Factset Research Systems Stock Current Valuation

FDS Stock

USD 462.99 3.02 0.66%

Valuation analysis of FactSet Research Systems helps investors to measure FactSet Research's intrinsic value by examining its available valuation indicators, including the cash flow records, the balance sheet account changes and income statement patterns. Enterprise Value is likely to gain to about 13.8 B in 2025, whereas Enterprise Value Over EBITDA is likely to drop 22.21 in 2025. Fundamental drivers impacting FactSet Research's valuation include:

Price Book

8.7834

Enterprise Value

18.7 B

Enterprise Value Ebitda

21.1454

Price Sales

7.9923

Forward PE

26.6667

Overvalued

Today

462.99

Please note that FactSet Research's price fluctuation is very steady at this time. Calculation of the real value of FactSet Research Systems is based on 3 months time horizon. Increasing FactSet Research's time horizon generally increases the accuracy of value calculation and significantly improves the predictive power of the methodology used.

Buy or Sell Advice Valuation Matrix

The fair value of the FactSet stock is determined by what a typical buyer is willing to pay for full or partial control of FactSet Research Systems. Since FactSet Research is currently traded on the exchange, buyers and sellers on that exchange determine the market value of FactSet Stock. However, FactSet Research's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.

Historical

Market 462.99

Real 401.76

Target 470.16

Hype 463.02

The intrinsic value of FactSet Research's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence FactSet Research's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.

400.62

Downside

401.76

Real Value

Target Odds

Above Odds

Below Odds

509.29

Upside

Estimating the potential upside or downside of FactSet Research Systems helps investors to forecast how FactSet stock's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of FactSet Research more accurately as focusing exclusively on FactSet Research's fundamentals will not take into account other important factors:

Earnings

Estimates (0)

Low	Projected	High
4.00	4.21	4.41

Details

Hype

Prediction

Low	Estimated	High
461.88	463.02	464.16

Details

21 Analysts

Consensus

Low	Target Price	High
427.85	470.16	521.88

Details

FactSet Research Systems Company Current Valuation Analysis

FactSet Research's Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.

Enterprise Value

Market Cap + Debt

-

Cash

More About Current Valuation | All Equity Analysis

Current FactSet Research Current Valuation

18.69 B

Most of FactSet Research's fundamental indicators, such as Current Valuation, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, FactSet Research Systems is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

