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FACTSET RESEARCH SYSTEMS INC. (FDS)

NYSE Mid Cap

Technology › Services-Computer Programming, Data Processing, Etc.

$209.00
Market Cap: $7.6B
Data as of Feb 28, 2026 (TTM)

Price History

Feb 9, 2026 — Apr 4, 2026

Investment Snapshot

  • Trading 45% above Graham Number — above intrinsic value estimate
  • Piotroski F-Score 8/9 — financially strong with improving fundamentals
  • Strong ROE of 27.2% with 24.4% net margin
  • Revenue growing at 5% annually

FACTSET RESEARCH SYSTEMS INC. (FDS) is a Technology company operating in Services-Computer Programming, Data Processing, Etc., listed on the NYSE , with a market capitalisation of $7.6 billion . Key value metrics: P/E ratio 13.1, P/B ratio 3.58, Piotroski F-Score 8 out of 9 (strong financial health) .

Value Score

Key Metrics

P/E Ratio
13.15
3.58
EPS
$15.89
Div. Yield
2.1%
PEG Ratio
P/S Ratio
EV/EBITDA
ROE
ROA
Gross Margin
Op. Margin
Net Margin
Debt/Equity
Current Ratio

Current vs 5-Year Average

Based on 5 years of SEC filings
Net Margin
↑ +2.1pp avg —
Gross Margin
↑ +2.1pp avg —
Operating Margin
↑ +2.1pp avg —
Return on Equity
↑ +2.1pp avg —
Debt / Equity
↑ +2.1pp avg —

Revenue & Net Income

EPS & Free Cash Flow Per Share

Financial Statements

Metric FY22 FY23 FY24
Revenue $X.XB $X.XB $X.XB
Gross Profit $X.XB $X.XB $X.XB
Operating Income $X.XB $X.XB $X.XB
Net Income $X.XB $X.XB $X.XB
EBITDA $X.XB $X.XB $X.XB
Total Assets $X.XB $X.XB $X.XB
Total Liabilities $X.XB $X.XB $X.XB
Data sourced from SEC EDGAR and Polygon.io. Methodology. View more Technology stocks →

FACTSET RESEARCH SYSTEMS INC. — Fundamental Analysis Summary

FACTSET RESEARCH SYSTEMS INC. (FDS) is currently trading 45% above its Graham Number of $144.57, suggesting the market price exceeds Benjamin Graham's intrinsic value estimate. The stock carries a reasonable trailing P/E ratio of 13.1x.

On financial health, FDS shows a strong Piotroski F-Score of 8/9, indicating improving fundamentals across profitability, leverage, and efficiency, and strong return on equity of 27.2% (sector average: -3.1%), and manageable leverage with a debt-to-equity ratio of 0.64.

StockPik's composite Value Score for FDS is 93/100 — placing it in undervalued territory. The score is built from ten fundamental signals: P/E, P/B, PEG ratio, P/S ratio, return on equity, gross margin, debt-to-equity, current ratio, dividend yield, and Piotroski F-Score.

FDS reports a solid gross margin of 52.2% (sector average: 41.3%) and a strong operating margin of 31.9%.

FDS shows revenue growing at 5% year-over-year, with earnings growing at 11%.

FDS pays a modest dividend yield of 2.1%.

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High Piotroski F-Score stocks
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How is the Value Score calculated?
Read our full methodology →
How is the Graham Number calculated?
Benjamin Graham's intrinsic value formula, worked examples, and how to use it →
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