FactSet Research SystemsMEX:FDS 85 ROC (Joel Greenblatt) % is 331.74% as of May. 2026, which is 4% below its 10-year median of 345.81. GuruFocus rates MEX:FDS with a GF Score™ of 85/100 and a GF Value™ of MXN7,930.46 (Significantly Undervalued). The stock has 1 warning sign investors should review. Among 677 Capital Markets companies, FactSet Research Systems ranks better than 81.24% on this metric.
Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits). He defines ROC (Joel Greenblatt) % as EBIT divided by the total of Property, Plant and Equipment and net working capital. FactSet Research Systems's annualized ROC (Joel Greenblatt) % for the quarter that ended in May. 2026 was 331.74%.
The historical rank and industry rank for FactSet Research Systems's ROC (Joel Greenblatt) % or its related term are showing as below:
MEX:FDS'
s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 126.47 Med: 345.81 Max: 486.05
Current: 365.35
During the past 13 years, FactSet Research Systems's highest ROC (Joel Greenblatt) % was 486.05%. The lowest was 126.47%. And the median was 345.81%.
MEX:FDS's ROC (Joel Greenblatt) % is ranked better than 81.24% of 677
companies
in the Capital Markets industry
Industry Median: 34.76
vs MEX:FDS: 365.35
FactSet Research Systems's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was 22.70% per year.
FactSet Research Systems (MEX:FDS) ROC (Joel Greenblatt) % Explanation
The way Joel Greenblatt defines Return on Capital is a more accurate measure of how efficiently the company generates returns onthe capital actually invested in the business. EBIT is used instead of net income because the tax and interest payment may be affected by factors other than the core business operation. Intangible assets are not included in the calculation because they don't need to be replaced.
FactSet Research Systems ROC (Joel Greenblatt) % Related Terms
FactSet Research Systems ROC (Joel Greenblatt) % Historical Data
* Premium members only.
The historical data trend for FactSet Research Systems's ROC (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 ROC (Joel Greenblatt) % Chart
MEX:FDS vs MORN, TRU, OTCM: ROC (Joel Greenblatt) % Comparison
For the Financial Data & Stock Exchanges subindustry, FactSet Research Systems's ROC (Joel Greenblatt) %, along with its competitors' market caps and ROC (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 ROC (Joel Greenblatt) % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, FactSet Research Systems's ROC (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where FactSet Research Systems's ROC (Joel Greenblatt) % falls into.
FactSet Research Systems ROC (Joel Greenblatt) % Calculation
Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits) . He defines Return on Capital as follows:
EBIT stands for Earnings Before Interest and Taxes.
Fixed Assets are also known as non-current assets. They include the Property, Plant and Equipment that the firm needs in its operation.
GuruFocus calculates net working capital as: (Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Deferred Revenue + Other Current Liabilities). We're trying to account for OPERATING assets and liabilities (part of daily business) when calculating working capital. Cash and marketable securities are considered NON-OPERATING assets and are not included in calculation. We will also back out all interest bearing debt, short term debt and the portion of long term debt that is due in the current period from the current liabilities. This debt will be considered when computing cost of capital and it would be inappropriate to count it twice.
Note:
The EBIT data used here is four times the quarterly (May. 2026) EBIT 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.
What does a ROC (Joel Greenblatt) % of 331.74% mean?
FactSet Research Systems (MEX:FDS) has a ROC (Joel Greenblatt) % of 331.74% as of May. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on FactSet Research Systems and its competitors. This is near median its historical median of 345.81. Over the past decade, FactSet Research Systems' ROC (Joel Greenblatt) % has ranged from 126.47 to 486.05. According to the industry distribution chart, FactSet Research Systems ranks #127 out of 677 companies in the Capital Markets industry, placing it in the top 18.8%.
Is FactSet Research Systems' ROC (Joel Greenblatt) % too high?
FactSet Research Systems' current ROC (Joel Greenblatt) % of 331.74% is near median its 10-year median of 345.81. Over the past 10 years, this metric has ranged from a low of 126.47 to a high of 486.05. The Capital Markets industry median ROC (Joel Greenblatt) % is 34.76. FactSet Research Systems' value of 331.74% is 854.4% above this industry median. Based on the distribution chart, FactSet Research Systems ranks #127 out of 677 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 85/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does FactSet Research Systems' ROC (Joel Greenblatt) % compare to MORN and TRU?
According to the Capital Markets industry distribution chart, FactSet Research Systems ranks #127 out of 677 companies for ROC (Joel Greenblatt) %. This places FactSet Research Systems in the top 19% of its industry — outperforming the majority of peers. The industry median ROC (Joel Greenblatt) % is 34.76. FactSet Research Systems' value of 331.74% is 854.4% above this benchmark. Historically, FactSet Research Systems' own ROC (Joel Greenblatt) % has ranged from 126.47 to 486.05 over the past decade. While the company's 10-year median is 345.81 vs. the industry median of 34.76, 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 ROC (Joel Greenblatt) % for a Capital Markets company?
The median ROC (Joel Greenblatt) % among Capital Markets companies is 34.76, based on 677 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. FactSet Research Systems's current ROC (Joel Greenblatt) % of 331.74% is 854.4% 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 ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on FactSet Research Systems and its competitors. For the Capital Markets industry, the median ROC (Joel Greenblatt) % is 34.76 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. FactSet Research Systems's current ROC (Joel Greenblatt) % is 331.74%, which is near median its own 10-year median of 345.81. 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 MXN7,930.46, compared to a current price of MXN3,882.11 — trading 51% below its estimated fair value. The current ROC (Joel Greenblatt) % is 331.74%, which is near median its 10-year median of 345.81 and 854.4% above the Capital Markets industry median of 34.76. 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 ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For FactSet Research Systems (MEX:FDS), the current ROC (Joel Greenblatt) % is 331.74% 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 51% below its estimated GF Value™ of MXN7,930.46.
GuruFocus considers FactSet Research Systems to be Significantly Undervalued.
Key valuation signals for MEX:FDS:
ROC (Joel Greenblatt) %: 331.74% (near median its 10-year median of 345.81)
GF Value™: MXN7,930.46 vs. price of MXN3,882.11 (51% below fair value)
Industry Position: 854.4% above the Capital Markets median (#127 of 677)
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 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.
85GF Score
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