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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 9/10

vs
industry
vs
history
Cash to Debt No Debt
FDS's Cash to Debt is ranked higher than
98% of the 988 Companies
in the Global Business Services industry.

( Industry Median: 1.95 vs. FDS: No Debt )
FDS' s 10-Year Cash to Debt Range
Min: 42.18   Max: No Debt
Current: No Debt

Equity to Asset 0.78
FDS's Equity to Asset is ranked higher than
90% of the 965 Companies
in the Global Business Services industry.

( Industry Median: 0.47 vs. FDS: 0.78 )
FDS' s 10-Year Equity to Asset Range
Min: 0.72   Max: 0.86
Current: 0.78

0.72
0.86
Interest Coverage No Debt
FDS's Interest Coverage is ranked higher than
89% of the 645 Companies
in the Global Business Services industry.

( Industry Median: 20.56 vs. FDS: No Debt )
FDS' s 10-Year Interest Coverage Range
Min: 9999.99   Max: 9999.99
Current: No Debt

F-Score: 5
Z-Score: 25.79
M-Score: -2.65
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 8/10

vs
industry
vs
history
Operating margin (%) 31.40
FDS's Operating margin (%) is ranked higher than
96% of the 928 Companies
in the Global Business Services industry.

( Industry Median: 7.23 vs. FDS: 31.40 )
FDS' s 10-Year Operating margin (%) Range
Min: 24.15   Max: 34.87
Current: 31.4

24.15
34.87
Net-margin (%) 23.15
FDS's Net-margin (%) is ranked higher than
95% of the 928 Companies
in the Global Business Services industry.

( Industry Median: 4.55 vs. FDS: 23.15 )
FDS' s 10-Year Net-margin (%) Range
Min: 14.67   Max: 23.54
Current: 23.15

14.67
23.54
ROE (%) 36.66
FDS's ROE (%) is ranked higher than
98% of the 895 Companies
in the Global Business Services industry.

( Industry Median: 10.54 vs. FDS: 36.66 )
FDS' s 10-Year ROE (%) Range
Min: 23.05   Max: 36.66
Current: 36.66

23.05
36.66
ROA (%) 28.78
FDS's ROA (%) is ranked higher than
99% of the 944 Companies
in the Global Business Services industry.

( Industry Median: 4.40 vs. FDS: 28.78 )
FDS' s 10-Year ROA (%) Range
Min: 17.52   Max: 28.78
Current: 28.78

17.52
28.78
ROC (Joel Greenblatt) (%) 412.14
FDS's ROC (Joel Greenblatt) (%) is ranked higher than
94% of the 938 Companies
in the Global Business Services industry.

( Industry Median: 38.70 vs. FDS: 412.14 )
FDS' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 66.98   Max: 412.14
Current: 412.14

66.98
412.14
Revenue Growth (%) 12.90
FDS's Revenue Growth (%) is ranked higher than
85% of the 810 Companies
in the Global Business Services industry.

( Industry Median: 5.80 vs. FDS: 12.90 )
FDS' s 10-Year Revenue Growth (%) Range
Min: 10.1   Max: 31.7
Current: 12.9

10.1
31.7
EBITDA Growth (%) 8.30
FDS's EBITDA Growth (%) is ranked higher than
72% of the 674 Companies
in the Global Business Services industry.

( Industry Median: 6.70 vs. FDS: 8.30 )
FDS' s 10-Year EBITDA Growth (%) Range
Min: 8.3   Max: 40.1
Current: 8.3

8.3
40.1
EPS Growth (%) 12.40
FDS's EPS Growth (%) is ranked higher than
75% of the 639 Companies
in the Global Business Services industry.

