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FactSet Research Systems (FDS) Competitors

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$279.52 -9.49 (-3.28%)
Closing price 09/9/2026 03:59 PM Eastern
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$279.32 -0.20 (-0.07%)
As of 04:01 AM Eastern
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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 large-cap companies, but which is the better stock? We will compare the two businesses based on the strength of their analyst recommendations, dividends, institutional ownership, earnings, profitability, risk, media sentiment and valuation.

In the previous week, Automatic Data Processing had 21 more articles in the media than FactSet Research Systems. MarketBeat recorded 31 mentions for Automatic Data Processing and 10 mentions for FactSet Research Systems. FactSet Research Systems' average media sentiment score of 1.26 beat Automatic Data Processing's score of 0.78 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
5 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Automatic Data Processing
22 Very Positive mention(s)
0 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

91.2% of FactSet Research Systems shares are owned by institutional investors. Comparatively, 80.0% of Automatic Data Processing shares are owned by institutional investors. 1.2% of FactSet Research Systems shares are owned by company insiders. Comparatively, 0.2% of Automatic Data Processing shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock 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 1.7%. 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 increased its dividend for 27 consecutive years and Automatic Data Processing has increased 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.

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$2.32B4.28$597.04M$15.1818.41
Automatic Data Processing$21.95B4.80$4.41B$10.9424.24

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.

FactSet Research Systems currently has a consensus price target of $260.00, indicating a potential downside of 6.98%. Automatic Data Processing has a consensus price target of $273.50, indicating a potential upside of 3.12%. Given Automatic Data Processing's stronger consensus rating and higher possible upside, analysts plainly 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%

Summary

Automatic Data Processing beats FactSet Research Systems on 12 of the 20 factors compared between the two stocks.

How does FactSet Research Systems compare to Morningstar?

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

In the previous week, FactSet Research Systems had 2 more articles in the media than Morningstar. MarketBeat recorded 10 mentions for FactSet Research Systems and 8 mentions for Morningstar. FactSet Research Systems' average media sentiment score of 1.26 beat Morningstar's score of 0.79 indicating that FactSet Research Systems is being referred to more favorably in the news media.

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

57.0% of Morningstar shares are owned by institutional investors. Comparatively, 91.2% of FactSet Research Systems shares are owned by institutional investors. 38.8% of Morningstar shares are owned by insiders. Comparatively, 1.2% of FactSet Research Systems shares are owned 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.

Morningstar currently has a consensus target price of $227.33, suggesting a potential upside of 14.76%. FactSet Research Systems has a consensus target price of $260.00, suggesting a potential downside of 6.98%. Given Morningstar's stronger consensus rating and higher probable upside, equities analysts clearly believe Morningstar is more favorable than FactSet Research Systems.

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

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

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
Morningstar16.43% 38.57% 12.22%
FactSet Research Systems 23.21%30.68%15.43%

FactSet Research Systems has lower revenue, but higher earnings 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
Morningstar$2.45B3.04$374.20M$10.5618.76
FactSet Research Systems$2.32B4.28$597.04M$15.1818.41

Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 1.0%. FactSet Research Systems pays an annual dividend of $4.64 per share and has a dividend yield of 1.7%. Morningstar pays out 18.9% 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. Morningstar has raised its dividend for 16 consecutive years and FactSet Research Systems has raised its dividend for 27 consecutive years. FactSet Research Systems is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Summary

FactSet Research Systems beats Morningstar on 11 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 large-cap companies, but which is the better investment? We will compare the two companies based on the strength of their analyst recommendations, valuation, profitability, media sentiment, dividends, earnings, institutional ownership and risk.

In the previous week, Thomson Reuters had 1 more articles in the media than FactSet Research Systems. MarketBeat recorded 11 mentions for Thomson Reuters and 10 mentions for FactSet Research Systems. FactSet Research Systems' average media sentiment score of 1.26 beat Thomson Reuters' score of 0.93 indicating that FactSet Research Systems is being referred to more favorably in the news media.

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

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

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 insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

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$7.83B5.39$1.50B$3.7625.79
FactSet Research Systems$2.32B4.28$597.04M$15.1818.41

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 presently has a consensus price target of $131.57, suggesting a potential upside of 35.66%. FactSet Research Systems has a consensus price target of $260.00, suggesting a potential downside of 6.98%. Given Thomson Reuters' stronger consensus rating and higher probable upside, equities research analysts plainly 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

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 1.7%. 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 increased its dividend for 27 consecutive years.