FactSet Current Valuation Driver Correlations

Understanding the fundamental principles of building solid financial models for FactSet Research is extremely important. It helps to project a fair market value of FactSet Stock properly, considering its historical fundamentals such as Current Valuation. Since FactSet Research's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of FactSet Research's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of FactSet Research's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Accounts Payable	Net Receivables	Total Liab	Total Current Assets	Common Stock	Good Will	Short Term Investments	Treasury Stock	Intangible Assets	Property Plant Equipment	Current Deferred Revenue	Short Term Debt	Net Tangible Assets	Long Term Debt	Capital Surpluse	Deferred Long Term Liab	Accumulated Depreciation	Long Term Debt Total	Short Long Term Debt	Net Invested Capital	Cash And Equivalents	Net Working Capital	Capital Stock
Total Assets		0.97	0.95	0.79	0.95	0.96	0.99	0.9	0.74	0.95	0.83	-0.29	0.95	0.82	0.98	0.74	-0.83	0.94	0.84	0.18	-0.5	0.98	-0.01	0.83	0.7	0.09	0.85
Total Stockholder Equity	0.97		0.86	0.85	0.98	0.93	0.91	0.86	0.84	0.9	0.87	-0.27	0.93	0.79	0.97	0.84	-0.81	0.84	0.76	0.08	-0.42	0.91	-0.11	0.89	0.64	-0.02	0.9
Net Debt	0.95	0.86		0.69	0.84	0.89	0.98	0.77	0.6	0.89	0.74	-0.28	0.96	0.7	0.95	0.58	-0.87	0.99	0.82	0.18	-0.46	0.99	0.07	0.75	0.57	0.03	0.74
Retained Earnings	0.79	0.85	0.69		0.82	0.77	0.72	0.64	0.78	0.74	0.8	-0.64	0.79	0.59	0.8	0.79	-0.73	0.66	0.6	-0.02	-0.41	0.74	0.01	0.79	0.37	-0.24	0.76
Accounts Payable	0.95	0.98	0.84	0.82		0.94	0.9	0.86	0.88	0.93	0.92	-0.25	0.89	0.76	0.94	0.89	-0.72	0.82	0.77	0.23	-0.46	0.9	0.04	0.91	0.62	-0.05	0.9
Net Receivables	0.96	0.93	0.89	0.77	0.94		0.94	0.89	0.69	0.99	0.81	-0.37	0.87	0.79	0.91	0.74	-0.7	0.9	0.82	0.38	-0.66	0.93	0.17	0.77	0.65	0.08	0.8
Total Liab	0.99	0.91	0.98	0.72	0.9	0.94		0.89	0.64	0.95	0.78	-0.3	0.94	0.81	0.96	0.64	-0.82	0.98	0.86	0.25	-0.54	0.99	0.05	0.76	0.71	0.16	0.79
Total Current Assets	0.9	0.86	0.77	0.64	0.86	0.89	0.89		0.59	0.92	0.7	-0.3	0.73	0.92	0.81	0.6	-0.58	0.82	0.82	0.33	-0.63	0.83	-0.02	0.63	0.9	0.46	0.75
Common Stock	0.74	0.84	0.6	0.78	0.88	0.69	0.64	0.59		0.66	0.92	-0.11	0.75	0.51	0.79	0.98	-0.61	0.53	0.49	-0.01	-0.12	0.68	-0.09	0.96	0.35	-0.34	0.85
Good Will	0.95	0.9	0.89	0.74	0.93	0.99	0.95	0.92	0.66		0.8	-0.39	0.84	0.82	0.89	0.7	-0.66	0.91	0.85	0.45	-0.7	0.93	0.23	0.72	0.7	0.16	0.78
Short Term Investments	0.83	0.87	0.74	0.8	0.92	0.81	0.78	0.7	0.92	0.8		-0.29	0.81	0.69	0.85	0.91	-0.7	0.7	0.7	0.17	-0.36	0.81	0.09	0.88	0.48	-0.19	0.81
Treasury Stock	-0.29	-0.27	-0.28	-0.64	-0.25	-0.37	-0.3	-0.3	-0.11	-0.39	-0.29		-0.23	-0.29	-0.23	-0.16	0.25	-0.31	-0.39	-0.19	0.65	-0.28	-0.35	-0.12	-0.15	-0.04	-0.14
Intangible Assets	0.95	0.93	0.96	0.79	0.89	0.87	0.94	0.73	0.75	0.84	0.81	-0.23		0.68	0.99	0.72	-0.93	0.92	0.75	-0.01	-0.31	0.96	-0.1	0.87	0.51	-0.13	0.83
Property Plant Equipment	0.82	0.79	0.7	0.59	0.76	0.79	0.81	0.92	0.51	0.82	0.69	-0.29	0.68		0.75	0.51	-0.61	0.75	0.77	0.23	-0.52	0.76	-0.04	0.5	0.88	0.46	0.69
Current Deferred Revenue	0.98	0.97	0.95	0.8	0.94	0.91	0.96	0.81	0.79	0.89	0.85	-0.23	0.99	0.75		0.77	-0.89	0.92	0.78	0.07	-0.36	0.97	-0.07	0.88	0.59	-0.06	0.87
Short Term Debt	0.74	0.84	0.58	0.79	0.89	0.74	0.64	0.6	0.98	0.7	0.91	-0.16	0.72	0.51	0.77		-0.56	0.53	0.48	0.1	-0.23	0.68	0.02	0.94	0.32	-0.35	0.83
Net Tangible Assets	-0.83	-0.81	-0.87	-0.73	-0.72	-0.7	-0.82	-0.58	-0.61	-0.66	-0.7	0.25	-0.93	-0.61	-0.89	-0.56		-0.83	-0.65	0.26	0.2	-0.86	0.21	-0.72	-0.39	0.18	-0.68
Long Term Debt	0.94	0.84	0.99	0.66	0.82	0.9	0.98	0.82	0.53	0.91	0.7	-0.31	0.92	0.75	0.92	0.53	-0.83		0.84	0.24	-0.54	0.98	0.09	0.68	0.64	0.15	0.71
Capital Surpluse	0.84	0.76	0.82	0.6	0.77	0.82	0.86	0.82	0.49	0.85	0.7	-0.39	0.75	0.77	0.78	0.48	-0.65	0.84		0.29	-0.62	0.83	0.09	0.56	0.74	0.3	0.72
Deferred Long Term Liab	0.18	0.08	0.18	-0.02	0.23	0.38	0.25	0.33	-0.01	0.45	0.17	-0.19	-0.01	0.23	0.07	0.1	0.26	0.24	0.29		-0.58	0.2	0.79	-0.02	0.25	0.28	0.04
Accumulated Depreciation	-0.5	-0.42	-0.46	-0.41	-0.46	-0.66	-0.54	-0.63	-0.12	-0.7	-0.36	0.65	-0.31	-0.52	-0.36	-0.23	0.2	-0.54	-0.62	-0.58		-0.48	-0.47	-0.17	-0.48	-0.36	-0.21
Long Term Debt Total	0.98	0.91	0.99	0.74	0.9	0.93	0.99	0.83	0.68	0.93	0.81	-0.28	0.96	0.76	0.97	0.68	-0.86	0.98	0.83	0.2	-0.48		0.05	0.8	0.63	0.05	0.8
Short Long Term Debt	-0.01	-0.11	0.07	0.01	0.04	0.17	0.05	-0.02	-0.09	0.23	0.09	-0.35	-0.1	-0.04	-0.07	0.02	0.21	0.09	0.09	0.79	-0.47	0.05		-0.11	-0.19	-0.13	-0.13
Net Invested Capital	0.83	0.89	0.75	0.79	0.91	0.77	0.76	0.63	0.96	0.72	0.88	-0.12	0.87	0.5	0.88	0.94	-0.72	0.68	0.56	-0.02	-0.17	0.8	-0.11		0.37	-0.31	0.87
Cash And Equivalents	0.7	0.64	0.57	0.37	0.62	0.65	0.71	0.9	0.35	0.7	0.48	-0.15	0.51	0.88	0.59	0.32	-0.39	0.64	0.74	0.25	-0.48	0.63	-0.19	0.37		0.74	0.59
Net Working Capital	0.09	-0.02	0.03	-0.24	-0.05	0.08	0.16	0.46	-0.34	0.16	-0.19	-0.04	-0.13	0.46	-0.06	-0.35	0.18	0.15	0.3	0.28	-0.36	0.05	-0.13	-0.31	0.74		-0.04
Capital Stock	0.85	0.9	0.74	0.76	0.9	0.8	0.79	0.75	0.85	0.78	0.81	-0.14	0.83	0.69	0.87	0.83	-0.68	0.71	0.72	0.04	-0.21	0.8	-0.13	0.87	0.59	-0.04