( Industry Median: 6.60 vs. FDS: 12.40 )
FDS' s 10-Year EPS Growth (%) Range
Min: 11.5   Max: 41.7
Current: 12.4

11.5
41.7
» FDS's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q2 2013

FDS Guru Trades in Q2 2013

Tom Gayner 35,000 sh (+20.69%)
Jeremy Grantham 28,190 sh (+8.46%)
Chuck Royce 133,300 sh (+4.06%)
Chuck Akre 130,000 sh (unchged)
Jean-Marie Eveillard 4,000 sh (unchged)
Steven Cohen Sold Out
Ron Baron 3,612,244 sh (-3.1%)
Jim Simons 446,100 sh (-18.89%)
Joel Greenblatt 22,068 sh (-33.98%)
» More
Q3 2013

FDS Guru Trades in Q3 2013

Steven Cohen 5,902 sh (New)
Tom Gayner 37,000 sh (+5.71%)
Ron Baron 3,694,261 sh (+2.27%)
Chuck Royce 134,000 sh (+0.53%)
Chuck Akre 130,000 sh (unchged)
Jean-Marie Eveillard 4,000 sh (unchged)
Jim Simons 429,200 sh (-3.79%)
Joel Greenblatt 21,178 sh (-4.03%)
Jeremy Grantham 18,290 sh (-35.12%)
» More
Q4 2013

FDS Guru Trades in Q4 2013

RS Investment Management 10,035 sh (New)
Steven Cohen 48,993 sh (+730.11%)
Joel Greenblatt 69,439 sh (+227.88%)
Tom Gayner 56,000 sh (+51.35%)
Jim Simons 482,750 sh (+12.48%)
Ron Baron 3,730,176 sh (+0.97%)
Chuck Royce 135,300 sh (+0.97%)
Jean-Marie Eveillard 4,000 sh (unchged)
Chuck Akre 130,000 sh (unchged)
Jeremy Grantham 16,765 sh (-8.34%)
» More
Q1 2014

FDS Guru Trades in Q1 2014

Jeremy Grantham 45,990 sh (+174.32%)
Joel Greenblatt 112,967 sh (+62.69%)
Tom Gayner 82,000 sh (+46.43%)
Chuck Akre 130,000 sh (unchged)
Jean-Marie Eveillard 4,000 sh (unchged)
RS Investment Management Sold Out
Ron Baron 3,671,020 sh (-1.59%)
Jim Simons 443,750 sh (-8.08%)
Steven Cohen 17,091 sh (-65.12%)
Chuck Royce 24,400 sh (-81.97%)
» More
» Details

Insider Trades

Latest Guru Trades with FDS

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Tom Gayner 2014-03-31 Add 46.43%0.09%$101.99 - $114.65 $ 120.2614%82000
Joel Greenblatt 2014-03-31 Add 62.69%0.07%$101.99 - $114.65 $ 120.2614%112967
Joel Greenblatt 2013-12-31 Add 227.88%0.13%$107.76 - $117.07 $ 120.268%69439
Tom Gayner 2013-12-31 Add 51.35%0.06%$107.76 - $117.07 $ 120.268%56000
Joel Greenblatt 2013-06-30 Reduce -33.98%0.05%$89.41 - $103.76 $ 120.2625%22068
Tom Gayner 2013-06-30 Add 20.69%0.02%$89.41 - $103.76 $ 120.2625%35000
Joel Greenblatt 2013-03-31 Add 392.69%0.13%$88.06 - $100.6 $ 120.2628%33424
Tom Gayner 2013-03-31 New Buy0.1%$88.06 - $100.6 $ 120.2628%29000
Joel Greenblatt 2012-12-31 Reduce -33.1%0.02%$87.45 - $96.39 $ 120.2631%6784
Joel Greenblatt 2012-09-30 Add 98.8%0.03%$88.58 - $103.84 $ 120.2627%10141
Joel Greenblatt 2012-06-30 New Buy0.04%$90.86 - $108.13 $ 120.2619%5101
Ray Dalio 2011-09-30 Sold Out 0.01%$78.45 - $102.99 $ 120.2634%0
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Guru Investment Theses on FactSet Research Systems, Inc.

