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PINS (68) DOCN (55) MTCH (80) SNAP (47) ⌘ Pro Terminal β†’

FactSet Research Systems Inc. (FDS) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$329.57 +2.98% NYSE β€’ Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $332.13

FactSet Research Systems Inc. (FDS) earns a Roarable Rating of A (Strong Buy) with 86/100 RQD Confidence. High-quality cash engine (53% profit margin, 18% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

πŸ“Š Historical Track Record: Scores of 86/100 (A) historically ranked in the Top 5% of excess returns over the next 90 days (+9.2% avg 90D alpha vs SPY β€’ 73.2% hit rate) β†’
ROARABLE A β€’ STRONG BUY Cap $11.29B
πŸ“€ Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚑ INSTANT AI QUANT PREVIEW β€’ $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on FDS Below β€” or Connect Your Own ChatGPT / Claude
πŸ€– Mara Quenwick β€’ AI Quant Lead (Click for Instant Brief) Is FDS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
β–Ό

As of 2026-11-02, FactSet Research Systems Inc. (NYSE: FDS) is rated A (Strong Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 86/100 at a spot price of $329.57 (+2.98% 1D, market cap $11.29B). Pillar breakdown: Fundamental Cash Engine 16/20, Institutional 13F & Options Flow 18/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 17/20, and SEC Balance-Sheet Forensics 17/20. Across 714 tracked Technology issuers, FDS ranks #2 in composite RQD confidence.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Ellis Vennor β€’ AI Peer & Flow Quant (Click for Instant Brief) How does FDS compare to PINS and DOCN in the Technology sector?
β–Ό

Within the Technology sector (Computer Software: Programming Data Processing), FDS carries a Roarable A (86/100 RQD), trailing P/E of 18.9x, gross margin of 52.7%, and ROIC of 18.1%. By comparison, PINS (Pinterest Inc.) holds a C+ grade (68/100 RQD, P/E 27.1x, ROIC 6.2%, cap $11.28B) and DOCN (DigitalOcean Holdings Inc.) posts a D+ grade (55/100 RQD, P/E 45.3x, ROIC 13.2%, cap $11.75B). Among the 5-stock peer group, MTCH leads on earnings multiple (14.4x) while MTCH leads on capital efficiency (30.4% ROIC).

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Gideon Ashmere β€’ AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for FDS?
β–Ό

Per FDS's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-08-31, CIK 0001013237), FactSet Research Systems Inc. generated $2.32B in revenue (+5.4% YoY), $597.0M in net income, and $621.8M in free cash flow against $4.22B in total assets and $1.37B in total debt. Key quantitative strengths: Strong cash generator (53% profit margin)β€”profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists β€” not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
πŸ›‘οΈ Portfolio Crash X-Ray
EXT / AFTER-HRS: $332.14 (+0.78%)🧬 Cannibal Buyback (-2.64% YoY Shares)βš™οΈ Cash Engine: 16/20 (B+) β€’ 26.8% FCF Margin
Verify 90D Bucket Audit β†’
πŸ“Š Historical Track Record: Scores of 86/100 (A) historically ranked in the Top 5% of excess returns over the next 90 days (+9.2% avg 90D alpha vs SPY β€’ 73.2% hit rate).
Audit Bucket Track Record β†’
RQD QUANT TACHOMETERSTRONG BUY β€’ A
025507510086
3-of-3 JEV AI Jury Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) β€” not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw A- Β· Rk A
Cash (16)Whales (18)SEC (18)Macro (17)CEO (17)
Each axis scored 0–20
12M PRICE TARGET CONE+12.6% Base Target
$438 Bull$371 Base$270 Bear
πŸ“¬ FREE FDS RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: β€” (No Active Options Snapshot on file for FDS)Realized 20D OHLCV Swing Band: Β±7.4%
Deterministic 5-Pillar Attribution (86/100 Composite)
πŸ” WHY FDS SCORES 86/100 (A) β€” TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
β–² #1 Bullish Driver: Whale & Options Positioning+18/20 pts (21% of score)

20D Institutional Volume Accumulation (Β±7.4% realized swing band)

β–² #2 Bullish Driver: SEC 10-K Forensic Risk+18/20 pts (21% of score)

Altman Z-Score 5.31 (FORTRESS SAFE (>3.0)) β€’ Piotroski F-Score 9/9

β–Ό #1 Drag / Risk Factor: Cash Engine Quality16/20 pts (-4 pt drag)

