82212.35154.75139.15206.98252.33234.52299.41265.15273.17299.13318.03249.78304.17369.28409.38430.92583.81841.93933.58870.35770.14835.85
5.274.958.159.2214.6821.3820.8935.4727.5619.3543.9152.3659.8178.9591.1188.3879.581.6276.5365.3757.6459.2684.62100.45100.55132.52382.03370.44240.3227.94213.01
00000000000000000000000000001.7900
0000000000000000000000000000000
0000000.01000.010.010.040.040.040.060.050.050.050.040.040.040.040.090.170.150.120.120.131.91.861.84
00000000.010.010.010.020.110.140.150.190.180.220.230.250.240.290.310.450.710.70.690.710.750.9711.01
0.520.981.521.661.643.534.074.966.345.595.393.576.019.515.5318.4625.828.0829.332628.3324.8919.1922.3837.2237.5128.6331.7341.9100.91150.92
0.010.010.010.010.020.020.040.050.050.040.080.210.250.270.350.330.380.380.40.370.410.430.6510.990.981.241.293.153.193.22
0.020.030.040.050.070.10.140.170.220.260.230.350.460.520.590.630.640.660.690.690.660.741.021.411.421.562.082.224.023.964.06
                                                             
94959696148316328334340346352545554562571581601614456481491503512518393401408412417421426
000000.010.020.030.030.050.060.10.130.160.210.250.340.430.140.330.410.540.620.740.670.810.941.051.191.321.48
0.020.020.030.040.050.060.090.110.150.190.240.310.380.470.570.680.790.910.560.70.851.021.281.460.120.370.630.911.181.511.89
00.020.180.2400.010.010.140.14-0.15-0.05-2.053.339.682.18-10.22-21.39-5.66-22.73-31.17-17.92-44.05-68.55-34.72-51.44-74.54-39.29-38.96-108.38-87.14-79.61
0000000000000000000000000000000
0.020.020.030.040.050.080.110.140.180.240.30.40.510.640.780.921.111.340.6811.251.521.842.170.741.111.531.922.262.743.29
1.551.631.162.224.856.669.876.1811.4313.7921.1220.418.1123.4622.3725.1223.9824.627.6826.7826.3833.8843.0559.2170.3376.0582.0985.78108.4121.82178.25
0.831.461.983.686.167.569.5810.8413.5915.2317.3318.7321.4130.1138.141.8948.6141.5441.2740.1442.4844.9251.0461.0866.4864.2110.93135.98143.99141.73124.35
3.443.744.716.998.0610.7612.516.6513.6314.3519.3424.5637.9437.0832.1732.3536.6943.2844.2251.3458.4360.9864.1380.8484.3378.6883.2793.95185.9220.7239.62
0000000000001.84000000000000000000
000000000000000000000000000000124.84
5.826.837.8412.8919.0624.9731.9533.6738.6543.3757.7963.6979.390.6592.6399.36109.28109.42113.18118.25127.29139.78158.21201.14221.13218.92276.29315.71438.29484.25667.07
0000000000000000000000.040.30.580.570.570.570.571.981.611.24
000.130.1800000006.668.546.455.124.613.733.712.592.42.921.71.7124.8921.1916.3919.7114.758.86.748.45
0.490.460.340.140.470.440.620.620.550.567.599.0810.717.3424.0629.1529.229.1226.1127.7721.9228.6141.8652.5976.4578.39316.65303.6253.39239.3225.93
00000000000.010.020.020.020.030.030.030.030.030.030.020.070.340.650.670.670.910.892.241.861.48
0.010.010.010.010.020.030.030.030.040.040.070.080.10.110.120.130.140.140.140.150.150.210.50.850.890.891.191.212.682.342.14
0.020.030.040.050.070.10.140.180.220.290.370.480.610.760.91.051.251.480.821.151.41.732.343.021.631.992.723.134.955.085.43
Details

Balance Sheet

Understanding the Balance Sheet

The balance sheet of Factset Research Systems provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand Factset Research Systems's financial health and stability.

