FDS

FactSet Research Systems Inc.
Financial ServicesFinancial Data & Stock ExchangesNASDAQ
$245.47
+$22.32 (9.09%)today
Conviction
7/ 10
Fair Value$253.31
Upside+3.19%
Signal2.23
Market Cap$8.5B
52W Range$185–$474.79
Next EarningsJun 25

Conviction History

Conviction Changes

Mar 18, 2026, 11:18 AM67conviction-rescore
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Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid
Fair Value$362.01
Current Price$198.33
Upside / Down+82.5%
P(Undervalued)100.0%
P(20%+ Up)99.2%
P(15%+ Down)0.0%

Fair Value Distribution — percentile bands

100.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

-5.5%/yr

±2.9% · revenue growth to justify current price

FCF-Based Reverse DCF

-4.9%/yr

±2.7% · FCF growth to justify current price

THE GAP

Market pricing margin compression or rising capex

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Bull Case

Financial data infrastructure with near-100% client retention. DCF fair value vs current — deeply undervalued on fundamentals. March 31 earnings as upgrade catalyst: beat + maintained guidance = conv 8 and + target.

Bear Case

Decelerating organic growth (6% vs prior 8%+), margin compression from acquisitions, Bloomberg/Refinitiv/S&P competition intensifying, high valuation for a slow-growth data business.

Thesis Breakers

Organic growth drops below 4%, enterprise client churn accelerates, earnings miss + guidance cut on March 31

Updated Mar 24

Research Feed

newsMar 29
Conviction: unchanged
FDS: Earnings Tuesday March 31 — RBC PT Cut to $243, AI Crime Risk Tools Launched

FDS earnings Tuesday — beat would trigger conv upgrade to 8 and add shares. RBC cut PT to $243 from $320 but still meaningful upside.

sec_10qMar 4
Conviction: unchanged
FactSet Q1 FY2026: Growth Diversifying, Margins Under Pressure

Q1 solid on organic growth (6%) and user/client additions, but operating margin compressed 200 bps YoY due to acquisition amortization and tech spending. IT controls weak but remediation in progress. ...