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 16.12 is considered Undervalued compared with the five-year average of 27.22. The fair price of Factset Research Systems Inc (FDS) is between 428.40 to 526.06 according to relative valuation methord. Compared to the current price of 278.92 USD , Factset Research Systems Inc is Undervalued By 34.89%.
Relative Value
Fair Zone
428.40-526.06
Current Price：278.92
34.89%
Undervalued
16.11
PE
1Y
3Y
5Y
Trailing
Forward
12.71
EV/EBITDA
Factset Research Systems Inc. (FDS) has a current EV/EBITDA of 12.71. The 5-year average EV/EBITDA is 21.18. The thresholds are as follows: Strongly Undervalued below 15.92, Undervalued between 15.92 and 18.55, Fairly Valued between 23.81 and 18.55, Overvalued between 23.81 and 26.44, and Strongly Overvalued above 26.44. The current Forward EV/EBITDA of 12.71 falls within the Strongly Undervalued range.
13.74
EV/EBIT
Factset Research Systems Inc. (FDS) has a current EV/EBIT of 13.74. The 5-year average EV/EBIT is 22.56. The thresholds are as follows: Strongly Undervalued below 17.10, Undervalued between 17.10 and 19.83, Fairly Valued between 25.29 and 19.83, Overvalued between 25.29 and 28.01, and Strongly Overvalued above 28.01. The current Forward EV/EBIT of 13.74 falls within the Strongly Undervalued range.
4.28
PS
Factset Research Systems Inc. (FDS) has a current PS of 4.28. The 5-year average PS is 7.45. The thresholds are as follows: Strongly Undervalued below 5.60, Undervalued between 5.60 and 6.53, Fairly Valued between 8.38 and 6.53, Overvalued between 8.38 and 9.30, and Strongly Overvalued above 9.30. The current Forward PS of 4.28 falls within the Strongly Undervalued range.
13.35
P/OCF
Factset Research Systems Inc. (FDS) has a current P/OCF of 13.35. The 5-year average P/OCF is 24.15. The thresholds are as follows: Strongly Undervalued below 17.35, Undervalued between 17.35 and 20.75, Fairly Valued between 27.55 and 20.75, Overvalued between 27.55 and 30.94, and Strongly Overvalued above 30.94. The current Forward P/OCF of 13.35 falls within the Strongly Undervalued range.
15.93
P/FCF
Factset Research Systems Inc. (FDS) has a current P/FCF of 15.93. The 5-year average P/FCF is 27.37. The thresholds are as follows: Strongly Undervalued below 20.04, Undervalued between 20.04 and 23.70, Fairly Valued between 31.03 and 23.70, Overvalued between 31.03 and 34.70, and Strongly Overvalued above 34.70. The current Forward P/FCF of 15.93 falls within the Strongly Undervalued range.
Factset Research Systems Inc (FDS) has a current Price-to-Book (P/B) ratio of 4.81. Compared to its 3-year average P/B ratio of 8.93 , the current P/B ratio is approximately -46.17% higher. Relative to its 5-year average P/B ratio of 10.64, the current P/B ratio is about -54.85% higher. Factset Research Systems Inc (FDS) has a Forward Free Cash Flow (FCF) yield of approximately 0.00%. Compared to its 3-year average FCF yield of 3.70%, the current FCF yield is approximately -100.00% lower. Relative to its 5-year average FCF yield of 3.55% , the current FCF yield is about -100.00% lower.
4.80
P/B
Median3y
8.93
Median5y
10.64
5.91
FCF Yield
Median3y
3.70
Median5y
3.55
Competitors Valuation Multiple
The average P/S ratio for FDS's competitors is , providing a benchmark for relative valuation. Factset Research Systems Inc Corp (FDS) exhibits a P/S ratio of , which is NaN% above the industry average. Given its robust revenue growth of 6.17%, 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 41.93% over the past 1 year. The primary factor behind the change was an increase in Margin Expansion from 15.92 to 25.74.
The secondary factor is the Revenue Growth, contributed 6.17%to the performance.
Overall, the performance of FDS in the past 1 year is driven by Margin Expansion. Which is more sustainable.
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