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FactSet Research Systems (FDS) Competitors

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$259.12 -8.55 (-3.20%)
Closing price 09/29/2026 03:59 PM Eastern
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$259.25 +0.13 (+0.05%)
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FDS vs. ADP, MORN, TRI, VRSK, and MCO

Should you buy FactSet Research Systems stock or one of its competitors? FactSet Research Systems's main competitors and comparable companies include Automatic Data Processing (ADP), Morningstar (MORN), Thomson Reuters (TRI), Verisk Analytics (VRSK), and Moody's (MCO). Companies are selected based on similarities in market, industry, and size.

How does FactSet Research Systems compare to Automatic Data Processing?

FactSet Research Systems (NYSE:FDS) and Automatic Data Processing (NASDAQ:ADP) are related companies, but which is the better investment? We will contrast the two companies based on the strength of their analyst recommendations, institutional ownership, media sentiment, earnings, profitability, valuation, dividends and risk.

FactSet Research Systems pays an annual dividend of $4.64 per share and has a dividend yield of 1.8%. Automatic Data Processing pays an annual dividend of $6.80 per share and has a dividend yield of 2.6%. FactSet Research Systems pays out 30.6% of its earnings in the form of a dividend. Automatic Data Processing pays out 62.2% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. FactSet Research Systems has raised its dividend for 27 consecutive years and Automatic Data Processing has raised its dividend for 49 consecutive years. Automatic Data Processing is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

FactSet Research Systems has a beta of 0.71, suggesting that its share price is 29% less volatile than the broader market. Comparatively, Automatic Data Processing has a beta of 0.82, suggesting that its share price is 18% less volatile than the broader market.

91.2% of FactSet Research Systems shares are held by institutional investors. Comparatively, 80.0% of Automatic Data Processing shares are held by institutional investors. 1.2% of FactSet Research Systems shares are held by company insiders. Comparatively, 0.2% of Automatic Data Processing shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

FactSet Research Systems presently has a consensus target price of $266.36, indicating a potential upside of 2.79%. Automatic Data Processing has a consensus target price of $273.50, indicating a potential upside of 4.47%. Given Automatic Data Processing's stronger consensus rating and higher possible upside, analysts clearly believe Automatic Data Processing is more favorable than FactSet Research Systems.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
FactSet Research Systems
6 Sell rating(s)
10 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
1.89
Automatic Data Processing
1 Sell rating(s)
8 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.17

FactSet Research Systems has a net margin of 23.21% compared to Automatic Data Processing's net margin of 20.11%. Automatic Data Processing's return on equity of 71.34% beat FactSet Research Systems' return on equity.

Company Net Margins Return on Equity Return on Assets
FactSet Research Systems23.21% 30.68% 15.43%
Automatic Data Processing 20.11%71.34%6.73%

In the previous week, Automatic Data Processing had 4 more articles in the media than FactSet Research Systems. MarketBeat recorded 14 mentions for Automatic Data Processing and 10 mentions for FactSet Research Systems. Automatic Data Processing's average media sentiment score of 0.58 beat FactSet Research Systems' score of 0.40 indicating that Automatic Data Processing is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
FactSet Research Systems
1 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Automatic Data Processing
4 Very Positive mention(s)
0 Positive mention(s)
9 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Automatic Data Processing has higher revenue and earnings than FactSet Research Systems. FactSet Research Systems is trading at a lower price-to-earnings ratio than Automatic Data Processing, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
FactSet Research Systems$2.44B3.78$597.04M$15.1817.07
Automatic Data Processing$21.95B4.73$4.41B$10.9423.93

Summary

Automatic Data Processing beats FactSet Research Systems on 13 of the 20 factors compared between the two stocks.

How does FactSet Research Systems compare to Morningstar?

FactSet Research Systems (NYSE:FDS) and Morningstar (NASDAQ:MORN) are both mid-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their dividends, analyst recommendations, institutional ownership, risk, profitability, earnings, valuation and media sentiment.

FactSet Research Systems has a beta of 0.71, indicating that its stock price is 29% less volatile than the broader market. Comparatively, Morningstar has a beta of 1, indicating that its stock price has a similar volatility profile to the broader market.

