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FACTSET RESEARCH SYSTEMS INC (FDS)

Services-Computer Programming, Data Processing, Etc.

Latest Price
$263.20
TTM P/E
17.34
Normalized P/E
20.09
Div Yield
1.28%
Book Value
56.26
P/B Ratio
4.68

Valuation metrics

adjust assumptions →
EPS: $15.55
Book value / share: $58.08
Formula: √(22.5 × EPS × BVPS)
Graham Number
$142.55
46% downside
Norm. op. income: $475M (median of 7yr)
Tax rate: 16%
Discount rate: 10%
Growth assumption: zero (EPV is a no-growth value)
Earnings Power Value
$78.69
70% downside
Base FCF: $585M (median of recent 5yr)
Growth: 10%/yr (median YOY, capped at 25%)
Discount rate: 10%
Terminal growth: 3%
Projection horizon: 10 years
DCF Fair Value
$363.50
+38% upside
EPS: $15.55
Target P/E: 20×
Formula: EPS × P/E
P/E Fair Value
$311.00
+18% upside

Institutional Ownership

98.4% held by institutions
InstitutionSharesValueOwnership %ChangeFiling Date
BAMCO INC /NY/3.76M$815.0M10.50%+867.7K2026-03-31
BlackRock, Inc.2.83M$613.0M7.90%-206.1K2026-03-31
VANGUARD CAPITAL MANAGEMENT LLC2.41M$522.0M6.73%--2026-03-31
STATE STREET CORP1.90M$411.0M5.31%-2.5K2026-03-31
VANGUARD PORTFOLIO MANAGEMENT LLC1.81M$392.0M5.05%--2026-03-31
LOOMIS SAYLES & CO L P1.48M$320.0M4.13%-17.1K2026-03-31
GEODE CAPITAL MANAGEMENT, LLC1.14M$247.0M3.19%+83.9K2026-03-31
Invesco Ltd.1.07M$232.0M3.00%+355.2K2026-03-31
MORGAN STANLEY1.05M$227.0M2.94%-70.4K2026-03-31
BANK OF AMERICA CORP /DE/842.7K$182.0M2.36%+212.0K2026-03-31
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