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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 Research Systems (FDS) focuses on specialized financial data and analytics platforms, while S&P Global (SPGI) operates across credit ratings, market indices, and broader financial information services with significantly larger scale.
- Over recent market activity, FDS has experienced greater price volatility and underperformance relative to SPGI, with the latter showing more stable positioning amid sector headwinds.
- FDS reported quarterly revenue growth and an earnings beat in its most recent period, supported by AI-driven product expansions and new sector partnerships.
- SPGI delivered solid year-over-year revenue increases in its prior quarter and maintains guidance for continued organic growth ahead of its upcoming earnings release.
- Market capitalization and diversification differ markedly, with SPGI holding a substantially larger enterprise value and broader exposure to global financial infrastructure.
- Sector sentiment remains mixed for both, influenced by interest rate environments and demand for data analytics, though SPGI benefits from established index and ratings franchises.
Introduction
FactSet Research Systems (FDS) and S&P Global (SPGI) represent two prominent players in the financial information and analytics sector. Investors and traders often compare these stocks to assess relative value in data-driven services, portfolio analytics, and market intelligence offerings. This analysis appeals to those evaluating growth potential, operational resilience, and positioning within the broader financial technology and services landscape, particularly amid evolving market conditions and technological advancements.
FDS Overview and Recent Performance
FactSet Research Systems (FDS) provides integrated financial data, analytics, and workflow solutions primarily to investment professionals, asset managers, and corporations. In recent market activity, the stock has navigated volatility, with periods of recovery following its fiscal third-quarter earnings release that featured revenue above consensus expectations and emphasis on artificial intelligence enhancements. Sentiment has been supported by expansions into new verticals such as insurance through targeted partnerships, alongside ongoing investments in AI capabilities. Broader timeframe references show the shares trading within a compressed range relative to prior highs, reflecting sector-wide pressures on valuation multiples for data providers.
SPGI Overview and Recent Performance
S&P Global (SPGI) delivers credit ratings, market indices, commodities data, and related analytics through its diversified portfolio of businesses. During recent market activity, the company has maintained steady operational momentum, highlighted by double-digit revenue growth in its most recent reported quarter and reaffirmed guidance for organic expansion. Investor attention centers on the upcoming second-quarter results, with sentiment influenced by the resilience of its flagship ratings and index segments. The stock has demonstrated relatively contained movements compared to peers, supported by its scale and recurring revenue characteristics amid fluctuating macroeconomic variables.
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Head-to-Head Comparison
FactSet Research Systems (FDS) and S&P Global (SPGI) differ substantially in business model and scale. FDS emphasizes specialized analytics and portfolio tools with a concentrated client base, while SPGI leverages global franchises in ratings and indices for more diversified revenue streams. Growth drivers for FDS center on AI integration and vertical expansion, whereas SPGI benefits from established market infrastructure positions and cross-selling opportunities. Recent momentum has favored relative stability at SPGI, with FDS showing sharper swings tied to earnings cycles and sector sentiment. Risk factors include valuation sensitivity for both, though SPGI’s larger market capitalization provides greater liquidity and institutional following. Market sentiment reflects caution on interest-rate impacts for financial data demand, with trade-offs between FDS’s niche agility and SPGI’s defensive breadth.
Tickeron AI Verdict
Based on observable factors including trend consistency, earnings delivery, and relative positioning, Tickeron’s AI would currently assign a probabilistic edge to SPGI due to its scale, recurring revenue visibility, and steadier performance profile amid sector volatility. FDS presents potential in AI-driven catalysts but faces greater near-term variability. This assessment reflects current data patterns rather than forward guarantees.
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 StrongBuy and SPGI is a StrongBuy.
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 undervalued. 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 1 FA rating(s) are green whileSPGI’s FA Score has 0 green FA rating(s).
- FDS’s FA Score: 1 green, 4 red.
- SPGI’s FA Score: 0 green, 5 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 6 TA indicator(s) are bullish while SPGI’s TA Score has 5 bullish TA indicator(s).
- FDS’s TA Score: 6 bullish, 4 bearish.
- SPGI’s TA Score: 5 bullish, 5 bearish.
Price Growth
FDS (@Financial Publishing/Services) experienced а +3.48% price change this week, while SPGI (@Financial Publishing/Services) price change was -3.39% for the same time period.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was +0.21%. For the same industry, the average monthly price growth was +3.17%, and the average quarterly price growth was -9.20%.
Reported Earning Dates
FDS is expected to report earnings on Sep 17, 2026.
SPGI is expected to report earnings on Oct 22, 2026.
Industries' Descriptions
@Financial Publishing/Services (+0.21% 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.
| FDS | SPGI | FDS / SPGI | |
| Capitalization | 9.36B | 121B | 8% |
| EBITDA | 956M | 8.39B | 11% |
| Gain YTD | -8.388 | -16.253 | 52% |
| P/E Ratio | 17.34 | 25.07 | 69% |
| Revenue | 2.44B | 16.1B | 15% |
| Total Cash | 304M | 4.13B | 7% |
| Total Debt | 1.57B | 15.6B | 10% |
FDS | SPGI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 90 | 67 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 16 Undervalued | 78 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 85 | |
SMR RATING 1..100 | 36 | 58 | |
PRICE GROWTH RATING 1..100 | 49 | 60 | |
P/E GROWTH RATING 1..100 | 91 | 91 | |
SEASONALITY SCORE 1..100 | n/a | 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 (16) in the Financial Publishing Or Services industry is somewhat better than the same rating for SPGI (78). This means that FDS’s stock grew somewhat faster than SPGI’s over the last 12 months.
SPGI's Profit vs Risk Rating (85) 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 (58). This means that FDS’s stock grew similarly to SPGI’s over the last 12 months.
FDS's Price Growth Rating (49) in the Financial Publishing Or Services industry is in the same range as SPGI (60). This means that FDS’s stock grew similarly to SPGI’s over the last 12 months.
FDS's P/E Growth Rating (91) in the Financial Publishing Or Services industry is in the same range as SPGI (91). This means that FDS’s stock grew similarly to SPGI’s over the last 12 months.
| FDS | SPGI | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 57% | 3 days ago 58% |
| Stochastic ODDS (%) | 3 days ago 60% | 3 days ago 58% |
| Momentum ODDS (%) | 3 days ago 56% | 3 days ago 47% |
| MACD ODDS (%) | 3 days ago 56% | 3 days ago 41% |
| TrendWeek ODDS (%) | 3 days ago 57% | 3 days ago 51% |
| TrendMonth ODDS (%) | 3 days ago 56% | 3 days ago 51% |
| Advances ODDS (%) | 6 days ago 57% | 7 days ago 54% |
| Declines ODDS (%) | 4 days ago 55% | 3 days ago 54% |
| BollingerBands ODDS (%) | 3 days ago 54% | 3 days ago 58% |
| Aroon ODDS (%) | 3 days ago 60% | 3 days ago 49% |
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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% | +0.06% | ||
| SPGI - FDS | 61% Loosely correlated | -0.74% | ||
| MCO - FDS | 61% Loosely correlated | -0.80% | ||
| MSCI - FDS | 52% Loosely correlated | -0.61% | ||
| NDAQ - FDS | 50% Loosely correlated | -1.02% | ||
| HLI - FDS | 49% Loosely correlated | -2.22% | ||
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