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FDS vs SPGI
Which Stock Would AI Choose? FactSet Research Systems Inc. (FDS) vs. S&P Global Inc. (SPGI) Stock Comparison
Key Takeaways
- FDS trades at a lower trailing P/E ratio of 14.43 compared to SPGI's 29.75, suggesting relative value in the smaller financial data provider.
- SPGI boasts a significantly larger market capitalization of approximately $130.5 billion versus FDS's $8.2 billion, reflecting broader diversification across ratings, indices, and market intelligence.
- Recent weeks have seen volatility for both, with FDS down sharply from 52-week highs near $475 amid broader sector pressures, while SPGI holds steadier around $435 after a post-earnings dip.
- FDS anticipates 5.9% sales growth for 2026, underscoring resilience in data analytics demand.
- SPGI faces AI disruption concerns but advances with new tools like Capital IQ Pro enhancements.
- Year-to-date, FDS shows stronger gains at 22% versus SPGI's 16%, though longer-term trends favor the larger peer.
Introduction
FactSet Research Systems Inc. (FDS) and S&P Global Inc. (SPGI) operate in the financial data and analytics sector, serving institutional investors, asset managers, and corporations with essential tools for research, risk assessment, and decision-making. This comparison is particularly relevant for traders seeking momentum plays and long-term investors evaluating valuation trade-offs amid volatile market conditions. Both stocks have navigated recent sector headwinds, including interest rate sensitivity and AI-driven disruptions, offering insights into relative strength in a recovering economic environment.
FDS Overview and Recent Performance
FactSet Research Systems Inc. (FDS) provides integrated financial information and analytics platforms, including data aggregation, workflow solutions, and quantitative tools for portfolio managers and research professionals. In recent market activity, FDS shares have traded around $224, down significantly from 52-week highs above $470 but up year-to-date by over 22%. Sentiment has been influenced by anticipated 5.9% sales growth for 2026 amid recovering markets, bolstered by steady demand for its core data services. Recent quarterly results showed revenue of $611 million and EPS of about $3.80 (diluted earnings per share), supporting a low P/E multiple that appeals to value-oriented investors. However, broader six-month declines of around 30% reflect sector pressures and competition in analytics.
SPGI Overview and Recent Performance
S&P Global Inc. (SPGI) is a diversified financial powerhouse, encompassing credit ratings through S&P Ratings, benchmark indices like the S&P 500, and market intelligence via Capital IQ. Shares have hovered near $435 in recent weeks, within a 52-week range of $382 to $579, with year-to-date gains of 16%. Performance has been pressured by a weak 2026 profit forecast and AI concerns, leading to a nearly 10% drop following earnings, yet recent developments like expanded AI features in Capital IQ Pro have spurred optimism. Latest quarterly revenue reached $3.92 billion, with EPS around $3.32, driving a higher P/E amid expectations of 11% EPS growth this fiscal year.
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Head-to-Head Comparison
Both FDS and SPGI thrive on demand for financial data, but SPGI's broader business model—including ratings and indices—provides revenue stability versus FDS's focused analytics platform. Growth drivers differ: SPGI benefits from index licensing and M&A (mergers and acquisitions) activity, while FDS relies on subscription renewals and workflow expansions. Recent momentum favors neither decisively, with FDS showing YTD outperformance but higher volatility from its smaller scale. Risk factors include AI competition for both, though SPGI counters with proactive integrations; FDS offers a valuation discount. Sector exposure ties them to capital markets cycles, but SPGI exhibits stronger market sentiment via analyst targets around $530.
Tickeron AI Verdict
Tickeron's AI currently leans toward SPGI due to its trend consistency, larger scale for weathering volatility, and emerging catalysts like AI-enhanced products amid relative stability versus FDS's sharper drawdowns. While FDS presents value, SPGI's positioning suggests higher probability of outperformance in the near term, contingent on market recovery.
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. Disclaimers and Limitations
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 Hold and SPGI is a Buy.
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 3 TA indicator(s) are bullish while SPGI’s TA Score has 4 bullish TA indicator(s).
- FDS’s TA Score: 3 bullish, 7 bearish.
- SPGI’s TA Score: 4 bullish, 5 bearish.
Price Growth
FDS (@Financial Publishing/Services) experienced а -7.31% price change this week, while SPGI (@Financial Publishing/Services) price change was -3.93% for the same time period.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was -4.86%. For the same industry, the average monthly price growth was -6.55%, and the average quarterly price growth was -18.94%.
Reported Earning Dates
FDS is expected to report earnings on Jul 01, 2026.
SPGI is expected to report earnings on Aug 04, 2026.
Industries' Descriptions
@Financial Publishing/Services (-4.86% 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 | 7.97B | 121B | 7% |
| EBITDA | 978M | 8.14B | 12% |
| Gain YTD | -23.905 | -21.681 | 110% |
| P/E Ratio | 14.07 | 25.77 | 55% |
| Revenue | 2.4B | 15.7B | 15% |
| Total Cash | 28.9M | 1.81B | 2% |
| Total Debt | 1.55B | 13.8B | 11% |
FDS | SPGI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 83 | 16 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 15 Undervalued | 69 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 83 | |
SMR RATING 1..100 | 35 | 58 | |
PRICE GROWTH RATING 1..100 | 62 | 61 | |
P/E GROWTH RATING 1..100 | 94 | 85 | |
SEASONALITY SCORE 1..100 | 85 | 85 |
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 (15) in the Financial Publishing Or Services industry is somewhat better than the same rating for SPGI (69). This means that FDS’s stock grew somewhat faster than SPGI’s over the last 12 months.
SPGI's Profit vs Risk Rating (83) 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 (35) 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.
SPGI's Price Growth Rating (61) in the Financial Publishing Or Services industry is in the same range as FDS (62). This means that SPGI’s stock grew similarly to FDS’s over the last 12 months.
SPGI's P/E Growth Rating (85) in the Financial Publishing Or Services industry is in the same range as FDS (94). This means that SPGI’s stock grew similarly to FDS’s over the last 12 months.
| FDS | SPGI | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 43% | 6 days ago 52% |
| Stochastic ODDS (%) | 2 days ago 69% | 2 days ago 59% |
| Momentum ODDS (%) | 2 days ago 53% | 2 days ago 45% |
| MACD ODDS (%) | 2 days ago 48% | 2 days ago 44% |
| TrendWeek ODDS (%) | 2 days ago 55% | 2 days ago 50% |
| TrendMonth ODDS (%) | 2 days ago 57% | 2 days ago 49% |
| Advances ODDS (%) | 19 days ago 58% | 8 days ago 54% |
| Declines ODDS (%) | 2 days ago 54% | 2 days ago 52% |
| BollingerBands ODDS (%) | 2 days ago 56% | 2 days ago 43% |
| Aroon ODDS (%) | 2 days ago 61% | 2 days ago 48% |
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FDS and
Correlation & Price change
A.I.dvisor indicates that over the last year, FDS has been closely correlated with MORN. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if FDS jumps, then MORN could also see price increases.
| Ticker / NAME | Correlation To FDS | 1D Price Change % | ||
|---|---|---|---|---|
| FDS | 100% | -1.21% | ||
| MORN - FDS | 75% Closely correlated | -0.18% | ||
| SPGI - FDS | 63% Loosely correlated | -0.86% | ||
| MCO - FDS | 60% Loosely correlated | -0.74% | ||
| HLI - FDS | 49% Loosely correlated | +0.11% | ||
| SCHW - FDS | 49% Loosely correlated | +0.36% | ||
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