FactSet Research SystemsFDS +2.15%80 5-Year Yield-on-Cost % is 2.61 as of Jul. 11, 2026, which is 86% above its 10-year median of 1.40. GuruFocus rates FDS with a GF Score™ of 80/100 and a GF Value™ of $508.67 (Significantly Undervalued). The stock has 1 warning sign investors should review. Among 363 Capital Markets companies, FactSet Research Systems ranks worse than 56.47% on this metric.
The historical rank and industry rank for FactSet Research Systems's 5-Year Yield-on-Cost % or its related term are showing as below:
FDS'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.96 Med: 1.4 Max: 3.25
Current: 2.61
During the past 13 years, FactSet Research Systems's highest Yield on Cost was 3.25. The lowest was 0.96. And the median was 1.40.
FDS's 5-Year Yield-on-Cost % is ranked worse than 56.47% of 363
companies
in the Capital Markets industry
Industry Median: 3.06
vs FDS: 2.61
FactSet Research Systems (NYSE:FDS) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
FactSet Research Systems 5-Year Yield-on-Cost % Related Terms
FDS vs MORN, TRU, OTCM: 5-Year Yield-on-Cost % Comparison
For the Financial Data & Stock Exchanges subindustry, FactSet Research Systems's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 Yield-on-Cost % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, FactSet Research Systems's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where FactSet Research Systems's 5-Year Yield-on-Cost % falls into.
FactSet Research Systems 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
FactSet Research Systems (FDS) has a 5-Year Yield-on-Cost % of 2.61 as of Jul. 11, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on FactSet Research Systems and its competitors. This is 86% above median its historical median of 1.40. Over the past decade, FactSet Research Systems' 5-Year Yield-on-Cost % has ranged from 0.96 to 3.25. According to the industry distribution chart, FactSet Research Systems ranks #205 out of 363 companies in the Capital Markets industry, placing it in the top 56.5%.
Is FactSet Research Systems' 5-Year Yield-on-Cost % too high?
FactSet Research Systems' current 5-Year Yield-on-Cost % of 2.61 is 86% above median its 10-year median of 1.40. Over the past 10 years, this metric has ranged from a low of 0.96 to a high of 3.25. The Capital Markets industry median 5-Year Yield-on-Cost % is 3.06. FactSet Research Systems' value of 2.61 is 14.7% below this industry median. Based on the distribution chart, FactSet Research Systems ranks #205 out of 363 companies in the Capital Markets industry, which is below the industry midpoint. Overall, FactSet Research Systems has a GF Score™ of 80/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does FactSet Research Systems' 5-Year Yield-on-Cost % compare to MORN and TRU?
According to the Capital Markets industry distribution chart, FactSet Research Systems ranks #205 out of 363 companies for 5-Year Yield-on-Cost %. This places FactSet Research Systems in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 3.06. FactSet Research Systems' value of 2.61 is 14.7% below this benchmark. Historically, FactSet Research Systems' own 5-Year Yield-on-Cost % has ranged from 0.96 to 3.25 over the past decade. While the company's 10-year median is 1.40 vs. the industry median of 3.06, FactSet Research Systems has consistently been below 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 5-Year Yield-on-Cost % for a Capital Markets company?
The median 5-Year Yield-on-Cost % among Capital Markets companies is 3.06, based on 363 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. FactSet Research Systems's current 5-Year Yield-on-Cost % of 2.61 is 14.7% below 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 Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on FactSet Research Systems and its competitors. For the Capital Markets industry, the median 5-Year Yield-on-Cost % is 3.06 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. FactSet Research Systems's current 5-Year Yield-on-Cost % is 2.61, which is 86% above median its own 10-year median of 1.40. 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 $508.67, compared to a current price of $247.11 — trading 51.4% below its estimated fair value. The current 5-Year Yield-on-Cost % is 2.61, which is 86% above median its 10-year median of 1.40 and 14.7% below the Capital Markets industry median of 3.06. FactSet Research Systems' overall GF Score™ is 80/100 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 Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For FactSet Research Systems (FDS), the current 5-Year Yield-on-Cost % is 2.61 as of Jul. 11, 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 $247.11 is trading 51.4% below its estimated GF Value™ of $508.67.
GuruFocus considers FactSet Research Systems to be Significantly Undervalued.
Key valuation signals for FDS:
5-Year Yield-on-Cost %: 2.61 (86% above median its 10-year median of 1.40)
GF Value™: $508.67 vs. price of $247.11 (51.4% below fair value)
Industry Position: 14.7% below the Capital Markets median (#205 of 363)
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.
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