FactSet Research Systems currently has a consensus target price of $266.36, indicating a potential upside of 2.79%. Morningstar has a consensus target price of $227.33, indicating a potential upside of 21.99%. Given Morningstar's stronger consensus rating and higher probable upside, analysts plainly believe Morningstar is more favorable than FactSet Research Systems.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
FactSet Research Systems
6 Sell rating(s)
10 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
1.89
Morningstar
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67

FactSet Research Systems pays an annual dividend of $4.64 per share and has a dividend yield of 1.8%. Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 1.1%. FactSet Research Systems pays out 30.6% of its earnings in the form of a dividend. Morningstar pays out 18.9% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. FactSet Research Systems has raised its dividend for 27 consecutive years and Morningstar has raised its dividend for 16 consecutive years. FactSet Research Systems is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

In the previous week, Morningstar had 3 more articles in the media than FactSet Research Systems. MarketBeat recorded 13 mentions for Morningstar and 10 mentions for FactSet Research Systems. Morningstar's average media sentiment score of 0.63 beat FactSet Research Systems' score of 0.40 indicating that Morningstar is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
FactSet Research Systems
1 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Morningstar
2 Very Positive mention(s)
3 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

FactSet Research Systems has higher earnings, but lower revenue than Morningstar. FactSet Research Systems is trading at a lower price-to-earnings ratio than Morningstar, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
FactSet Research Systems$2.44B3.78$597.04M$15.1817.07
Morningstar$2.45B2.86$374.20M$10.5617.65

91.2% of FactSet Research Systems shares are held by institutional investors. Comparatively, 57.0% of Morningstar shares are held by institutional investors. 1.2% of FactSet Research Systems shares are held by insiders. Comparatively, 38.8% of Morningstar shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

FactSet Research Systems has a net margin of 23.21% compared to Morningstar's net margin of 16.43%. Morningstar's return on equity of 38.57% beat FactSet Research Systems' return on equity.

Company Net Margins Return on Equity Return on Assets
FactSet Research Systems23.21% 30.68% 15.43%
Morningstar 16.43%38.57%12.22%

Summary

Morningstar beats FactSet Research Systems on 10 of the 19 factors compared between the two stocks.

How does FactSet Research Systems compare to Thomson Reuters?

Thomson Reuters (NASDAQ:TRI) and FactSet Research Systems (NYSE:FDS) are related companies, but which is the better stock? We will compare the two businesses based on the strength of their valuation, earnings, media sentiment, profitability, analyst recommendations, risk, institutional ownership and dividends.

Thomson Reuters pays an annual dividend of $2.62 per share and has a dividend yield of 2.7%. FactSet Research Systems pays an annual dividend of $4.64 per share and has a dividend yield of 1.8%. Thomson Reuters pays out 69.7% of its earnings in the form of a dividend. FactSet Research Systems pays out 30.6% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. FactSet Research Systems has raised its dividend for 27 consecutive years.

In the previous week, FactSet Research Systems had 3 more articles in the media than Thomson Reuters. MarketBeat recorded 10 mentions for FactSet Research Systems and 7 mentions for Thomson Reuters. Thomson Reuters' average media sentiment score of 0.90 beat FactSet Research Systems' score of 0.40 indicating that Thomson Reuters is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Thomson Reuters
3 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
FactSet Research Systems
1 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Thomson Reuters has higher revenue and earnings than FactSet Research Systems. FactSet Research Systems is trading at a lower price-to-earnings ratio than Thomson Reuters, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Thomson Reuters$7.48B5.58$1.50B$3.7625.60
FactSet Research Systems$2.44B3.78$597.04M$15.1817.07

Thomson Reuters currently has a consensus target price of $131.57, suggesting a potential upside of 36.71%. FactSet Research Systems has a consensus target price of $266.36, suggesting a potential upside of 2.79%. Given Thomson Reuters' stronger consensus rating and higher probable upside, research analysts clearly believe Thomson Reuters is more favorable than FactSet Research Systems.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Thomson Reuters
0 Sell rating(s)
6 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.71
FactSet Research Systems
6 Sell rating(s)
10 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
1.89

17.3% of Thomson Reuters shares are owned by institutional investors. Comparatively, 91.2% of FactSet Research Systems shares are owned by institutional investors. 1.2% of FactSet Research Systems shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

FactSet Research Systems has a net margin of 23.21% compared to Thomson Reuters' net margin of 21.22%. FactSet Research Systems' return on equity of 30.68% beat Thomson Reuters' return on equity.

