FactSet (FDS)
NYSEFinancialsFinancial - Data & Stock ExchangesSnapshot 2026-09-04
$301.96-3.51%
Close 2026-09-04 · 1-day change
NYSEFinancialsFinancial - Data & Stock ExchangesSnapshot 2026-09-04
Research Workspace
Put FDS beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Financials is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Maintain Adjusted Operating Margin between 34.0% and 35.5% in FY 2026: FY26 guidance 34.0%-35.5% vs target 34.0%-35.5%.
View ThesisRevenue is growing steadily — about 7% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, the balance sheet.
View ManagementExpectations look high — the market is pricing in about 34% growth a year, above the roughly 7% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 49% in its worst 12-month stretch.
View RiskFactSet's growth depends on maintaining its Adjusted Operating Margin between 34.0% and 35.5%. Recent earnings showed a revenue growth of 6.4% year over year, with the last quarter beating expectations. It trades at 17× P/E, above the 12× peer median, indicating that the market is pricing in more growth than forecasted. A risk exists if guidance is cut, with a 16% probability of missing next quarter's estimates. Peer multiples imply a price about 34% below where it trades. Our read remains provisional.
Trailing returns as of 2026-09-04. FDS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 18 analysts currently covering FDS (as of Sep 2026).
Based on 11 Wall Street analysts offering 12-month price targets for FDS in the last 4 months.
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Compare FDS with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| FDS Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Financial Exchanges & Data — fair value, gap to price, and forward P/E.
Compare the value case
Put FDS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Upgrade suggests positive outlook on growth and performance.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $301.96
The last 12 months of price, then the range of analyst 12-month targets from today’s $301.96.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase Organic ASV by $130M to $160M in FY 2026
Expanding insurance reach supports organic ASV growth objective.
Threatens: Expand Revenue to $2,450M to $2,470M in FY 2026
Disappointing outlook may hinder revenue growth objectives.
Advances: Increase Organic ASV by $130M to $160M in FY 2026
Strong ASV growth supports the objective for FY 2026.
Advances: Expand Revenue to $2,450M to $2,470M in FY 2026
Signals strong revenue growth and cost management.
Advances: Increase Organic ASV by $130M to $160M in FY 2026
AI adoption supports organic ASV growth target.
Threatens: Expand Revenue to $2,450M to $2,470M in FY 2026
Mixed guidance raises concerns about revenue growth.
Advances: Expand Revenue to $2,450M to $2,470M in FY 2026
Beating revenue expectations supports growth objectives.