FDS

Financial Services

FactSet Research Systems Inc. · Financial - Data & Stock Exchanges · $9B

UQS Score — Balanced Preset
64.4
Good

FactSet Research Systems Inc. scores 64.4/100 using the Balanced preset.

94.0
Quality
35%
47.0
Moat
30%
35.9
Growth
20%
56.3
Risk
15%

FDS — Key Takeaways

✅ Strengths

FactSet Research Systems Inc. shows strong profitability and capital efficiency
FactSet Research Systems Inc. shows attractive valuation relative to fundamentals

FDS — Score History

55606570Apr 2Apr 3Apr 4Apr 5Apr 6Apr 7Apr 8
DateUQSQualityMoatGrowthRiskValueChange
Apr 8, 202664.494.047.035.956.390.1+0.1
Apr 7, 202664.393.647.035.956.390.1-0.1
Apr 6, 202664.494.047.035.956.390.10.0
Apr 5, 202664.494.047.035.956.390.1-0.1
Apr 4, 202664.594.047.035.956.390.60.0
Apr 3, 202664.594.047.035.956.390.60.0
Apr 2, 202664.594.047.035.956.390.7

FDS — Pillar Breakdown

Quality

94.0/100 (25%)

FactSet Research Systems Inc. demonstrates outstanding capital efficiency and profitability, placing it among the highest-quality businesses in the market.

Return on EquityStrong

Profitability relative to shareholders' equity.

Operating ProfitabilityStrong

Ability to convert revenue into operating profit.

Net ProfitabilityStrong

Bottom-line profit as a share of revenue.

Cash GenerationStrong

Free cash flow relative to market value.

Growth

35.9/100 (20%)

FactSet Research Systems Inc. shows steady but unspectacular growth, typical for mature companies.

Recent Revenue TrendWeak

Revenue trajectory over the last twelve months.

3Y Revenue CAGRWeak

Compound annual revenue growth rate over 3 years.

EPS GrowthWeak

Year-over-year earnings per share growth.

Forward Revenue OutlookWeak

Analyst consensus for future revenue growth.

Forward EPS GrowthModerate

Analyst consensus for future earnings growth.

Risk

56.3/100 (15%)

FactSet Research Systems Inc. maintains a reasonable risk profile with manageable debt levels.

Debt/EquityStrong

Total debt relative to shareholder equity.

Current RatioWeak

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageModerate

Earnings capacity relative to interest payments.

Valuation

90.1/100 (15%)

FactSet Research Systems Inc. appears attractively valued relative to its earnings, cash flows, and sector peers.

Earnings YieldStrong

Inverse of forward P/E — higher yield means cheaper stock.

Price to Free Cash FlowStrong

How many years of FCF the market cap represents.

PEG RatioStrong

P/E relative to earnings growth — lower is more attractive.

Moat

47/100 (30%)

FactSet Research Systems Inc. possesses some competitive advantages but faces meaningful competition. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for FDS.

Score Composition

Quality
94.0×25%23.5
Growth
35.9×20%7.2
Risk
56.3×15%8.4
Valuation
90.1×15%13.5
Moat
47.0×30%14.1
Total
64.4Good

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How is the FDS UQS Score Calculated?

The UQS (Unified Quality Score) for FactSet Research Systems Inc. is calculated using a proprietary 5-pillar framework with 25 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses FactSet Research Systems Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether FactSet Research Systems Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.