FactSet Research Systems

  • Cautious Outlook For These Investment Data Providers

    By Vladimir Zernov - August 13, 2013 | Tickers: FDS, MORN, TRI

    Recent reports of brokerage companies have shown that the retail investor is returning to the stock market. Morningstar (NASDAQ: MORN), a company that provides investment research to individual investors and financial advisors, is up 24% this year. Investment data firms FactSet (NYSE: FDS) and Thomson Reuters (NYSE: TRI) have shown similar performance, up 26% and 23%. Would these companies profit from the emerging trend?

    Cautious outlook

    Typically, the engagement of more »

  • How Do You Cash in on the Big Data Revolution?

    By Paul Sangrey - June 26, 2013 | Tickers: FDS, ENL, RUK, SPLK, TRI

    Everybody is talking these days about "big data." From 1986 to 2007, humanity was able to store 250 optimally compressed exabytes and general-purpose computing power grew at annual rate of 58% (Science). Every two days, as much data is generated as in all of human history up until 2003 (IBM). However, as any intelligent investor knows there is a difference between information and knowledge. As a result, several companies have more »

  • Don't Buy This Stock Because It Lacks Growth

    By Vladimir Zernov - June 25, 2013 | Tickers: FDS, MORN, TRI

    Despite the rise of the stock market this year, the demand for financial information seems to be stalled, and the latest earnings report from FactSet Research Systems (NYSE: FDS) has confirmed this statement. The provider of financial information for portfolio managers and research professionals has reported that its revenue has grown a modest 6% year-over-year, while its earnings grew 10%. The company's stock is up 13% this year, but more »

  • A Play on the Ever-Rising Need for Financial Data

    By Matthew Frankel - May 30, 2013 | Tickers: FDS, INTU, AMTD

    FactSet Research Systems (NYSE: FDS) is a leading provider of data services to the financial industry. Over the past decade, the company’s business has really taken off, and shares have gained accordingly. With the growing need for data in the industry, is there still time to get in on this growing company, or has the opportunity passed us by?

    About FactSet Research Systems

    FactSet provides economic and financial data more »

  • Tarnished Brand but Untarnished Profits

    By Ted Cooper - April 30, 2013 | Tickers: FDS, MHFI, MCO

    Investors have soured on McGraw-Hill (NYSE: MHFI) since the U.S. Department of Justice announced it would pursue a civil lawsuit against the company's credit ratings unit, Standard & Poor's (S&P). Moody's (NYSE: MCO), S&P's primary competitor and a Warren Buffett favorite, is under similar pressure from a government looking to make a public display of justice.

    However, McGraw-Hill's collection of wide-moat businesses will more »

  • Baron Funds Finds Buys in Data

    By Reuben Brewer - April 12, 2013 | Tickers: FDS, IT, NLSN

    Baron Funds is a highly respected, niche mutual fund family. Its largely small-cap growth focus has led it to impressive long-term performance, overall. Recently the family highlighted data rich companies Gartner (NYSE: IT), Nielsen Holdings (NYSE: NLSN), and FactSet (NYSE: FDS) as long-term opportunities.

    The Baron family

    Ron Baron started the Baron Fund Family as a small-cap growth shop. One notable feature of the family is that it doesn't more »

  • 3 Highly Profitable Technology Companies Identified

    By Nick Chiu - March 27, 2013 | Tickers: AOL, FDS, SYNT

    Profitability is a key metric used when determining how efficiently a company is being managed. Net profit margin is used to evaluate a company's profitability, providing clues to the company's pricing policies, cost structure, and production efficiency. On the other hand, ROE measures how a company is using its money.

    In this article, three highly profitable technology stocks with a healthy balance sheet (debt/equity below 0.1 more »

  • Dividend Yield and Undervaluation Makes Thomson Reuters a Strong Buy

    By Mark Lin - March 22, 2013 | Tickers: FDS, MORN, TRI

    Thomson Reuters (NYSE: TRI) currently sports an attractive dividend yield of 4% and it has increased dividends for every single year for the past 20 years. In addition, Thomson Reuters boasts of a disciplined capital allocation policy, having returned more than $9 billion to shareholders in the form of dividends and share buybacks since 2001. Its EV/EBITDA valuations should be closer to that of peers, notwithstanding higher leverage and more »

  • The Outlook for Information Services Providers

    By Lee Samaha - March 21, 2013 | Tickers: RATE, FDS, MORN, MSCI, TRI

    The ghost of the financial crisis lingers on, and no more so than in the banking sector. It’s not only that financial services firms are reluctant to invest, having barely survived the crisis, but they are also faced with regulatory threats. In this kind of environment it is no wonder that information providers like FactSet Research Systems (NYSE: FDS) are not seeing the kind of pickup in demand that more »

  • Earnings to Watch: Adobe Systems, FactSet Research, Williams-Sonoma

    By John Macris - March 15, 2013 | Tickers: ADBE, FDS, WSM

    As of this writing, the Dow Jones Industrial Average has made 10 successive all-time record highs. The only certainty with luck is that it’s bound to change, and in our case the market will be ripe for a pullback sooner or later.

