FDS Relative Valuation
FDS's fair value is calculated using relative valuation, based on historical P/E and P/S ranges and their premiums/discounts relative to a competitor average, adjusted by weights. If the market price exceeds this fair value range, FDS is overvalued; if below, it's undervalued.
Historical Valuation
Factset Research Systems Inc (FDS) is now in the Undervalued zone, suggesting that its current forward PE ratio of 21.81 is considered Undervalued compared with the five-year average of 28.10. The fair price of Factset Research Systems Inc (FDS) is between 441.44 to 514.03 according to relative valuation methord. Compared to the current price of 391.33 USD , Factset Research Systems Inc is Undervalued By 11.35%.
Relative Value
Fair Zone
441.44-514.03
Current Price：391.33
11.35%
Undervalued
21.81
PE
1Y
3Y
5Y
Trailing
Forward
16.95
EV/EBITDA
Factset Research Systems Inc. (FDS) has a current EV/EBITDA of 16.95. The 5-year average EV/EBITDA is 21.84. The thresholds are as follows: Strongly Undervalued below 18.21, Undervalued between 18.21 and 20.02, Fairly Valued between 23.65 and 20.02, Overvalued between 23.65 and 25.46, and Strongly Overvalued above 25.46. The current Forward EV/EBITDA of 16.95 falls within the Strongly Undervalued range.
18.21
EV/EBIT
Factset Research Systems Inc. (FDS) has a current EV/EBIT of 18.21. The 5-year average EV/EBIT is 23.27. The thresholds are as follows: Strongly Undervalued below 19.38, Undervalued between 19.38 and 21.33, Fairly Valued between 25.21 and 21.33, Overvalued between 25.21 and 27.16, and Strongly Overvalued above 27.16. The current Forward EV/EBIT of 18.21 falls within the Strongly Undervalued range.
6.12
PS
Factset Research Systems Inc. (FDS) has a current PS of 6.12. The 5-year average PS is 7.68. The thresholds are as follows: Strongly Undervalued below 6.50, Undervalued between 6.50 and 7.09, Fairly Valued between 8.26 and 7.09, Overvalued between 8.26 and 8.85, and Strongly Overvalued above 8.85. The current Forward PS of 6.12 falls within the Strongly Undervalued range.
18.61
P/OCF
Factset Research Systems Inc. (FDS) has a current P/OCF of 18.61. The 5-year average P/OCF is 24.95. The thresholds are as follows: Strongly Undervalued below 20.13, Undervalued between 20.13 and 22.54, Fairly Valued between 27.35 and 22.54, Overvalued between 27.35 and 29.76, and Strongly Overvalued above 29.76. The current Forward P/OCF of 18.61 falls within the Strongly Undervalued range.
21.65
P/FCF
Factset Research Systems Inc. (FDS) has a current P/FCF of 21.65. The 5-year average P/FCF is 28.25. The thresholds are as follows: Strongly Undervalued below 22.76, Undervalued between 22.76 and 25.51, Fairly Valued between 31.00 and 25.51, Overvalued between 31.00 and 33.75, and Strongly Overvalued above 33.75. The current Forward P/FCF of 21.65 falls within the Strongly Undervalued range.
Factset Research Systems Inc (FDS) has a current Price-to-Book (P/B) ratio of 6.87. Compared to its 3-year average P/B ratio of 9.72 , the current P/B ratio is approximately -29.28% higher. Relative to its 5-year average P/B ratio of 11.28, the current P/B ratio is about -39.04% higher. Factset Research Systems Inc (FDS) has a Forward Free Cash Flow (FCF) yield of approximately 3.90%. Compared to its 3-year average FCF yield of 3.45%, the current FCF yield is approximately 13.09% lower. Relative to its 5-year average FCF yield of 3.41% , the current FCF yield is about 14.11% lower.
6.87
P/B
Median3y
9.72
Median5y
11.28
3.90
FCF Yield
Median3y
3.45
Median5y
3.41
Competitors Valuation Multiple
The average P/S ratio for FDS's competitors is 3.04, providing a benchmark for relative valuation. Factset Research Systems Inc Corp (FDS) exhibits a P/S ratio of 6.12, which is 101.45% above the industry average. Given its robust revenue growth of 5.94%, this premium appears unsustainable.
P/S
P/E
EV/EBITDA
EV/EBIT
P/S
Revenue Growth
Market Cap
Performance Decomposition
1Y
3Y
5Y
Market capitalization of FDS decreased by 7.45% over the past 1 year. The primary factor behind the change was an increase in Revenue Growth from 552.71M to 585.52M.
The secondary factor is the P/E Change, contributed -2.07%to the performance.
Overall, the performance of FDS in the past 1 year is driven by Revenue Growth. Which is more sustainable.
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