FactSet Research Systems Net Income
| FDS Stock | USD 207.32 1.86 0.89% |
As of the 7th of February, FactSet Research shows the Standard Deviation of 2.65, coefficient of variation of (810.66), and Mean Deviation of 1.72. FactSet Research Systems technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices. Please confirm FactSet Research Systems market risk adjusted performance, information ratio, as well as the relationship between the Information Ratio and skewness to decide if FactSet Research Systems is priced favorably, providing market reflects its regular price of 207.32 per share. Given that FactSet Research has information ratio of (0.16), we urge you to verify FactSet Research Systems's prevailing market performance to make sure the company can sustain itself at a future point.
FactSet Research Total Revenue |
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Gross Profit | Profit Margin | Market Capitalization | Enterprise Value Revenue 4.0796 | Revenue |
| Last Reported | Projected for Next Year | ||
| Net Income | 686.6 M | 720.9 M | |
| Net Income Applicable To Common Shares | 686.6 M | 720.9 M | |
| Net Income From Continuing Ops | 686.6 M | 366.7 M | |
| Net Income Per Share | 14.17 | 14.88 | |
| Net Income Per E B T | 0.75 | 0.57 |
FactSet | Net Income | Build AI portfolio with FactSet Stock |
The evolution of Net Income for FactSet Research Systems provides essential context for understanding the company's financial health trajectory. By analyzing this metric's behavior over time, investors can assess whether recent trends align with long-term patterns, and how FactSet Research compares to historical norms and industry peers.
Latest FactSet Research's Net Income Growth Pattern
Below is the plot of the Net Income of FactSet Research Systems over the last few years. Net income is one of the most important fundamental items in finance. It plays a large role in FactSet Research Systems financial statement analysis. It represents the amount of money remaining after all of FactSet Research Systems operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue. It is FactSet Research's Net Income historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in FactSet Research's overall financial position and show how it may be relating to other accounts over time.
| View | Last Reported 597.04 M | 10 Years Trend |
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Net Income |
| Timeline |
FactSet Net Income Regression Statistics
| Arithmetic Mean | 367,223,224 | |
| Geometric Mean | 281,980,199 | |
| Coefficient Of Variation | 51.60 | |
| Mean Deviation | 146,061,178 | |
| Median | 352,790,000 | |
| Standard Deviation | 189,470,677 | |
| Sample Variance | 35899.1T | |
| Range | 714.4M | |
| R-Value | 0.96 | |
| Mean Square Error | 3033.7T | |
| R-Squared | 0.92 | |
| Slope | 36,003,817 | |
| Total Sum of Squares | 574386.2T |
FactSet Net Income History
Other Fundumenentals of FactSet Research Systems
| Net Income Applicable To Common Shares | ||
| Net Income From Continuing Ops | ||
| Net Income Per Share | ||
| Net Income Per E B T |
FactSet Research Net Income component correlations
FactSet Net Income 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 Net Income. 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.
Click cells to compare fundamentals
Is there potential for Financial Exchanges & Data market expansion? Will FactSet introduce new products? Factors like these will boost the valuation of FactSet Research. Market participants price FactSet higher when confident in its future expansion prospects. Understanding fair value requires weighing current performance against future potential. All the valuation information about FactSet Research listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.044 | Dividend Share 4.34 | Earnings Share 15.71 | Revenue Per Share | Quarterly Revenue Growth 0.068 |
Understanding FactSet Research Systems requires distinguishing between market price and book value, where the latter reflects FactSet's accounting equity. The concept of intrinsic value - what FactSet Research's is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. Market sentiment, economic cycles, and investor behavior can push FactSet Research's price substantially above or below its fundamental value.
Please note, there is a significant difference between FactSet Research's value and its price as these two are different measures arrived at by different means. Investors typically determine if FactSet Research is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. In contrast, FactSet Research's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.
FactSet Research 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to FactSet Research's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of FactSet Research.
| 11/09/2025 |
| 02/07/2026 |
If you would invest 0.00 in FactSet Research on November 9, 2025 and sell it all today you would earn a total of 0.00 from holding FactSet Research Systems or generate 0.0% return on investment in FactSet Research over 90 days. FactSet Research is related to or competes with Morningstar, SEI Investments, Jefferies Financial, Comerica Incorporated, Xp, Invesco Plc, and Old Republic. FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and ana... More
FactSet Research Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure FactSet Research's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess FactSet Research Systems upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.16) | |||
| Maximum Drawdown | 16.05 | |||
| Value At Risk | (6.33) | |||
| Potential Upside | 2.56 |
FactSet Research Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for FactSet Research's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as FactSet Research's standard deviation. In reality, there are many statistical measures that can use FactSet Research historical prices to predict the future FactSet Research's volatility.| Risk Adjusted Performance | (0.09) | |||
| Jensen Alpha | (0.41) | |||
| Total Risk Alpha | (0.60) | |||
| Treynor Ratio | (0.37) |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of FactSet Research's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
FactSet Research February 7, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.09) | |||
| Market Risk Adjusted Performance | (0.36) | |||
| Mean Deviation | 1.72 | |||
| Coefficient Of Variation | (810.66) | |||
| Standard Deviation | 2.65 | |||
| Variance | 7.03 | |||
| Information Ratio | (0.16) | |||
| Jensen Alpha | (0.41) | |||
| Total Risk Alpha | (0.60) | |||
| Treynor Ratio | (0.37) | |||
| Maximum Drawdown | 16.05 | |||
| Value At Risk | (6.33) | |||
| Potential Upside | 2.56 | |||
| Skewness | (1.51) | |||
| Kurtosis | 3.98 |
FactSet Research Systems Backtested Returns
FactSet Research Systems secures Sharpe Ratio (or Efficiency) of -0.13, which denotes the company had a -0.13 % return per unit of standard deviation over the last 3 months. FactSet Research Systems exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm FactSet Research's Mean Deviation of 1.72, coefficient of variation of (810.66), and Standard Deviation of 2.65 to check the risk estimate we provide. The firm shows a Beta (market volatility) of 0.92, which means possible diversification benefits within a given portfolio. FactSet Research returns are very sensitive to returns on the market. As the market goes up or down, FactSet Research is expected to follow. At this point, FactSet Research Systems has a negative expected return of -0.36%. Please make sure to confirm FactSet Research's jensen alpha, as well as the relationship between the skewness and day median price , to decide if FactSet Research Systems performance from the past will be repeated at some point in the near future.
