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Model output · Signal date 2026-10-16

Factset Research Systems Inc (FDS) Stock Forecast Oct. 16, 2026

Analysis updated on Oct. 16, 2026 (UTC) · Alpha · vs marketSwitch to Total · NYSE

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Rating · 90D Neutral Alpha
90-day forecast Sign up free to reveal
30-day forecast Alpha
Rank in coverage Middle 30% of 5172 stocks scored
Rank correlation · 90D 74.0% Spearman, 357 dates
Market Cap $10.73B large-cap · #11 of 60 peers
Summary

Factset Research Systems Inc (FDS) stock forecast summary

On Oct. 16, 2026, FDS is rated Neutral: its 90-day Alpha forecast sits in the middle 30% of the 5172 stocks scored that day.

Factset Research Systems Inc is a large-cap company with a market capitalization of $10.73B. It ranks number 11 by market capitalization among the 60 Services-Computer Programming, Data Processing, Etc. issuers in our coverage with a current forecast.

For FDS, the Spearman rank correlation between our 90-day forecasts and the returns that followed is 74.0%, measured on 357 forecast dates between 2022-07-29 and 2026-07-17 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is 47.0%, measured on 400 forecast dates between 2022-07-29 and 2026-09-16. Across our coverage, the out-of-sample test on 4495 stocks from 2025-01-06 to 2026-07-07 produced a positive net return in 82.5% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report

Expected return relative to the market over the horizon: a positive alpha means the model expects the stock to beat the market, whatever the market does. Ratings: strong buy ≥ +1.8%, buy ≥ +0.2%, sell < -0.9%, strong sell < -1.2% (top 15%, next 20%, middle 30%, next 20%, bottom 15% of the 2026-10-16 signals)

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Price

FDS price chart and AI forecast

FDS
Cross-section · 2026-10-16

How FDS ranks among 5172 stocks

90D Alpha forecasts of every company scored, cut into five relative ratings at the 15th, 35th, 65th and 85th percentiles (dashed lines).

Fundamentals · 2026-05-31

Factset Research Systems Inc (FDS) fundamentals

Trailing twelve months. The industry median and the rank (1 = highest) are taken over the Services-Computer Programming, Data Processing, Etc. peers listed below that report each metric.

Valuation & Market

MetricFDSIndustry medianRank
Market Cap $10.73B $940M 11/60
P/E Ratio 19.87x 20.16x 12/22
P/B Ratio 5.28x 2.48x 14/41
Dividend Yield 1.53% 0.35% 2/6
EPS $15.18 – –
Book Value/Share $57.14 – –
Revenue/Share $68.56 – –
FCF/Share $19.92 – –

Profitability & Margins

MetricFDSIndustry medianRank
ROE 27.9% -4.4% 5/32
ROA 13.5% -1.1% 9/38
ROIC 23.0% -3.5% 5/41
Gross Margin 51.4% 64.8% 32/45
Operating Margin 29.6% -4.3% 5/45
Net Margin 23.2% -0.3% 7/39
EBT Margin 28.5% -4.1% 7/47
Tax Rate 18.5% – –

Financial Health

MetricFDSIndustry medianRank
Current Ratio 0.68x 1.56x 50/53
D/E Ratio 1.06x 0.86x 22/46
Financial Leverage 2.06x 1.74x 20/44
Interest Coverage 12.0x 0.0x 11/49
Working Capital -$337M $110M 51/52

Cash Flow

MetricFDSIndustry medianRank
Operating Cash Flow $830M $104M 11/49
Free Cash Flow $708M $95M 9/37
Capital Spending -$121M -$31M 32/37
OCF Growth YoY 22.5% 22.5% 16/31
FCF Growth YoY 22.9% 14.2% 8/25
FCF/Sales 29.1% 11.5% 6/38
CapEx/Sales 5.0% 1.8% 10/38

Operational Efficiency

MetricFDSIndustry medianRank
Asset Turnover 0.58x 0.68x 25/38
Receivables Turnover 8.4x 7.3x 16/40
Fixed Assets Turnover 29.6x 19.2x 17/40
Days Sales Outstanding 43 days 50 days 25/40

Income Statement

MetricFDSIndustry medianRank
Total Revenue $2.44B $927M 12/42
Operating Income $721M -$3M 6/47
Net Income $566M -$910K 6/38
SG&A Expense $532M $361M 15/41
Cost of Goods Sold $1.19B $241M 7/44

Dividend & Shareholder Information

MetricFDSIndustry medianRank
Dividends Per Share $4.62 – –
Payout Ratio 30.4% 19.7% 2/5
Shares Outstanding 36M – –
Net Income Growth 6.2% 56.6% 9/12
EPS Growth 9.6% 18.6% 10/18

Balance Sheet Highlights (USD millions)

Total Current Assets$728M17.4% of assets
Cash & Short-term Investments$288M6.9% of assets
Accounts Receivable$290M6.9% of assets
Total Liabilities$2.16B51.5% of assets
Quarterly Financial Reports

FDS quarterly financials and insider trading

Industry Peers · Services-Computer Programming, Data Processing, Etc.

Factset Research Systems Inc (FDS) industry peers

Companies classified under the same SEC industry code as Factset Research Systems Inc (Services-Computer Programming, Data Processing, Etc.): 60 common-stock issuers with a forecast this week, one row per issuer, largest first. This is a classification match, not a curated list of competitors.

