FDS: FactSet Research Systems, Inc.
About
FactSet Research Systems Inc. (the Company or FactSet) is a global financial digital platform and enterprise solutions provider with open and flexible technologies that aims to supercharge financial intelligence. Since inception, global financial professionals have utilized the company's content and multi-asset class solutions across each stage of the investment process. FactSet's goal is to provide a seamless user experience spanning idea generation, research, portfolio construction, trade execution, performance measurement, risk management, reporting, and portfolio analysis, in which the company serves the front, middle, and back offices to drive productivity and improved performance. FactSet's flexible, open data and technology solutions can be implemented both across the investment portfolio lifecycle or as standalone components serving different workflows in the organization. FactSet is focused on growing the business throughout each of its three segments, the Americas, EMEA (formerly known as Europe), and Asia Pacific. FactSet revised its internal organization within each segment to offer data, products and analytical applications by firm type: Institutional Buyside, Dealmakers, Wealth, and Partnerships and CGS. The company believes organization by firm type better aligns with its clients, the long-term view of its business and commitment to investing for growth and efficiency. FactSet currently serves financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet provides both insights on global market trends and intelligence on companies and industries, as well as capabilities to monitor portfolio risk and performance and to execute trades. The company combines dedicated client service with open and flexible technology offerings, such as a configurable desktop and mobile platform, comprehensive data feeds, an open marketplace and digital portals and application programming interfaces (APIs). The company’s revenue is primarily derived from subscriptions to products and services such as workstations, analytics, enterprise data, and research management. FactSet Research Systems was founded by Howard E. Wille and Charles J. Snyder in September 1978 and is headquartered in Norwalk, CT.
Current Value
$489.001 Year Return
Current Value
$489.001 Year Return
Key Details
Market Cap
$18.59B
P/E Ratio
35.2
1Y Stock Return
7.74%
1Y Revenue Growth
5.64%
Dividend Yield
0.96%
Price to Book
9.7
Strategies that include FDS
Stock's related to FDS
Correlated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| ACN | 49.42% | $225.81B | +7.42% | 1.52% |
| MORN | 47.26% | $15.19B | +24.41% | 0.46% |
| ROP | 46.97% | $60.97B | +5.94% | 0.53% |
| SPGI | 45.83% | $162.25B | +23.26% | 0.69% |
| DRI | 45.10% | $20.21B | +6.83% | 3.16% |
| CTSH | 44.92% | $40.07B | +13.57% | 1.50% |
| MSCI | 41.41% | $47.73B | +15.89% | 1.05% |
| GIB | 40.85% | $25.36B | +8.88% | 0.09% |
| NDAQ | 40.23% | $46.93B | +45.21% | 1.13% |
| GGG | 39.87% | $15.32B | +10.10% | 1.13% |
