Added to YB: 2026-04-09
Pitch date: 2026-04-07
FDS [bullish]
FactSet Research Systems Inc.
-0.09%
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
$8.4B
Pitch Price
$223.18
Price Target
N/A
Dividend
1.91%
EV/EBITDA
10.09
P/E
14.86
EV/Sales
4.03
Sector
Capital Markets
Category
value
FactSet: 95% Retention, 13x FCF
FDS: Sticky fintech data/workflow platform w/ 95%+ ASV retention, 91% client retention, 30%+ op margins. Trading ~13x $18/sh FCF despite minimal capex, strong balance sheet ($1.4B debt, $250M cash, $1B revolver), $700M FCF. Q4: 6.7% organic ASV growth, raised FY guide. Serves 95 of top 100 asset mgrs, avg client relationship 16+ yrs. Bear case: AI commoditization risk to pricing/retention. Bull: quality compounding priced for worst-case scenario.
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