On Nov. 10, FactSet hosted its investor day where it reaffirmed its fiscal 2027 guidance and provided three-year targets. Shares finished the trading day roughly in line with the Morningstar US Total Market index.
FactSet's wealth management businesses represent strong growth opportunities for the firm.
FactSet faces competition from well-established players such as Refinitiv, MSCI, Bloomberg, and S&P Global, as well as software and financial technology upstarts. In addition, artificial intelligence-enabled solutions could also compete with FactSet's products.
Metric | FDS | MSCI | SPGI |
|---|---|---|---|
Price/Earnings (Normalized) | 19.39 | 32.23 | 26.07 |
Price/Book Value | 5.79 | — | 6.96 |
Price/Sales | 4.82 | 14.02 | 9.37 |
Price/Cash Flow | 14.31 | 28.55 | 23.71 |
Metric | FDS | MSCI | SPGI |
|---|---|---|---|
Quick Ratio | 0.52 | 0.71 | 0.64 |
Current Ratio | 0.60 | 0.82 | 0.74 |
Interest Coverage | 12.81 | 6.78 | 23.83 |
Metric | FDS | MSCI | SPGI |
|---|---|---|---|
Return on Assets (Normalized) | 15.65% | 26.79% | 9.20% |
Return on Equity (Normalized) | 31.35% | — | 18.36% |
Return on Invested Capital (Normalized) | 19.15% | 45.67% | 11.72% |
1-Day Chart | Name | Price | Morningstar Rating for Stocks | Capital Allocation | Economic Moat | Market Cap |
|---|---|---|---|---|---|---|
| S&P Global Inc SPGI | LOCK|FFBC%W! | LOCK|#R& | $137B | |||
| CME Group Inc Class A CME | LOCK|?!^BP% | LOCK|N<^ | $111B | |||
| Intercontinental Exchange Inc ICE | LOCK|&&K@ZX> | LOCK|w%& | $99B | |||
| Moodys Corp MCO | LOCK|^zdNS#$@ | LOCK|hw& | $88B | |||
| Nasdaq Inc NDAQ | LOCK|>P?@%#? | LOCK|<TnJ | $61B | |||
| MSCI Inc MSCI | LOCK|^Wr#m$?n | LOCK|Z^@ | $47B | |||
| Cboe Global Markets Inc CBOE | LOCK|@xBfBY | LOCK|z$q< | $38B | |||
| Coinbase Global Inc Ordinary Shares - Class A COIN | LOCK|%%^nt? | LOCK|?J | $35B | |||
| TransUnion TRU | LOCK|%Ws&Y!^ | LOCK|%%%#! | $16B |
United States