FactSet Research Systems Inc. (FDS)
NYSE: FDS · Real-Time Price · USD
250.09
+4.54 (1.85%)
At close: Jul 2, 2026, 4:00 PM EDT
252.44
+2.35 (0.94%)
After-hours: Jul 2, 2026, 7:59 PM EDT

FactSet Research Systems Statistics

Total Valuation

FDS has a market cap or net worth of $8.89 billion. The enterprise value is $10.16 billion.

Market Cap8.89B
Enterprise Value 10.16B

Important Dates

The last earnings date was Wednesday, July 1, 2026, before market open.

Earnings Date Jul 1, 2026
Ex-Dividend Date May 29, 2026

Share Statistics

FDS has 35.57 million shares outstanding. The number of shares has decreased by -3.17% in one year.

Current Share Class 35.57M
Shares Outstanding 35.57M
Shares Change (YoY) -3.17%
Shares Change (QoQ) -2.35%
Owned by Insiders (%) 0.24%
Owned by Institutions (%) 110.01%
Float 36.30M

Valuation Ratios

The trailing PE ratio is 16.47 and the forward PE ratio is 13.09. FDS's PEG ratio is 1.68.

PE Ratio 16.47
Forward PE 13.09
PS Ratio 3.65
Forward PS 3.45
PB Ratio 4.40
P/TBV Ratio n/a
P/FCF Ratio 12.56
P/OCF Ratio 10.72
PEG Ratio 1.68
Financial Ratio History

Enterprise Valuation

The stock's EV/EBITDA ratio is 10.90, with an EV/FCF ratio of 14.35.

EV / Earnings 17.95
EV / Sales 4.17
EV / EBITDA 10.90
EV / EBIT 13.44
EV / FCF 14.35

Financial Position

The company has a current ratio of 0.68, with a Debt / Equity ratio of 0.77.

Current Ratio 0.68
Quick Ratio 0.56
Debt / Equity 0.77
Debt / EBITDA 1.60
Debt / FCF 2.22
Interest Coverage 14.22

Financial Efficiency

Return on equity (ROE) is 27.03% and return on invested capital (ROIC) is 18.41%.

Return on Equity (ROE) 27.03%
Return on Assets (ROA) 11.08%
Return on Invested Capital (ROIC) 18.41%
Return on Capital Employed (ROCE) 24.18%
Weighted Average Cost of Capital (WACC) 7.37%
Revenue Per Employee $190,505
Profits Per Employee $44,216
Employee Count12,800
Asset Turnover 0.57
Inventory Turnover n/a

Taxes

In the past 12 months, FDS has paid $128.33 million in taxes.

Income Tax 128.33M
Effective Tax Rate 18.48%

Stock Price Statistics

The stock price has decreased by -44.46% 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 -44.46%
50-Day Moving Average 231.08
200-Day Moving Average 251.15
Relative Strength Index (RSI) 59.92
Average Volume (20 Days) 1,033,711

Short Selling Information

The latest short interest is 5.36 million, so 15.08% of the outstanding shares have been sold short.

Short Interest 5.36M
Short Previous Month 5.76M
Short % of Shares Out 15.08%
Short % of Float 14.77%
Short Ratio (days to cover) 5.77

Income Statement

In the last 12 months, FDS had revenue of $2.44 billion and earned $565.97 million in profits. Earnings per share was $15.19.

Revenue2.44B
Gross Profit 1.25B
Operating Income 756.12M
Pretax Income 694.30M
Net Income 565.97M
EBITDA 932.54M
EBIT 756.12M
Earnings Per Share (EPS) $15.19
Full Income Statement

Balance Sheet

The company has $304.24 million in cash and $1.57 billion in debt, with a net cash position of -$1.27 billion or -$35.61 per share.

Cash & Cash Equivalents 304.24M
Total Debt 1.57B
Net Cash -1.27B
Net Cash Per Share -$35.61
Equity (Book Value) 2.03B
Book Value Per Share 56.80
Working Capital -337.19M
Full Balance Sheet

Cash Flow

In the last 12 months, operating cash flow was $829.59 million and capital expenditures -$121.29 million, giving a free cash flow of $708.31 million.

Operating Cash Flow 829.59M
Capital Expenditures -121.29M
Depreciation & Amortization 176.43M
Net Borrowing -42.50M
Free Cash Flow 708.31M
FCF Per Share $19.92
Full Cash Flow Statement

Margins

Gross margin is 51.38%, with operating and profit margins of 31.01% and 23.21%.

Gross Margin 51.38%
Operating Margin 31.01%
Pretax Margin 28.47%
Profit Margin 23.21%
EBITDA Margin 38.24%
EBIT Margin 31.01%
FCF Margin 29.05%

Dividends & Yields

This stock pays an annual dividend of $4.64, which amounts to a dividend yield of 1.86%.

Dividend Per Share $4.64
Dividend Yield 1.86%
Dividend Growth (YoY) 5.69%
Years of Dividend Growth 26
Payout Ratio 29.36%
Buyback Yield 3.16%
Shareholder Yield 5.02%
Earnings Yield 6.36%
FCF Yield 7.96%
Dividend Details

Analyst Forecast

The average price target for FDS is $253.69, which is 0.74% higher than the current price. The consensus rating is "Hold".

Price Target $253.69
Price Target Difference 0.74%
Analyst Consensus Hold
Analyst Count 18
Revenue Growth Forecast (3Y) 6.04%
EPS Growth Forecast (3Y) 8.73%
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 5.06 and a Piotroski F-Score of 6.

Altman Z-Score 5.06
Piotroski F-Score 6