With a market capitalization of $10.9 billion, FactSet Analysis Techniques Inc. (FDS) is a world monetary knowledge and analytics firm that gives funding professionals with built-in market knowledge, analysis, portfolio analytics, and workflow options. Based in 1978 and headquartered in Connecticut, FactSet operates a subscription-based mannequin with excessive shopper retention, serving asset managers, banks, hedge funds, and firms worldwide.
Firms price $10 billion or extra are sometimes categorised as “large-cap shares,” and FDS matches the label completely, with its market cap exceeding this threshold, underscoring its dimension, affect, and dominance inside the monetary sector.
Regardless of its sturdy market place, FactSet’s inventory efficiency has been notably weak. Shares have fallen 41% from their 52-week excessive of $496.90, reflecting sustained promoting stress. FDS inventory has dropped 15.1% over the previous three months, underperforming the Monetary Choose Sector SPDR Fund’s (XLF) 2% rise throughout the identical interval.
The underperformance is extra pronounced over longer horizons. FDS has declined 39.9% over the previous yr and 30.5% within the final six months, whereas XLF superior 10.5% over 52 weeks and eight.1% over six months.
From a technical perspective, the inventory has remained beneath its 200-day shifting common since early June, although a current transfer above the 50-day shifting common suggests early indicators of short-term stabilization.
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On Dec. 4, FactSet introduced that its market intelligence is now obtainable via Amazon Fast Analysis, enabling purchasers to combine FactSet knowledge with their AWS cloud environments seamlessly. Designed for enterprise AI leaders, the answer streamlines analysis workflows by eliminating guide knowledge uploads and supporting AI-driven methods. The transfer reinforces FactSet’s concentrate on cloud- and AI-ready choices, permitting present subscribers to entry the service instantly. FDS shares rose greater than 4% within the subsequent buying and selling session.
By comparability, its rival S&P World Inc. (SPGI) has seen solely a marginal decline over the previous yr and a 1% dip over the previous six months, highlighting FDS’ relative underperformance available in the market.
With a market capitalization of $10.9 billion, FactSet Analysis Techniques Inc. (FDS) is a world monetary knowledge and analytics firm that gives funding professionals with built-in market knowledge, analysis, portfolio analytics, and workflow options. Based in 1978 and headquartered in Connecticut, FactSet operates a subscription-based mannequin with excessive shopper retention, serving asset managers, banks, hedge funds, and firms worldwide.
Firms price $10 billion or extra are sometimes categorised as “large-cap shares,” and FDS matches the label completely, with its market cap exceeding this threshold, underscoring its dimension, affect, and dominance inside the monetary sector.
Regardless of its sturdy market place, FactSet’s inventory efficiency has been notably weak. Shares have fallen 41% from their 52-week excessive of $496.90, reflecting sustained promoting stress. FDS inventory has dropped 15.1% over the previous three months, underperforming the Monetary Choose Sector SPDR Fund’s (XLF) 2% rise throughout the identical interval.
The underperformance is extra pronounced over longer horizons. FDS has declined 39.9% over the previous yr and 30.5% within the final six months, whereas XLF superior 10.5% over 52 weeks and eight.1% over six months.
From a technical perspective, the inventory has remained beneath its 200-day shifting common since early June, although a current transfer above the 50-day shifting common suggests early indicators of short-term stabilization.
.
On Dec. 4, FactSet introduced that its market intelligence is now obtainable via Amazon Fast Analysis, enabling purchasers to combine FactSet knowledge with their AWS cloud environments seamlessly. Designed for enterprise AI leaders, the answer streamlines analysis workflows by eliminating guide knowledge uploads and supporting AI-driven methods. The transfer reinforces FactSet’s concentrate on cloud- and AI-ready choices, permitting present subscribers to entry the service instantly. FDS shares rose greater than 4% within the subsequent buying and selling session.
By comparability, its rival S&P World Inc. (SPGI) has seen solely a marginal decline over the previous yr and a 1% dip over the previous six months, highlighting FDS’ relative underperformance available in the market.