Capital intensity & 32.2% operating margin leave 4 pts on the table

πŸ“ˆ PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 β†’ Q2 β†’ Q3 β†’ Current
Q1 (-3Q)
78
Grade A-$290.82+7.4% Next Q
Q2 (-2Q)
81
Grade A-$312.27-0.9% Next Q
Q3 (-1Q)
83
Grade A$309.54+6.5% Next Q
Current
86
Grade A$329.57+9.2% Hist 90D Ξ±
Trajectory: A- (78) β†’ A (86)Full Audit β†’
βš”οΈ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

βš”οΈ Adversarial Opposing Case: Why the FDS Bull Thesis Could Fail

Gideon Ashmere Forensic Desk β†’

Even with a 86/100 (A) score, FDS faces multiple-compression risk if 18.9x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.64% YoY Shares) β€” any gross margin slip below 50.2% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($293.19) or 200D SMA ($250.63) invalidates the momentum regime and cuts Target Base ($371.10) toward Bear Floor ($270.25).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $FDSβ€’ $4.8M Crowd Pool β€’ Kalshi / Polymarket Composite
Contract: β€œFDS Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”
YES 86%NO 14%Trade / Inspect Odds β†’
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL β€’ FY 2025 (10-K)

How FDS Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$621.8M (26.8% FCF Margin)
Revenue$2.32BGross Profit $1.22B (52.7%)Cost of Sales $1.10BOp Profit $748.3M (32.2%)OpEx (R&D/SG&A) $475.7MNet Profit$597.0M (25.7%)Tax/Other $151.3M

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

β–  Revenueβ–  Net Profitβ–  Free Cash Flow
FY23
Rev $2.09B
FY24
Rev $2.20B
FY25
Rev $2.32B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$2.32B52.7%32.2%$597.0M$621.8M18.1%
FY 2024$2.20B54.1%31.8%$537.1M$601.2M18.5%
FY 2023$2.09B52.7%30.2%$468.2M$551.7M13.3%
ON-DEMAND RQD QUANT WORKSHOP β€’ SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring FDS)

  • βœ“Walkthrough of FDS's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • βœ“3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • βœ“Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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Join Founding VIP Waitlist (No Card Required) β†’$100K Arena
FDS // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +46.84%β–² ASCENDING CHANNEL
2026-11-02O $312.7H $329.6L $312.7C $329.6VOL 465.2K
RES: $344.4SUP: $258.4SMA50: $293.2SMA200: $250.6
$349.8$308.6$267.5$226.4$185.2RES $344.4SUP $258.4$329.62026-05-042026-06-172026-08-042026-09-182026-11-02
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

FDS Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

πŸ¦‹ FDS Butterfly Map β†’ + Track FDS β†’
Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
12.3%/yr Implied 5Y Growth

vs. +5.4% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on FDS today. View full Setup Ledger β†’

πŸ¦‹ Documented & Second-Order Butterfly Connections Open Graph β†’

No direct multi-tier Butterfly edges indexed yet for FDS. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for FDS today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk β†’
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT β€’ SEC EDGAR XBRL Γ— RQD PEER BENCHMARK

πŸ“Š Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (FDS)

Technology Rank #2 of 714 βš”οΈ PINS vs FDS Full Matrix β†’

1. Head-to-Head Technology Peer Comparison (FDS vs. PINS, DOCN, MTCH, SNAP)

Industry: Computer Software: Programming Data Processing (72 Tracked Issuers)

Across 714 tracked Technology securities in the Roarable RQD universe, FactSet Research Systems Inc. (FDS) ranks #2 by composite RQD confidence (86/100, grade A) and #142 by equity capitalization ($11.29B). Within this direct 5-issuer industry benchmark cohort, MTCH leads on earnings valuation at 14.4x trailing P/E, while MTCH leads on capital efficiency and profitability with 30.4% ROIC and 72.8% gross margin. FDS currently leads its immediate peer cohort in composite quantitative strength at 86/100 (A).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
FDS ACTIVE
FactSet Research Systems Inc.
A 86/100 18.9x 52.7% 18.1% +2.98% $11.29B Benchmark Subject
PINS
Pinterest Inc.
C+ 68/100 27.1x 80.1% 6.2% -2.81% $11.28B /pins-vs-fds β†’
DOCN
DigitalOcean Holdings Inc.
D+ 55/100 45.3x 59.9% 13.2% -10.32% $11.75B /docn-vs-fds β†’
MTCH
Match Group Inc.
B+ 80/100 14.4x 72.8% 30.4% -2.91% $9.79B /mtch-vs-fds β†’
SNAP
Snap Inc.
D 47/100 β€” 55.0% -8.9% -5.99% $9.61B /snap-vs-fds β†’

