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FDS vs SPGI
Which Stock Would AI Choose? FactSet Research Systems (FDS) vs. S&P Global (SPGI) Stock Comparison
Key Takeaways
- FactSet (FDS) has posted accelerating revenue and subscription growth, with fiscal 2026 revenue up roughly 6.7% and organic subscription growth of about 7%.
- S&P Global (SPGI) delivers a larger, more diversified mix of ratings, indices, and data, supported by double-digit revenue growth in recent quarters.
- Recent market momentum has favored FDS, whose shares have climbed sharply in recent weeks, while SPGI has lagged on a year-to-date basis.
- Both companies are investing heavily in AI-ready data, though SPGI faces more pronounced debate around AI-driven competition in its data businesses.
- Risk profiles differ: SPGI carries debt-issuance and macro sensitivity, while FDS is more exposed to subscription retention and valuation.
- For more on each ticker, explore FDS Major News and FDS Today's Price Move, as well as SPGI Major News and SPGI Today's Price Move.
- For a data-driven view of current market leadership, explore Trending AI Robots.
Introduction
Investors weighing financial data and analytics providers often compare FDS, a focused subscription-based data and workflow specialist, against SPGI, a diversified financial information and benchmarks leader. This stock comparison is relevant for traders and long-term investors assessing relative performance, growth durability, and how each company is positioned for the AI-driven shift in financial data. Both operate in overlapping markets but with very different scale, business models, and growth levers. Understanding those contrasts can clarify market positioning and help frame whether recent momentum or long-term diversification better suits a given portfolio objective.
FDS Overview and Recent Performance
FDS, FactSet Research Systems Inc., provides integrated financial data, analytics, and workflow tools for investment professionals. Its subscription-based model generates predictable, recurring revenue measured through Annual Subscription Value (ASV), which reflects forward-looking subscription revenue. In recent quarters, FactSet has reported accelerating organic ASV growth, reaching roughly 7% in fiscal 2026, alongside a full-year revenue gain of about 6.7% to approximately $2.48 billion. Management has also emphasized early AI monetization, including Model Context Protocol (MCP) data access for large clients.
Recent market activity has favored the shares, which climbed roughly 29% over a recent three-month stretch and traded near their 52-week high. Sentiment has been supported by AI adoption, enterprise client expansions, and shareholder returns—FactSet has raised its dividend for 27 consecutive years. Offsetting factors include margin pressure from higher compensation and technology spending, and a valuation that some analysts view as elevated relative to near-term earnings growth.
SPGI Overview and Recent Performance
SPGI, S&P Global Inc., operates a broader portfolio spanning credit ratings, market indices, and Market Intelligence data and analytics, plus commodity and energy information. Following a recent spinoff of its Mobility business, the company has refocused around its core proprietary-data and benchmark franchises. Recent quarters have shown solid fundamentals, including double-digit revenue growth and meaningful margin expansion, driven in part by strong investment-grade debt issuance and AI-linked efficiency savings.
Despite operational strength, SPGI shares have traded lower on a year-to-date basis and underperformed broader benchmarks over the past year. Investor sentiment has been shaped by concerns about AI-driven competition in market data, softer ratings guidance interpreted as a macro signal, and the post-spinoff reset in its business mix. The company has responded with aggressive capital returns, raising its 2026 share-repurchase target to more than $7 billion.
Trending AI Robots
Tickeron maintains a curated selection of AI-powered trading bots, each built around distinct strategies, timeframes, performance statistics, and sets of tickers. While Tickeron offers hundreds of AI trading bots covering thousands of tickers, only those judged best suited to current market conditions earn a place in the Trending AI Robots section. These bots vary widely in trading style—from short-term momentum and swing trading to longer-horizon trend following—allowing traders to match an automated approach to their own risk preferences and outlook. For investors seeking a data-driven complement to manual analysis, exploring the Trending AI Robots page can offer a practical starting point for evaluating which automated strategies currently align with market dynamics.
Head-to-Head Comparison
The two companies differ most clearly in scale and diversification. SPGI is the larger, more diversified business, with ratings and indices providing franchise-like pricing power but also greater sensitivity to debt-issuance cycles and capital-market activity. FDS is more narrowly focused on subscription workflows, giving it steadier recurring revenue but less cyclical upside.
Growth drivers also diverge. FactSet's momentum is tied to deepening enterprise relationships and incremental AI monetization within existing clients. S&P Global's growth leans more on issuance volumes, benchmark licensing, and cost efficiency. On risk, S&P Global faces heightened competitive scrutiny around AI and data commoditization, while FactSet must sustain retention above 95% and defend a premium valuation. In recent market activity, FDS has shown stronger relative performance, whereas SPGI trades at a lower forward earnings multiple, reflecting the market's more cautious sentiment toward its data business.
