- FactSet reaffirmed its fiscal year revenue guidance, projecting between $2.29 billion to $2.31 billion, aligning with the market’s estimate of $2.3 billion.
- The company maintained its adjusted earnings per share (EPS) forecast, with expectations ranging between $16.80 to $17.40, whereas the market estimates it at $17.20.
- FactSet predicts its adjusted operating margin to sit between 36% and 37%, closely matching the estimate of 36.7%.
- For the medium-term outlook, FactSet anticipates adjusted EPS to grow at a high single to low double-digit rate annually through fiscal 2028.
- Organic Annual Subscription Value (ASV) is expected to increase at a mid-to-high single-digit rate annually through fiscal 2028.
- FactSet projects its adjusted operating margin to be between 37% and 38% by the end of fiscal 2028.
- The firm reaffirmed its guidance for fiscal 2025 and introduced a new medium-term outlook.
- Current analyst ratings for FactSet include 4 buys, 11 holds, and 7 sells.
Factset Research Systems Inc on Smartkarma
Analyst coverage of Factset Research Systems Inc on Smartkarma reveals a mixed outlook for the company. Baptista Research recently published insights on the challenges and successes faced by FactSet in their fiscal Q4 2024 earnings presentation. Despite demonstrating growth with organic Annual Subscription Value (ASV) and professional services, the company encountered market saturation and competition issues. Total revenue rose to $2.2 billion while adjusted EPS increased to $16.45, reflecting a 12.3% growth over the fiscal year.
Furthermore, Baptista Research‘s analysis also highlighted FactSet’s efforts in aligning with evolving data demands and strengthening its presence in private markets for competitive differentiation. The company’s performance in the face of a challenging market environment was evident in its consistent annual revenue growth and improved operating margin. Despite facing pressures such as tightened client budgets, FactSet’s strategic moves and financial growth show resilience amidst market challenges.
A look at Factset Research Systems Inc Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 4 | |
| Resilience | 3 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.0 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
FactSet Research Systems Inc. has received a varied outlook based on Smartkarma Smart Scores across different factors. With a strong score in Growth and Momentum, the company appears set for long-term expansion and positive market performance. This suggests that FactSet Research Systems Inc. may continue to experience robust growth and maintain its market momentum over time.
While the scores for Value and Dividend are moderate, the company’s Resilience score indicates a certain level of stability and ability to withstand market fluctuations. This combination of factors paints a picture of a company with promising growth opportunities and a solid foundation, positioning FactSet Research Systems Inc. favorably in the market as it navigates the ever-changing financial landscape.
Summary: FactSet Research Systems Inc. is a provider of global economic and financial data to financial professionals. By offering a comprehensive online platform that consolidates data from various sources, including fundamental data, the company serves analysts and investment bankers with essential information and analytics.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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