Added to YB: 2026-03-13
Pitch date: 2026-03-12
FDS [neutral]
FactSet Research Systems Inc.
+9.12%
current return
Author Info
Global Outperformers is an investment research newsletter by Jenga Investment Partners. I publish articles on listed companies monthly and share my perspectives on markets. Sign up for the newsletter.
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
$8.2B
Pitch Price
$205.39
Price Target
297.00 (+33%)
Dividend
1.96%
EV/EBITDA
9.83
P/E
14.42
EV/Sales
3.93
Sector
Capital Markets
Category
special_situation
FactSet’s Take-Private Rumours
FDS (update): PE firms Thoma Bravo & Hellman & Friedman eyeing take-private per Reuters. Author prefers to stay public for long-term growth but notes FDS attractive at ~$10B EV: 95% subscription retention, mission-critical, cash generative. Baron Capital (10.2% stake) likely demands 40% premium to $297/share vs 25% rumored. Mgmt decision hinges on confidence in 6-8% profit growth. Risks: AI threats, slower growth vs peers.
Read full article (5 min)