FactSet Research Systems Inc. (FDS)
NYSE: FDS · Real-Time Price · USD
224.13
-3.47 (-1.52%)
Apr 8, 2026, 11:37 AM EDT - Market open

FactSet Research Systems Statistics

Total Valuation

FDS has a market cap or net worth of $8.17 billion. The enterprise value is $9.44 billion.

Market Cap8.17B
Enterprise Value 9.44B

Important Dates

The last earnings date was Tuesday, March 31, 2026, before market open.

Earnings Date Mar 31, 2026
Ex-Dividend Date Feb 27, 2026

Share Statistics

FDS has 36.43 million shares outstanding. The number of shares has decreased by -1.96% in one year.

Current Share Class 36.43M
Shares Outstanding 36.43M
Shares Change (YoY) -1.96%
Shares Change (QoQ) -1.47%
Owned by Insiders (%) 0.24%
Owned by Institutions (%) 104.46%
Float 36.29M

Valuation Ratios

The trailing PE ratio is 14.42 and the forward PE ratio is 12.15. FDS's PEG ratio is 1.84.

PE Ratio 14.42
Forward PE 12.15
PS Ratio 3.40
Forward PS 3.20
PB Ratio 3.92
P/TBV Ratio n/a
P/FCF Ratio 11.97
P/OCF Ratio 10.23
PEG Ratio 1.84
Financial Ratio History

Enterprise Valuation

The stock's EV/EBITDA ratio is 10.37, with an EV/FCF ratio of 13.83.

EV / Earnings 16.06
EV / Sales 3.93
EV / EBITDA 10.37
EV / EBIT 12.78
EV / FCF 13.83

Financial Position

The company has a current ratio of 1.43, with a Debt / Equity ratio of 0.73.

Current Ratio 1.43
Quick Ratio 1.20
Debt / Equity 0.73
Debt / EBITDA 1.62
Debt / FCF 2.28
Interest Coverage 13.57

Financial Efficiency

Return on equity (ROE) is 28.08% and return on invested capital (ROIC) is 17.65%.

Return on Equity (ROE) 28.08%
Return on Assets (ROA) 10.91%
Return on Invested Capital (ROIC) 17.65%
Return on Capital Employed (ROCE) 19.89%
Weighted Average Cost of Capital (WACC) 7.37%
Revenue Per Employee $187,583
Profits Per Employee $45,921
Employee Count12,800
Asset Turnover 0.57
Inventory Turnover n/a

Taxes

In the past 12 months, FDS has paid $132.33 million in taxes.

Income Tax 132.33M
Effective Tax Rate 18.38%

Stock Price Statistics

The stock price has decreased by -44.48% in the last 52 weeks. The beta is 0.72, so FDS's price volatility has been lower than the market average.

Beta (5Y) 0.72
52-Week Price Change -44.48%
50-Day Moving Average 214.83
200-Day Moving Average 302.14
Relative Strength Index (RSI) 58.37
Average Volume (20 Days) 1,008,549

Short Selling Information

The latest short interest is 3.36 million, so 9.23% of the outstanding shares have been sold short.

Short Interest 3.36M
Short Previous Month 3.35M
Short % of Shares Out 9.23%
Short % of Float 9.27%
Short Ratio (days to cover) 3.33

Income Statement

In the last 12 months, FDS had revenue of $2.40 billion and earned $587.79 million in profits. Earnings per share was $15.54.

Revenue2.40B
Gross Profit 1.25B
Operating Income 738.75M
Pretax Income 720.12M
Net Income 587.79M
EBITDA 910.15M
EBIT 738.75M
Earnings Per Share (EPS) $15.54
Full Income Statement

Balance Sheet

The company has $285.27 million in cash and $1.55 billion in debt, with a net cash position of -$1.27 billion or -$34.82 per share.

Cash & Cash Equivalents 285.27M
Total Debt 1.55B
Net Cash -1.27B
Net Cash Per Share -$34.82
Equity (Book Value) 2.13B
Book Value Per Share 58.11
Working Capital 218.25M
Full Balance Sheet

Cash Flow

In the last 12 months, operating cash flow was $798.91 million and capital expenditures -$116.04 million, giving a free cash flow of $682.87 million.

Operating Cash Flow 798.91M
Capital Expenditures -116.04M
Depreciation & Amortization 171.40M
Net Borrowing -106.59M
Free Cash Flow 682.87M
FCF Per Share $18.74
Full Cash Flow Statement

Margins

Gross margin is 51.94%, with operating and profit margins of 30.77% and 24.48%.

Gross Margin 51.94%
Operating Margin 30.77%
Pretax Margin 29.99%
Profit Margin 24.48%
EBITDA Margin 37.91%
EBIT Margin 30.77%
FCF Margin 28.44%

Dividends & Yields

This stock pays an annual dividend of $4.40, which amounts to a dividend yield of 1.96%.

Dividend Per Share $4.40
Dividend Yield 1.96%
Dividend Growth (YoY) 5.77%
Years of Dividend Growth 27
Payout Ratio 28.31%
Buyback Yield 1.96%
Shareholder Yield 3.92%
Earnings Yield 7.19%
FCF Yield 8.36%
Dividend Details

Analyst Forecast

The average price target for FDS is $284.80, which is 27.07% higher than the current price. The consensus rating is "Hold".

Price Target $284.80
Price Target Difference 27.07%
Analyst Consensus Hold
Analyst Count 11
Revenue Growth Forecast (5Y) 5.43%
EPS Growth Forecast (5Y) 11.00%
Stock Forecasts

Fair Value

There are several formulas that can be used to estimate the intrinsic value of a stock.

Lynch Fair Value
Lynch Upside
Graham Number
Graham Upside

Stock Splits

The last stock split was on February 7, 2005. It was a forward split with a ratio of 1.5:1.

Last Split Date Feb 7, 2005
Split Type Forward
Split Ratio 1.5:1

Scores

FDS has an Altman Z-Score of 5.88 and a Piotroski F-Score of 6.

Altman Z-Score 5.88
Piotroski F-Score 6