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FactSet Research Systems (FDS) Competitors

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$298.45 +0.35 (+0.12%)
Closing price 03:58 PM Eastern
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$300.09 +1.64 (+0.55%)
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FDS vs. ADP, MORN, VRSK, MCO, and SPGI

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), Verisk Analytics (VRSK), Moody's (MCO), and S&P Global (SPGI). 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 business? We will contrast the two companies based on the strength of their profitability, valuation, analyst recommendations, risk, media sentiment, earnings, dividends and institutional ownership.

In the previous week, Automatic Data Processing had 48 more articles in the media than FactSet Research Systems. MarketBeat recorded 57 mentions for Automatic Data Processing and 9 mentions for FactSet Research Systems. Automatic Data Processing's average media sentiment score of 1.54 beat FactSet Research Systems' score of 1.24 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
8 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Automatic Data Processing
52 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

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%

FactSet Research Systems has a beta of 0.7, indicating that its share price is 30% less volatile than the broader market. Comparatively, Automatic Data Processing has a beta of 0.81, indicating that its share price is 19% 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 will outperform the market over the long term.

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$2.32B4.57$597.04M$15.1819.66
Automatic Data Processing$21.95B5.05$4.41B$10.9425.52

FactSet Research Systems presently has a consensus target price of $253.00, suggesting a potential downside of 15.23%. Automatic Data Processing has a consensus target price of $273.50, suggesting a potential downside of 2.05%. Given Automatic Data Processing's stronger consensus rating and higher probable 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)
1 Buy rating(s)
1 Strong Buy rating(s)
1.83
Automatic Data Processing
1 Sell rating(s)
9 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.15

FactSet Research Systems pays an annual dividend of $4.64 per share and has a dividend yield of 1.6%. Automatic Data Processing pays an annual dividend of $6.80 per share and has a dividend yield of 2.4%. 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.

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?

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

In the previous week, Morningstar had 16 more articles in the media than FactSet Research Systems. MarketBeat recorded 25 mentions for Morningstar and 9 mentions for FactSet Research Systems. FactSet Research Systems' average media sentiment score of 1.24 beat Morningstar's score of 0.53 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
14 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive
FactSet Research Systems
8 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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%

Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 0.9%. FactSet Research Systems pays an annual dividend of $4.64 per share and has a dividend yield of 1.6%. 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 increased its dividend for 16 consecutive years and FactSet Research Systems has increased 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.

Morningstar presently has a consensus target price of $227.33, indicating a potential upside of 4.53%. FactSet Research Systems has a consensus target price of $253.00, indicating a potential downside of 15.23%. Given Morningstar's stronger consensus rating and higher possible upside, research 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)
1 Buy rating(s)
1 Strong Buy rating(s)
1.83

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$2.45B3.34$374.20M$10.5620.60
FactSet Research Systems$2.32B4.57$597.04M$15.1819.66

Morningstar has a beta of 0.99, suggesting that its share price is 1% less volatile than the broader market. Comparatively, FactSet Research Systems has a beta of 0.7, suggesting that its share price is 30% less volatile than the broader market.

57.0% of Morningstar shares are held by institutional investors. Comparatively, 91.2% of FactSet Research Systems shares are held by institutional investors. 38.8% of Morningstar shares are held by company insiders. Comparatively, 1.2% of FactSet Research Systems shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Summary

Morningstar and FactSet Research Systems tied by winning 10 of the 20 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 better investment? We will contrast the two businesses based on the strength of their valuation, profitability, risk, analyst recommendations, media sentiment, institutional ownership, dividends and earnings.

FactSet Research Systems has a beta of 0.7, indicating that its share price is 30% less volatile than the broader market. Comparatively, Verisk Analytics has a beta of 0.67, indicating that its share price is 33% less volatile than the broader market.

FactSet Research Systems presently has a consensus price target of $253.00, suggesting a potential downside of 15.23%. Verisk Analytics has a consensus price target of $236.27, suggesting a potential upside of 25.89%. 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)
1 Buy rating(s)
1 Strong Buy rating(s)
1.83
Verisk Analytics
1 Sell rating(s)
7 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.47

In the previous week, Verisk Analytics had 11 more articles in the media than FactSet Research Systems. MarketBeat recorded 20 mentions for Verisk Analytics and 9 mentions for FactSet Research Systems. Verisk Analytics' average media sentiment score of 1.30 beat FactSet Research Systems' score of 1.24 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
8 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Verisk Analytics
17 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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$2.32B4.57$597.04M$15.1819.66
Verisk Analytics$3.07B7.95$908.30M$6.5128.83

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 endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

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 pays an annual dividend of $4.64 per share and has a dividend yield of 1.6%. 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 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.

Summary

Verisk Analytics beats FactSet Research Systems on 11 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 stock? We will contrast the two businesses based on the strength of their profitability, media sentiment, valuation, risk, dividends, analyst recommendations, institutional ownership and earnings.

FactSet Research Systems has a beta of 0.7, indicating that its share price is 30% less volatile than the broader market. Comparatively, Moody's has a beta of 1.33, indicating that its share price is 33% more volatile than the broader market.

