FDS (FactSet Research Systems) 3-Year Book Growth Rate: 18.40% (As of May. 2026) — Near Median

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Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

FDS FactSet Research Systems Inc FDS
94 GF Score
Price $284.10
GF Value $522.37
Valuation Significantly Undervalued
! 1 Warning Sign
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What is FactSet Research Systems 3-Year Book Growth Rate?

FactSet Research Systems FDS 94 3-Year Book Growth Rate is 18.40% as of May. 2026, which is 2% above its 10-year median of 18.00. GuruFocus rates FDS with a GF Score™ of 94/100 and a GF Value™ of $522.37 (Significantly Undervalued). The stock has 1 warning sign investors should review. Among 754 Capital Markets companies, FactSet Research Systems ranks better than 80.5% on this metric.

FactSet Research Systems's Book Value per Share for the quarter that ended in May. 2026 was $56.80.

During the past 12 months, FactSet Research Systems's average Book Value per Share Growth Rate was -0.20% per year. During the past 3 years, the average Book Value per Share Growth Rate was 18.40% per year. During the past 5 years, the average Book Value per Share Growth Rate was 20.70% per year. During the past 10 years, the average Book Value per Share Growth Rate was 18.40% per year. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average Book Value per Share growth rate.

During the past 13 years, the highest 3-Year average Book Value per Share Growth Rate of FactSet Research Systems was 35.60% per year. The lowest was 1.00% per year. And the median was 18.00% per year.


FactSet Research Systems  (NYSE:FDS) 3-Year Book Growth Rate Explanation

Book Value per Share is the ratio of equity available to common shareholders divided by the shares outstanding. Book value per share effectively indicates a firm's net asset value on a per-share basis. It can be used by investors to gauge whether a stock price is undervalued by comparing it to the firm's market value per share. Theoretically, it is what the shareholders will receive if the company is liquidated.


FactSet Research Systems 3-Year Book Growth Rate Related Terms


FDS vs MORN, TRU, OTCM: 3-Year Book Growth Rate Comparison

For the Financial Data & Stock Exchanges subindustry, FactSet Research Systems's 3-Year Book Growth Rate, along with its competitors' market caps and 3-Year Book Growth Rate data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


FactSet Research Systems 3-Year Book Growth Rate vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, FactSet Research Systems's 3-Year Book Growth Rate distribution charts can be found below:

* The bar in red indicates where FactSet Research Systems's 3-Year Book Growth Rate falls into.


FDS
94GF Score
FactSet Research Systems Inc FDS
3-Year Book Growth Rate is just one metric. See GF Score™, valuation, warning signs, and more.
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FactSet Research Systems 3-Year Book Growth Rate Calculation

This is the 3-year average growth rate of Book Value per Share. The growth rate is calculated using exponential compounding based on the latest four year annual data.

Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average Book Value per Share growth rate.

What does a 3-Year Book Growth Rate of 18.40% mean?
FactSet Research Systems (FDS) has a 3-Year Book Growth Rate of 18.40% as of May. 2026. 3-Year Book Growth Rate is the 3-year average growth rate of Book Value per Share. View historical data for FactSet Research Systems and its competitors. This is near median its historical median of 18.00. Over the past decade, FactSet Research Systems' 3-Year Book Growth Rate has ranged from 1.00 to 35.60. According to the industry distribution chart, FactSet Research Systems ranks #147 out of 754 companies in the Capital Markets industry, placing it in the top 19.5%.
Is FactSet Research Systems' 3-Year Book Growth Rate too high?
FactSet Research Systems' current 3-Year Book Growth Rate of 18.40% is near median its 10-year median of 18.00. Over the past 10 years, this metric has ranged from a low of 1.00 to a high of 35.60. The Capital Markets industry median 3-Year Book Growth Rate is 5.45. FactSet Research Systems' value of 18.40% is 237.6% above this industry median. Based on the distribution chart, FactSet Research Systems ranks #147 out of 754 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, FactSet Research Systems has a GF Score™ of 94/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does FactSet Research Systems' 3-Year Book Growth Rate compare to MORN and TRU?
According to the Capital Markets industry distribution chart, FactSet Research Systems ranks #147 out of 754 companies for 3-Year Book Growth Rate. This places FactSet Research Systems in the top 20% of its industry — outperforming the majority of peers. The industry median 3-Year Book Growth Rate is 5.45. FactSet Research Systems' value of 18.40% is 237.6% above this benchmark. Historically, FactSet Research Systems' own 3-Year Book Growth Rate has ranged from 1.00 to 35.60 over the past decade. While the company's 10-year median is 18.00 vs. the industry median of 5.45, FactSet Research Systems has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year Book Growth Rate for a Capital Markets company?
The median 3-Year Book Growth Rate among Capital Markets companies is 5.45, based on 754 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year Book Growth Rate significantly above this median, while those in the bottom quartile fall well below. However, 3-Year Book Growth Rate should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. FactSet Research Systems's current 3-Year Book Growth Rate of 18.40% is 237.6% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year Book Growth Rate mean?
A high 3-Year Book Growth Rate can signal that a stock is expensive relative to its fundamentals. 3-Year Book Growth Rate is the 3-year average growth rate of Book Value per Share. View historical data for FactSet Research Systems and its competitors. For the Capital Markets industry, the median 3-Year Book Growth Rate is 5.45 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. FactSet Research Systems's current 3-Year Book Growth Rate is 18.40%, which is near median its own 10-year median of 18.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is FactSet Research Systems stock overvalued right now?
Based on GuruFocus' analysis, FactSet Research Systems (FDS) is currently considered Significantly Undervalued. The stock's GF Value™ is $522.37, compared to a current price of $284.10 — trading 45.6% below its estimated fair value. The current 3-Year Book Growth Rate is 18.40%, which is near median its 10-year median of 18.00 and 237.6% above the Capital Markets industry median of 5.45. FactSet Research Systems' overall GF Score™ is 94/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year Book Growth Rate calculated?
3-Year Book Growth Rate is calculated from a company's financial statements. For FactSet Research Systems (FDS), the current 3-Year Book Growth Rate is 18.40% as of May. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is FactSet Research Systems (FDS) Overvalued in 2026?

Based on GuruFocus' analysis, FactSet Research Systems stock appears to be undervalued. The current stock price of $284.10 is trading 45.6% below its estimated GF Value™ of $522.37. GuruFocus considers FactSet Research Systems to be Significantly Undervalued.

Key valuation signals for FDS:

  • 3-Year Book Growth Rate: 18.40% (near median its 10-year median of 18.00)
  • GF Value™: $522.37 vs. price of $284.10 (45.6% below fair value)
  • GF Score™: 94/100 with 1 warning sign
  • Industry Position: 237.6% above the Capital Markets median (#147 of 754)

No single metric tells the full story. See the FDS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


FactSet Research Systems Business Description

Address 45 Glover Avenue, 7th Floor, Norwalk, CT, USA, 06850
FactSet provides financial data and portfolio analytics to the global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients (including wealth and corporate clients) account for over 80% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed its purchase of CUSIP Global Services.
94GF Score

Get the complete analysis for FDS

3-Year Book Growth Rate is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$284.10
Price
$522.37
GF Value