Assets

Factset Research Systems's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that Factset Research Systems must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of Factset Research Systems after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into Factset Research Systems's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (M)DEPRECIATION (M)DEFERRED TAXES (M)CHANGES IN WORKING CAPITAL (M)NON-CASH ITEM (M)PAID INTEREST (M)PAID TAXES (M)NET CASH FLOW FROM OPERATING ACTIVITIES (M)CAPITAL EXPENDITURES (M)CASH FLOW FROM INVESTING ACTIVITIES (M)CASH FLOW FROM OTHER INVESTING ACTIVITIES (M)INTEREST INCOME AND EXPENSES (M)NET DEBT CHANGE (B)NET CHANGE IN EQUITY (M)CASH FLOW FROM FINANCING ACTIVITIES (B)CASH FLOW FROM OTHER FINANCING ACTIVITIES (M)TOTAL DIVIDENDS PAID (M)NET CHANGE IN CASH FLOW (M)FREE CASH FLOW (M)SHARE-BASED COMPENSATION (M)
1993199419951996199719981999200020012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023
21468121825334051587182109125145150171188198211241338258267352372399396468
12234691116181714182428303437363335343138485760576486105
-1000-1-1-2-21-21030-7-4-4-5-1-33-1-144-1-210-4-8-31
-1001420-7-4507-5615-112339-621793750-1631-16-317-99-17
00000082334377942233332543323-71596365132132219182
000000000000000000000000015191282976
333561011161928222731314854643836734567648774689069467691
14710172133304966748294120155143207211207232269265306331320385427505555538645
-3-2-2-6-5-12-16-11-30-10-8-37-21-23-39-35-24-20-29-22-18-17-25-47-36-33-59-77-61-51-60
-4-3-1-6-5-10-39-20-50-55-4854-111-49-40-1191-75-29-58-20-70-64-158-347-48-56-73-135-2,033-95
-1-11001-22-9-20-45-4092-89-250-8325-550-36-1-53-39-110-310-1534-74-1,982-34
0000000000000000000000000000000
00000000000000-000000000.040.270.2800001.41-0.38
0000002130-13-10160-64-57-80-137-173-119-207-227-184-300-210-232-113-104-20067-104
0000000-00-0.01-0.02-0.11-0-0-0.07-0.07-0.11-0.15-0.2-0.16-0.24-0.28-0.19-0.09-0.01-0.32-0.21-0.22-0.321.34-0.63
0000000000000579424181125122818810-3-4-15-13
000000-1-3-4-5-6-7-8-10-14-25-34-38-43-50-56-61-66-74-80-89-100-110-117-125-138
-20641110-57-16627-196742-5098-20-1477-804269-331415122596-178-77
-1.31.55411.29.316.619.319.556.766.244.772.497.1116.6107.3183.8190.3177.8209.5251.3247.3280.7283.4283.6352.2367.7428.2493.9487.12584.79
0000000000000000000000000000000

Factset Research Systems stock margins

The Factset Research Systems margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Factset Research Systems. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Factset Research Systems.
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Gross margin
EBIT margin
Profit margin
Details

Margin

Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the Factset Research Systems's sales revenue. A higher gross margin percentage indicates that the Factset Research Systems retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the Factset Research Systems's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the Factset Research Systems's total revenue generated. When comparing the revenue margin year over year, investors can gauge the Factset Research Systems's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the Factset Research Systems. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the Factset Research Systems's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

Factset Research Systems Margin History

Factset Research Systems Gross marginFactset Research Systems Profit marginFactset Research Systems EBIT marginFactset Research Systems Profit margin
2028e66.1 %37.67 %31.36 %
2027e66.1 %36.65 %29.89 %
2026e66.1 %36.15 %29.06 %
2025e66.1 %36.02 %28.3 %
202466.1 %32.05 %24.38 %
202366.16 %31.41 %22.45 %
202266.59 %29.27 %21.53 %
202166.3 %29.79 %25.11 %
202068.45 %29.43 %24.96 %
201953.78 %30.52 %24.58 %
201851.17 %27.12 %19.78 %
201753.6 %29.16 %21.15 %
201656.76 %31.02 %30.06 %
201559.74 %32.97 %23.94 %
201461.57 %32.84 %22.98 %
201364.3 %31.51 %23.15 %
201265.81 %33.88 %23.43 %
201166.33 %32.8 %23.54 %
201067.78 %34.57 %23.43 %
200966.35 %33.92 %23.31 %
200866.78 %31.95 %21.72 %
200767.89 %32.6 %23.03 %
200668.66 %31.31 %21.4 %
200570.63 %34.87 %22.97 %