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FactSet Current Valuation Historical Pattern

Today, most investors in FactSet Research Stock are looking for potential investment opportunities by analyzing not only static indicators but also various FactSet Research's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's current valuation growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of FactSet Research current valuation as a starting point in their analysis.

FactSet Research Current Valuation

Timeline

Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.

Competition

Predict FactSet Research

Enterprise Value Over Time

In accordance with the recently published financial statements, FactSet Research Systems has a Current Valuation of 18.69 B. This is 43.06% lower than that of the Capital Markets sector and significantly higher than that of the Financials industry. The current valuation for all United States stocks is 12.4% lower than that of the firm.

FactSet Current Valuation Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses FactSet Research's direct or indirect competition against its Current Valuation to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of FactSet Research could also be used in its relative valuation, which is a method of valuing FactSet Research by comparing valuation metrics of similar companies.

FactSet Research is currently under evaluation in current valuation category among its peers.

FactSet Research ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, FactSet Research's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to FactSet Research's managers, analysts, and investors.

Environmental

Governance

Social

FactSet Fundamentals

	Return On Equity	0.3
	Return On Asset	0.11
	Profit Margin	0.24 %
	Operating Margin	0.23 %
	Current Valuation	18.69 B
	Shares Outstanding	38.03 M
	Shares Owned By Insiders	0.21 %
	Shares Owned By Institutions	96.30 %
	Number Of Shares Shorted	2.34 M
	Price To Earning	45.01 X
	Price To Book	8.78 X
	Price To Sales	7.99 X
	Revenue	2.2 B
	Gross Profit	1.19 B
	EBITDA	831.16 M
	Net Income	537.13 M
	Cash And Equivalents	425.44 M
	Cash Per Share	14.37 X
	Total Debt	1.57 B
	Debt To Equity	1.67 %
	Current Ratio	1.99 X
	Book Value Per Share	50.39 X
	Cash Flow From Operations	700.34 M
	Short Ratio	8.95 X
	Earnings Per Share	14.03 X
	Price To Earnings To Growth	2.47 X
	Target Price	470.16
	Number Of Employees	12.4 K
	Beta	0.75
	Market Capitalization	17.61 B
	Total Asset	4.06 B
	Retained Earnings	1.89 B
	Working Capital	168.78 M
	Current Asset	369.28 M
	Current Liabilities	158.21 M
	Annual Yield	0.01 %
	Five Year Return	0.97 %
	Net Asset	4.06 B

About FactSet Research Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze FactSet Research Systems's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of FactSet Research using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of FactSet Research Systems based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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When running FactSet Research's price analysis, check to measure FactSet Research's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy FactSet Research is operating at the current time. Most of FactSet Research's value examination focuses on studying past and present price action to predict the probability of FactSet Research's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move FactSet Research's price. Additionally, you may evaluate how the addition of FactSet Research to your portfolios can decrease your overall portfolio volatility.

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Factset Research Systems Stock Current Valuation

FactSet Research Systems Company Current Valuation Analysis

Enterprise Value

Market Cap + Debt

-

Cash

Current FactSet Research Current Valuation

FactSet Current Valuation Driver Correlations

FactSet Current Valuation Historical Pattern

FactSet Current Valuation Peer Comparison

FactSet Research ESG Sustainability

FactSet Fundamentals

About FactSet Research Fundamental Analysis

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Additional Tools for FactSet Stock Analysis

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