AI Disruption Challenge | Explore FactSet's strategic shift towards AI integration, aiming to enhance its platform and counter potential threats to its core workflow solutions business |
Financial Crossroads | Delve into FactSet's mixed financial performance, with strong profitability but decelerating Annual Subscription Value growth, as it targets $2.31-$2.33 billion revenue for FY2025 |
Market Positioning | Uncover FactSet's efforts to diversify its client base beyond institutional buy-side, expanding into wealth management and independent adviser channels |
Acquisition Potential | Analysts suggest FactSet's valuation and financial structure make it an attractive acquisition target, with private equity firms potentially achieving a 13% IRR at a 20% premium |
Metrics to compare | FDS | Sector Sector - Average of metrics from a broad group of related Industrials sector companies | Relationship RelationshipFDSPeersSector | |
|---|---|---|---|---|
P/E Ratio | 21.5x | 24.7x | 9.1x | |
PEG Ratio | −3.42 | 0.73 | 0.03 | |
Price/Book | 5.7x | 5.8x | 1.0x | |
Price / LTM Sales | 4.6x | 5.9x | 2.8x | |
Upside (Analyst Target) | −11.4% | −2.5% | 18.4% | |
Fair Value Upside | Unlock | 7.7% | 4.0% | Unlock |
FactSet Research Systems Inc., together with its subsidiaries, operates as a global data and artificial intelligence solutions provider for the financial markets in the Americas, Europe, the Middle East, Africa, and Asia Pacific. It offers data, products, and analytical applications; and workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk and reporting, and AI-enabled workflows. The company also provides financial data and market intelligence on securities, companies, industries, and people that enable clients to research advisory, dealmaking and investment ideas, as well as analyze, monitor, and manage portfolios; and solutions covering investment lifecycle of investment research, portfolio construction and analysis, trade execution, performance measurement, risk management, and reporting. In addition, it offers banking solutions that supports company and market research; wealth solutions which supports home office, advisory, and client engagement workflows; and data and technology offerings, including desktop and mobile platform, data solutions, cloud-based digital solutions, application programming interfaces, and model context protocol servers. The company serves professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, private equity and venture capital professionals. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.