Baron Funds Comments on FactSet Research Systems Inc. - Aug 02, 2013

FactSet Research Systems, Inc. (FDS) provides financial information and analytics to the global investment community. Shares rose on optimism that rising equity markets will lead to more hiring by asset management firms, which likely would lead to more customers for the company's core equity databases. We believe that FactSet serves a market worth $11-$16 billion annually, or approximately 14-20 times larger than its current revenue base, leaving room for many years of attractive growth.

From the Baron Funds’ second quarter 2013 commentary.


Check out Ron Baron latest stock trades

Ron Baron Comments on FactSet Research Systems Inc. - Apr 24, 2013

Financial research company FactSet Research Systems, Inc. (FDS) has consistently grown its sales force and invested in proprietary tools that make its services and content among the most sought after on Wall Street.

From Ron Baron’s Baron Funds first quarter 2013 investor letter.


Check out Ron Baron latest stock trades

Top Ranked Articles about FactSet Research Systems, Inc.

Baron Funds Comments on FactSet Research Systems Inc.
FactSet Research Systems, Inc. (FDS) provides financial information and analytics to the global investment community. Shares rose on optimism that rising equity markets will lead to more hiring by asset management firms, which likely would lead to more customers for the company's core equity databases. We believe that FactSet serves a market worth $11-$16 billion annually, or approximately 14-20 times larger than its current revenue base, leaving room for many years of attractive growth. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 25.20
FDS's P/E(ttm) is ranked higher than
71% of the 1097 Companies
in the Global Business Services industry.

( Industry Median: 27.20 vs. FDS: 25.20 )
FDS' s 10-Year P/E(ttm) Range
Min: 12.89   Max: 35.74
Current: 25.2

12.89
35.74
P/B 9.90
FDS's P/B is ranked lower than
51% of the 1097 Companies
in the Global Business Services industry.

( Industry Median: 3.19 vs. FDS: 9.90 )
FDS' s 10-Year P/B Range
Min: 3.64   Max: 10.19
Current: 9.9

3.64
10.19
P/S 5.80
FDS's P/S is ranked lower than
52% of the 1097 Companies
in the Global Business Services industry.

( Industry Median: 1.68 vs. FDS: 5.80 )
FDS' s 10-Year P/S Range
Min: 2.84   Max: 8.13
Current: 5.8

2.84
8.13
PFCF 19.50
FDS's PFCF is ranked higher than
79% of the 1097 Companies
in the Global Business Services industry.

( Industry Median: 35.53 vs. FDS: 19.50 )
FDS' s 10-Year PFCF Range
Min: 13.02   Max: 64.63
Current: 19.5

13.02
64.63
EV-to-EBIT 16.78
FDS's EV-to-EBIT is ranked higher than
72% of the 1097 Companies
in the Global Business Services industry.

( Industry Median: 18.95 vs. FDS: 16.78 )
FDS' s 10-Year EV-to-EBIT Range
Min: 8   Max: 23.7
Current: 16.78

8
23.7
PEG 2.90
FDS's PEG is ranked higher than
81% of the 1097 Companies
in the Global Business Services industry.

( Industry Median: 9999.00 vs. FDS: 2.90 )
FDS' s 10-Year PEG Range
Min: 0.64   Max: 2.9
Current: 2.9

0.64
2.9
Shiller P/E 30.00
FDS's Shiller P/E is ranked higher than
85% of the 1097 Companies
in the Global Business Services industry.

( Industry Median: 9999.00 vs. FDS: 30.00 )
FDS' s 10-Year Shiller P/E Range
Min: 18.74   Max: 54.81
Current: 30

18.74
54.81
Current Ratio 2.01
FDS's Current Ratio is ranked higher than
78% of the 983 Companies
in the Global Business Services industry.

( Industry Median: 1.46 vs. FDS: 2.01 )
FDS' s 10-Year Current Ratio Range
Min: 2.01   Max: 5.87
Current: 2.01

2.01
5.87
Quick Ratio 2.01
FDS's Quick Ratio is ranked higher than
80% of the 983 Companies
in the Global Business Services industry.