Tickeron AI Verdict
Based on observable factors, Tickeron's AI would likely lean toward FDS in the current environment, reflecting its more consistent recent trend, accelerating subscription growth, and clearer near-term AI monetization path. SPGI offers stronger scale, diversification, and long-term franchise quality but currently faces a less favorable momentum profile and more contested sentiment. The verdict is probabilistic rather than definitive: a sustained improvement in S&P Global's relative strength or a reversal in FactSet's valuation-driven momentum could shift the assessment.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FDS is a Buy and SPGI is a StrongBuy.
FDS in upward trend: 10-day moving average crossed above 50-day moving average on October 16, 2026
The 10-day moving average for FDS crossed bullishly above the 50-day moving average on October 16, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 15 of 19 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 79%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on November 09, 2026. You may want to consider a long position or call options on FDS as a result. In 48 of 76 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 63%.
FDS moved above its 50-day moving average on October 08, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +7.41% 3-day Advance, the price is estimated to grow further. Considering data from situations where FDS advanced for three days, in 201 of 357 cases, the price rose further within the following month. The odds of a continued upward trend are 56%.
The Aroon Indicator entered an Uptrend today. In 102 of 187 cases where FDS Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 55%.
Bearish Trend Analysis
The 10-day RSI Indicator for FDS moved out of overbought territory on November 03, 2026. 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 36 similar instances where the indicator moved out of overbought territory. In 19 of the 36 cases, the stock moved lower in the following days. This puts the odds of a move lower at 53%.
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 40 of 63 cases where FDS's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 63%.
The Moving Average Convergence Divergence Histogram (MACD) for FDS turned negative on November 09, 2026. 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 46 similar instances when the indicator turned negative. In 28 of the 46 cases the stock turned lower in the days that followed. This puts the odds of success at 61%.
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 50 of 62 cases within the following month. The odds of a continued downward trend are 56%.
FDS broke above its upper Bollinger Band on October 22, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 5 (best 1 - 100 worst), indicating outstanding price growth. FDS’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 16 (best 1 - 100 worst), pointing to outstanding 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 SMR rating for this company is 36 (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 Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued 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 Valuation Rating of 76 (best 1 - 100 worst) indicates that the company is slightly 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 (5.738) is normal, around the industry mean (4.143). P/E Ratio (21.487) is within average values for comparable stocks, (19.659). Projected Growth (PEG Ratio) (1.172) is also within normal values, averaging (1.780). Dividend Yield (0.014) settles around the average of (0.017) among similar stocks. P/S Ratio (4.223) is also within normal values, averaging (7.166).
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. FDS’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 71, placing this stock worse than average.
SPGI in upward trend: price rose above 50-day moving average on October 15, 2026
SPGI moved above its 50-day moving average on October 15, 2026 date and that indicates a change from a downward trend to an upward trend. In 22 of 36 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 61%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 09, 2026. You may want to consider a long position or call options on SPGI as a result. In 50 of 82 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 61%.
The Moving Average Convergence Divergence (MACD) for SPGI just turned positive on October 08, 2026. Looking at past instances where SPGI's MACD turned positive, the stock continued to rise in 22 of 39 cases over the following month. The odds of a continued upward trend are 56%.
The 10-day moving average for SPGI crossed bullishly above the 50-day moving average on October 21, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 8 of 14 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 57%.
The 50-day moving average for SPGI moved above the 200-day moving average on October 22, 2026. This could be a long-term bullish signal for the stock as the stock shifts to an upward trend.
Following a +0.85% 3-day Advance, the price is estimated to grow further. Considering data from situations where SPGI advanced for three days, in 194 of 351 cases, the price rose further within the following month. The odds of a continued upward trend are 55%.
The Aroon Indicator entered an Uptrend today. In 147 of 300 cases where SPGI Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 49%.
Bearish Trend Analysis
The 10-day RSI Indicator for SPGI moved out of overbought territory on November 05, 2026. 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 41 similar instances where the indicator moved out of overbought territory. In 27 of the 41 cases, the stock moved lower in the following days. This puts the odds of a move lower at 66%.
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 33 of 58 cases where SPGI's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 57%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where SPGI declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 55%.
SPGI broke above its upper Bollinger Band on October 15, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 20 (best 1 - 100 worst), indicating outstanding price growth. SPGI’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (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 SMR rating for this company is 56 (best 1 - 100 worst), indicating slightly weaker than average sales and a marginally 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 Profit vs. Risk Rating rating for this company is 70 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. SPGI’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 71, placing this stock better than average.