Factset Research Systems Stock Sales Revenue, EBIT, Earnings per Share

The Factset Research Systems earnings per share therefore indicates how much revenue Factset Research Systems has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.
  • 3 years

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  • Max

Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

Revenue Per Share

Revenue per share represents the total revenue Factset Research Systems earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Factset Research Systems's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Factset Research Systems’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Factset Research Systems's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Factset Research Systems Revenue, EBIT and net profit per share

DateFactset Research Systems Sales per ShareFactset Research Systems EBIT per shareFactset Research Systems Earnings per Share
2028e74.62 undefined0 undefined23.4 undefined
2027e68.49 undefined0 undefined20.48 undefined
2026e64.7 undefined0 undefined18.81 undefined
2025e61.17 undefined0 undefined17.31 undefined
202457.05 undefined18.28 undefined13.91 undefined
202353.61 undefined16.84 undefined12.04 undefined
202247.6 undefined13.93 undefined10.25 undefined
202141.26 undefined12.29 undefined10.36 undefined
202038.66 undefined11.38 undefined9.65 undefined
201936.92 undefined11.27 undefined9.08 undefined
201834.29 undefined9.3 undefined6.78 undefined
201730.81 undefined8.98 undefined6.51 undefined
201627.25 undefined8.45 undefined8.19 undefined
201523.84 undefined7.86 undefined5.71 undefined
201421.4 undefined7.03 undefined4.92 undefined
201319.23 undefined6.06 undefined4.45 undefined
201217.59 undefined5.96 undefined4.12 undefined
201115.33 undefined5.03 undefined3.61 undefined
201013.35 undefined4.62 undefined3.13 undefined
200912.75 undefined4.32 undefined2.97 undefined
200811.49 undefined3.67 undefined2.5 undefined
20079.27 undefined3.02 undefined2.14 undefined
20067.66 undefined2.4 undefined1.64 undefined
20056.23 undefined2.17 undefined1.43 undefined

Factset Research Systems business model

FactSet Research Systems Inc is a leading provider of financial and market data, applications, and analysis tools for financial professionals. The company was founded in 1978 by Howard Wille and is headquartered in Norwalk, Connecticut, USA. FactSet operates offices in North America, Europe, and Asia, employing over 10,000 employees worldwide. Factset Research Systems is one of the most popular companies on Eulerpool.com.

Factset Research Systems SWOT Analysis

Strengths

Factset Research Systems Inc has several key strengths that contribute to its success in the market. Firstly, the company has a strong reputation for providing high-quality and reliable financial data. This has earned them the trust of their clients and positioned them as a leader in their industry. Secondly, Factset has a robust and comprehensive product offering, which includes a wide range of analytics and research tools. This allows them to serve the diverse needs of their clients effectively. Lastly, the company has a global presence, with offices in various countries. This enables them to cater to clients on a global scale and benefit from a diversified revenue stream.

Weaknesses

Despite its strengths, Factset Research Systems Inc also has a few weaknesses that it needs to address. One of the weaknesses is its dependence on a relatively small number of large institutional clients. This concentration can make the company vulnerable to the loss of a key client or a decline in demand from these clients. Additionally, Factset faces strong competition from other financial data providers in the market. This competition puts pressure on their pricing and profitability and requires continuous innovation to stay ahead.

Opportunities

There are several opportunities for Factset Research Systems Inc to leverage and expand its business. One key opportunity is the increasing demand for financial analytics and data-driven insights across industries. The company can further penetrate new markets and industries by customizing its products and services to address specific client needs. Additionally, Factset can explore strategic partnerships or acquisitions to enhance its capabilities and broaden its market reach. Moreover, the growing importance of ESG (Environmental, Social, and Governance) factors presents an opportunity for Factset to develop new products and services in this emerging field.

Threats

Factset Research Systems Inc faces certain threats that could impact its growth and market position. Firstly, the company is vulnerable to fluctuations in global economic conditions, as a significant portion of its revenue comes from financial institutions whose performance is correlated with the economy. Economic downturns can lead to reduced spending on financial services and solutions, affecting Factset's revenue. Secondly, the constantly evolving technology landscape poses a threat. Competitors may develop more advanced analytics solutions or disrupt the market with new technologies. Factset needs to stay agile and invest in innovation to keep up with these changes.

