FactSet Research: The Facts Look A Lot Better

Summary

  • FactSet's valuation multiples have compressed from 45x to 25x earnings since 2021, making current levels more compelling for investors.
  • The company has shown consistent organic growth at mid-single digit rates.
  • FactSet's recent acquisitions, including LiquidityBook, and initiatives like FactSet Mercury, enhance its service offerings and client solutions.
  • With a strong track record and a 4% earnings yield, FactSet's shares are attractive, especially at the lower end of the trading range.
  • Looking for a helping hand in the market? Members of Value In Corporate Events get exclusive ideas and guidance to navigate any climate. Learn More »

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Late in 2021 I believed that it was time to look at the facts in the case of FactSet Research (NYSE:FDS). I called the company a continued, stable and secular growth play, yet feared that valuations

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Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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