Stocks / FDS
FDS stock forecast
FACTSET RESEARCH SYSTEMS INC · Financial Services · Financial Data & Stock Exchanges
The model's rating
Underperform
FDS is rated Underperform as of October 16, 2026: its medium-term return forecast is below the middle of the stocks the model scores, but above the bottom fifth.
Changed from Outperform on October 16, 2026.
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FDS is not among the 20 largest holdings published for 2026 Q4. See the portfolio
FDS against the S&P 500
| Period | FDS | S&P 500 (SPY) |
|---|---|---|
| 1 month | +9.1% | +1.5% |
| 3 months | +17.3% | +2.9% |
| Year to date | +5.4% | +12.8% |
| 1 year | +10.4% | +16.8% |
Total return, dividends included.
Key numbers
| Price | $301.67 |
| Market cap | 10.73 Billion |
| P/E (trailing 12 months) | 19.8 |
| P/S (trailing 12 months) | 4.4 |
| P/B (latest quarter) | 4.3 |
| Gross margin | 51.4% |
| Net profit margin | 23.2% |
| Return on equity | 26.6% |
| Beta | 0.1 |
As of July 1, 2026.
FDS and its closest peers
| Stock | Company | Market cap | Model rating | |
|---|---|---|---|---|
| CBOE | CBOE GLOBAL MARKETS INC | 32.89 Billion | Underperform | CBOE vs FDS |
| MSCI | MSCI INC | 41.37 Billion | Greatly Underperform | MSCI vs FDS |
| COIN | COINBASE GLOBAL INC | 45.69 Billion | Greatly Outperform | COIN vs FDS |
| NDAQ | NASDAQ INC | 52.53 Billion | Greatly Underperform | |
| MCO | MOODYS CORP | 84.01 Billion | Greatly Underperform | |
| ICE | INTERCONTINENTAL EXCHANGE INC | 90.7 Billion | Outperform |
Questions
What does the Upfront Investment model say about FDS?
The model rates FACTSET RESEARCH SYSTEMS INC (FDS) "Underperform" as of October 16, 2026, which means its medium-term return forecast is below the middle of the stocks the model scores, but above the bottom fifth. The rating is a statistical forecast, not a recommendation to buy or sell.
How is the FDS rating produced?
A machine-learning model forecasts each stock's return over the coming months and ranks the forecasts against each other. The label says where this stock's forecast falls in that ranking. It is refreshed whenever the model's data updates, normally every trading day.
Is FDS in the Upfront Investment model portfolio?
FDS is not among the 20 largest holdings published for 2026 Q4.
The rating is generated by The Upfront Model and can be wrong. It is not investment advice and takes no account of your circumstances. Past performance does not guarantee future results.