FactSet Research Systems Inc. (FDS) is a Technology stock trading at $300.20 (as of 2026-08-20), with a market capitalization of $10.68B and a trailing P/E of 18.9. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.
FactSet Research Systems Inc. supplies integrated financial information and analytical applications, along with technology and content solutions, to support investment workflows. It serves participants in capital markets and wealth management, including portfolio managers, investment banks, asset managers, wealth advisors, and other financial services organizations across the Americas, Europe, the Middle East, Africa, and Asia Pacific.
FactSet Research Systems provides integrated financial information and analytics applications to the investment community, and it makes money through subscription value (and related workflow solutions) sold to portfolio managers, investment banks, asset managers, wealth advisors, and other financial services clients.
FactSet’s profit model is built on recurring subscription economics, because client and subscription value retention are high (about 90 percent to 91 percent of clients retained), which helps support a high operating margin (30.3%).
| Americas | $0.4B |
| EMEA | $0.1B |
| APAC | $0.1B |
Business quality (Solid): The company appears to run a subscription-driven, data and analytics business with high margins and high retention metrics, but results are still tied to client activity across major regions, with relatively smaller contribution from APAC.
Valuation: Trades at 14× trailing earnings · $8B market cap.
| Price | $300.20 |
| Market Cap | $10.68B |
| P/E Ratio | 18.9 |
| EV / EBITDA | 13.1 |
| Price / Book | 5.25 |
| Price / Sales | 4.38 |
| FCF Yield | 6.6% |
| DCF Value (model) | $209.21 |
| DCF Upside vs Price | -30.3% |
| Revenue (TTM) | $2.32B |
| Net Margin | 25.7% |
| Revenue Growth (YoY) | 6.4% |
| EPS Growth (YoY) | -10.5% |
| FCF Growth (YoY) | 11.1% |
| Altman Z-Score | 5.11 (safe) |
| Piotroski F-Score | 7/9 (strong) |
| Stock P/E | 18.9 |
| Sector P/E (Technology) | 33.9 |
| Industry P/E (Business Services) | 30.0 |
| vs Sector | -44.4% |
| vs Industry | -37.0% |
| Top Institutional Holder | VANGUARD GROUP INC ($1.29B) |
| Institutional Holders Tracked | 10 |
| Congressional Trades (recent) | 10 |
| Sector | Technology |
| Industry | Business Services |
| CEO | Sanoke Viswanathan |
| Employees | 12,598 |
| Country | US |
| IPO Date | 1996-06-28 |
Data as of 2026-08-20.
Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.