Factset Research Systems Revenue by Segment

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Revenue by Segment

Overview of Revenue by Segment

The chart visualizes revenues by segments and provides a clear overview of the revenue distribution. Each segment is clearly marked to facilitate comparisons of revenues.

Interpretation and Use

The chart enables quick identification of the highest-revenue segments, which is helpful in strategic decision-making. It supports the analysis of growth potentials and targeted resource allocation.

Investment Strategy

An investment strategy determines how capital is deliberately invested into various asset classes to maximize returns. It is based on risk tolerance, investment objectives, and a long-term plan.

Factset Research Systems Revenue by Segment

Segmente202320222011
Americas1.34 B USD1.17 B USD-
EMEA539.84 M USD484.28 M USD-
U.S.--497.56 M USD
Asia Pacific210.18 M USD185.67 M USD50.25 M USD
Europe--178.69 M USD
United Kingdom--104.7 M USD
All Other European Countries--74 M USD

Factset Research Systems Revenue by Region

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Revenue by Segment

Overview of Revenue by Region

The chart shows revenues by region and provides a clear comparison of regional revenue distribution. Each region is clearly marked to illustrate the differences.

Interpretation and Usage

The diagram helps to identify the regions with the highest revenue and to make targeted decisions for regional expansion or investments. It supports the analysis of market potentials and strategic priorities.

Investment Strategy

An investment strategy focused on regions concentrates on the deliberate capital allocation in different markets to optimally use regional growth opportunities. It takes into account market conditions and regional risk factors.

Factset Research Systems Revenue by Segment

DateAll Other CountriesAll Other European CountriesAllother European CountriesAmericasAsia PacificEMEAEuropeOther European CountriesUnited KingdomUNITED KINGDOMUnited States
2023-280.66 M USD------316.03 M USD223.81 M USD-1.27 B USD
2022-253.01 M USD------268.91 M USD215.37 M USD-1.11 B USD
2021-211.32 M USD--1.01 B USD155.7 M USD427.7 M USD-237.66 M USD190.04 M USD--
2020-186.83 M USD--929.44 M USD142.46 M USD422.2 M USD-242.24 M USD179.97 M USD-885.08 M USD
2019--241.14 M USD--132.71 M USD----166.94 M USD894.55 M USD
2018--55.58 M USD--120.65 M USD-387.59 M USD--332.01 M USD841.91 M USD
2017--166.6 M USD--106.7 M USD-330.33 M USD--163.73 M USD784.15 M USD
2016--122.78 M USD--93.92 M USD-277.68 M USD--154.9 M USD755.49 M USD
2015678.77 M USD-106.75 M USD--76.47 M USD-251.52 M USD----
2014624.64 M USD-95.55 M USD--68.3 M USD-227.4 M USD----
2013---87.76 M USD-62.42 M USD-208.83 M USD-121.07 M USD-586.87 M USD
2012--82.97 M USD--57.92 M USD-197.4 M USD-114.44 M USD-550.47 M USD
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Factset Research Systems Eulerpool Fair Value

Details

Fair Value

Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

Factset Research Systems historical P/E ratio, EBIT multiple, and P/S ratio

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Factset Research Systems shares outstanding

The number of shares was Factset Research Systems in 2023 — This indicates how many shares 38.898 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.
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Revenue, EBIT and Earnings per share

Revenue Per Share

Revenue per share represents the total revenue Factset Research Systems earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Factset Research Systems's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Factset Research Systems’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Factset Research Systems's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Factset Research Systems stock splits

In Factset Research Systems's history, there have been no stock splits.