FactSet Research Systems pays an annual dividend of $4.64 per share and has a dividend yield of 1.6%. Moody's pays an annual dividend of $4.12 per share and has a dividend yield of 0.8%. 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.

In the previous week, FactSet Research Systems had 1 more articles in the media than Moody's. MarketBeat recorded 9 mentions for FactSet Research Systems and 8 mentions for Moody's. FactSet Research Systems' average media sentiment score of 1.24 beat Moody's' score of 1.15 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
8 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Moody's
5 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

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$2.32B4.57$597.04M$15.1819.66
Moody's$7.72B11.18$2.46B$15.7731.60

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 presently has a consensus target price of $253.00, suggesting a potential downside of 15.23%. Moody's has a consensus target price of $553.61, suggesting a potential upside of 11.09%. Given Moody's' stronger consensus rating and higher probable upside, analysts plainly 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)
1 Buy rating(s)
1 Strong Buy rating(s)
1.83
Moody's
0 Sell rating(s)
5 Hold rating(s)
14 Buy rating(s)
1 Strong Buy rating(s)
2.80

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 company insiders. Comparatively, 0.1% of Moody's 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.

Summary

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

How does FactSet Research Systems compare to S&P Global?

S&P Global (NYSE:SPGI) and FactSet Research Systems (NYSE:FDS) are both large-cap finance companies, but which is the better business? We will compare the two businesses based on the strength of their institutional ownership, profitability, valuation, analyst recommendations, media sentiment, earnings, risk and dividends.

In the previous week, S&P Global had 37 more articles in the media than FactSet Research Systems. MarketBeat recorded 46 mentions for S&P Global and 9 mentions for FactSet Research Systems. S&P Global's average media sentiment score of 1.48 beat FactSet Research Systems' score of 1.24 indicating that S&P Global is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
S&P Global
41 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
FactSet Research Systems
8 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

87.2% of S&P Global shares are held by institutional investors. Comparatively, 91.2% of FactSet Research Systems shares are held by institutional investors. 0.0% of S&P Global shares are held by company insiders. Comparatively, 1.2% of FactSet Research Systems shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

S&P Global pays an annual dividend of $3.88 per share and has a dividend yield of 0.9%. FactSet Research Systems pays an annual dividend of $4.64 per share and has a dividend yield of 1.6%. S&P Global pays out 23.7% 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. S&P Global has increased its dividend for 53 consecutive years and FactSet Research Systems has increased its dividend for 27 consecutive years.

S&P Global has a net margin of 31.37% compared to FactSet Research Systems' net margin of 23.21%. FactSet Research Systems' return on equity of 30.68% beat S&P Global's return on equity.

Company Net Margins Return on Equity Return on Assets
S&P Global31.37% 17.74% 9.24%
FactSet Research Systems 23.21%30.68%15.43%

S&P Global presently has a consensus target price of $523.59, suggesting a potential upside of 21.29%. FactSet Research Systems has a consensus target price of $253.00, suggesting a potential downside of 15.23%. Given S&P Global's stronger consensus rating and higher possible upside, equities research analysts clearly believe S&P Global is more favorable than FactSet Research Systems.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
S&P Global
1 Sell rating(s)
1 Hold rating(s)
18 Buy rating(s)
0 Strong Buy rating(s)
2.85
FactSet Research Systems
6 Sell rating(s)
10 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
1.83

S&P Global has a beta of 1.07, suggesting that its stock price is 7% more volatile than the broader market. Comparatively, FactSet Research Systems has a beta of 0.7, suggesting that its stock price is 30% less volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
S&P Global$15.34B8.30$4.47B$16.3826.36
FactSet Research Systems$2.32B4.57$597.04M$15.1819.66

Summary

S&P Global beats FactSet Research Systems on 14 of the 20 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$10.60B$5.55B$13.76B$24.06B
Dividend Yield1.56%7.38%5.88%3.72%
P/E Ratio19.6638.9729.4530.00
Price / Sales4.571,203.99512.0119.75
Price / Cash13.4148.1837.4331.97
Price / Book5.162.102.156.79
Net Income$597.04M$416.48M$1.31B$1.07B
7 Day Performance3.66%-0.82%-0.86%-1.25%
1 Month Performance16.58%0.90%1.20%2.27%
1 Year Performance-22.91%7.68%11.35%17.37%

FactSet Research Systems Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FDS
FactSet Research Systems
4.0938 of 5 stars
$298.45
+0.1%
$253.00
-15.2%
-20.3%$10.60B$2.32B19.6612,800
ADP
Automatic Data Processing
4.3456 of 5 stars
$273.67
+0.9%
$273.50
-0.1%
-9.3%$107.79B$21.95B25.0267,000
MORN
Morningstar
3.1209 of 5 stars
$201.03
+0.2%
$227.33
+13.1%
-17.9%$7.53B$2.45B19.0410,973
VRSK
Verisk Analytics
4.9465 of 5 stars
$181.18
-5.5%
$236.27
+30.4%
-31.2%$24.97B$3.07B27.838,000
MCO
Moody's
4.556 of 5 stars
$477.33
-0.1%
$553.61
+16.0%
-2.8%$82.75B$7.72B30.2716,076

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This page (NYSE:FDS) was last updated on 8/20/2026 by MarketBeat.com Staff.
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