Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments.
FactSet Research Systems's 5-Year RORE % for the quarter that ended in May. 2026 was 7.53%.
The industry rank for FactSet Research Systems's 5-Year RORE % or its related term are showing as below:
MEX:FDS's 5-Year RORE % is ranked better than 55.41% of 711
companies
in the Capital Markets industry
Industry Median: 7.35
vs MEX:FDS: 7.53
FactSet Research Systems (MEX:FDS) 5-Year RORE % Explanation
Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.
There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 5-year period is chosen.
Be Aware
Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.
FactSet Research Systems 5-Year RORE % Related Terms
FactSet Research Systems 5-Year RORE % 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: 5-Year RORE % Comparison
For the Financial Data & Stock Exchanges subindustry, FactSet Research Systems's 5-Year RORE %, along with its competitors' market caps and 5-Year RORE % 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 5-Year RORE % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, FactSet Research Systems's 5-Year RORE % distribution charts can be found below:
* The bar in red indicates where FactSet Research Systems's 5-Year RORE % 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.
In the calculation of 5-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in May. 2026 and 5-year before.
FactSet Research Systems (MEX:FDS) has a 5-Year RORE % of 7.53 as of May. 2026. 5-Year RORE % shows how much a company earns by reinvesting its retained earnings in 5-year. View historical data on FactSet Research Systems and its competitors. According to the industry distribution chart, FactSet Research Systems ranks #317 out of 711 companies in the Capital Markets industry, placing it in the top 44.6%.
Is FactSet Research Systems' 5-Year RORE % too high?
FactSet Research Systems' current 5-Year RORE % is 7.53. The Capital Markets industry median 5-Year RORE % is 7.35. FactSet Research Systems' value of 7.53 is 2.4% above this industry median. Based on the distribution chart, FactSet Research Systems ranks #317 out of 711 companies in the Capital Markets industry, which is above the industry midpoint. 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' 5-Year RORE % compare to MORN and TRU?
According to the Capital Markets industry distribution chart, FactSet Research Systems ranks #317 out of 711 companies for 5-Year RORE %. This puts FactSet Research Systems in the upper half of its industry. The industry median 5-Year RORE % is 7.35. FactSet Research Systems' value of 7.53 is 2.4% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year RORE % for a Capital Markets company?
The median 5-Year RORE % among Capital Markets companies is 7.35, based on 711 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. FactSet Research Systems's current 5-Year RORE % of 7.53 is 2.4% 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 5-Year RORE % mean?
A high 5-Year RORE % can signal that a stock is expensive relative to its fundamentals. 5-Year RORE % shows how much a company earns by reinvesting its retained earnings in 5-year. View historical data on FactSet Research Systems and its competitors. For the Capital Markets industry, the median 5-Year RORE % is 7.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. FactSet Research Systems's current 5-Year RORE % is 7.53. 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 5-Year RORE % is 7.53 and 2.4% above the Capital Markets industry median of 7.35. 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 5-Year RORE % calculated?
5-Year RORE % is calculated from a company's financial statements. For FactSet Research Systems (MEX:FDS), the current 5-Year RORE % is 7.53 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:
5-Year RORE %: 7.53
GF Value™: MXN7,930.46 vs. price of MXN3,882.11 (51% below fair value)
Industry Position: 2.4% above the Capital Markets median (#317 of 711)
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.
87GF Score
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