| DCI | 38.05% | $9.35B | +26.20% | 1.38% |
| V | 37.01% | $620.55B | +24.45% | 0.68% |
| RPM | 36.70% | $17.97B | +33.22% | 1.35% |
| WTS | 36.52% | $7.16B | +8.78% | 0.77% |
| WK | 36.49% | $5.44B | -2.14% | 0.00% |
| CTAS | 36.37% | $89.79B | +60.45% | 2.08% |
| MSM | 36.14% | $4.75B | -13.45% | 3.92% |
| SEIC | 36.07% | $10.56B | +36.26% | 1.12% |
| WH | 35.87% | $7.62B | +25.29% | 1.52% |
| CMCO | 35.85% | $1.12B | +6.89% | 0.72% |
Uncorrelated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| PHAT | -0.03% | $595.57M | +3.32% | 0.00% |
| CARV | 0.13% | $9.35M | -8.96% | 0.00% |
| ASC | -0.17% | $467.37M | -20.16% | 9.59% |
| X | -0.20% | $9.22B | +12.10% | 0.53% |
| REI | 0.24% | $303.24M | -3.16% | 0.00% |
| MNOV | -0.27% | $116.73M | +36.78% | 0.00% |
| KRRO | -0.31% | $501.20M | -7.76% | 0.00% |
| PULM | 0.32% | $23.16M | +215.42% | 0.00% |
| OPK | 0.35% | $1.04B | -5.56% | 0.00% |
| HE | -0.37% | $1.79B | -22.93% | 0.00% |
| GAP | -0.40% | $9.73B | +23.85% | 2.35% |
| SCVL | 0.42% | $967.38M | +37.98% | 1.48% |
| FANG | -0.43% | $51.34B | +16.26% | 2.83% |
| QURE | 0.43% | $347.54M | +0.42% | 0.00% |
| DOGZ | -0.51% | $604.58M | +1,509.83% | 0.00% |
| LFCR | 0.52% | $280.99M | +5.10% | 0.00% |
| COP | 0.54% | $137.30B | -7.16% | 2.72% |
| PRPH | -0.57% | $18.76M | -83.80% | 0.00% |
| ORKA | -0.58% | $733.57M | +76.50% | 0.00% |
| TNK | -0.62% | $1.37B | -17.21% | 2.50% |
Inversely Correlated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| RDDT | -20.54% | $24.87B | +316.59% | 0.00% |
| HUSA | -16.57% | $17.54M | -25.14% | 0.00% |
| KSPI | -14.19% | $20.17B | +10.59% | 3.50% |
| CYD | -12.02% | $384.89M | +1.29% | 4.07% |
| GALT | -11.52% | $175.73M | +38.61% | 0.00% |
| LU | -11.12% | $2.00B | -32.32% | 0.00% |
| KNOP | -10.70% | $196.10M | +5.11% | 1.80% |
| GPCR | -10.64% | $1.94B | -47.11% | 0.00% |
| CYCN | -10.53% | $6.34M | +3.08% | 0.00% |
| AIFU | -9.61% | $72.59M | -80.19% | 0.00% |
| QTTB | -8.73% | $324.31M | +164.18% | 0.00% |
| XGN | -8.38% | $73.90M | +131.49% | 0.00% |
| CMBT | -7.96% | $2.12B | -39.09% | 14.88% |
| SLE | -7.64% | $8.26M | -60.86% | 0.00% |
| GES | -6.90% | $889.61M | -15.97% | 6.96% |
| SMMT | -6.87% | $13.63B | +721.78% | 0.00% |
| MU | -6.74% | $109.79B | +32.66% | 0.46% |
| FATBB | -6.66% | $78.36M | -13.31% | 12.28% |
| KLG | -6.58% | $1.84B | +85.01% | 3.01% |
| ARGX | -6.55% | $37.28B | +34.90% | 0.00% |
ETF's related to FDS
Correlated ETFs
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| RSPA | 54.48% | $278.68M | 0% |
| FDLO | 53.12% | $1.31B | 0.15% |
| FTCS | 49.10% | $9.20B | 0.54% |
| LGLV | 48.88% | $830.79M | 0.12% |
| USMV | 48.81% | $24.31B | 0.15% |
| VIG | 48.10% | $89.55B | 0.06% |
| JEPI | 47.30% | $37.99B | 0.35% |
| KNG | 46.30% | $3.65B | 0.75% |
| TDVG | 46.20% | $850.70M | 0.5% |
| DIA | 45.97% | $39.24B | 0.16% |
| MOAT | 45.95% | $16.26B | 0.46% |
| DIVO | 45.57% | $3.88B | 0.56% |
| JQUA | 45.56% | $5.36B | 0.12% |
| DVOL | 45.10% | $56.40M | 0.6% |
| FVD | 45.09% | $9.96B | 0.6% |
| NOBL | 44.71% | $12.78B | 0.35% |