Auto-correlation | -0.6 |
Good reverse predictability
FactSet Research Systems has good reverse predictability. Overlapping area represents the amount of predictability between FactSet Research time series from 9th of November 2025 to 24th of December 2025 and 24th of December 2025 to 7th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of FactSet Research Systems price movement. The serial correlation of -0.6 indicates that roughly 60.0% of current FactSet Research price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.6 | |
| Spearman Rank Test | -0.74 | |
| Residual Average | 0.0 | |
| Price Variance | 695.85 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
FactSet Accumulated Other Comprehensive Income
Accumulated Other Comprehensive Income |
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Based on the recorded statements, FactSet Research Systems reported net income of 597.04 M. This is 53.26% lower than that of the Capital Markets sector and significantly higher than that of the Financials industry. The net income for all United States stocks is 4.56% lower than that of the firm.
FactSet Net Income 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 Net Income 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 net income 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 Research Institutional Holders
Institutional Holdings refers to the ownership stake in FactSet Research that is held by large financial organizations, pension funds or endowments. Institutions may hold large blocks of FactSet Research's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing FactSet Research's value.| Shares | Amvescap Plc. | 2025-06-30 | 683.1 K | Bank Of America Corp | 2025-06-30 | 529 K | Jpmorgan Chase & Co | 2025-06-30 | 418.7 K | Northern Trust Corp | 2025-06-30 | 405.8 K | Charles Schwab Investment Management Inc | 2025-06-30 | 400.4 K | Proshare Advisors Llc | 2025-06-30 | 383.5 K | Stonepine Asset Management Inc. | 2025-06-30 | 380.5 K | Ubs Asset Mgmt Americas Inc | 2025-06-30 | 358.2 K | Nordea Investment Mgmt Bank Demark A/s | 2025-06-30 | 347.2 K | Vanguard Group Inc | 2025-06-30 | 4.8 M | Blackrock Inc | 2025-06-30 | 3.4 M |
FactSet Fundamentals
| Return On Equity | 0.29 | ||||
| Return On Asset | 0.11 | ||||
| Profit Margin | 0.25 % | ||||
| Operating Margin | 0.33 % | ||||
| Current Valuation | 9.63 B | ||||
| Shares Outstanding | 37.1 M | ||||
| Shares Owned By Insiders | 0.41 % | ||||
| Shares Owned By Institutions | 96.76 % | ||||
| Number Of Shares Shorted | 1.8 M | ||||
| Price To Earning | 45.01 X | ||||
| Price To Book | 3.86 X | ||||
| Price To Sales | 3.29 X | ||||
| Revenue | 2.32 B | ||||
| Gross Profit | 1.23 B | ||||
| EBITDA | 965.96 M | ||||
| Net Income | 597.04 M | ||||
| Cash And Equivalents | 337.65 M | ||||
| Cash Per Share | 14.37 X | ||||
| Total Debt | 1.56 B | ||||
| Debt To Equity | 1.67 % | ||||
| Current Ratio | 1.99 X | ||||
| Book Value Per Share | 58.21 X | ||||
| Cash Flow From Operations | 726.26 M | ||||
| Short Ratio | 2.65 X | ||||
| Earnings Per Share | 15.71 X | ||||
| Price To Earnings To Growth | 1.31 X | ||||
| Target Price | 319.0 | ||||
| Number Of Employees | 12.89 K | ||||
| Beta | 0.73 | ||||
| Market Capitalization | 7.76 B | ||||
| Total Asset | 4.3 B | ||||
| Retained Earnings | 2.32 B | ||||
| Working Capital | 208.45 M | ||||
| Current Asset | 369.28 M | ||||
| Current Liabilities | 158.21 M | ||||
| Annual Yield | 0.02 % | ||||
| Five Year Return | 0.97 % | ||||
| Net Asset | 4.3 B | ||||
| Last Dividend Paid | 4.34 |
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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Additional Tools for FactSet Stock Analysis
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.