Factset Research Systems dividend history and estimates

In 2023, Factset Research Systems paid a dividend amounting to 3.83 USD. Dividend means that Factset Research Systems distributes a portion of its profits to its owners.
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Dividend
Dividend (Estimate)
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Dividend

Dividend Overview

The dividend per year chart for Factset Research Systems provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify Factset Research Systems’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating Factset Research Systems's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

Factset Research Systems Dividend History

DateFactset Research Systems Dividend
2028e4.92 undefined
2027e4.92 undefined
2026e4.92 undefined
2025e4.92 undefined
20244.1 undefined
20233.83 undefined
20223.49 undefined
20213.23 undefined
20203.03 undefined
20192.8 undefined
20182.48 undefined
20172.18 undefined
20161.94 undefined
20151.71 undefined
20142.3 undefined
20131.36 undefined
20121.2 undefined
20111.04 undefined
20100.89 undefined
20090.78 undefined
20080.66 undefined
20070.42 undefined
20060.23 undefined
20050.2 undefined

Factset Research Systems dividend payout ratio

In 2023, Factset Research Systems had a payout ratio of 32.21%. The payout ratio indicates the percentage of the company's profits that Factset Research Systems distributes as dividends.
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Payout ratio
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Payout ratio

What is Yearly Payout Ratio?

The yearly payout ratio for Factset Research Systems represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for Factset Research Systems could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate Factset Research Systems's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

Factset Research Systems Payout Ratio History

DateFactset Research Systems Payout ratio
2028e32.7 %
2027e32.64 %
2026e32.53 %
2025e32.91 %
202432.48 %
202332.21 %
202234.05 %
202131.18 %
202031.4 %
201930.87 %
201836.58 %
201733.49 %
201623.69 %
201529.95 %
201446.75 %
201330.56 %
201229.13 %
201128.81 %
201028.43 %
200926.26 %
200826.4 %
200719.63 %
200614.02 %
200513.99 %
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Unfortunately, there are currently no price targets and forecasts available for Factset Research Systems.

Factset Research Systems latest earnings and earnings surprises

DateEPS EstimateEPS ActualQuarterly report
9/30/20243.66 3.74  (2.27 %)2024 Q4
6/30/20243.94 4.37  (10.85 %)2024 Q3
3/31/20243.92 4.22  (7.58 %)2024 Q2
12/31/20234.15 4.12  (-0.79 %)2024 Q1
9/30/20233.54 2.93  (-17.24 %)2023 Q4
6/30/20233.64 3.79  (4.06 %)2023 Q3
3/31/20233.72 3.8  (2.06 %)2023 Q2
12/31/20223.64 3.99  (9.49 %)2023 Q1
9/30/20223.24 3.13  (-3.27 %)2022 Q4
6/30/20223.26 3.76  (15.21 %)2022 Q3
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Eulerpool ESG Scorecard© for the Factset Research Systems stock

Eulerpool World ESG Rating (EESG©)

89/ 100

🌱 Environment

90

👫 Social

90

🏛️ Governance

86

Environment

Scope 1 - Direct Emissions
1,421
Scope 2 - Indirect emissions from purchased energy
8,531
Scope 3 - Indirect emissions within the value chain
60,115
Total CO₂ emissions
9,952
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency

Social

Percentage of female employees40
Percentage of women in management
Percentage of Asian employees20
Share of Asian management15.2
Percentage of Hispanic/Latino employees5.5
Hispano/Latino Management share2
Percentage of Black employees4.6
Black Management Share2.1
Percentage of white employees66
White Management Share78.2
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic

Governance (Corporate Governance)

Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Factset Research Systems shareholders

%
Name
Stocks
Change
Date
12.10096 % The Vanguard Group, Inc.4,597,15441,9266/30/2024
6.98202 % Baron Capital Management, Inc.2,652,470-84,8146/30/2024
6.07732 % BlackRock Institutional Trust Company, N.A.2,308,774-34,1486/30/2024
5.08695 % State Street Global Advisors (US)1,932,53342,4609/30/2024
4.20859 % Loomis, Sayles & Company, L.P.1,598,84216,6886/30/2024
3.83509 % Wells Fargo Advisors1,456,949-7,1646/30/2024
3.20206 % Ninety One UK Limited1,216,46110,9286/30/2024
3.04218 % Kayne Anderson Rudnick Investment Management, LLC1,155,725-7,6096/30/2024
2.74802 % Morgan Stanley Investment Management Ltd. (UK)1,043,971423,4156/30/2024
2.61529 % Geode Capital Management, L.L.C.993,54823,9876/30/2024
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Factset Research Systems Executives and Management Board

Mr. F. Philip Snow

(59)
Factset Research Systems Chief Executive Officer, Director (since 2014)
Compensation 6.86 M

