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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) and S&P Global (SPGI) operate in overlapping financial data and analytics spaces, with FDS focused on investment research platforms and SPGI providing broader credit ratings, indices, and market intelligence.
- In recent market activity, FDS reported Q3 fiscal 2026 revenue growth of 6.4% year-over-year to $622.9 million, beating estimates, while SPGI completed the separation of its Mobility division on July 1, 2026.
- Both stocks have posted positive year-to-date returns, with FDS up approximately 13.7% and SPGI up about 12.5%, though trailing broader market benchmarks in longer-term periods.
- Recent sentiment around FDS centers on AI product adoption and earnings momentum, whereas SPGI sentiment reflects restructuring efforts in its Market Intelligence segment and post-spin-off positioning.
- Valuation and risk profiles differ, with FDS exhibiting higher volatility and SPGI benefiting from larger scale and diversified revenue streams.
- Relative performance highlights trade-offs between FDS’s specialized workflow solutions and SPGI’s established leadership in ratings and benchmarks.
Introduction
FactSet Research Systems (FDS) and S&P Global (SPGI) represent two prominent players in the financial information services sector. Investors and traders seeking exposure to data analytics, research platforms, and market intelligence often evaluate these names for their complementary yet distinct business models. This comparison examines recent performance, operational developments, and market positioning to assist portfolio managers, institutional allocators, and active traders in assessing relative value within the current environment of evolving AI integration and sector consolidation.
FDS Overview and Recent Performance
FactSet Research Systems (FDS) delivers financial data, analytics, and workflow solutions primarily to investment professionals. In recent weeks, the company reported third-quarter fiscal 2026 results showing revenue of $622.9 million, representing 6.4% year-over-year growth and an organic increase of 7.0%. Adjusted earnings per share came in at $4.53, exceeding consensus estimates. Management reaffirmed full-year guidance while highlighting accelerating adoption of AI-enhanced products, with 90% of top clients using multiple AI tools. The stock has experienced volatility amid broader market moves, closing near $247.82 on July 8, 2026, after a single-session decline. Analyst reactions included several upward price-target revisions alongside mixed ratings, reflecting ongoing focus on margin dynamics and AI execution.
SPGI Overview and Recent Performance
S&P Global (SPGI) provides credit ratings, indices, market intelligence, and related analytics across global financial markets. Recent market activity featured the completion of the Mobility division separation into an independent public entity on July 1, 2026, streamlining the core business. The company also announced operating-model changes in its Market Intelligence segment to accelerate AI-driven solutions. Second-quarter 2026 earnings are scheduled for release on July 28. The stock traded around $430.79 on July 8, 2026, following a session decline, with year-to-date performance of approximately 12.5%. Analyst commentary has included price-target adjustments, largely reflecting post-restructuring positioning and sector sentiment.
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Head-to-Head Comparison
FactSet Research Systems (FDS) emphasizes specialized investment research and analytics platforms, driving growth through client workflow integration and AI product expansion. S&P Global (SPGI) maintains broader exposure via credit ratings, equity indices, and market data, supporting more diversified revenue. Recent momentum favors FDS following its earnings beat and AI adoption metrics, while SPGI’s trajectory reflects post-spin-off focus and segment restructuring. Risk factors include FDS’s higher share-price volatility compared with SPGI’s larger market capitalization and established franchise. Sector exposure overlaps in financial services, yet SPGI’s ratings business introduces distinct regulatory sensitivities. Market sentiment remains constructive for both amid AI tailwinds, though valuation multiples and growth consistency present ongoing trade-offs for investors weighing specialization against scale.
Tickeron AI Verdict
Based on observable factors such as recent earnings consistency, AI catalyst momentum, and relative positioning within the sector, Tickeron’s AI models currently assign a modestly higher probability of favorable trend continuation to FactSet Research Systems (FDS) over S&P Global (SPGI). This assessment incorporates FDS’s demonstrated revenue acceleration and product adoption rates alongside SPGI’s structural adjustments. Outcomes remain subject to broader market conditions and forthcoming data releases.
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 Hold 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 6 bullish TA indicator(s).
- FDS’s TA Score: 6 bullish, 3 bearish.
- SPGI’s TA Score: 6 bullish, 4 bearish.
Price Growth
FDS (@Financial Publishing/Services) experienced а -1.19% price change this week, while SPGI (@Financial Publishing/Services) price change was -2.13% for the same time period.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was +1.82%. For the same industry, the average monthly price growth was +0.84%, and the average quarterly price growth was -10.51%.
Reported Earning Dates
FDS is expected to report earnings on Sep 17, 2026.
SPGI is expected to report earnings on Jul 28, 2026.
Industries' Descriptions
@Financial Publishing/Services (+1.82% 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 | 8.79B | 127B | 7% |
| EBITDA | 956M | 8.14B | 12% |
| Gain YTD | -13.988 | -12.477 | 112% |
| P/E Ratio | 16.28 | 27.23 | 60% |
| Revenue | 2.44B | 15.7B | 16% |
| Total Cash | 304M | N/A | - |
| Total Debt | 1.57B | 13.8B | 11% |
FDS | SPGI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 17 Undervalued | 77 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 73 | |
SMR RATING 1..100 | 35 | 58 | |
PRICE GROWTH RATING 1..100 | 60 | 53 | |
P/E GROWTH RATING 1..100 | 94 | 84 | |
SEASONALITY SCORE 1..100 | 50 | 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 (17) in the Financial Publishing Or Services industry is somewhat better than the same rating for SPGI (77). This means that FDS’s stock grew somewhat faster than SPGI’s over the last 12 months.
SPGI's Profit vs Risk Rating (73) 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 (53) in the Financial Publishing Or Services industry is in the same range as FDS (60). This means that SPGI’s stock grew similarly to FDS’s over the last 12 months.
SPGI's P/E Growth Rating (84) 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 (%) | 4 days ago 72% | 4 days ago 59% |
| Stochastic ODDS (%) | 4 days ago 63% | 4 days ago 44% |
| Momentum ODDS (%) | 4 days ago 56% | 4 days ago 59% |
| MACD ODDS (%) | 4 days ago 57% | 4 days ago 57% |
| TrendWeek ODDS (%) | 4 days ago 56% | 4 days ago 51% |
| TrendMonth ODDS (%) | 4 days ago 56% | 4 days ago 51% |
| Advances ODDS (%) | 7 days ago 58% | 8 days ago 54% |
| Declines ODDS (%) | 5 days ago 54% | 6 days ago 53% |
| BollingerBands ODDS (%) | N/A | 4 days ago 44% |
| Aroon ODDS (%) | 4 days ago 72% | 4 days ago 55% |
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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 64% 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% | +2.15% | ||
| SPGI - FDS | 64% Loosely correlated | -0.57% | ||
| MCO - FDS | 61% Loosely correlated | +0.05% | ||
| MSCI - FDS | 50% Loosely correlated | +0.23% | ||
| HLI - FDS | 49% Loosely correlated | -0.81% | ||
| SCHW - FDS | 49% Loosely correlated | +1.19% | ||
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