IntrinsicIntrinsic
OverviewFinancialsChartBusiness SummaryFilingsOwnershipValuation

FACTSET RESEARCH SYSTEMS INC (FDS)

Services-Computer Programming, Data Processing, Etc.

Latest Price
$276.93
TTM P/E
17.11
Normalized P/E
19.61
Div Yield
1.29%
Book Value
55.20
P/B Ratio
5.02

Valuation metrics

adjust assumptions →
EPS: $15.55
Book value / share: $58.08
Formula: √(22.5 × EPS × BVPS)
Graham Number
$142.55
45% downside
Norm. op. income: $475M (median of 7yr)
Tax rate: 16%
Discount rate: 10%
Growth assumption: zero (EPV is a no-growth value)
Earnings Power Value
$78.69
70% downside
Base FCF: $585M (median of recent 5yr)
Growth: 10%/yr (median YOY, capped at 25%)
Discount rate: 10%
Terminal growth: 3%
Projection horizon: 10 years
DCF Fair Value
$363.50
+40% upside
EPS: $15.55
Target P/E: 20×
Formula: EPS × P/E
P/E Fair Value
$311.00
+20% upside

Institutional Ownership

100.0% held by institutions
InstitutionSharesValueOwnership %ChangeFiling Date
BAMCO INC /NY/4.20M$966.0M11.74%+444.3K2026-06-30
BlackRock, Inc.2.86M$657.0M7.99%+32.6K2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC2.38M$547.0M6.65%-28.9K2026-06-30
STATE STREET CORP1.87M$431.0M5.24%-24.5K2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC1.78M$409.0M4.98%-25.4K2026-06-30
AQR CAPITAL MANAGEMENT LLC1.68M$385.0M4.68%+1.37M2026-06-30
LOOMIS SAYLES & CO L P1.44M$331.0M4.02%-38.8K2026-06-30
GEODE CAPITAL MANAGEMENT, LLC1.38M$317.0M3.86%+238.4K2026-06-30
MORGAN STANLEY1.10M$253.0M3.08%+50.4K2026-06-30
Invesco Ltd.954.4K$219.0M2.67%-117.3K2026-06-30
View all institutional holders →