Top line stable.
+5.4% YoY versus +5.6% prior. 3y CAGR +8.0%.
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Financial Services · Market Cap: $8.8B
Fundamentals as of 2025-08-31
The Question
All analysis on this page is for educational purposes only and does not constitute financial advice. Fair values are model-based estimates. Always do your own research.
2 of 2 legendary models say BUY FDS.
What would legendary investors pay for FDS?
These figures are not quotes or opinions from Buffett, Graham, Lynch or the other investors. They are our own estimates, computed by applying the intrinsic-value formulas each investor is known for to this company’s financials.
For educational purposes only. Not a recommendation to buy or sell securities.
Yes — FactSet Research Systems Inc.'s 27.3% ROE ranks above the S&P 500 median, and D/E 0.97 stays within healthy bounds.
Financial story
Yes — FactSet Research Systems Inc.'s 27.3% ROE shows strong capital efficiency, and its 0.97 debt-to-equity stays within healthy bounds.
Bottom line: FDS is rated BUY by 1 of 2 legendary models, with 1 holding and 0 flagging it overvalued, but earns a C sector grade (48/100) in Financial Services. Whether the premium is justified depends on which lens you trust. Drill into the valuation breakdown and sector ranking for the full picture.
FDS is in the Financial Services sector. Sector ranking and peer comparison are in the sector tab.
2 of 2 legendary investor models rate FDS a BUY. Fair value estimates and full investor breakdown are in the valuation tab.
Average fair value across qualifying models: $380. See the per-investor fair-value table in the valuation tab.
FDS trades at 14.6x earnings. Sector context and per-investor signals are in the valuation tab.
FDS and CFR differ on P/E, ROE, and revenue growth. See the full FDS vs CFR compare matrix.
Lynch and Munger evaluate FDS against their respective frameworks. Per-model fair value and reasoning are in the valuation tab.
How does FDS compare?
See exactly where FDS ranks
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Sign in to see the rankingFDS sits at #92 in Financial Services with a C grade (48/100).
+5.4% YoY versus +5.6% prior. 3y CAGR +8.0%.
+5.4%Net margin 25.7% versus 24.4% prior (+1.3pp). Operating 32.2%.
25.7%P/E 16.4x — 50% below the 5y median of 33.0x. Forward 12.5x hints at EPS expansion next year.
16.4x