FactSet Research Systems (MEX:FDS) Return-on-Tangible-Equity: Negative Tangible Equity% (As of May. 2026)


MEX:FDS FactSet Research Systems Inc MEX:FDS
87 GF Score
Price MXN3,882.11
GF Value MXN7,809.94
Valuation Significantly Undervalued
! 1 Warning Sign
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What is FactSet Research Systems Return-on-Tangible-Equity?

FactSet Research Systems MEX:FDS 87 Return-on-Tangible-Equity is Negative Tangible Equity% as of May. 2026. GuruFocus rates MEX:FDS with a GF Score™ of 87/100 and a GF Value™ of MXN7,809.94 (Significantly Undervalued). The stock has 1 warning sign investors should review. Among 781 Capital Markets companies, FactSet Research Systems ranks better than 99.87% on this metric.

Return-on-Tangible-Equity is calculated as Net Income divided by its average total shareholder tangible equity. Total shareholder tangible equity equals to Total Stockholders Equity minus Intangible Assets. FactSet Research Systems's annualized net income for the quarter that ended in May. 2026 was MXN8,794 Mil. FactSet Research Systems's average shareholder tangible equity for the quarter that ended in May. 2026 was MXN-18,692 Mil. Therefore, FactSet Research Systems's annualized Return-on-Tangible-Equity for the quarter that ended in May. 2026 was Negative Tangible Equity%.

The historical rank and industry rank for FactSet Research Systems's Return-on-Tangible-Equity or its related term are showing as below:

MEX:FDS' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: 414.64   Med: 426.55   Max: 438.45
Current: Negative Tangible Equity

During the past 13 years, FactSet Research Systems's highest Return-on-Tangible-Equity was 438.45%. The lowest was 414.64%. And the median was 426.55%.

MEX:FDS's Return-on-Tangible-Equity is ranked better than
99.87% of 781 companies
in the Capital Markets industry
Industry Median: 6.52 vs MEX:FDS: Negative Tangible Equity

FactSet Research Systems  (MEX:FDS) Return-on-Tangible-Equity Explanation

Return-on-Tangible-Equity measures the rate of return on the ownership interest (shareholder's tangible equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' tangible equity (shareholders equity minus intangibles). Return-on-Tangible-Equity shows how well a company uses investment funds to generate earnings growth. Return-on-Tangible-Equitys between 15% and 20% are considered desirable.


Be Aware

Net Income is used.

Because a company can increase its Return-on-Tangible-Equity by having more financial leverage, it is important to watch the leverage ratio when investing in high Return-on-Tangible-Equity companies. Like Return-on-Tangible-Asset, Return-on-Tangible-Equity is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their Return-on-Tangible-Equitys can be extremely high.


FactSet Research Systems Return-on-Tangible-Equity Related Terms


FactSet Research Systems Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for FactSet Research Systems's Return-on-Tangible-Equity 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 Return-on-Tangible-Equity Chart

FactSet Research Systems Annual Data
Trend Aug16 Aug17 Aug18 Aug19 Aug20 Aug21 Aug22 Aug23 Aug24 Aug25
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 402.33 Negative Tangible Equity Negative Tangible Equity Negative Tangible Equity Negative Tangible Equity

FactSet Research Systems Quarterly Data
Aug21 Nov21 Feb22 May22 Aug22 Nov22 Feb23 May23 Aug23 Nov23 Feb24 May24 Aug24 Nov24 Feb25 May25 Aug25 Nov25 Feb26 May26
Return-on-Tangible-Equity Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Negative Tangible Equity Negative Tangible Equity Negative Tangible Equity Negative Tangible Equity Negative Tangible Equity

MEX:FDS vs MORN, TRU, OTCM: Return-on-Tangible-Equity Comparison

For the Financial Data & Stock Exchanges subindustry, FactSet Research Systems's Return-on-Tangible-Equity, along with its competitors' market caps and Return-on-Tangible-Equity 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 Return-on-Tangible-Equity vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, FactSet Research Systems's Return-on-Tangible-Equity distribution charts can be found below:

* The bar in red indicates where FactSet Research Systems's Return-on-Tangible-Equity falls into.