Ms. Linda Huber

(65)
Factset Research Systems Chief Financial Officer, Executive Vice President
Compensation 2.85 M

Ms. Helen Shan

(56)
Factset Research Systems Executive Vice President, Chief Revenue Officer
Compensation 2.77 M

Mr. Goran Skoko

(62)
Factset Research Systems Executive Vice President, Managing Director EMEA and Asia Pacific, Head of Research & Advisory Solutions (since 2021)
Compensation 2.09 M

Mr. Robert Robie

(45)
Factset Research Systems Executive Vice President, Head of Institutional Buyside
Compensation 1.79 M
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Most common questions regarding Factset Research Systems

What values and corporate philosophy does Factset Research Systems represent?

Factset Research Systems Inc represents values of innovation, integrity, and excellence in the financial industry. The company is committed to delivering high-quality data, analytics, and solutions to its clients, empowering them to make informed decisions. Factset fosters a collaborative and client-focused approach, constantly striving to exceed expectations. With a strong emphasis on technology and research, Factset maintains its position as a leading provider of integrated financial information and analytical applications. The company's dedication to reliability, accuracy, and comprehensive insights makes Factset Research Systems Inc a trusted partner for financial professionals worldwide.

In which countries and regions is Factset Research Systems primarily present?

Factset Research Systems Inc is primarily present in countries and regions across North America, Europe, Asia Pacific, and the Middle East. With its headquarters in Norwalk, Connecticut, it serves clients from various industries including investment management, investment banking, and private equity. Factset's strong global presence allows it to offer its financial data and analytics solutions to a wide range of customers worldwide.

What significant milestones has the company Factset Research Systems achieved?

FactSet Research Systems Inc. has achieved several significant milestones throughout its history. Firstly, the company was founded in 1978 and has emerged as a leading global provider of integrated financial information and analytical software. FactSet has consistently expanded its client base, serving over 138,000 investment professionals worldwide. Additionally, the company has earned its reputation for innovation, continually enhancing its products and solutions to meet the evolving needs of the financial industry. FactSet has also established a strong presence in international markets, with offices spanning across North America, Europe, and Asia Pacific. Such achievements cement FactSet Research Systems Inc. as a key player in the finance industry.

What is the history and background of the company Factset Research Systems?

Factset Research Systems Inc. is a leading provider of integrated financial information and analytical applications for the global investment community. It was founded in 1978 by Howard Wille and Charles Snyder with a vision to deliver accurate and timely financial data to investment professionals. Over the years, Factset has grown to become a trusted source of comprehensive data, sophisticated analytics, and innovative solutions. The company's commitment to excellence and continuous innovation has earned it a strong reputation in the industry. Today, Factset serves thousands of clients worldwide, including investment managers, hedge funds, and investment banks.

Who are the main competitors of Factset Research Systems in the market?

The main competitors of Factset Research Systems Inc in the market include Thomson Reuters Corporation, Bloomberg L.P., S&P Global Inc., and Morningstar, Inc.

In which industries is Factset Research Systems primarily active?

Factset Research Systems Inc is primarily active in the financial data and analytics industry. With its advanced technology and comprehensive financial information, Factset serves clients in various sectors, including investment management, wealth management, investment banking, and hedge funds. This renowned company is a leading provider of data, analytics, and consulting services to financial professionals worldwide. Factset’s extensive coverage and industry expertise make it a valuable resource for investors, analysts, and financial institutions seeking reliable and actionable insights to support their decision-making processes.

What is the business model of Factset Research Systems?

The business model of Factset Research Systems Inc. revolves around providing financial data and analytics tools to investment professionals. Factset offers a wide range of solutions and services, including software platforms, real-time data feeds, and portfolio analysis tools. By offering comprehensive and accurate financial information, Factset enables its clients to make well-informed investment decisions. Leveraging advanced technology and data management systems, Factset caters to a global client base, comprising asset managers, investment banks, and hedge funds. As a leading provider of financial information and analytics, Factset Research Systems Inc. plays a vital role in supporting the investment community in their quest for successful investment strategies.

What is the P/E ratio of Factset Research Systems 2024?

The Factset Research Systems P/E ratio is 34.51.

What is the P/S ratio of Factset Research Systems 2024?

The Factset Research Systems P/S ratio is 8.41.

What is the Quality Investing of Factset Research Systems?

