Factset Research Systems (FDS) Valuation
Historical valuation analysis based on 1279 data points (2021-09-14 to 2026-10-16)
FactSet provides financial data and portfolio analytics to the global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and con...
Factset Research Systems (FDS) currently trades at a P/E ratio of 18.96 (historical range: 11.92–46.71, median: 33.79), placing it at the 16th percentile — cheap relative to its history, P/S ratio of 4.40 (range: 3.02–11.60, 14th percentile — cheap relative to its history), EV/EBITDA of 16.66 (range: 10.98–41.41, 18th percentile).
Over the historical period (2021-09-14 to 2026-10-16), Factset Research Systems's P/E ratio has contracted by 32% over the observed period (from an average of 37.9 to 25.7).
Factset Research Systems trades well below its historical valuation range across most metrics.
Historical Valuation Metrics
| Metric | Current | Median | %ile | Assessment |
|---|---|---|---|---|
| P/E Ratio | 18.96 | 33.79 | 16th | cheap relative to its history |
| P/S Ratio | 4.40 | 8.03 | 14th | cheap relative to its history |
| EV/EBITDA | 16.66 | 27.46 | 18th | cheap relative to its history |
| FCF Yield | 6.60% | 3.45% | 87th | cheap relative to its history |
Factset Research Systems (FDS) Valuation & P/E History
Factset Research Systems (FDS) is a US-listed stock operating in the Technology sector, specifically the Services-Computer Programming, Data Processing, Etc. industry currently trading at $301.67 with a market capitalization of $10.7 billion. This page provides historical valuation analysis for FDS based on 1279 data points covering 2021-09-14 to 2026-10-16. The P/E ratio of 18.96 is below the historical median of 33.79, placing FDS at the 16th percentile of its valuation range. The P/S ratio of 4.40 compares to a median of 8.03.
FDS Valuation Metrics & Historical Range
The valuation table above shows Factset Research Systems's current and historical valuation multiples, including P/E ratio, P/S ratio, EV/EBITDA, FCF yield, and dividend yield. Each metric is compared to its own historical range to determine whether FDS is currently trading above or below its typical valuation levels.
- P/E ratio: Price-to-earnings measures how much investors pay per dollar of earnings. A P/E above the historical median suggests FDS is expensively valued; below the median suggests it is cheap.
- P/S ratio: Price-to-sales is useful for companies with volatile or negative earnings. Lower P/S relative to history may indicate value.
- EV/EBITDA: Enterprise value to EBITDA adjusts for debt and cash, providing a capital-structure-neutral valuation measure for Factset Research Systems.
- FCF yield: Free cash flow yield shows the cash return relative to market price. Higher yields may indicate undervaluation.
Is FDS Overvalued or Undervalued?
Factset Research Systems trades well below its historical valuation range across most metrics. The overall valuation percentile of 16 combines P/E, P/S, and EV/EBITDA percentiles into a single measure of how expensive FDS is relative to its own history. A percentile below 25 suggests the stock may be undervalued, while a percentile above 75 suggests it may be overvalued.
However, valuation is only one factor in investment decisions. A stock can remain "overvalued" for years if growth accelerates, or "undervalued" if the business deteriorates. Always combine valuation analysis with financial statement analysis and the full FDS analysis page for a complete picture.
Valuation data is computed from historical price and fundamental data via Polygon.io and Finnhub.FDS trades on NYSE/NASDAQ. This page is for informational purposes only and is not financial advice.