MEX:FDS
87GF Score
FactSet Research Systems Inc MEX:FDS
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

FactSet Research Systems Return-on-Tangible-Equity Calculation

FactSet Research Systems's annualized Return-on-Tangible-Equity for the fiscal year that ended in Aug. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Aug. 2025 )  (A: Aug. 2024 )(A: Aug. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Aug. 2025 )  (A: Aug. 2024 )(A: Aug. 2025 )
=11260.468/( (-18597.407+-19132.025 )/ 2 )
=11260.468/-18864.716
=Negative Tangible Equity %

FactSet Research Systems's annualized Return-on-Tangible-Equity for the quarter that ended in May. 2026 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: May. 2026 )  (Q: Feb. 2026 )(Q: May. 2026 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: May. 2026 )  (Q: Feb. 2026 )(Q: May. 2026 )
=8794.128/( (-17961.517+-19423.188)/ 2 )
=8794.128/-18692.3525
=Negative Tangible Equity %

* 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.

In the calculation of annual Return-on-Tangible-Equity, the net income of the last fiscal year and the average total shareholder tangible equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (May. 2026) net income data. Return-on-Tangible-Equity is displayed in the 10-year financial page.

What does a Return-on-Tangible-Equity of Negative Tangible Equity% mean?
FactSet Research Systems (MEX:FDS) has a Return-on-Tangible-Equity of Negative Tangible Equity% as of May. 2026. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on FactSet Research Systems and its competitors. Over the past decade, FactSet Research Systems' Return-on-Tangible-Equity has ranged from 414.64 to 438.45. According to the industry distribution chart, FactSet Research Systems ranks #1 out of 781 companies in the Capital Markets industry, placing it in the top 0.099999999999994%.
Is FactSet Research Systems' Return-on-Tangible-Equity too high?
FactSet Research Systems' current Return-on-Tangible-Equity is Negative Tangible Equity%. Over the past 10 years, this metric has ranged from a low of 414.64 to a high of 438.45. Based on the distribution chart, FactSet Research Systems ranks #1 out of 781 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 87/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does FactSet Research Systems' Return-on-Tangible-Equity compare to MORN and TRU?
According to the Capital Markets industry distribution chart, FactSet Research Systems ranks #1 out of 781 companies for Return-on-Tangible-Equity. This places FactSet Research Systems in the top 0% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Equity is 6.52. Historically, FactSet Research Systems' own Return-on-Tangible-Equity has ranged from 414.64 to 438.45 over the past decade. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Return-on-Tangible-Equity for a Capital Markets company?
The median Return-on-Tangible-Equity among Capital Markets companies is 6.52, based on 781 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Equity significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Equity 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 Return-on-Tangible-Equity mean?
A high Return-on-Tangible-Equity can signal that a stock is expensive relative to its fundamentals. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on FactSet Research Systems and its competitors. For the Capital Markets industry, the median Return-on-Tangible-Equity is 6.52 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. FactSet Research Systems's current Return-on-Tangible-Equity is Negative Tangible Equity%. 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 (MEX:FDS) is currently considered Significantly Undervalued. The stock's GF Value™ is MXN7,809.94, compared to a current price of MXN3,882.11 — trading 50.3% below its estimated fair value. The current Return-on-Tangible-Equity is Negative Tangible Equity%. FactSet Research Systems' overall GF Score™ is 87/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Return-on-Tangible-Equity calculated?
Return-on-Tangible-Equity is calculated from a company's financial statements. For FactSet Research Systems (MEX:FDS), the current Return-on-Tangible-Equity is Negative Tangible Equity% 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 (MEX:FDS) Overvalued in 2026?

Based on GuruFocus' analysis, FactSet Research Systems stock appears to be undervalued. The current stock price of MXN3,882.11 is trading 50.3% below its estimated GF Value™ of MXN7,809.94. GuruFocus considers FactSet Research Systems to be Significantly Undervalued.

Key valuation signals for MEX:FDS:

  • Return-on-Tangible-Equity: Negative Tangible Equity%
  • GF Value™: MXN7,809.94 vs. price of MXN3,882.11 (50.3% below fair value)
  • GF Score™: 87/100 with 1 warning sign

No single metric tells the full story. See the MEX: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.
87GF Score

Get the complete analysis for MEX:FDS

Return-on-Tangible-Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN3,882.11
Price
MXN7,809.94
GF Value