    Stocks reached a historic low on March 9, 2009, and have effectively gone straight up ever since. The S&P 500 recorded a low of 683 in more »

  • A Board Member Bought About $50,000 Worth of IHS

    By Meena Krishnamsetty - January 28, 2013 | Tickers: HIS, FDS, MCO, DNB, TRI

    According to a Form 4 filed with the SEC, Jean-Paul Montupet, a Board member at IHS (NYSE: HIS) purchased 500 shares of the stock on Jan. 22 through a trust at an average price of $99.26. Montupet also owns a little over 3,400 shares of IHS directly. IHS is an information, analysis, and consulting company with a market capitalization of $6.8 billion. Studies show that stocks bought more »

  • Why the Market Might Be Wrong over This Company's Results

    By Lee Samaha - December 18, 2012 | Tickers: RATE, FDS, MHFI, MORN, TRI

    It’s always interesting when a company that you monitor gives disappointing results, because it can create a decent buying opportunity. In this case it’s time to take a look at financial information services company FactSet Research Systems (NYSE: FDS) whose results were greeted with an immediate markdown. So is it time to buy?

    FactSet Research’s Q1 Results

    A quick summary of the results and guidance:

  • Content Still has Value

    By Reuben Brewer - December 6, 2012 | Tickers: FDS, NYT, TRI, NWSA, DIS

    The internet simultaneously provides connectivity and the ability to easily generate content. It has democratized industries that were once dominated by professionals and specialists. Indeed, potential paying customers who find content that's free and meets their needs, even though it may not be as polished as professionally created content, have, more often than not, gone with the cheaper option. Still, creating valuable content can lead to profits and there are still some companies that do just that.

  • Picks From Baron Partners Fund

    By Reuben Brewer - November 29, 2012 | Tickers: FDS, FAST, TRI, MTN

    Baron Funds are known for their small-cap growth focus. However, firm founder Ron Baron has never advocated selling a company just because it has grown, leading some of the Baron funds holding companies for many years and well beyond any accepted definition of small cap. Baron Partners Fund (BPTRX) focuses on the fund family's “best” ideas, regardless of size. I found a few companies in his portfolio that I wanted to look at more closely: Factset (NYSE: FDS), Fastenal (NASDAQ: FAST), and Vail Resorts (NYSE: MTN).

  • This Company Had a Board Member Buy In

    By Meena Krishnamsetty - October 14, 2012 | Tickers: DGI, FDS, IHS, DNB, TRI

    Michael Armstrong, a Board member at IHS Inc. (NYSE: IHS), directly purchased 5,550 shares of the company’s stock on Oct. 10 at an average price of $89.96. IHS is an information company whose product line includes energy statistics, supply chain consulting, and intelligence for both national security and business customers. The stock price had consistently risen throughout 2012 up until mid-September, when it peaked around $118 per more »

  • A Fast Growing Financial Services Firm

    By Lee Samaha - September 28, 2012 | Tickers: RATE, FDS, MORN

    FactSet Research Systems (NYSE: FDS) gave earnings which were met with an immediate markdown. For some reason the stock seems to usually invoke great drama after it gives results, but the latest numbers and guidance were pretty much in line. I like the company and think it has some attractive defensive properties which make it a good stock to hold in a balanced portfolio.

     

    FactSet Results

    At the previous set more »

  • The Key Earnings to Follow This Week

    By Lee Samaha - September 24, 2012 | Tickers: DFS, FDS, MKC, PAYX, WAG

    This week is quite an interesting one for earnings with a diverse set of companies reporting. As investors like to focus on stocks over earnings I thought it would be interesting to highlight a few and what to expect from them. I will try to cover some of them in due course.

    Lennar, Paychex and Red Hat

    On Monday house builder Lennar will report and investors must be hoping for more »

  • An Overlooked Defensive Financial Stock?

    By Lee Samaha - June 20, 2012 | Tickers: RATE, FDS, MHFI, MORN, TRI

    As the market grapples with the consequences of the Greek election, I thought it would be interesting to look at a stock which could give balance to a portfolio. In its own odd way, FactSet Research Systems Inc (NYSE: FDS) has a combination of defensive characteristics and cyclical growth prospects.  Unfortunately, given that its main activity is providing financial information, the stock is well known to the investment community, so more »

  • Is TNT Express a Good Addition for UPS?

    By Tim Brugger - March 20, 2012 | Tickers: FDS, UPS

    The announcement by UPS (NYSE: UPS) management of the successful negotiations to acquire Dutch transport leader TNT Express was met with applause from most analysts and certainly from investors.

    After three straight years of revenue and earnings growth, UPS was already a sound investment. So that begs the question – does the recent announcement and subsequent increase in share price warrant investor consideration for what is now the highest valuation in more »

  • Just the Facts, Ma'am

    By Shawn Robinson - March 12, 2012 | Tickers: FDS, MORN

    Back in January of this year, I wrote an article here on the Motley Fool Blog Network titled, “One Simple Screen for Bargain Stocks,” where I attempted to find stocks that have recently underperformed relative to the S&P 500, but could be a bargain given managements' past performance in allocating capital. One stock that appeared on my screen was FactSet Research Systems (NYSE: FDS), which leverages large databases of more »

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