FDS · NYSE · STOCK
FactSet (FDS) Stock Analysis
$286.94
52W $185.00 – $320.48
55/100
$10.21B
19.6
0.77
Is FDS Bullish or Bearish?
Mixed.
Innellis AI committee rates FactSet (FDS) Watch with a composite score of 55/100
, based on 6 analysts with 50% agreement.
Last updated October 10, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +4.79 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Reduce
- Requires the score to fall below 40.0 — -15.21 from today. The band boundary is 45.0, 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 committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+0.33 across 83 articles, 14d). Portfolio Manager remains cautious — sector concentration is already high (hhi 2796.97). This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
- ROE of 25.6% shows genuine earnings power backing the valuation — Value
- 4 consecutive earnings beats -- consistent execution — Growth
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
- News sentiment is positive (+0.33 across 83 articles, 14d) — News
Bear Case
- Price-to-book of 5.6x prices in significant intangible value — Value
- EPS declining -6.4% YoY despite any revenue growth — Growth
- Current ratio of 0.60 is tight -- limited short-term liquidity cushion — 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 October 10, 2026
Overall Committee Score
55/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 78%
of 211 Financial Services peers
Value Analyst
neutral
55
/ 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 25.6% shows genuine earnings power backing the valuation
− Price-to-book of 5.6x prices in significant intangible value
Growth Analyst
neutral
47
/ 100 · High confidence
Moderate growth -- present but not remarkable
+ 4 consecutive earnings beats -- consistent execution
− EPS declining -6.4% YoY despite any revenue growth
Technical Analyst
bullish
61
/ 100 · High confidence
Price action is constructive -- trend and momentum agree
+ MACD histogram positive -- bullish momentum
Risk Analyst
bearish
35
/ 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Current ratio of 0.60 is tight -- limited short-term liquidity cushion
Macro Analyst
bullish
65
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst
bullish
68
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.33 across 83 articles, 14d)
Portfolio Manager
bearish
30
/ 100 · Moderate confidence
The existing book itself argues for caution here, independent of how good this specific stock looks
− Sector concentration is already high (HHI 2796.97)
Investment Thesis Evolution
Committee score moved marginally from 55.6 to 55.2.
- Bullish support removed: 1 signal(s) disappeared.
- New bullish signals: 1 appeared.
Analyst-level changes:
- News Analyst: +1 bullish signal(s).
Comparing 2026-10-09 to 2026-10-10 (1 day apart).
Technical Analysis
RSI (14)
62.1
Neutral
MACD Histogram
1.668
Bullish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Hh Hl
Support
$250.77
Resistance
$296.66
Bollinger %B
0.91
Inside Bands
Price vs Moving Averages
EMA 9
$277.63
Above
EMA 21
$277.75
Above
EMA 50
$276.19
Above
EMA 200
$270.97
Above
Fundamental Analysis
Valuation
75
Growth
64
Profitability
94
Financial Health
43
Cash Flow
70
Valuation
P/E Ratio
19.6×
P/B Ratio
5.08×
PEG Ratio
-2.74
Dividend Yield
1.57%
52W High
$320.48
52W Low
$185.00
Quality & Growth
ROE
2664.9%
ROA
1287.7%
Gross Margin
5060.5%
Operating Margin
2826.7%
Revenue Growth YoY
—
Debt / Equity
0.77
AI Fundamental Assessment
P/E ratio of 19.6 (inexpensive relative to a 15-40x range); Price-to-book of 5.1x; PEG ratio of -2.7 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 26.6%; Return on assets of 12.9%; Net margin of 21.5%; Gross margin of 50.6%; Current ratio of 0.60 (tight short-term liquidity); Debt-to-equity of 0.77; Free cash flow per share is positive (19.98); Most recent quarter beat estimates by 3.2%; 4 consecutive earnings beats; EPS growth roughly steady (+1.6% -> -0.2% QoQ); Average YoY EPS growth of 11.6%; Analyst estimates flat over recent quarters
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