The Tickeron PE Growth Rating for this company is 72 (best 1 - 100 worst), pointing to worse than average 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 92 (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 (4.378) is normal, around the industry mean (4.143). P/E Ratio (28.455) is within average values for comparable stocks, (19.659). Projected Growth (PEG Ratio) (1.893) is also within normal values, averaging (1.780). Dividend Yield (0.008) settles around the average of (0.017) among similar stocks. P/S Ratio (7.570) is also within normal values, averaging (7.166).
FDS | SPGI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 85 | 38 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 76 Overvalued | 92 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 70 | |
SMR RATING 1..100 | 36 | 56 | |
PRICE GROWTH RATING 1..100 | 5 | 20 | |
P/E GROWTH RATING 1..100 | 16 | 72 | |
SEASONALITY SCORE 1..100 | 75 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
FDS's Valuation (76) in the Financial Publishing Or Services industry is in the same range as SPGI (92). This means that FDS’s stock grew similarly to SPGI’s over the last 12 months.
SPGI's Profit vs Risk Rating (70) in the Financial Publishing Or Services industry is in the same range as FDS (100). This means that SPGI’s stock grew similarly to FDS’s over the last 12 months.
FDS's SMR Rating (36) in the Financial Publishing Or Services industry is in the same range as SPGI (56). This means that FDS’s stock grew similarly to SPGI’s over the last 12 months.
FDS's Price Growth Rating (5) in the Financial Publishing Or Services industry is in the same range as SPGI (20). This means that FDS’s stock grew similarly to SPGI’s over the last 12 months.
FDS's P/E Growth Rating (16) in the Financial Publishing Or Services industry is somewhat better than the same rating for SPGI (72). This means that FDS’s stock grew somewhat faster than SPGI’s over the last 12 months.
| FDS | SPGI | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 53% | 1 day ago 66% |
| Stochastic ODDS (%) | 1 day ago 63% | 1 day ago 57% |
| Momentum ODDS (%) | 1 day ago 63% | 2 days ago 61% |
| MACD ODDS (%) | 1 day ago 61% | 3 days ago 56% |
| TrendWeek ODDS (%) | 1 day ago 57% | 1 day ago 53% |
| TrendMonth ODDS (%) | 1 day ago 54% | 1 day ago 52% |
| Advances ODDS (%) | 10 days ago 56% | 1 day ago 55% |
| Declines ODDS (%) | 2 days ago 56% | 6 days ago 55% |
| BollingerBands ODDS (%) | 1 day ago 64% | 1 day ago 57% |
| Aroon ODDS (%) | 1 day ago 55% | 1 day ago 49% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
FDS’s FA Score shows that 2 FA rating(s) are green while SPGI’s FA Score has 1 green FA rating(s).
- FDS’s FA Score: 2 green, 3 red.
- SPGI’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
FDS’s TA Score shows that 5 TA indicator(s) are bullish while SPGI’s TA Score has 7 bullish TA indicator(s).
- FDS’s TA Score: 5 bullish, 5 bearish.
- SPGI’s TA Score: 7 bullish, 4 bearish.
Price Growth
FDS (@Financial Publishing/Services) experienced а -1.99% price change this week, while SPGI (@Financial Publishing/Services) price change was -1.37% for the same time period.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was -0.02%. For the same industry, the average monthly price growth was +8.92%, and the average quarterly price growth was +15.85%.
Reported Earning Dates
FDS is expected to report earnings on Dec 17, 2026.
SPGI is expected to report earnings on Feb 09, 2027.
Industries' Descriptions
@Financial Publishing/Services (-0.02% weekly)The financial publishing /services sector includes companies that provide informational products and services that are of value to investors, financial/analytics professionals and other interested readers. The products include real-time stock quotes, financial news and analyses. Think S&P Global, Inc., Moody`s Corporation, Thomson-Reuters Corp and IHS Markit Ltd. Information is critical in making financial or investment decisions, and what makes this industry’s output relevant at all times, across various economic conditions.
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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 61% 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.
| Ticker / NAME | Correlation To FDS | 1D Price Change % | ||
|---|---|---|---|---|
| FDS | 100% | +2.73% | ||
| SPGI - FDS | 61% Loosely correlated | +0.37% | ||
| MCO - FDS | 60% Loosely correlated | +0.83% | ||
| MSCI - FDS | 56% Loosely correlated | +0.71% | ||
| TRU - FDS | 54% Loosely correlated | -0.06% | ||
| HLI - FDS | 49% Loosely correlated | -1.26% | ||
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