A Look At FactSet Research Systems (FDS) Valuation After Its Latest AI Focused 10-Q Filing

Simply Wall St.01-08

AdvertisementFresh 10-Q puts FactSet’s AI push and growth metrics in focus FactSet Research Systems (FDS) recently filed its latest Form 10-Q, spotlighting growth across key business metrics and wider...

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See our latest analysis for FactSet Research Systems. Against this backdrop of new AI tools, FactSet’s recent share price has been relatively firm, with a 30 day share price return of 2.11% and a year to date share price return of 2.83%. However, the 1 year total shareholder return of a 35.36% decline and 3 year total shareholder return of a 26.88% decline suggest longer term momentum has been fading. If this kind of AI push has your attention, it could be a good moment to see what is happening across high growth tech and AI names through high growth tech and AI stocks. With revenue at roughly US$2.4b, net income near US$600m, and the shares trading around US$292.95 at an apparent discount to some intrinsic and analyst estimates, is FactSet still mispriced or is the market already factoring in future growth? Most Popular Narrative: 12.1% Undervalued With FactSet Research Systems last closing at US$292.95 versus a narrative fair value of about US$333.19, the valuation gap centers on how its AI investments translate into future returns.  FactSet is integrating new acquisitions like Irwin and LiquidityBook, adding immediate cross-sell opportunities and expanding services across buy-side and banking workflows, which will support revenue growth. The launch of new GenAI products, including Pitch Creator and conversational API, is expected to provide additional services that drive adoption and increase ASV growth, positively impacting future revenue.  Read the complete narrative. Want to see what is baked into that fair value? This narrative leans on steady revenue expansion, fatter margins, and a higher future earnings multiple. Curious which assumptions really move the needle? The most widely followed narrative applies a discount rate of 8.45% to future cash flows and arrives at a Fair Value of US$333.19 per share, which sits above both the current price and the model’s future earnings multiple of just over 21x. That view rests on FactSet Research Systems growing revenue and earnings over time while maintaining profit margins in the mid 20s, and on the market being willing to pay a forward P/E that is higher than the model’s implied fair P/E in later years. Result: Fair Value of $333.19 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on asset managers and banks holding spending steady, while rising cloud and software costs could keep pressure on FactSet’s margins longer than hoped. Find out about the key risks to this FactSet Research Systems narrative.  Build Your Own FactSet Research Systems Narrative If you see the numbers differently or would rather test your own assumptions, you can build a fresh, data backed view in minutes: Do it your way. A great starting point for your FactSet Research Systems research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If FactSet has sharpened your thinking, do not stop here. Broadening your watchlist with a few targeted themes can quickly surface fresh, high conviction ideas.  Spot potential bargains early by scanning these 885 undervalued stocks based on cash flows that might be trading below what their cash flows suggest. Ride the next wave of automation by checking out these 26 AI penny stocks that tie real business models to practical AI use cases. Boost your income focus by reviewing these 12 dividend stocks with yields > 3% that combine yield above 3% with listed dividend histories.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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