FDS
FactSetNYSEFinancialsFinancial Data & Stock ExchangesSnapshot 2026-05-08
As of May 8, 2026, FDS has a composite score of 22.4 and a signal label of "mild favorable." The score reflects medium confidence at 77.7, with strengths in quality (88.8) and management (71.7), while macro factors are a concern with a score of -7.7. The analysis is provisional, indicating that the current assessment may change as new information becomes available.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)0.02
- Bonus0.00
Why this rank
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $4.41 → $4.45 (+1.0% / 30d). 12 raised, 2 cut, 16 covering analysts.
0 upgrades, 0 downgrades / 30d. 17% of analysts rate Buy.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
No recent events recorded.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Increase Organic ASV by $130M to $160M in FY 2026growthmixed57% progress
3/31: “Expected organic ASV growth of $130 million to $160 million during fiscal 2026.”
Why this status
Stated in 2 of last 2 quarters. Organic ASV was $2,449.1 million at February 28, 2026, up 6.7% year over year, reflecting a $152.9 million increase. The trajectory is delivering on the stated growth target for fiscal 2026.
- 2.Expand Revenue to $2,450M to $2,470M in FY 2026growthmixed57% progress
3/31: “GAAP revenues are expected to be in the range of $2,450 million to $2,470 million.”
Why this status
Stated in 2 of last 2 quarters. Revenue grew from $502.9 million in 2025-Q4 to $611.0 million in 2026-Q2, indicating progress towards the fiscal 2026 revenue target. The trajectory is delivering on the stated revenue expansion goal.
- 3.Enhance Operating Margin to 34.0% to 35.5%costbehind8% progress
3/31: “Adjusted operating margin is expected to be in the range of 34.0% to 35.5%.”
Why this status
Stated in 2 of last 2 quarters. Adjusted operating margin decreased to 35.0% in 2026-Q2 from 37.3% in 2025-Q2, showing limited progress towards the target range. The trajectory indicates challenges in maintaining the desired margin.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 47%; 252d 38%.
Drawdown — Max 1y −59%. Bad day move −5%.
Beta to sector ETF (XLF) — 0.70 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 36/100, drawdown 0/100, beta 70/100, earnings vol —.
via XLF
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Increase Organic ASV by $130M to $160M in FY 2026
GrowthFactSet aims to grow its Organic Annual Subscription Value by $130 million to $160 million during fiscal 2026.
MixedStated in 2 of last 2 quarters. Organic ASV was $2,449.1 million at February 28, 2026, up 6.7% year over year, reflecting a $152.9 million increase. The trajectory is delivering on the stated growth target for fiscal 2026.
Organic ASV was $2,449.1 million at February 28, 2026, up 6.7% year over year57%CEO/CFO:“Expected organic ASV growth of $130 million to $160 million during fiscal 2026.”Press releaseSource dated 2026-03-31Stated 2 of last 8 quartersFirst seen 2026-03-31Show history (2)
- 2026-Q1Press release
“Expected organic ASV growth of $130 million to $160 million during fiscal 2026.”
- 2025-Q4Press release
“Organic ASV is expected to grow in the range of $100 million to $150 million during fiscal 2025.”
- #2
Expand Revenue to $2,450M to $2,470M in FY 2026
GrowthFactSet aims to achieve GAAP revenues in the range of $2,450 million to $2,470 million for fiscal 2026.
MixedStated in 2 of last 2 quarters. Revenue grew from $502.9 million in 2025-Q4 to $611.0 million in 2026-Q2, indicating progress towards the fiscal 2026 revenue target. The trajectory is delivering on the stated revenue expansion goal.
Revenue grew from $502.9 million in 2025-Q4 to $611.0 million in 2026-Q257%CEO/CFO:“GAAP revenues are expected to be in the range of $2,450 million to $2,470 million.”Press releaseSource dated 2026-03-31Stated 2 of last 8 quartersFirst seen 2026-03-31Show history (2)
- 2026-Q1Press release
“GAAP revenues are expected to be in the range of $2,450 million to $2,470 million.”
- 2025-Q4Press release
“GAAP revenues in the range of $2,423 to $2,448 million.”
- #3
Enhance Operating Margin to 34.0% to 35.5%
CostFactSet aims to maintain an adjusted operating margin in the range of 34.0% to 35.5% for fiscal 2026.
BehindStated in 2 of last 2 quarters. Adjusted operating margin decreased to 35.0% in 2026-Q2 from 37.3% in 2025-Q2, showing limited progress towards the target range. The trajectory indicates challenges in maintaining the desired margin.
8%CEO/CFO:“Adjusted operating margin is expected to be in the range of 34.0% to 35.5%.”Press releaseSource dated 2026-03-31Stated 2 of last 8 quartersFirst seen 2026-03-31Show history (2)
- 2026-Q1Press release
“Adjusted operating margin is expected to be in the range of 34.0% to 35.5%.”
- 2025-Q4Press release
“Adjusted operating margin is expected to be in the range of 34.0% to 35.5%.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Roughly priced in line with peers.
Cheaper than its own typical valuation.
P/E over the last 5 years
71 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
FDS FactSet | +22 | fair | elevated |
BRK-B Berkshire Hathaway | +6.0 | — | moderate |
JPM JPMorgan Chase | -0.9 | full | low |
V Visa Inc. | +20 | — | low |
MA Mastercard | +15 | full | low |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If rates state reverses from -0.37 (negative) to +0.37 (positive)+6.6 pts
- If financials sector trend rises from +0.07 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is cut (currently RAISED as of 2026-03-31)-16 pts
- If financials sector trend falls from +0.07 into 'weakening' (<= -0.20)-5.0 pts
- If growth state reverses from +0.25 (positive) to -0.25 (negative)-3.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
No material events in the last 90 days.
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.