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FactSet Research SystemsFDS -1.24%89 Equity-to-Asset is 0.49 as of May. 2026, which is 14% above its 10-year median of 0.43. GuruFocus rates FDS with a GF Score™ of 89/100 and a GF Value™ of $514.11 (Significantly Undervalued). The stock has 1 warning sign investors should review. Among 817 Capital Markets companies, FactSet Research Systems ranks worse than 51.16% on this metric.
FactSet Research Systems (NYSE:FDS) Equity-to-Asset Explanation
Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.
For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.
FactSet Research Systems Equity-to-Asset Related Terms
FactSet Research Systems Equity-to-Asset Historical Data
* 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.
FDS vs MORN, TRU, OTCM: Equity-to-Asset Comparison
For the Financial Data & Stock Exchanges subindustry, FactSet Research Systems's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset 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 Equity-to-Asset vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, FactSet Research Systems's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where FactSet Research Systems's Equity-to-Asset falls into.
FactSet Research Systems Equity-to-Asset Calculation
Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.
Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.
FactSet Research Systems's Equity to Asset Ratio for the fiscal year that ended in Aug. 2025 is calculated as
* 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 (FDS) has a Equity-to-Asset of 0.49 as of May. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on FactSet Research Systems and its competitors. This is 14% above median its historical median of 0.43. Over the past decade, FactSet Research Systems' Equity-to-Asset has ranged from 0.31 to 0.51. According to the industry distribution chart, FactSet Research Systems ranks #418 out of 817 companies in the Capital Markets industry, placing it in the top 51.2%.
Is FactSet Research Systems' Equity-to-Asset too high?
FactSet Research Systems' current Equity-to-Asset of 0.49 is 14% above median its 10-year median of 0.43. Over the past 10 years, this metric has ranged from a low of 0.31 to a high of 0.51. The Capital Markets industry median Equity-to-Asset is 0.51. FactSet Research Systems' value of 0.49 is 3.9% below this industry median. Based on the distribution chart, FactSet Research Systems ranks #418 out of 817 companies in the Capital Markets industry, which is below the industry midpoint. Overall, FactSet Research Systems has a GF Score™ of 89/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does FactSet Research Systems' Equity-to-Asset compare to MORN and TRU?
According to the Capital Markets industry distribution chart, FactSet Research Systems ranks #418 out of 817 companies for Equity-to-Asset. This places FactSet Research Systems in the lower half of its industry. The industry median Equity-to-Asset is 0.51. FactSet Research Systems' value of 0.49 is 3.9% below this benchmark. Historically, FactSet Research Systems' own Equity-to-Asset has ranged from 0.31 to 0.51 over the past decade. While the company's 10-year median is 0.43 vs. the industry median of 0.51, FactSet Research Systems has consistently been below 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 Equity-to-Asset for a Capital Markets company?
The median Equity-to-Asset among Capital Markets companies is 0.51, based on 817 companies in the industry. Companies in the top quartile (top 25%) have a Equity-to-Asset significantly above this median, while those in the bottom quartile fall well below. However, Equity-to-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. FactSet Research Systems's current Equity-to-Asset of 0.49 is 3.9% below 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 Equity-to-Asset mean?
A high Equity-to-Asset can signal that a stock is expensive relative to its fundamentals. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on FactSet Research Systems and its competitors. For the Capital Markets industry, the median Equity-to-Asset is 0.51 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. FactSet Research Systems's current Equity-to-Asset is 0.49, which is 14% above median its own 10-year median of 0.43. 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 $514.11, compared to a current price of $274.58 — trading 46.6% below its estimated fair value. The current Equity-to-Asset is 0.49, which is 14% above median its 10-year median of 0.43 and 3.9% below the Capital Markets industry median of 0.51. FactSet Research Systems' overall GF Score™ is 89/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Equity-to-Asset calculated?
Equity-to-Asset is calculated from a company's financial statements. For FactSet Research Systems (FDS), the current Equity-to-Asset is 0.49 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 $274.58 is trading 46.6% below its estimated GF Value™ of $514.11.
GuruFocus considers FactSet Research Systems to be Significantly Undervalued.
Key valuation signals for FDS:
Equity-to-Asset: 0.49 (14% above median its 10-year median of 0.43)
GF Value™: $514.11 vs. price of $274.58 (46.6% below fair value)
Industry Position: 3.9% below the Capital Markets median (#418 of 817)
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.
89GF Score
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