FDS · NYSE · STOCK
FactSet (FDS) Stock Analysis
$276.76
52W $185.00 – $387.75
65/100
$10.08B
18.6
0.69
⚠
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.
Is FDS Bullish or Bearish?
Bullish.
Innellis AI committee rates FactSet (FDS) Buy with a composite score of 65/100
, based on 6 analysts with 67% agreement.
Last updated August 17, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +10.28 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Watch
- Requires the score to fall below 55.0 — -9.72 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is price-to-book of 6.5x prices in significant intangible value. The committee is constructive but not yet at full conviction.
Bull & Bear Case
Bull Case
- ROE of 26.6% shows genuine earnings power backing the valuation — Value
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- Price-to-book of 6.5x prices in significant intangible value — Value
- Bollinger bandwidth of 21.3% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of August 17, 2026
Overall Committee Score
65/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 40%
of 209 Financial Services peers
Value Analyst
neutral
55
/ 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 26.6% shows genuine earnings power backing the valuation
− Price-to-book of 6.5x prices in significant intangible value
Growth Analyst
bullish
68
/ 100 · High confidence
Strong, accelerating growth with consistent execution
+ 3 consecutive earnings beats -- consistent execution
Technical Analyst
bullish
61
/ 100 · High confidence
Price action is constructive -- trend and momentum agree
+ MACD histogram positive -- bullish momentum
Risk Analyst
neutral
52
/ 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
− Bollinger bandwidth of 21.3% signals elevated volatility
Macro Analyst
bullish
80
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst
bullish
71
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.42 across 67 articles, 14d)
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2963.04)
Investment Thesis Evolution
Committee score moved marginally from 64.7 to 64.7.
- New bearish signals: 1 appeared.
- Bullish support removed: 1 signal(s) disappeared.
- New bullish signals: 1 appeared.
- Bearish pressure eased: 1 signal(s) disappeared.
Analyst-level changes:
- News Analyst: +1 bullish signal(s).
- Portfolio Manager: +1 bearish signal(s).
Comparing 2026-08-16 to 2026-08-17 (1 day apart).
Technical Analysis
RSI (14)
59.5
Neutral
MACD Histogram
0.425
Bullish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Hh Hl
Support
$250.77
Resistance
$296.66
Bollinger %B
0.73
Inside Bands
Price vs Moving Averages
EMA 9
$279.86
Below
EMA 21
$271.31
Above
EMA 50
$257.55
Above
EMA 200
$264.76
Above
Fundamental Analysis
Valuation
58
Growth
70
Profitability
95
Financial Health
43
Cash Flow
70
Valuation
P/E Ratio
18.6×
P/B Ratio
5.14×
PEG Ratio
2.10
Dividend Yield
1.57%
52W High
$387.75
52W Low
$185.00
Quality & Growth
ROE
2730.7%
ROA
1387.1%
Gross Margin
5138.2%
Operating Margin
2955.4%
Revenue Growth YoY
—
Debt / Equity
0.77
AI Fundamental Assessment
P/E ratio of 18.6 (inexpensive relative to a 15-40x range); Price-to-book of 5.1x; PEG ratio of 2.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 27.3%; Return on assets of 13.9%; Net margin of 23.2%; Gross margin of 51.4%; Current ratio of 0.68 (tight short-term liquidity); Debt-to-equity of 0.77; Free cash flow per share is positive (19.24); Most recent quarter beat estimates by 0.6%; 3 consecutive earnings beats; EPS growth accelerating (-1.1% -> +1.6% QoQ); Analyst estimates rising over recent quarters
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