Company Net Margins Return on Equity Return on Assets
Thomson Reuters21.22% 15.82% 10.27%
FactSet Research Systems 23.21%30.68%15.43%

Thomson Reuters has a beta of 0.74, suggesting that its stock price is 26% less volatile than the broader market. Comparatively, FactSet Research Systems has a beta of 0.71, suggesting that its stock price is 29% less volatile than the broader market.

Summary

Thomson Reuters beats FactSet Research Systems on 10 of the 19 factors compared between the two stocks.

How does FactSet Research Systems compare to Verisk Analytics?

FactSet Research Systems (NYSE:FDS) and Verisk Analytics (NASDAQ:VRSK) are related companies, but which is the superior stock? We will contrast the two businesses based on the strength of their earnings, profitability, media sentiment, valuation, risk, dividends, analyst recommendations and institutional ownership.

In the previous week, FactSet Research Systems had 3 more articles in the media than Verisk Analytics. MarketBeat recorded 10 mentions for FactSet Research Systems and 7 mentions for Verisk Analytics. Verisk Analytics' average media sentiment score of 0.70 beat FactSet Research Systems' score of 0.40 indicating that Verisk Analytics is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
FactSet Research Systems
1 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Verisk Analytics
3 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Verisk Analytics has a net margin of 28.24% compared to FactSet Research Systems' net margin of 23.21%. FactSet Research Systems' return on equity of 30.68% beat Verisk Analytics' return on equity.

Company Net Margins Return on Equity Return on Assets
FactSet Research Systems23.21% 30.68% 15.43%
Verisk Analytics 28.24%-239.55%18.56%

FactSet Research Systems has a beta of 0.71, indicating that its share price is 29% less volatile than the broader market. Comparatively, Verisk Analytics has a beta of 0.66, indicating that its share price is 34% less volatile than the broader market.

Verisk Analytics has higher revenue and earnings than FactSet Research Systems. FactSet Research Systems is trading at a lower price-to-earnings ratio than Verisk Analytics, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
FactSet Research Systems$2.44B3.78$597.04M$15.1817.07
Verisk Analytics$3.14B6.89$908.30M$6.5125.49

91.2% of FactSet Research Systems shares are owned by institutional investors. Comparatively, 90.0% of Verisk Analytics shares are owned by institutional investors. 1.2% of FactSet Research Systems shares are owned by company insiders. Comparatively, 0.5% of Verisk Analytics shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

FactSet Research Systems pays an annual dividend of $4.64 per share and has a dividend yield of 1.8%. Verisk Analytics pays an annual dividend of $2.00 per share and has a dividend yield of 1.2%. FactSet Research Systems pays out 30.6% of its earnings in the form of a dividend. Verisk Analytics pays out 30.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. FactSet Research Systems has increased its dividend for 27 consecutive years and Verisk Analytics has increased its dividend for 6 consecutive years. FactSet Research Systems is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

FactSet Research Systems currently has a consensus price target of $266.36, suggesting a potential upside of 2.79%. Verisk Analytics has a consensus price target of $226.71, suggesting a potential upside of 36.62%. Given Verisk Analytics' stronger consensus rating and higher probable upside, analysts clearly believe Verisk Analytics is more favorable than FactSet Research Systems.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
FactSet Research Systems
6 Sell rating(s)
10 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
1.89
Verisk Analytics
0 Sell rating(s)
8 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.53

Summary

Verisk Analytics beats FactSet Research Systems on 10 of the 19 factors compared between the two stocks.

How does FactSet Research Systems compare to Moody's?

FactSet Research Systems (NYSE:FDS) and Moody's (NYSE:MCO) are both finance companies, but which is the better stock? We will compare the two businesses based on the strength of their analyst recommendations, valuation, earnings, dividends, institutional ownership, media sentiment, risk and profitability.

