FactSet Partners with Valutico for Integrated Valuation Workflow in Private Capital Markets
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 12 2026
0mins
FactSet announced a partnership with Valutico to deliver an integrated, end-to-end valuation workflow for private capital markets. Through the partnership, portfolio company financials collected in FactSet's Cobalt platform will flow directly into Valutico's valuation platform. The companies said the integrated workflow addresses a growing industry challenge as investor expectations shift toward more frequent and transparent valuations, eliminating data silos and manual re-entry. "We looked at a range of options and Valutico stood out because valuation isn't a feature for them, it's what they specialize in," said Emily Monaghan, senior VP and senior director, Private Capital at FactSet. "That distinction matters here more than it might elsewhere because valuation is one of those challenges where a partial solution simply doesn't hold up at scale."
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy FDS?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on FDS
Wall Street analysts forecast FDS stock price to rise
12 Analyst Rating
1 Buy
7 Hold
4 Sell
Hold
Current: 238.900
Low
253.00
Averages
295.91
High
326.00
Current: 238.900
Low
253.00
Averages
295.91
High
326.00
About FDS
FactSet Research Systems Inc. is a global financial digital platform and enterprise solutions provider. The Company's solutions deliver financial data, analytics, and open technology to global clients, including individual users. Its segments include the Americas, EMEA and Asia Pacific. It provides financial data and market intelligence on securities, companies, industries and people to enable its clients to research investment ideas and analyze, monitor and manage their portfolios. It supports various workflows, including investment research, quantitative research, portfolio management and trading, portfolio analytics, wealth management, ESG investing solutions, industry analysis and data solutions. It provides open and flexible technology offerings, including a configurable desktop and mobile platform, and comprehensive data feeds. Its technology also includes LogoIntern, a workflow tool to streamline the task of adding, organizing, and formatting logos into pitch decks.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
S&P 500 Index Outlook for the Future
- Historical Performance: Over the past 20 years, the S&P 500 has delivered an annual return of 9.3% excluding dividends, underscoring its reliability as a benchmark for the U.S. stock market.
- Component Changes: In April 2026, Veeva Systems replaced Coterra Energy in the S&P 500 following its acquisition by Devon Energy, illustrating the impact of market dynamics and M&A activity on index composition.
- Future Earnings Expectations: Wall Street analysts project a 25% increase in S&P 500 company earnings for 2026, driven by robust spending on artificial intelligence infrastructure and corporate tax breaks, indicating strong growth potential.
- Economic Uncertainty: While analysts are optimistic about the S&P 500's future performance, the economic uncertainty stemming from the Iran conflict and potential interest rate hikes could negatively impact the stock market, prompting investors to proceed with caution.
See More
Update: Photronics Shares Fall Following Fiscal Q2 Miss, Weak Fiscal Q3 Guidance
See More
BorgWarner Upgraded to Overweight Rating
- Rating Upgrade: BorgWarner has received an upgrade to an overweight rating, indicating analysts' optimistic outlook on its future performance, which may attract more investor interest.
- Price Target Set: Analysts have set an average price target of $70 for BorgWarner, based on the company's growth potential in the electric vehicle and powertrain sectors, suggesting room for future stock price appreciation.
- Market Reaction Anticipation: The rating upgrade and price target increase are likely to drive BorgWarner's stock price up in the short term, thereby enhancing market confidence in its shares and improving liquidity.
- Strategic Implications: This rating adjustment reflects analysts' recognition of BorgWarner's significant role in the automotive industry's transformation, particularly against the backdrop of increasing trends towards electrification and sustainability.
See More
SQM Reports Q1 Earnings Growth
- Earnings Per Share Growth: SQM reported Q1 earnings of $1.28 per share late Tuesday, reflecting a year-over-year increase that indicates improved profitability amid strong market demand.
- Strong Market Demand: The company's performance growth is driven by the rising global demand for lithium and potassium fertilizers, showcasing its success in resource development and resilience in navigating market fluctuations.
- Strategic Investment Returns: Through ongoing capital expenditures and technological innovations, SQM has optimized its production processes, enhancing overall operational efficiency and further boosting profitability.
- Positive Future Outlook: Management expresses optimism about future market prospects, anticipating continued benefits from the long-term demand growth driven by the global transition to green energy, which bolsters investor confidence in the company's future development.
See More
Hafnia Reports Q1 Earnings of $0.36 per Share, Up from $0.13
- Significant Earnings Growth: Hafnia reported Q1 earnings of $0.36 per share, a remarkable 176% increase from $0.13 a year earlier, indicating strong performance and improved profitability in the market.
- Positive Market Reaction: This earnings growth reflects the company's favorable positioning in the recovering shipping industry, which is expected to boost investor confidence and potentially drive stock price increases.
- Effective Cost Control: Hafnia successfully enhanced its profit margins through operational optimization and cost control measures, allowing it to maintain profitability in a highly competitive market environment.
- Optimistic Future Outlook: As the global economy gradually recovers, Hafnia is poised to benefit from increasing shipping demand, with expectations for continued performance improvement in the coming quarters.
