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Sarah Patel's Avatar
published in Blogs
Dec 21, 2021

FactSet (FDS, $468.28) beats analysts' expectations

FactSet Research posted earnings of $3.25 per share for the quarter ended November 2021, surpassing the Zacks Consensus Estimate of $2.99 per share. This is also higher than the year-ago quarter’s $2.88 per share.

The financial data company’s revenues of $424.73 million also exceeded the Zacks Consensus Estimate by 1.25%. This was an increase over the year-ago quarter’s  $388.21 million. The company has exceeded consensus revenue estimates three times over the last four quarters.

Related Ticker: FDS

FDS in upward trend: price may ascend as a result of having broken its lower Bollinger Band on May 24, 2023

FDS may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In of 30 cases where FDS's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are .

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. of 46 cases where FDS's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are .

Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where FDS advanced for three days, in of 379 cases, the price rose further within the following month. The odds of a continued upward trend are .

Bearish Trend Analysis

The Momentum Indicator moved below the 0 level on May 18, 2023. You may want to consider selling the stock, shorting the stock, or exploring put options on FDS as a result. In of 91 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 April 26, 2023. 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 45 similar instances when the indicator turned negative. In of the 45 cases the stock turned lower in the days that followed. This puts the odds of success at .

The 10-day moving average for FDS crossed bearishly below the 50-day moving average on May 03, 2023. This indicates that the trend has shifted lower and could be considered a sell signal. In of 15 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are .

Following a 3-day decline, the stock is projected to fall further. Considering past instances where FDS declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .

The Aroon Indicator for FDS entered a downward trend on May 31, 2023. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.

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 79, placing this stock better than average.

The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating very 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 Seasonality Score of (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

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 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 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 (9.174) is normal, around the industry mean (3.587). P/E Ratio (33.445) is within average values for comparable stocks, (36.378). Projected Growth (PEG Ratio) (2.360) is also within normal values, averaging (2.330). Dividend Yield (0.009) settles around the average of (0.038) among similar stocks. P/S Ratio (7.457) is also within normal values, averaging (104.363).

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 8.83B. 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 2%, and the average quarterly price growth was 7%. TOP experienced the highest price growth at 43%, while ABIT experienced the biggest fall at -28%.

Volume

The average weekly volume growth across all stocks in the Investment Banks/Brokers Industry was 22%. For the same stocks of the Industry, the average monthly volume growth was 5% and the average quarterly volume growth was 40%

Fundamental Analysis Ratings

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

Valuation Rating: 52
P/E Growth Rating: 58
Price Growth Rating: 52
SMR Rating: 69
Profit Risk Rating: 78
Seasonality Score: 0 (-100 ... +100)
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Technical Analysis# Of IndicatorsAvg. Odds
   
   
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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
11203
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 closely correlated with SPGI. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high 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%
-1.27%
SPGI - FDS
69%
Closely correlated
+0.85%
MSCI - FDS
68%
Closely correlated
-0.19%
NDAQ - FDS
68%
Closely correlated
+0.73%
MCO - FDS
67%
Closely correlated
+1.07%
MORN - FDS
56%
Loosely correlated
-1.11%
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