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3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-07-26), FactSet Research Systems's 3-1 Month Momentum % is -3.42%.
The industry rank for FactSet Research Systems's 3-1 Month Momentum % or its related term are showing as below:
FDS's 3-1 Month Momentum % is ranked worse than 50.61% of 822
companies
in the Capital Markets industry
Industry Median: -3.135
vs FDS: -3.42
FactSet Research Systems (NYSE:FDS) 3-1 Month Momentum % Explanation
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
FactSet Research Systems 3-1 Month Momentum % Related Terms
FDS vs MORN, TRU, OTCM: 3-1 Month Momentum % Comparison
For the Financial Data & Stock Exchanges subindustry, FactSet Research Systems's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % 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 3-1 Month Momentum % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, FactSet Research Systems's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where FactSet Research Systems's 3-1 Month Momentum % falls into.
FactSet Research Systems (NYSE:FDS) 3-1 Month Momentum % Calculation
3-1 Month Momentum % is calculated as following:
3-1 Month Momentum %
=
( Price 1-month ago
/
Price 3-month ago
- 1 )
*
100 %
* 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 3-1 Month Momentum % of -3.42% as of Jul. 26, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on FactSet Research Systems and its competitors. According to the industry distribution chart, FactSet Research Systems ranks #416 out of 822 companies in the Capital Markets industry, placing it in the top 50.6%.
Is FactSet Research Systems' 3-1 Month Momentum % too high?
FactSet Research Systems' current 3-1 Month Momentum % is -3.42%. Based on the distribution chart, FactSet Research Systems ranks #416 out of 822 companies in the Capital Markets industry, which is below the industry midpoint. Overall, FactSet Research Systems has a GF Score™ of 81/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does FactSet Research Systems' 3-1 Month Momentum % compare to MORN and TRU?
According to the Capital Markets industry distribution chart, FactSet Research Systems ranks #416 out of 822 companies for 3-1 Month Momentum %. This places FactSet Research Systems in the lower half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for a Capital Markets company?
A good 3-1 Month Momentum % depends on the Capital Markets industry context. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on FactSet Research Systems and its competitors. FactSet Research Systems's current 3-1 Month Momentum % is -3.42%. 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 $512.06, compared to a current price of $254.36 — trading 50.3% below its estimated fair value. The current 3-1 Month Momentum % is -3.42%. FactSet Research Systems' overall GF Score™ is 81/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For FactSet Research Systems (FDS), the current 3-1 Month Momentum % is -3.42% as of Jul. 26, 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 $254.36 is trading 50.3% below its estimated GF Value™ of $512.06.
GuruFocus considers FactSet Research Systems to be Significantly Undervalued.
Key valuation signals for FDS:
3-1 Month Momentum %: -3.42%
GF Value™: $512.06 vs. price of $254.36 (50.3% below fair value)
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.
81GF Score
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