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.
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.
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).
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)—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.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
20D Institutional Volume Accumulation (±7.4% realized swing band)
Altman Z-Score 5.31 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 9/9
Capital intensity & 32.2% operating margin leave 4 pts on the table
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.
Broader market pullbacks can still drag down strong stocks in the short run.
Dilution & Margin Drag: Cannibal Buyback (-2.64% YoY Shares) — any gross margin slip below 50.2% triggers an automatic RQD downgrade.
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).
FactSet Research Systems Inc. (FDS) surged +2.98% to $329.57, trading at 93% of its 52-week range ($185 – $339.83). High-quality cash engine (53% profit margin, 18% return on capital) with steady institutional support.
Yahoo Finance Australia report covering FactSet Research Systems Inc. (FDS) market action, institutional positioning, and fundamental catalysts.
TradingView report covering FactSet Research Systems Inc. (FDS) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering FactSet Research Systems Inc. (FDS) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering FactSet Research Systems Inc. (FDS) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering FactSet Research Systems Inc. (FDS) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering FactSet Research Systems Inc. (FDS) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance UK report covering FactSet Research Systems Inc. (FDS) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering FactSet Research Systems Inc. (FDS) market action, institutional positioning, and fundamental catalysts.
New solution is designed to unify expansive public and private markets intelligence into a single, connected portfolio analytics workflow NORWALK, Conn. and CONSHOHOCKEN, Pa., Nov. 02, 2026 (GLOBE NEWSWIRE) -- FactSet (N
Strategic partnership will make Hamilton Lane's institutional-grade private markets data, covering more than 70,000 funds, 240,000 assets and proprietary fund- and deal-level benchmarks built on decades of expertise
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +5.4% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on FDS today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for FDS. Explore sector supply chains on /butterfly.
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 → |
| DOCN DigitalOcean Holdings Inc. | D+ | 55/100 | 45.3x | 59.9% | 13.2% | -10.32% | $11.75B | /docn-vs-fds → |
| MTCH Match Group Inc. | B+ | 80/100 | 14.4x | 72.8% | 30.4% | -2.91% | $9.79B | /mtch-vs-fds → |
| SNAP Snap Inc. | D | 47/100 | — | 55.0% | -8.9% | -5.99% | $9.61B | /snap-vs-fds → |
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 |
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.
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).
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)—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.
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 ±7.4% ($305.18 to $353.96).
Why FDS Stock surged +2.98% Today — RQD Quant Desk Flash. High-quality cash engine (53% profit margin, 18% return on capital) with steady institutional support.
Per the Roarable RQD rating, FDS scores 86 out of 100 (grade A, "Roarable Strong Buy — 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.
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.
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.
Real-time company headlines, analyst actions, and sector developments for FactSet Research Systems Inc. (FDS) • Click "Debate This Headline" to argue it in the Roar Pit below
Yahoo Finance Australia report covering FactSet Research Systems Inc. (FDS) market action, institutional positioning, and fundamental catalysts.
TradingView report covering FactSet Research Systems Inc. (FDS) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering FactSet Research Systems Inc. (FDS) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering FactSet Research Systems Inc. (FDS) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering FactSet Research Systems Inc. (FDS) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering FactSet Research Systems Inc. (FDS) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance UK report covering FactSet Research Systems Inc. (FDS) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering FactSet Research Systems Inc. (FDS) market action, institutional positioning, and fundamental catalysts.
Welcome to the FDS (FactSet Research Systems Inc.) Roar Pit. Current RQD Composite is 86/100 (Roarable Strong Buy — 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 (🐂 Bull or 🐻 Bear) and drop your price target below.
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.
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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