The Quality Investing for Factset Research Systems is 9/10.

What is the revenue of Factset Research Systems 2024?

The Factset Research Systems revenue is 2.2 B USD.

How high is the profit of Factset Research Systems 2024?

The Factset Research Systems profit is 537.13 M USD.

What is the business model of Factset Research Systems

Factset Research Systems Inc. is an internationally recognized provider of comprehensive data analysis services, software, and tools for financial analysis. The company was founded in 1978 in Norwalk, Connecticut, and its headquarters are now located in New York City. Factset offers its products and services in over 125 countries worldwide. Factset operates in four main areas: analytics, asset management, risk management, and consulting services. In the analytics field, the company provides a variety of data analysis, such as market data, fundamental data, news, and research. Factset allows customers quick and easy access to this data to help them make informed decisions. In the asset management field, Factset offers a software suite that allows asset managers and other investment professionals to develop, implement, and monitor their investment strategies. The software is particularly suitable for analyzing and managing complex assets such as bonds, hedge funds, and structured financial instruments. Factset also provides a comprehensive risk management solution. Customers can measure their risks at various levels using the software and evaluate the impact of market events and different scenarios on their portfolio. The solution also includes risk metrics, stress tests, and risk reports. Finally, the company offers consulting services and supports its customers in implementing Factset solutions and optimizing their business processes. Factset is known for its innovative technology and competitive pricing. The company leverages advanced technologies to provide its customers with unique insights into the global financial markets. Moreover, Factset is a trusted partner that works closely with its customers to offer tailored solutions that meet their specific needs. Factset offers various data and analysis platforms to its customers, including "Factset Workstation," "Factset Analytics," "Factset Fundamentals," "Factset Estimates," and "Factset Ownership." Each platform provides unique features and tools to help users understand complex financial concepts, identify market opportunities, and make informed decisions. In addition to its core products, Factset also offers a range of complementary products and services. These include data feeds, APIs (Application Programming Interfaces), and mobile applications that allow users to access Factset's data and analysis on the go. Overall, Factset's business model is focused on providing its customers with top-notch data analysis solutions and customer-oriented consulting services. The company constantly invests in research and development to continuously improve its products and services and stay at the forefront of technology.

What is the Factset Research Systems dividend?

Factset Research Systems pays a dividend of 3.49 USD distributed over 4 payouts per year.

How often does Factset Research Systems pay dividends?

Factset Research Systems pays out a dividend 4 times a year.

What is the Factset Research Systems ISIN?

The ISIN of Factset Research Systems is US3030751057.

What is the Factset Research Systems WKN?

The WKN of Factset Research Systems is 901629.

What is the Factset Research Systems ticker?

The ticker of Factset Research Systems is FDS.

How much dividend does Factset Research Systems pay?

Over the past 12 months, Factset Research Systems paid a dividend of 4.1 USD . This corresponds to a dividend yield of about 0.85 %. For the coming 12 months, Factset Research Systems is expected to pay a dividend of 4.92 USD.

What is the dividend yield of Factset Research Systems?

The current dividend yield of Factset Research Systems is 0.85 %.

When does Factset Research Systems pay dividends?

Factset Research Systems pays a quarterly dividend. This is distributed in the months of March, June, September, December.

How secure is the dividend of Factset Research Systems?

Factset Research Systems paid dividends every year for the past 24 years.

What is the dividend of Factset Research Systems?

For the upcoming 12 months, dividends amounting to 4.92 USD are expected. This corresponds to a dividend yield of 1.03 %.

In which sector is Factset Research Systems located?

Factset Research Systems is assigned to the 'Finance' sector.

Wann musste ich die Aktien von Factset Research Systems kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Factset Research Systems from 12/19/2024 amounting to 1.04 USD, you needed to have the stock in your portfolio before the ex-date on 11/29/2024.

When did Factset Research Systems pay the last dividend?

The last dividend was paid out on 12/19/2024.

What was the dividend of Factset Research Systems in the year 2023?

In the year 2023, Factset Research Systems distributed 3.83 USD as dividends.

In which currency does Factset Research Systems pay out the dividend?

The dividends of Factset Research Systems are distributed in USD.

All fundamentals about Factset Research Systems

Our stock analysis for Factset Research Systems Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Factset Research Systems Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.