( Industry Median: 1.31 vs. FDS: 2.01 )
FDS' s 10-Year Quick Ratio Range
Min: 2.01   Max: 5.87
Current: 2.01

2.01
5.87

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.20
FDS's Dividend Yield is ranked lower than
77% of the 668 Companies
in the Global Business Services industry.

( Industry Median: 2.14 vs. FDS: 1.20 )
FDS' s 10-Year Dividend Yield Range
Min: 0.36   Max: 1.95
Current: 1.2

0.36
1.95
Dividend Payout 0.36
FDS's Dividend Payout is ranked higher than
92% of the 1097 Companies
in the Global Business Services industry.

( Industry Median: 9999.00 vs. FDS: 0.36 )
FDS' s 10-Year Dividend Payout Range
Min: 0.07   Max: 0.32
Current: 0.36

0.07
0.32
Dividend growth (3y) 15.40
FDS's Dividend growth (3y) is ranked higher than
82% of the 429 Companies
in the Global Business Services industry.

( Industry Median: 8.00 vs. FDS: 15.40 )
FDS' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 51.2
Current: 15.4

0
51.2
Yield on cost (5-Year) 2.42
FDS's Yield on cost (5-Year) is ranked lower than
51% of the 672 Companies
in the Global Business Services industry.

( Industry Median: 2.57 vs. FDS: 2.42 )
FDS' s 10-Year Yield on cost (5-Year) Range
Min: 0.73   Max: 3.94
Current: 2.42

0.73
3.94
Share Buyback Rate 2.40
FDS's Share Buyback Rate is ranked higher than
93% of the 706 Companies
in the Global Business Services industry.

( Industry Median: -1.10 vs. FDS: 2.40 )
FDS' s 10-Year Share Buyback Rate Range
Min: 2.4   Max: -1.9
Current: 2.4

Valuation & Return

vs
industry
vs
history
Price/Net Current Asset Value 94.00
FDS's Price/Net Current Asset Value is ranked higher than
84% of the 1096 Companies
in the Global Business Services industry.

( Industry Median: 9999.00 vs. FDS: 94.00 )
FDS' s 10-Year Price/Net Current Asset Value Range
Min: 7.29   Max: 112.01
Current: 94

7.29
112.01
Price/Tangible Book 27.80
FDS's Price/Tangible Book is ranked higher than
59% of the 1097 Companies
in the Global Business Services industry.

( Industry Median: 11.90 vs. FDS: 27.80 )
FDS' s 10-Year Price/Tangible Book Range
Min: 5.13   Max: 24.74
Current: 27.8

5.13
24.74
Price/DCF (Projected) 1.60
FDS's Price/DCF (Projected) is ranked higher than
82% of the 1097 Companies
in the Global Business Services industry.

( Industry Median: 6.90 vs. FDS: 1.60 )
FDS' s 10-Year Price/DCF (Projected) Range
Min: 1.09   Max: 3.42
Current: 1.6

1.09
3.42
Price/Median PS Value 1.00
FDS's Price/Median PS Value is ranked higher than
79% of the 1097 Companies
in the Global Business Services industry.

( Industry Median: 1.20 vs. FDS: 1.00 )
FDS' s 10-Year Price/Median PS Value Range
Min: 0.54   Max: 1.66
Current: 1

0.54
1.66
Price/Peter Lynch Fair Value 2.80
FDS's Price/Peter Lynch Fair Value is ranked higher than
89% of the 1097 Companies
in the Global Business Services industry.

( Industry Median: 9999.00 vs. FDS: 2.80 )
FDS' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.68   Max: 2.81
Current: 2.8

0.68
2.81
Price/Graham Number 5.50
FDS's Price/Graham Number is ranked higher than
68% of the 1097 Companies
in the Global Business Services industry.

( Industry Median: 15.73 vs. FDS: 5.50 )
FDS' s 10-Year Price/Graham Number Range
Min: 2.08   Max: 5.08
Current: 5.5

2.08
5.08
Earnings Yield (Greenblatt) 6.00
FDS's Earnings Yield (Greenblatt) is ranked higher than
60% of the 873 Companies
in the Global Business Services industry.