| IYJ | 44.60% | $1.68B | 0.39% |
| SPLV | 44.20% | $7.80B | 0.25% |
| DGRO | 44.12% | $31.31B | 0.08% |
| DSTL | 43.79% | $2.13B | 0.39% |
Uncorrelated ETFs
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| GCC | -0.19% | $136.27M | 0.55% |
| EQLS | -0.31% | $8.93M | 1% |
| HIGH | -0.97% | $302.94M | 0.52% |
| IVOL | 0.99% | $504.55M | 1.02% |
| JBBB | -1.39% | $1.35B | 0.49% |
| USCI | -1.70% | $188.19M | 1.07% |
| DBC | -2.17% | $1.39B | 0.87% |
| FMF | 2.34% | $248.49M | 0.95% |
| KRBN | 2.83% | $235.35M | 0.85% |
| XHLF | 3.11% | $900.10M | 0.03% |
| IBTE | 3.56% | $1.64B | 0.07% |
| WEAT | 3.64% | $119.27M | 0.28% |
| ULST | 3.91% | $537.59M | 0.2% |
| PDBC | -3.92% | $4.39B | 0.59% |
| CANE | 3.94% | $16.65M | 0.29% |
| BIL | 4.08% | $34.29B | 0.1356% |
| TPMN | 4.11% | $40.42M | 0.65% |
| FTGC | 4.63% | $2.20B | 1.02% |
| TBIL | 4.68% | $4.42B | 0.15% |
| DBA | -4.91% | $787.55M | 0.93% |
Inversely Correlated ETFs
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| VIXY | -27.10% | $195.31M | 0.85% |
| BTAL | -19.14% | $365.42M | 1.43% |
| USDU | -18.37% | $210.52M | 0.5% |
| UUP | -15.60% | $376.91M | 0.77% |
| TAIL | -13.76% | $68.19M | 0.59% |
| CTA | -11.10% | $367.83M | 0.76% |
| DBO | -10.22% | $218.47M | 0.77% |
| DBE | -9.44% | $50.22M | 0.77% |
| KMLM | -9.14% | $344.74M | 0.9% |
| JUCY | -7.28% | $325.86M | 0.6% |
| HDRO | -6.37% | $164.26M | 0.3% |
| GSG | -5.98% | $932.06M | 0.75% |
| COMT | -5.75% | $839.86M | 0.48% |
| KCCA | -5.29% | $219.07M | 0.87% |
| DBA | -4.91% | $787.55M | 0.93% |
| PDBC | -3.92% | $4.39B | 0.59% |
| DBC | -2.17% | $1.39B | 0.87% |
| USCI | -1.70% | $188.19M | 1.07% |
| JBBB | -1.39% | $1.35B | 0.49% |
| HIGH | -0.97% | $302.94M | 0.52% |
News
SeekingAlpha
Track 50 high-quality dividend stocks for potential investment opportunities and November's performance vs. SPY and SCHD. Read an analysis here.
Yahoo
Investors are piling into funds that seek to amplify the daily return of MicroStrategy shares, but the ETFs haven’t been working as intended in recent days.
Yahoo
NORWALK, Conn., Dec. 02, 2024 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, today announced the appointment of Christopher McLoughlin as Executive Vice President, Chief Legal Officer (CLO), effective December 2, 2024. In this role, Chris will oversee FactSet’s global legal, compliance, risk, government and regulatory affairs functions and report directly to Chief Executive Officer (CEO) Phil Snow. McLoughlin brings o
Yahoo
Among Berkshire Hathaway’s largest holdings is a financial information-services company. The sector’s results speak for themselves.
Yahoo
Front Month Comex Gold for December delivery closed 0.7% higher, while silver gained 1.9%. For the month of November, gold posted a loss of 3% and silver declined 6%.
Finnhub
Index Methodology Update for FactSet China Global Leaders Index November 29, 2024 NORWALK, Conn., November 29, 2024 - FactSet, a global financial digital...
Disclaimer
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.