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K β€’ FILED 2025-08-31 β€’ CIK 0001013237

In its most recent audited fiscal period (FY2025, filed 2025-08-31), FactSet Research Systems Inc. (FDS) reported GAAP revenue of $2.32B (+5.4% vs. FY2024 revenue of $2.20B , and +11.3% cumulative change since FY2023) , GAAP net income of $597.0M, operating cash flow of $726.3M, and free cash flow of $621.8M (+3.4% YoY). On the balance sheet, FDS closed FY2025 with $4.22B in total assets against $1.37B in total debt (Altman Z-Score: 5.31, Piotroski F-Score: 9/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-08-31 $2.32B $597.0M $726.3M $621.8M $4.22B $1.37B
FY2024 (FY) 2024-08-31 $2.20B $537.1M $700.3M $601.2M $4.05B $1.30B
FY2023 (FY) 2023-08-31 $2.09B $468.2M $645.6M $551.7M $6.21B $1.45B

3. FDS Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

βœ“ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is FDS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-02, FactSet Research Systems Inc. (NYSE: FDS) is rated A (Strong Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 86/100 at a spot price of $329.57 (+2.98% 1D, market cap $11.29B). Pillar breakdown: Fundamental Cash Engine 16/20, Institutional 13F & Options Flow 18/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 17/20, and SEC Balance-Sheet Forensics 17/20. Across 714 tracked Technology issuers, FDS ranks #2 in composite RQD confidence.

How does FDS compare to PINS and DOCN in the Technology sector?

Within the Technology sector (Computer Software: Programming Data Processing), FDS carries a Roarable A (86/100 RQD), trailing P/E of 18.9x, gross margin of 52.7%, and ROIC of 18.1%. By comparison, PINS (Pinterest Inc.) holds a C+ grade (68/100 RQD, P/E 27.1x, ROIC 6.2%, cap $11.28B) and DOCN (DigitalOcean Holdings Inc.) posts a D+ grade (55/100 RQD, P/E 45.3x, ROIC 13.2%, cap $11.75B). Among the 5-stock peer group, MTCH leads on earnings multiple (14.4x) while MTCH leads on capital efficiency (30.4% ROIC).

What are the biggest fundamental strengths and SEC risk factors for FDS?

Per FDS's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-08-31, CIK 0001013237), FactSet Research Systems Inc. generated $2.32B in revenue (+5.4% YoY), $597.0M in net income, and $621.8M in free cash flow against $4.22B in total assets and $1.37B in total debt. Key quantitative strengths: Strong cash generator (53% profit margin)β€”profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is FDS trading relative to its 50-day, 200-day, and 52-week technical levels?

FDS last traded at $329.57 (+2.98% on volume of 1,235,220 shares), positioning the stock +12.41% above its 50-day simple moving average ($293.19) and +31.50% above its 200-day simple moving average ($250.63). Across its 52-week range of $185.00 to $339.83, FDS sits at the 93.4% percentile with a 14-day RSI of 58.8 (BULLISH MOMENTUM) and an implied next-earnings move of Β±7.4% ($305.18 to $353.96).

FDS Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS β€’ SEC EDGAR Γ— CBOE Γ— FRED

How profitable is FactSet Research Systems Inc. (FDS)?

In FY 2025 (10-K), FDS converted $2.3B of revenue into a 52.7% gross margin, 32.2% operating margin, and $621.8M in free cash flow (26.8% FCF margin).

