Added to YB: 2026-02-03
Pitch date: 2026-02-01
FDS [bullish]
FactSet Research Systems Inc.
-8.83%
current return
Author Info
No bio for this author
Company Info
FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community.
Market Cap
$8.3B
Pitch Price
$253.30
Price Target
390.00 (+69%)
Dividend
1.96%
EV/EBITDA
9.91
P/E
14.47
EV/Sales
4.00
Sector
Capital Markets
Category
turnaround
FactSet: From Quality-at-Any-Price to Moat-at-a-Reasonable-Price
FDS: Premium financial data platform fell 50% from $500 peak on AI disruption fears & slowing 4-6% ASV growth. Trades 16x P/E vs historical 25x mean. New CEO driving AI adoption (+45% sequential growth Q1 2026). 90%+ client retention, oligopoly moat intact. Multiple re-rating + modest growth = 10-20% annual returns potential.
Read full article (9 min)