Added to YB: 2026-02-03
Pitch date: 2026-02-01
FDS [bullish]
FactSet Research Systems Inc.
-21.89%
current return
Author Info
No bio for this author
Company Info
FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community.
Market Cap
$7.6B
Pitch Price
$254.61
Price Target
390.00 (+96%)
Dividend
2.14%
EV/EBITDA
9.17
P/E
13.09
EV/Sales
3.77
Sector
Capital Markets
Category
turnaround
FactSet: From Quality-at-Any-Price to Moat-at-a-Reasonable-Price
FDS: Premium financial data platform fell 50% from $500 peak on AI disruption fears & slowing 4-6% ASV growth. Trades 16x P/E vs historical 25x mean. New CEO driving AI adoption (+45% sequential growth Q1 2026). 90%+ client retention, oligopoly moat intact. Multiple re-rating + modest growth = 10-20% annual returns potential.
Read full article (9 min)