( Industry Median: 6.60 vs. FDS: 6.00 )
FDS' s 10-Year Earnings Yield (Greenblatt) Range
Min: 4.2   Max: 12.4
Current: 6

4.2
12.4
Forward Rate of Return (Yacktman) 12.09
FDS's Forward Rate of Return (Yacktman) is ranked higher than
81% of the 730 Companies
in the Global Business Services industry.

( Industry Median: 6.46 vs. FDS: 12.09 )
FDS' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 12.2   Max: 27.4
Current: 12.09

12.2
27.4

Business Description

Industry: Business Services » Business Services
Compare:ADP, G, ENV, CMPGY, SGSOY » details
Traded in other countries:FA1.Germany
FactSet Research Systems Inc. was founded as a Delaware corporation in 1978. FactSet is a provider of integrated global financial and economic information, including fundamental financial data on tens of thousands of companies worldwide. Its applications support workflows for buy and sell-side professionals. These professionals include portfolio managers, research and performance analysts, risk managers, marketing professionals, sell-side equity research professionals, investment bankers and fixed income professionals. The Company's applications provide users access to company analysis, multicompany comparisons, industry analysis, company screening, portfolio analysis, predictive risk measurements, alphatesting, portfolio optimization and simulation, real-time news and quotes and tools to value and analyze fixed income securities and portfolios. FactSet combines hundreds of data sets, including content regarding tens of thousands of companies and securities from major markets all over the globe, into a single online platform of information and analytics. FactSet's business model places a premium on client service. This service ethic combined with its unique blend of technology, content and applications has allowed the Company to achieve record results in many of its key growth metrics. With FactSet, a user is able to gain powerful analytics tailored to its workflow, the broadest scope of data available and access to industry-leading client service. FactSet is also fully integrated with Microsoft Office applications such as Excel (r), Word(r) and PowerPoint(r) and allows for the creation of custom reports. FactSet continues to enhance its portfolio analysis application to enable users to analyze fixed income portfolios. The Company offers and delivers on a suite of applications and fully integrated content. Its service offerings include twenty-four hour access to well-trained, professional, and motivated FactSet employees. The Company aggregates third-party content from more than 85 data suppliers, 100 news sources and over 140 exchanges. FactSet is the only source that integrates content from providers such as Thomson Reuters Inc., Standard & Poor's Financial Services LLC, FTSE, IDC, Dow Jones & Company Inc., Northfield Information Services, Inc., MSCI Barra, APT, Global Insight Inc., Morningstar, Inc., Russell Investments and SIX Telekurs Ltd. Competitors and competitive products include online database suppliers and integrators and its applications, such as Thomson, Bloomberg L.P., Standard & Poor's Financial Services LLC including its Capital IQ product line, RiskMetrics Group Inc., Dealogic PLC, Bond Edge Yield Book, Polypaths LLC and Wilshire Associates Incorporated.
» More Articles for FDS

Headlines

Articles On GuruFocus.com
Weekly Insider Sells Highlight: GOOG, TEL, SYY, FDS Jun 30 2014 
Weekly CEO Sells Highlight: Northstar Realty Finance Corporation, G-III Apparel Group Ltd., Dupont F Jan 20 2014 
Baron Funds Comments on FactSet Research Systems Inc. Aug 02 2013 
Ron Baron Comments on FactSet Research Systems Inc. Apr 24 2013 
Insider Sells at 52-Week Lows Apr 19 2013 
Dividend Contenders in Value for the Accumulation or Income Distribution Phase of the Retirement Por Jan 30 2013 
Weekly CEO Sells Highlight: Demand Media Inc., FactSet Research Systems Inc. and International Paper Oct 22 2012 
comment on FDS Oct 07 2012 
Thomson Reuters (TRI) - Dividend Idea of the Week with 4.4% Dividend-Yield and 31.76% Upside Oct 07 2012 
Dividends Provide a Return Bonus Aug 21 2012 

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