91.2% of FactSet Research Systems shares are held by institutional investors. Comparatively, 92.1% of Moody's shares are held by institutional investors. 1.2% of FactSet Research Systems shares are held by insiders. Comparatively, 0.1% of Moody's shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

FactSet Research Systems pays an annual dividend of $4.64 per share and has a dividend yield of 1.8%. Moody's pays an annual dividend of $4.12 per share and has a dividend yield of 0.9%. FactSet Research Systems pays out 30.6% of its earnings in the form of a dividend. Moody's pays out 26.1% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. FactSet Research Systems has increased its dividend for 27 consecutive years and Moody's has increased its dividend for 16 consecutive years. FactSet Research Systems is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

FactSet Research Systems presently has a consensus price target of $266.36, indicating a potential upside of 2.79%. Moody's has a consensus price target of $553.61, indicating a potential upside of 21.79%. Given Moody's' stronger consensus rating and higher possible upside, analysts clearly believe Moody's is more favorable than FactSet Research Systems.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
FactSet Research Systems
6 Sell rating(s)
10 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
1.89
Moody's
0 Sell rating(s)
5 Hold rating(s)
14 Buy rating(s)
1 Strong Buy rating(s)
2.80

Moody's has higher revenue and earnings than FactSet Research Systems. FactSet Research Systems is trading at a lower price-to-earnings ratio than Moody's, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
FactSet Research Systems$2.44B3.78$597.04M$15.1817.07
Moody's$7.72B10.20$2.46B$15.7728.83

In the previous week, FactSet Research Systems had 1 more articles in the media than Moody's. MarketBeat recorded 10 mentions for FactSet Research Systems and 9 mentions for Moody's. FactSet Research Systems' average media sentiment score of 0.40 beat Moody's' score of 0.37 indicating that FactSet Research Systems is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
FactSet Research Systems
1 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Moody's
3 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral

Moody's has a net margin of 34.25% compared to FactSet Research Systems' net margin of 23.21%. Moody's' return on equity of 80.35% beat FactSet Research Systems' return on equity.

Company Net Margins Return on Equity Return on Assets
FactSet Research Systems23.21% 30.68% 15.43%
Moody's 34.25%80.35%19.38%

FactSet Research Systems has a beta of 0.71, suggesting that its stock price is 29% less volatile than the broader market. Comparatively, Moody's has a beta of 1.34, suggesting that its stock price is 34% more volatile than the broader market.

Summary

Moody's beats FactSet Research Systems on 14 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding FDS and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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FDS vs. The Competition

MetricFactSet Research SystemsCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$9.25B$5.24B$13.67B$22.86B
Dividend Yield1.70%7.52%6.00%3.70%
P/E Ratio17.0729.0524.3427.68
Price / Sales3.781,190.94505.4823.26
Price / Cash12.0447.8350.2341.75
Price / Book4.483.502.704.61
Net Income$597.04M$417.69M$1.32B$1.07B
7 Day Performance-7.35%-0.92%-0.85%-1.58%
1 Month Performance-16.31%4.90%1.04%-5.85%
1 Year Performance-9.44%3.91%8.41%5.53%

FactSet Research Systems Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FDS
FactSet Research Systems
3.8739 of 5 stars
$259.12
-3.2%
$266.36
+2.8%
-10.8%$9.25B$2.44B17.0712,694
ADP
Automatic Data Processing
4.3081 of 5 stars
$269.94
-0.5%
$273.50
+1.3%
-10.5%$107.75B$21.95B24.6767,000
MORN
Morningstar
3.6616 of 5 stars
$201.47
-1.2%
$227.33
+12.8%
-20.4%$7.65B$2.45B19.0810,973
TRI
Thomson Reuters
4.4462 of 5 stars
$95.43
+1.1%
$131.57
+37.9%
-39.3%$40.89B$7.83B25.4127,100
VRSK
Verisk Analytics
4.5147 of 5 stars
$172.02
-1.9%
$226.71
+31.8%
-33.3%$22.83B$3.07B26.428,000

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This page (NYSE:FDS) was last updated on 9/30/2026 by MarketBeat.com Staff.
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