FactSet Research SystemsMEX:FDS 85 3-Year ROIIC % is 29.33 as of Aug. 2025, which is 103% above its 10-year median of 14.45. 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 658 Capital Markets companies, FactSet Research Systems ranks better than 80.85% on this metric.
3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year.
FactSet Research Systems's 3-Year ROIIC % for the quarter that ended in Aug. 2025 was 29.33%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for FactSet Research Systems's 3-Year ROIIC % or its related term are showing as below:
MEX:FDS's 3-Year ROIIC % is ranked better than 80.85% of 658
companies
in the Capital Markets industry
Industry Median: 2.78
vs MEX:FDS: 29.33
FactSet Research Systems (MEX:FDS) 3-Year ROIIC % Explanation
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
FactSet Research Systems 3-Year ROIIC % Related Terms
FactSet Research Systems 3-Year ROIIC % 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.
MEX:FDS vs MORN, TRU, OTCM: 3-Year ROIIC % Comparison
For the Financial Data & Stock Exchanges subindustry, FactSet Research Systems's 3-Year ROIIC %, along with its competitors' market caps and 3-Year ROIIC % 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-Year ROIIC % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, FactSet Research Systems's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where FactSet Research Systems's 3-Year ROIIC % falls into.
* 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.
** Annual data of NOPAT and Invested Capital was used to calculate 3-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
FactSet Research Systems (MEX:FDS) has a 3-Year ROIIC % of 29.33 as of Aug. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on FactSet Research Systems and its competitors. This is 103% above median its historical median of 14.45. Over the past decade, FactSet Research Systems' 3-Year ROIIC % has ranged from 4.96 to 46.02. According to the industry distribution chart, FactSet Research Systems ranks #126 out of 658 companies in the Capital Markets industry, placing it in the top 19.1%.
Is FactSet Research Systems' 3-Year ROIIC % too high?
FactSet Research Systems' current 3-Year ROIIC % of 29.33 is 103% above median its 10-year median of 14.45. Over the past 10 years, this metric has ranged from a low of 4.96 to a high of 46.02. The Capital Markets industry median 3-Year ROIIC % is 2.78. FactSet Research Systems' value of 29.33 is 955% above this industry median. Based on the distribution chart, FactSet Research Systems ranks #126 out of 658 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' 3-Year ROIIC % compare to MORN and TRU?
According to the Capital Markets industry distribution chart, FactSet Research Systems ranks #126 out of 658 companies for 3-Year ROIIC %. This places FactSet Research Systems in the top 19% of its industry — outperforming the majority of peers. The industry median 3-Year ROIIC % is 2.78. FactSet Research Systems' value of 29.33 is 955% above this benchmark. Historically, FactSet Research Systems' own 3-Year ROIIC % has ranged from 4.96 to 46.02 over the past decade. While the company's 10-year median is 14.45 vs. the industry median of 2.78, 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 3-Year ROIIC % for a Capital Markets company?
The median 3-Year ROIIC % among Capital Markets companies is 2.78, based on 658 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. FactSet Research Systems's current 3-Year ROIIC % of 29.33 is 955% 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 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on FactSet Research Systems and its competitors. For the Capital Markets industry, the median 3-Year ROIIC % is 2.78 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. FactSet Research Systems's current 3-Year ROIIC % is 29.33, which is 103% above median its own 10-year median of 14.45. 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 3-Year ROIIC % is 29.33, which is 103% above median its 10-year median of 14.45 and 955% above the Capital Markets industry median of 2.78. 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 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For FactSet Research Systems (MEX:FDS), the current 3-Year ROIIC % is 29.33 as of Aug. 2025. 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:
3-Year ROIIC %: 29.33 (103% above median its 10-year median of 14.45)
GF Value™: MXN7,930.46 vs. price of MXN3,882.11 (51% below fair value)
Industry Position: 955% above the Capital Markets median (#126 of 658)
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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