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 large-cap companies, but which is the superior stock? We will contrast the two businesses based on the strength of their institutional ownership, valuation, analyst recommendations, media sentiment, earnings, profitability, risk and dividends.

FactSet Research Systems currently has a consensus price target of $260.00, indicating a potential downside of 6.98%. Verisk Analytics has a consensus price target of $226.71, indicating a potential upside of 27.37%. Given Verisk Analytics' stronger consensus rating and higher probable upside, analysts plainly 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

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$2.32B4.28$597.04M$15.1818.41
Verisk Analytics$3.07B7.54$908.30M$6.5127.34

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 insiders. Comparatively, 0.5% of Verisk Analytics shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments 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 1.7%. Verisk Analytics 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. 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 raised its dividend for 27 consecutive years and Verisk Analytics has raised 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.

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, suggesting that its stock price is 29% less volatile than the broader market. Comparatively, Verisk Analytics has a beta of 0.66, suggesting that its stock price is 34% less volatile than the broader market.

In the previous week, Verisk Analytics had 4 more articles in the media than FactSet Research Systems. MarketBeat recorded 14 mentions for Verisk Analytics and 10 mentions for FactSet Research Systems. FactSet Research Systems' average media sentiment score of 1.26 beat Verisk Analytics' score of 1.04 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
5 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Verisk Analytics
11 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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 large-cap finance companies, but which is the better business? We will compare the two companies based on the strength of their media sentiment, institutional ownership, valuation, risk, analyst recommendations, profitability, dividends and earnings.

FactSet Research Systems presently has a consensus target price of $260.00, indicating a potential downside of 6.98%. Moody's has a consensus target price of $553.61, indicating a potential upside of 16.53%. Given Moody's' stronger consensus rating and higher probable 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

FactSet Research Systems pays an annual dividend of $4.64 per share and has a dividend yield of 1.7%. 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 raised its dividend for 27 consecutive years and Moody's 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.

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.

In the previous week, Moody's had 11 more articles in the media than FactSet Research Systems. MarketBeat recorded 21 mentions for Moody's and 10 mentions for FactSet Research Systems. Moody's' average media sentiment score of 1.27 beat FactSet Research Systems' score of 1.26 indicating that Moody's is being referred to more favorably in the news media.

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

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

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$2.32B4.28$597.04M$15.1818.41
Moody's$7.72B10.66$2.46B$15.7730.13

Summary

Moody's beats FactSet Research Systems on 16 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$10.28B$5.57B$14.04B$23.49B
Dividend Yield1.61%7.43%5.91%3.76%
P/E Ratio18.4130.9925.7828.73
Price / Sales4.281,184.87502.4720.76
Price / Cash13.0048.0340.7034.36
Price / Book4.833.552.764.74
Net Income$597.04M$418.04M$1.32B$1.07B
7 Day Performance-10.64%6.42%2.43%-1.48%
1 Month Performance-1.72%-0.83%0.67%-2.03%
1 Year Performance-22.83%5.63%10.53%11.67%

FactSet Research Systems Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FDS
FactSet Research Systems
3.7641 of 5 stars
$279.52
-3.3%
$260.00
-7.0%
-25.1%$10.28B$2.32B18.4112,800
ADP
Automatic Data Processing
4.2016 of 5 stars
$286.16
-0.5%
$273.50
-4.4%
-10.8%$114.21B$21.95B26.1667,000
MORN
Morningstar
2.8168 of 5 stars
$218.94
+0.6%
$227.33
+3.8%
-23.1%$8.16B$2.45B20.7310,973
TRI
Thomson Reuters
4.5901 of 5 stars
$107.32
+1.0%
$131.57
+22.6%
-45.6%$46.27B$7.48B28.5727,100
VRSK
Verisk Analytics
4.8708 of 5 stars
$193.78
+1.0%
$236.27
+21.9%
-33.7%$24.96B$3.07B29.778,000

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This page (NYSE:FDS) was last updated on 9/10/2026 by MarketBeat.com Staff.
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