Direct Sub-Reports: FDS RQD Cockpit FDS 12M Forecast FDS Earnings & Move FDS Dividends & DRIP FDS Insiders & 13F FDS Whale Options FDS Profit Sankey FDS News & Why
ROARABLE RATING BRIEF β€’ RQD 86/100 (A) βœ“ STAGE-C NUMBER FIREWALL VERIFIED

FDS β€” FactSet Research Systems Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:15:58Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, FDS scores 86 out of 100 (grade A, "Roarable Strong Buy β€” Excellent Cash & Whale Support"). The five pillars are: Fundamental Cash Engine 16/20 (ROIC 18.1%; FCF yield 5.51%); Whale 13F Flow 18/20 (institutional accumulation and options positioning); Insider Conviction 17/20 (SEC Form 4 and Congressional PTR cluster flow); Macro Regime Fit 17/20 (Beta 1.41; sector sensitivity); and Forensic Balance Sheet 18/20 (Altman Z 5.31; Piotroski F 9/9; Debt/Equity 0.63). For a prospective investor, the strongest-scoring pillars cluster around cash generation, institutional demand, and balance-sheet soundness, which is the core of the bull case. The main tradeoff is valuation and market sensitivity: a Beta of 1.41 implies above-market price swings, and the rating's macro pillar is scored lower than the others. The score reflects the factors the rating measures; it does not itself establish a forward price path.

Snapshot

PriceMarket CapP/E (TTM)Forward P/EEV/EBITDAEPS (TTM)Dividend YieldBeta52-Wk RangeROIC %
$320.04$11.29B18.917.614.816.931.42%1.41$185 - $339.8318.1%

Business

FactSet Research Systems Inc. is a NYSE-listed issuer in the Technology sector, within the Computer Software: Programming Data Processing industry, per the company profile. Source data does not describe its products, customer base, or revenue model beyond this classification. Reported gross margin is 52.7%, operating margin 32.2%, and net margin 25.7%, per the market data section.

Recent Catalysts & News Wire Analysis

Six headlines are provided, all relating to FDS: a Yahoo Finance Australia market-wire item, a TradingView item describing the stock trading up, and Seeking Alpha pieces titled "FactSet: Everything Hinges On AI Adaptation" and a post-earnings rating-upgrade article. A Yahoo Finance item notes a fair value bump as analysts weigh AI progress and growth risks, flagged as a catalyst. Another Seeking Alpha piece and a Yahoo Finance item on private-markets expansion amid valuation questions are also present. Recurring themes across the wire are AI adaptation, growth risk, and valuation. Only the headlines and summaries are provided; article bodies are not available in source data. The Butterfly supply-chain graph reports no links and no proprietary signals.

Open Questions

  • What are FY 2025 EPS and FY 2023 cash balances, which the source data lists as N/A?
  • What specific AI-related risks and opportunities are cited in the analyst commentary, given that article bodies are not provided?
  • What is the composition of the insider, 13F, and Congressional flow underlying the pillar scores, since no holder data is supplied?
  • How does the ROIC and FCF yield trend over time compare with the three-year financial series?

FDS Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for FactSet Research Systems Inc. (FDS) β€’ Click "Debate This Headline" to argue it in the Roar Pit below

πŸ’¬ Jump to FDS Debate Forum (3) ↓
πŸ”₯ THE ROAR PIT β€’ LIVE COMMUNITY DEBATE 3 Active Posts & Replies

FDS Bull vs. Bear Conversation Board β€” What's Your Call at $329.57?

πŸ‚ 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON FDS 🐻 33% BEARISH CONVICTION
1. Pick Your Side on FDS:
πŸ’‘ Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk πŸ‚ BULLISH 🎯 Target: $377.65 (+18.0%)
πŸ“Œ Pinned Debate

πŸ”₯ Official Bull vs. Bear Debate: Is FDS (A β€’ RQD 86/100) a Buy at $320.04?

Welcome to the FDS (FactSet Research Systems Inc.) Roar Pit. Current RQD Composite is 86/100 (Roarable Strong Buy β€” Excellent Cash & Whale Support) in Computer Software: Programming Data Processing. Bulls point to capital efficiency (18.1% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (πŸ‚ Bull or 🐻 Bear) and drop your price target below.

BE BearTrap_Alert Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $240.03 (-25.0%)
Spot @ $320.04

Pump the brakes on FDS β€” check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on FDS, but look at what you are paying: 18.9x trailing P/E with 52.7% gross margins. Unless FactSet Research Systems Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

TA TapeReader_Pro Verified K Arena Trader πŸ‚ BULLISH 🎯 Target: $377.65 (+18.0%)
Spot @ $320.04

FDS cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on FDS, the market is fixating on short-term headline noise in Computer Software: Programming Data Processing and ignoring the balance sheet and cash flow trajectory. At $320.04 (52-wk range $185.00 - $339.83), any beat on forward guidance forces shorts and underweight funds to chase.

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