FactSet Research Systems Stock vs Competition: Who Wins?
As of February 25, 2026, FactSet (FDS) stock has significantly underperformed its peers over the past year, prompting questions about its competitive position. While the company boasts a comparatively lower valuation with a PE Ratio of 12.89 and solid profitability, demonstrated by an LTM Operating Margin of 31.73% and an LTM Free Cash Flow Margin of 27.42%, its moderate revenue growth of 5.88% (LTM) suggests limited near-term upside against more rapidly scaling data and analytics providers.
- FDS’s 31.7% operating margin is strong, but trails MSCI’s 54.7% due to MSCI’s asset-based fee model versus FDS’s integrated data.
- FDS’s 5.9% revenue growth is moderate, outpacing TRI but lagging peers, possibly due to differing exposure to faster-growing segments.
- FDS’s stock is down 54.8% in 1 year, underperforming peers with a PE of 12.9, signaling investor concerns about future growth/AI disruption.
Here’s how FactSet Research Systems stacks up across size, valuation, and profitability versus key peers.
| FDS | SPGI | MCO | MSCI | MORN | TRI | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 7.7 | 127.8 | 82.4 | 41.5 | 7.0 | 44.7 |
| Revenue ($ Bil) | 2.4 | 15.3 | 7.7 | 3.1 | 2.4 | 7.4 |
| PE Ratio | 12.9 | 28.6 | 33.5 | 34.5 | 18.6 | 25.4 |
| LTM Revenue Growth | 5.9% | 7.9% | 8.9% | 9.7% | 7.5% | 3.0% |
| LTM Operating Margin | 31.7% | 40.3% | 44.9% | 54.7% | 20.6% | 28.9% |
| LTM FCF Margin | 27.4% | 35.6% | 33.4% | 46.5% | 18.1% | 24.7% |
| 12M Market Return | -54.8% | -19.8% | -7.1% | -3.4% | -46.3% | -43.5% |
For more details on FactSet Research Systems, read Buy or Sell FDS Stock. Below we compare FDS’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| FDS | 5.9% | 5.4% | 5.6% | 13.1% | |
| SPGI | 7.9% | 7.9% | 13.7% | 11.8% | |
| MCO | 8.9% | 8.9% | 19.8% | 8.2% | |
| MSCI | 9.7% | 9.7% | 12.9% | 12.5% | |
| MORN | 7.5% | 7.5% | 11.6% | 9.0% | |
| TRI | 3.0% | – | 6.8% | 2.5% | 4.4% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| FDS | 31.7% | 32.2% | 31.8% | 30.2% | |
| SPGI | 40.3% | 40.3% | 38.6% | 32.4% | |
| MCO | 44.9% | 44.9% | 42.0% | 37.6% | |
| MSCI | 54.7% | 54.7% | 53.5% | 54.8% | |
| MORN | 20.6% | 20.6% | 18.5% | 11.3% | |
| TRI | 28.9% | – | 26.1% | 28.7% | 27.4% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| FDS | 12.9 | 18.4 | 34.0 | 38.9 | |
| SPGI | 28.6 | 35.6 | 40.3 | 53.4 | |
| MCO | 33.5 | 37.2 | 41.8 | 44.5 | |
| MSCI | 34.5 | 36.5 | 42.6 | 39.1 | |
| MORN | 18.6 | 24.3 | 39.0 | 86.4 | |
| TRI | 25.4 | – | 26.9 | 27.6 | 52.9 |
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