Added to YB: 2026-03-13
Pitch date: 2026-03-12
FDS [neutral]
FactSet Research Systems Inc.
Author Info
Global Outperformers is an investment research newsletter by Jenga Investment Partners. I publish articles on listed companies monthly and share my perspectives on markets. Sign up for the newsletter.
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
$7.9B
Pitch Price
N/A
Price Target
297.00 (+44%)
Dividend
2.08%
EV/EBITDA
9.40
P/E
13.49
EV/Sales
3.87
Sector
Capital Markets
Category
special_situation
FactSet’s Take-Private Rumours
FDS (update): PE firms Thoma Bravo & Hellman & Friedman eyeing take-private per Reuters. Author prefers to stay public for long-term growth but notes FDS attractive at ~$10B EV: 95% subscription retention, mission-critical, cash generative. Baron Capital (10.2% stake) likely demands 40% premium to $297/share vs 25% rumored. Mgmt decision hinges on confidence in 6-8% profit growth. Risks: AI threats, slower growth vs peers.
Read full article (5 min)