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FactSet Research Systems’ Performance in a Competitive Market

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FactSet Research Systems and its peers

Net profit margins of FactSet Research Systems (FDS), Thomson Reuters (TRI), McGraw Hill Financials (MHFI), MSCI (MSCI), and Markit (MRKT) are 23.7%, 9.18%, 28.39%, 20.70%, and 16.29%, respectively.

EPS (earnings per share) of FactSet Research Systems (FDS), Thomson Reuters (TRI), McGraw Hill Financials (MHFI), MSCI (MSCI), and Markit (MRKT) are $1.48, $0.33, $0.50, and $0.24, respectively.

The current ratios of FactSet Research Systems (FDS), Thomson Reuters (TRI), McGraw Hill Financials (MHFI), MSCI (MSCI), and Markit (MRKT) are 1.13, 0.71, 1.43, 1.69, and 0.85, respectively.

The PE (price-to-earnings) ratios of FactSet Research Systems (FDS), Thomson Reuters (TRI), McGraw Hill Financials (MHFI), MSCI (MSCI), and Markit (MRKT) are 29.36x, 16.29x, 34.84x, and 28.39x, respectively.

The PB (price-to-book value) ratios of FactSet Research Systems (FDS), Thomson Reuters (TRI), McGraw Hill Financials (MHFI), MSCI (MSCI), and Markit (MRKT) are 12.72x, 2.29x, 32.70x, 4.77x, and 2.51x, respectively.

According to these findings, FactSet Research Systems has outperformed its competitors based on net profit margin, EPS, PE, and PB.

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ETFs that invest in FactSet Research Systems

The iShares S&P North American Tech-Software ETF (IGV) invests 1.46% of its holdings in FactSet Research Systems. IGV tracks a market-cap weighted index of US and Canadian software companies.

The PowerShares S&P MidCap Low Volatility ETF (XMLV) invests 1.32% of its holdings in FactSet Research Systems. XMLV tracks a volatility-weighted index of the 80 least volatile S&P MidCap 400 companies.

The First Trust Value Line 100 ETF (FVL) invests 1.06% of its holdings in FactSet Research Systems. FVL tracks an equally-weighted index of US stocks selected by proprietary price and earnings screens.

Factset Research Systems compared and its ETFs

The year-to-date price movements of FactSet Research Systems (FDS), IGV, XMLV, and FVL are 16.50%, 4.44%, 0.90%, and -1.29%, respectively.

An analysis of FactSet valuation follows:

  • The PE (price-to-earnings) ratios of FactSet Research Systems (FDS), IGV, XMLV, and FVL are 29.36x, 47.05x, 21.51x, and 25.16x, respectively.
  • The PB (price-to-book value) ratios of FactSet Research Systems (FDS), IGV, XMLV, and FVL are 12.72x, 4.97x, 2.38x, and 5.20x, respectively.

According to these findings, Facset Research Systems has outperformed its ETFs based on price movement, PE, and PB.

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