See More
Market Capitalization Comparison: Fox Corp vs. FactSet
- Market Cap Comparison: Fox Corp (FOX) has a market capitalization of $12.63 billion, compared to FactSet Research Systems Inc. (FDS) at $8.45 billion, indicating Fox's relative strength in the market, which may attract more large investors.
- Investor Misconceptions: Many novice investors often overlook the importance of market capitalization, mistakenly comparing stock prices without considering the number of shares outstanding, highlighting the necessity of market cap as a true value comparison tool.
- Market Positioning Impact: Market capitalization not only affects a company's ranking among peers but also determines which mutual funds and ETFs are willing to hold the stock; for instance, funds focused on large-cap stocks may only consider companies valued over $10 billion, influencing capital inflows.
- Stock Performance: At Tuesday's close, FOX rose approximately 1.5%, while FDS fell about 0.3%, reflecting positive market sentiment towards Fox, which could further drive its market cap growth.
See More
S&P 500 Index Outlook for the Future
- Historical Performance: Over the past 20 years, the S&P 500 has delivered an annual return of 9.3% excluding dividends, underscoring its reliability as a benchmark for the U.S. stock market.
- Component Changes: In April 2026, Veeva Systems replaced Coterra Energy in the S&P 500 following its acquisition by Devon Energy, illustrating the impact of market dynamics and M&A activity on index composition.
- Future Earnings Expectations: Wall Street analysts project a 25% increase in S&P 500 company earnings for 2026, driven by robust spending on artificial intelligence infrastructure and corporate tax breaks, indicating strong growth potential.
- Economic Uncertainty: While analysts are optimistic about the S&P 500's future performance, the economic uncertainty stemming from the Iran conflict and potential interest rate hikes could negatively impact the stock market, prompting investors to proceed with caution.
See More
Update: Photronics Shares Fall Following Fiscal Q2 Miss, Weak Fiscal Q3 Guidance
See More
BorgWarner Upgraded to Overweight Rating
- Rating Upgrade: BorgWarner has received an upgrade to an overweight rating, indicating analysts' optimistic outlook on its future performance, which may attract more investor interest.
- Price Target Set: Analysts have set an average price target of $70 for BorgWarner, based on the company's growth potential in the electric vehicle and powertrain sectors, suggesting room for future stock price appreciation.
- Market Reaction Anticipation: The rating upgrade and price target increase are likely to drive BorgWarner's stock price up in the short term, thereby enhancing market confidence in its shares and improving liquidity.
- Strategic Implications: This rating adjustment reflects analysts' recognition of BorgWarner's significant role in the automotive industry's transformation, particularly against the backdrop of increasing trends towards electrification and sustainability.
See More
SQM Reports Q1 Earnings Growth
- Earnings Per Share Growth: SQM reported Q1 earnings of $1.28 per share late Tuesday, reflecting a year-over-year increase that indicates improved profitability amid strong market demand.
- Strong Market Demand: The company's performance growth is driven by the rising global demand for lithium and potassium fertilizers, showcasing its success in resource development and resilience in navigating market fluctuations.
- Strategic Investment Returns: Through ongoing capital expenditures and technological innovations, SQM has optimized its production processes, enhancing overall operational efficiency and further boosting profitability.
- Positive Future Outlook: Management expresses optimism about future market prospects, anticipating continued benefits from the long-term demand growth driven by the global transition to green energy, which bolsters investor confidence in the company's future development.
See More
Hafnia Reports Q1 Earnings of $0.36 per Share, Up from $0.13
- Significant Earnings Growth: Hafnia reported Q1 earnings of $0.36 per share, a remarkable 176% increase from $0.13 a year earlier, indicating strong performance and improved profitability in the market.
- Positive Market Reaction: This earnings growth reflects the company's favorable positioning in the recovering shipping industry, which is expected to boost investor confidence and potentially drive stock price increases.
- Effective Cost Control: Hafnia successfully enhanced its profit margins through operational optimization and cost control measures, allowing it to maintain profitability in a highly competitive market environment.
- Optimistic Future Outlook: As the global economy gradually recovers, Hafnia is poised to benefit from increasing shipping demand, with expectations for continued performance improvement in the coming quarters.
See More
Market Capitalization Comparison: Fox Corp vs. FactSet
- Market Cap Comparison: Fox Corp (FOX) has a market capitalization of $12.63 billion, compared to FactSet Research Systems Inc. (FDS) at $8.45 billion, indicating Fox's relative strength in the market, which may attract more large investors.
- Investor Misconceptions: Many novice investors often overlook the importance of market capitalization, mistakenly comparing stock prices without considering the number of shares outstanding, highlighting the necessity of market cap as a true value comparison tool.
- Market Positioning Impact: Market capitalization not only affects a company's ranking among peers but also determines which mutual funds and ETFs are willing to hold the stock; for instance, funds focused on large-cap stocks may only consider companies valued over $10 billion, influencing capital inflows.
- Stock Performance: At Tuesday's close, FOX rose approximately 1.5%, while FDS fell about 0.3%, reflecting positive market sentiment towards Fox, which could further drive its market cap growth.
See More
