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FactSet Research SystemsFDS +6.76%85 Earnings Yield (Joel Greenblatt) % is 7.44% as of May. 2026, which is 91% above its 10-year median of 3.89. GuruFocus rates FDS with a GF Score™ of 85/100 and a GF Value™ of $512.52 (Significantly Undervalued). The stock has 1 warning sign investors should review. Among 774 Capital Markets companies, FactSet Research Systems ranks better than 63.31% on this metric.
FactSet Research Systems's Enterprise Value for the quarter that ended in May. 2026 was $10,049 Mil.
FactSet Research Systems's EBIT for the trailing twelve months (TTM) ended in May. 2026 was $747 Mil. FactSet Research Systems's Earnings Yield (Joel Greenblatt) for the quarter that ended in May. 2026 was 7.44%.
The historical rank and industry rank for FactSet Research Systems's Earnings Yield (Joel Greenblatt) % or its related term are showing as below:
FDS'
s Earnings Yield (Joel Greenblatt) % Range Over the Past 10 Years
Min: 2.45 Med: 3.89 Max: 9.14
Current: 6.58
During the past 13 years, the highest Earnings Yield (Joel Greenblatt) of FactSet Research Systems was 9.14%. The lowest was 2.45%. And the median was 3.89%.
FDS's Earnings Yield (Joel Greenblatt) % is ranked better than 63.31% of 774
companies
in the Capital Markets industry
Industry Median: 2.835
vs FDS: 6.58
Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.
A better indicator of the attractiveness of an investment which takes growth into account is the Forward Rate of Return (Yacktman) %. FactSet Research Systems's Forward Rate of Return (Yacktman) % for the quarter that ended in May. 2026 was 19.96%. The Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.
FactSet Research Systems (NYSE:FDS) Earnings Yield (Joel Greenblatt) % Explanation
Joel Greenblatt defines the earnings yield using the above equation because it more accurately reflects the company's profitability relative to its stock price. Items like interest payment and tax etc. are not directly related to the company's operational profitability.
Enterprise Value instead of market cap (share price) is used in the calculation because it is the real price stock and bond investors together pay for the company.
Be Aware
Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.
FactSet Research Systems Earnings Yield (Joel Greenblatt) % Related Terms
FactSet Research Systems Earnings Yield (Joel Greenblatt) % Historical Data
* Premium members only.
The historical data trend for FactSet Research Systems's Earnings Yield (Joel Greenblatt) % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
FactSet Research Systems Earnings Yield (Joel Greenblatt) % Chart
For the Financial Data & Stock Exchanges subindustry, FactSet Research Systems's Earnings Yield (Joel Greenblatt) %, along with its competitors' market caps and Earnings Yield (Joel Greenblatt) % 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 Earnings Yield (Joel Greenblatt) % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, FactSet Research Systems's Earnings Yield (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where FactSet Research Systems's Earnings Yield (Joel Greenblatt) % falls into.
FactSet Research Systems Earnings Yield (Joel Greenblatt) % Calculation
In his book, The Little That Beat the Market, hedge fund manager Joel Greenblatt defines Earnings Yield as operating income divided by enterprise value.
FactSet Research Systemss Earnings Yield (Joel Greenblatt) for the fiscal year that ended in Aug. 2025 is calculated as
FactSet Research Systems's EBIT for the trailing twelve months (TTM) ended in May. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was $747 Mil.
What does a Earnings Yield (Joel Greenblatt) % of 7.44% mean?
FactSet Research Systems (FDS) has a Earnings Yield (Joel Greenblatt) % of 7.44% as of May. 2026. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on FactSet Research Systems and its competitors. This is 91% above median its historical median of 3.89. Over the past decade, FactSet Research Systems' Earnings Yield (Joel Greenblatt) % has ranged from 2.45 to 9.14. According to the industry distribution chart, FactSet Research Systems ranks #284 out of 774 companies in the Capital Markets industry, placing it in the top 36.7%.
Is FactSet Research Systems' Earnings Yield (Joel Greenblatt) % too high?
FactSet Research Systems' current Earnings Yield (Joel Greenblatt) % of 7.44% is 91% above median its 10-year median of 3.89. Over the past 10 years, this metric has ranged from a low of 2.45 to a high of 9.14. The Capital Markets industry median Earnings Yield (Joel Greenblatt) % is 2.84. FactSet Research Systems' value of 7.44% is 162.4% above this industry median. Based on the distribution chart, FactSet Research Systems ranks #284 out of 774 companies in the Capital Markets industry, which is above the industry midpoint. Overall, FactSet Research Systems has a GF Score™ of 85/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does FactSet Research Systems' Earnings Yield (Joel Greenblatt) % compare to MORN and TRU?
According to the Capital Markets industry distribution chart, FactSet Research Systems ranks #284 out of 774 companies for Earnings Yield (Joel Greenblatt) %. This puts FactSet Research Systems in the upper half of its industry. The industry median Earnings Yield (Joel Greenblatt) % is 2.84. FactSet Research Systems' value of 7.44% is 162.4% above this benchmark. Historically, FactSet Research Systems' own Earnings Yield (Joel Greenblatt) % has ranged from 2.45 to 9.14 over the past decade. While the company's 10-year median is 3.89 vs. the industry median of 2.84, 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 Earnings Yield (Joel Greenblatt) % for a Capital Markets company?
The median Earnings Yield (Joel Greenblatt) % among Capital Markets companies is 2.84, based on 774 companies in the industry. Companies in the top quartile (top 25%) have a Earnings Yield (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, Earnings Yield (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. FactSet Research Systems's current Earnings Yield (Joel Greenblatt) % of 7.44% is 162.4% 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 Earnings Yield (Joel Greenblatt) % mean?
A high Earnings Yield (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on FactSet Research Systems and its competitors. For the Capital Markets industry, the median Earnings Yield (Joel Greenblatt) % is 2.84 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. FactSet Research Systems's current Earnings Yield (Joel Greenblatt) % is 7.44%, which is 91% above median its own 10-year median of 3.89. 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 $512.52, compared to a current price of $283.87 — trading 44.6% below its estimated fair value. The current Earnings Yield (Joel Greenblatt) % is 7.44%, which is 91% above median its 10-year median of 3.89 and 162.4% above the Capital Markets industry median of 2.84. FactSet Research Systems' overall GF Score™ is 85/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Earnings Yield (Joel Greenblatt) % calculated?
Earnings Yield (Joel Greenblatt) % is calculated from a company's financial statements. For FactSet Research Systems (FDS), the current Earnings Yield (Joel Greenblatt) % is 7.44% 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 $283.87 is trading 44.6% below its estimated GF Value™ of $512.52.
GuruFocus considers FactSet Research Systems to be Significantly Undervalued.
Key valuation signals for FDS:
Earnings Yield (Joel Greenblatt) %: 7.44% (91% above median its 10-year median of 3.89)
GF Value™: $512.52 vs. price of $283.87 (44.6% below fair value)
Industry Position: 162.4% above the Capital Markets median (#284 of 774)
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 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.
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