Added to YB: 2026-04-08
Pitch date: 2026-04-06
FDS [bullish]
FactSet Research Systems Inc.
-2.47%
current return
Author Info
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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
$8.1B
Pitch Price
$230.72
Price Target
N/A
Dividend
1.97%
EV/EBITDA
9.81
P/E
14.39
EV/Sales
3.92
Sector
Capital Markets
Category
value
Q1-2026 Portfolio Update : +5% - FactSet Research Systems Inc.
FDS (holding update): Financial data platform w/ 9,100+ clients, 95%+ ASV retention, $2.45B ASV (+6.7% YoY). New Chief AI Officer, launched FactSet AI for Banking w/ Finster AI, AI Doc Ingest driving client wins & efficiency. Margin compressed to 35% (vs 37.3%) on tech/talent investment. Entered ~$190-200 (~11x EV/EBIT, historically cheap). $163M Q2 buyback, $697M authorized remaining at avg $250. Risk: margin pressure if AI fails to sustain ASV growth.
Read full article (1 min)