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Company 90-Day AI Forecast (Alpha) Market Cap P/E Ratio P/B Ratio
FDS Factset Research Systems Inc ▶ $10.73B 19.9x 5.3x
GOOG Alphabet Inc. ▶ $4.12T 16.9x 6.4x
SPCX Space Exploration Technologies Corp ▶ $1.92T – 15.1x
META Meta Platforms, Inc. ▶ $1.81T 26.7x 6.9x
APP Applovin Corp ▼ $89.06B 20.5x 28.2x
NBIS Nebius Group N.V. ▲ $41.87B – –
ZM Zoom Communications, Inc. ▶ $27.48B 8.1x 2.4x
FLUT Flutter Entertainment Plc ▲ $13.12B – –
PINS Pinterest, Inc. ▲ $12.41B 46.6x –
TEM Tempus Ai, Inc. ▲ $11.68B – 26.3x
DOCN Digitalocean Holdings, Inc. ▲ $11.60B 40.8x 12.5x
SNAP Snap Inc ▲ $10.37B – 5.4x
MTCH Match Group, Inc. ▶ $9.86B 16.6x –
BZ Kanzhun Ltd ▶ $7.51B – 4.3x
TTD Trade Desk, Inc. ▲ $5.75B 14.2x 2.2x
GDS Gds Holdings Ltd ▲ $4.57B – 5.9x
SRAD Sportradar Group Ag ▶ $3.56B – –
MGNI Magnite, Inc. ▶ $3.35B 23.4x 3.6x
WIX Wix.Com Ltd. ▲ $3.23B – –
PPLI People Inc ▼ $2.89B 8.6x 0.6x
CSQR Csquare, Inc. ▶ $2.68B – –
GRND Grindr Inc. ▲ $2.45B 31.3x –
RUM Rum Group Inc. ▲ $2.28B – 1.7x
DV Doubleverify Holdings, Inc. ▼ $2.09B 40.9x 1.9x
DJT Trump Media & Technology Group Corp. ▼ $1.94B – 1.9x
WB Weibo Corp ▼ $1.59B – 0.5x
TRIP Tripadvisor, Inc. ▶ $1.09B 42.4x 1.7x
VNET Vnet Group, Inc. ▲ $1.06B – 9.8x
HSTM Healthstream Inc ▶ $969M 50.2x 2.7x
NXDR Nextdoor Holdings, Inc. ▲ $952M – 2.3x
TBLA Taboola.Com Ltd. ▲ $929M 9.1x 1.0x
BMBL Bumble Inc. ▲ $910M – 1.8x
SIFY Sify Technologies Ltd ▼ $828M 196.0x –
DSP Viant Technology Inc. ▲ $789M 40.8x 7.0x
CEVA Ceva Inc ▲ $774M – 2.3x
EVER Everquote, Inc. ▲ $768M 6.9x 3.0x
PUBM Pubmatic, Inc. ▲ $758M – 3.2x
RZLV Rezolve Ai Plc ▼ $730M – 3.0x
SMWB Similarweb Ltd. ▲ $726M – 31.1x
RXT Rackspace Technology, Inc. ▲ $720M – –
SABR Sabre Corp ▲ $678M – –
NEXN Nexxen International Ltd. ▲ $499M 9.6x –
ZIP Ziprecruiter, Inc. ▲ $363M 17.0x –
BLND Blend Labs, Inc. ▲ $213M – –
SANG Sangoma Technologies Corp ▲ $159M – –
HCAT Health Catalyst, Inc. ▶ $130M – 1.3x
GOAI Eva Live Inc ▲ $61M 11.9x –
PODC Podcastone, Inc. ▲ $60M – 2.5x
JG Aurora Mobile Ltd ▲ $53M – 5.6x
SOGP Sound Group Inc. ▶ $48M – –
RMXI Rmx Industries, Inc. ▼ $42M – 1.4x
TEAD Teads Holding Co. ▲ $41M – 5.6x
HOLO Microcloud Hologram Inc. ▼ $27M – 0.1x
IPM Intelligent Protection Management Corp. ▶ $23M – 1.4x
SST System1, Inc. ▼ $19M – 0.2x
TRSO Transuite.Org Inc. ▼ $14M – –
CDLX Cardlytics, Inc. ▲ $12M – –
GITS Global Interactive Technologies, Inc. ▶ $6M – 1.6x
TWAV Taoweave, Inc. ▲ $6M – 1.0x
CNET Zw Data Action Technologies Inc. ▲ $5M – 1.3x

Where FDS sits on the market map

Technology · Services-Computer Programming, Data Processing, Etc.
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News

Factset Research Systems Inc (FDS) stock news

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FAQ

Factset Research Systems Inc (FDS) stock forecast FAQ

What is the Factset Research Systems Inc (FDS) stock forecast?

On Oct. 16, 2026, FDS is rated Neutral: its 90-day Alpha forecast sits in the middle 30% of the 5172 stocks scored that day.

How accurate are Factset Research Systems Inc stock predictions?

For FDS, the Spearman rank correlation between our 90-day forecasts and the returns that followed is 74.0%, measured on 357 forecast dates between 2022-07-29 and 2026-07-17 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is 47.0%, measured on 400 forecast dates between 2022-07-29 and 2026-09-16. Across our coverage, the out-of-sample test on 4495 stocks from 2025-01-06 to 2026-07-07 produced a positive net return in 82.5% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report

How often are Factset Research Systems Inc forecasts updated?

Factset Research Systems Inc forecasts are refreshed on trading days as the daily model run completes. The forecast on this page was produced on Oct. 16, 2026.

Which companies are Factset Research Systems Inc's industry peers?

60 issuers in our coverage, FDS included, share the SEC industry code Services-Computer Programming, Data Processing, Etc.. The largest are: Alphabet Inc. (GOOG), Space Exploration Technologies Corp (SPCX), Meta Platforms, Inc. (META), Applovin Corp (APP), Nebius Group N.V. (NBIS), Zoom Communications, Inc. (ZM).

This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.