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Dec 22, 2022

FactSet (FDS, $393.26) beats fiscal Q1 earnings expectations

FactSet Research reported quarterly adjusted earnings of $3.99 per share, exceeding the Zacks Consensus Estimate of $3.60 per share (as reported by Zacks Equity Research). Adjusted earnings were $3.25 per share a year ago. 

The company’s Annual Subscription Value plus professional services came in at $2.0 billion vs. $1.7 billion a year ago. Organic ASV plus professional services was $1.8 billion, up $149.5 million from the prior year (and at a growth of 8.8%).

Adjusted operating margin widened to 38.3%, compared with 33.6% in the prior year period.

For fiscal 2023, FactSet reaffirmed its forecast of adjusted EPS in the range of $14.50 to $14.90, and revenues in the range of $2.10 billion to $2.115 billion.

Related Ticker: FDS

FDS in -1.11% downward trend, sliding for three consecutive days on February 21, 2024

Moving lower for three straight days is viewed as a bearish sign. Keep an eye on this stock for future declines. Considering data from situations where FDS declined for three days, in of 229 cases, the price declined further within the following month. The odds of a continued downward trend are .

Price Prediction Chart

Technical Analysis (Indicators)

Bearish Trend Analysis

The 10-day RSI Indicator for FDS moved out of overbought territory on February 05, 2024. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 43 similar instances where the indicator moved out of overbought territory. In of the 43 cases, the stock moved lower in the following days. This puts the odds of a move lower at .

The Momentum Indicator moved below the 0 level on February 12, 2024. You may want to consider selling the stock, shorting the stock, or exploring put options on FDS as a result. In of 94 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are .

The Moving Average Convergence Divergence Histogram (MACD) for FDS turned negative on February 08, 2024. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 48 similar instances when the indicator turned negative. In of the 48 cases the stock turned lower in the days that followed. This puts the odds of success at .

FDS moved below its 50-day moving average on February 13, 2024 date and that indicates a change from an upward trend to a downward trend.

Bullish Trend Analysis

The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 6 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.

Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where FDS advanced for three days, in of 382 cases, the price rose further within the following month. The odds of a continued upward trend are .

FDS may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.

The Aroon Indicator entered an Uptrend today. In of 312 cases where FDS Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .

Fundamental Analysis (Ratings)

Fear & Greed

The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 72, placing this stock better than average.

The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating fairly steady price growth. FDS’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (10.152) is normal, around the industry mean (5.617). P/E Ratio (36.679) is within average values for comparable stocks, (36.389). Projected Growth (PEG Ratio) (2.401) is also within normal values, averaging (2.528). Dividend Yield (0.008) settles around the average of (0.037) among similar stocks. P/S Ratio (8.292) is also within normal values, averaging (98.964).

Notable companies

The most notable companies in this group are Morgan Stanley (NYSE:MS), Goldman Sachs Group (NYSE:GS), Charles Schwab Corp (The) (NYSE:SCHW), CME Group (NASDAQ:CME).

Industry description

These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.

Market Cap

The average market capitalization across the Investment Banks/Brokers Industry is 10.27B. The market cap for tickers in the group ranges from 13 to 928.5B. PKRSF holds the highest valuation in this group at 928.5B. The lowest valued company is BFCH at 13.

High and low price notable news

The average weekly price growth across all stocks in the Investment Banks/Brokers Industry was -1%. For the same Industry, the average monthly price growth was 9%, and the average quarterly price growth was 25%. BKBLF experienced the highest price growth at 133%, while STGC experienced the biggest fall at -73%.

Volume

The average weekly volume growth across all stocks in the Investment Banks/Brokers Industry was -49%. For the same stocks of the Industry, the average monthly volume growth was -22% and the average quarterly volume growth was 81%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 57
P/E Growth Rating: 64
Price Growth Rating: 49
SMR Rating: 70
Profit Risk Rating: 72
Seasonality Score: -31 (-100 ... +100)
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FDSDaily Signal changed days agoGain/Loss if shorted
 
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A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

a provider of on-line integrated database services to the global financial community

Industry InvestmentBanksBrokers

Profile
Fundamentals
Details
Industry
Financial Publishing Or Services
Address
45 Glover Avenue
Phone
+1 203 810-1000
Employees
12237
Web
https://www.factset.com
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FDS and

Correlation & Price change

A.I.dvisor indicates that over the last year, FDS has been loosely correlated with SPGI. These tickers have moved in lockstep 52% of the time. This A.I.-generated data suggests there is some statistical probability that if FDS jumps, then SPGI could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FDS
1D Price
Change %
FDS100%
-0.77%
SPGI - FDS
52%
Loosely correlated
-0.39%
MCO - FDS
49%
Loosely correlated
+0.14%
MSCI - FDS
49%
Loosely correlated
-0.16%
ICE - FDS
43%
Loosely correlated
+0.19%
EVR - FDS
43%
Loosely correlated
-0.34%
More
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