What is the intrinsic value of FactSet Research Systems Inc. (FDS)?

Strong Buffett candidate. Shows characteristics of a wonderful business. Valuo applies Buffett DCF, Graham Number, Lynch PEGY, and Rule #1 frameworks to calculate buy targets and margin of safety for FDS.

Should I buy FDS at the current price?

Based on Buffett's framework analysis, FDS has a Buy recommendation with a Buffett score of 94%. This combines signals from four investor models — each calculates a fair value and margin of safety to determine whether the current price offers a good entry point.

What is the Buffett score for FDS?

FDS has a Buffett score of 94% on Valuo. This score reflects how well the company meets Warren Buffett's investment criteria: durable competitive advantage, strong return on equity, consistent earnings growth, and a price below intrinsic value.

Are insiders buying FDS stock?

In recent SEC Form 4 filings, FDS insiders made 0 open-market purchases and 2 sales. Valuo shows the full insider and congress trading timeline for FDS.

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Is FactSet Research Systems Inc. (FDS) Undervalued? Valuation & Fair Price

At $271.93, the frameworks are split on FactSet Research Systems Inc. today — Warren Buffett rates it Buy, Benjamin Graham and Phil Town (Rule #1) rate it Avoid, and Peter Lynch rates it Hold. Each model calculates its own fair value and margin of safety; create a free account to see the exact buy price behind every verdict.

FactSet Research Systems Inc.

FDS

Financial Services · Financial - Data & Stock Exchanges · NYSE

$271.93

P/E 17.2×

CEO

Sanoke Viswanathan

Sector

Financial Services

Industry

Financial - Data & Stock Exchanges

Website

www.factset.com

FactSet Research Systems Inc. is a financial intelligence firm providing a comprehensive suite of integrated data and analytical software. The company serves the global investment community, with its operations spanning the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. FactSet delivers critical insights and information through specialized workflow solutions covering research, analytics, and trading, complemented by its content, technology platforms, and wealth management resources. Its diverse clientele includes portfolio managers, investment banks, asset managers, wealth advisors, corporate entities, and various other financial sector organizations. FactSet was established in 1978 and is headquartered in Norwalk, Connecticut.

Investor scorecard

How the four investors rate FactSet Research Systems Inc.

A split decision across the frameworks

Warren Buffett

94%Buy

Benjamin Graham

29%Avoid

Peter Lynch

67%Hold

Phil Town (Rule #1)

55%Avoid

Investor model analysis

Details locked

At $271.93, 2 of 4 frameworks say Avoid

Business Quality63/100

Intrinsic Value (DCF)

Warren Buffett's valuation model · select an investor above to switch

Intrinsic Value

Buy Below

Strong Buy

Margin of Safety

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Insider & congress activity

Are insiders buying FDS?

Over recent SEC Form 4 filings, FDS insiders bought $228K and sold $1.5M of stock across 6 open-market trades. Insiders sell for many reasons, but they buy for one.

Bought $228KSold $1.5M

Recent open-market insider trades for FDS
Insider	Action	Shares	Value	Date
Frank Malcolmdirector	Sell	1,045	$308K	Jan 12, 2026
Frank Malcolmdirector	Sell	1,527	$452K	Jan 12, 2026
SIEGEL LAURIEdirector	Sell	1,984	$588K	Jan 8, 2026
SIEGEL LAURIEdirector	Sell	588	$174K	Jan 8, 2026
Skoko GoranEVP, Chief Revenue Officer	Buy	500	$126K	Nov 6, 2025

Members of Congress have also reported 34 trades in FDS. See the full insider & congress timeline.

Source: SEC Form 4 filings. Open-market buys & sells only. Not investment advice.

See the interactive insider chart & every trade

Scenario analysis

Bear, base & bull

Three growth assumptions, three fair values — and where today's price lands

What's working

Key strengths

Identified by Buffett framework analysis

Return on Equity

ROE Consistency

ROE Quality (Low Leverage)

Risk factors & concerns — free account

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Company financials

5-Year Financials

Income statement highlights — annual, USD

Source: 10-K filings

Metric	2025	2024	2023	2022	2021
Revenue	$2.3B	$2.2B	$2.1B	$1.8B	$1.6B
Rev. Growth	+5.4%	+5.6%	+13.1%	+15.9%	—
Net Income	$597M	$537M	$468M	$397M	$400M
Net Margin	25.7%	24.4%	22.4%	21.5%	25.1%
EPS (Diluted)	$15.74	$14.11	$12.26	$10.48	$10.56
Free Cash Flow	Locked — upgrade to view	Locked — upgrade to view	Locked — upgrade to view	Locked — upgrade to view	Locked — upgrade to view	FCF & more — free account

Full analysis included

See the complete picture for FDS

Exact buy targets, margin of safety, detailed investor checklists, and risk breakdown — all frameworks, all numbers.

Buy & sell targetsFull checklistRisk breakdown

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Educational Use Only · Not Financial Advice

Analysis, scores, valuations, and buy zones are derived from publicly documented investor frameworks (Buffett, Lynch, Benjamin Graham, Phil Town) for learning purposes only. They are not recommendations from licensed financial advisors. Past performance does not guarantee future results. Prices may be delayed up to 15 minutes. Always conduct your own research before making any investment decisions.