FDS Falls 15% In A Single Week: How Does It Compare With Others?
Here is how FactSet Research Systems (FDS) stacks up against its peers in size, valuation, growth and margin.
- FDS’s operating margin of 30.8% is high, lower than most peers – trailing MKTX (41.5%).
- FDS’s revenue growth of 5.1% in the last 12 months is moderate, outpacing DFIN but lagging TW, CBOE, MKTX, SPGI.
- FDS’s stock is down 37.7% in last 1 year, and trades at a PE of 20.4; it underperformed TW, CBOE, MKTX, DFIN, SPGI.
As a quick background, FactSet Research Systems provides integrated financial data, analytics, and workflow solutions for research, trading, and wealth management to portfolio managers, investment banks, asset managers, and corporate clients.
| FDS | TW | CBOE | MKTX | DFIN | SPGI | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 10.8 | 23.6 | 25.5 | 6.7 | 1.4 | 150.1 |
| Revenue ($ Bil) | 2.3 | 1.9 | 4.5 | 0.8 | 0.8 | 14.7 |
| PE Ratio | 20.4 | 42.3 | 28.3 | 29.9 | 17.0 | 37.4 |
| LTM Revenue Growth | 5.1% | 28.0% | 19.0% | 7.7% | -5.9% | 10.7% |
| LTM Operating Margin | 30.8% | 39.3% | 29.0% | 41.5% | 17.7% | 39.2% |
| LTM FCF Margin | 25.2% | 49.2% | -2.5% | 42.0% | 14.5% | 36.8% |
| 12M Market Return | -37.7% | -8.9% | 19.0% | -30.7% | -24.6% | -4.6% |
Why does this matter? FDS just went down -25.2% in a month – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell FDS Stock to see if FactSet Research Systems is really a falling knife.
While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.
Revenue Growth Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| FDS | 5.1% | 5.6% | 13.1% | 15.9% |
| TW | 28.0% | 29.0% | 12.6% | 10.4% |
| CBOE | 19.0% | 8.5% | -4.7% | 13.3% |
| MKTX | 7.7% | 8.6% | 4.8% | 2.8% |
| DFIN | -5.9% | -1.9% | -4.4% | -16.1% |
| SPGI | 10.7% | 13.7% | 11.8% | 34.8% |
Operating Margin Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| FDS | 30.8% | 32.0% | 31.4% | 29.3% |
| TW | 39.3% | 39.7% | 37.0% | 35.9% |
| CBOE | 29.0% | 28.8% | 28.2% | 24.5% |
| MKTX | 41.5% | 41.7% | 41.9% | 45.5% |
| DFIN | 17.7% | 18.3% | 15.0% | 18.3% |
| SPGI | 39.2% | 38.6% | 32.4% | 27.0% |
PE Ratio Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| FDS | 20.4 | 34.0 | 38.9 | 38.3 |
| TW | 42.3 | 55.6 | 52.5 | 43.2 |
| CBOE | 28.3 | 26.8 | 24.8 | 56.8 |
| MKTX | 29.9 | 31.0 | 42.6 | 41.8 |
| DFIN | 17.0 | 19.8 | 22.2 | 11.6 |
| SPGI | 37.4 | 40.3 | 53.4 | 32.7 |
The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.