FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth. It serves portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and other financial services entities. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.

Howard Wille

Charles Snyder

FactSet Research Systems Inc.

Cornerstone Advisors, LLC manages assets for individuals and families, providing investment management and financial planning services.

Cornerstone Advisors, LLC

Archer Financial Services provides a range of financial services including trading, market research, and consultative risk management. The company serves individual traders, commercial traders, farmers, hedgers, and institutional accounts.

Archer Financial Services

MarketWise, Inc. operates a multi-brand platform of subscription businesses that provides financial research, software, education, and tools for investors in the United States and Internationally. The company offers a portfolio of independent investment research, as well as various software and analytical tools on a subscription basis. It provides its research across various platforms, including desktop and laptop, as well as mobile devices, such as tablets and mobile phones. The company serves approximately 972 thousand paid subscribers and approximately 13.7 million free subscribers. MarketWise, Inc. was founded in 1999 and is headquartered in Baltimore, Maryland.

MarketWise, Inc.

Portware, a FactSet Company

FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. 

For 40 years, through market changes and technological progress, our focus has always been to provide exceptional client service. From more than 60 offices in 23 countries, we’re all working together toward the goal of creating value for our clients, and we’re proud that 95% of asset managers who use FactSet continue to use FactSet, year after year.

As big as we grow, as far as we reach, and as successful as we become, we stay connected to our clients and to each other.

FactSet

Transform your company's research process with FactSet Mercury. 

FactSet Mercury is a game-changing solution that revolutionizes the research workflow for junior bankers. It provides a single, reliable conversational interface for accessing key company information along with contextual support and actionable next steps.

Our integrated generative AI tools are designed to streamline your operations, with features like Chart Creator enabling you to generate pitch-ready charts using natural language. 

Unlock the power of information with FactSet AI: https://bit.ly/3sV9Kmw

#Innovation #AI #FactSetMercury #GenAI 

The recent drop in temperatures managed to make its way across the Atlantic, helping both Henry Hub and TTF pricing to rally from what has largely been a disappointing start to winter. However, that rally was short-lived, and prices plummeted driven by a warming outlook and near-historic storage inventories. Be sure to check out our latest Energy Market Insight delving into U.S. & European storage, pricing, and near-term effects!

Access the article here: https://lnkd.in/g7zu8jqs

#btuanalytics #factset #energy #naturalgas #ttf #europe 

Travel back in time to the 70s with us!

For over four decades, FactSet has been a trusted digital platform for investment professionals. Through market shifts and technological advancements, our commitment to outstanding client service remains our focus.

#tbt #throwbackthursday #innovation #technology 

With Louisiana's recent approval for primacy over Class VI wells, BTU Analytics expects the timeline for Class VI permit approval in both the state and the U.S. to shorten. As a result, this could further assist CCUS project development overall since many of the currently proposed projects are sited along the Gulf Coast, where access to cheap natgas, favorable geology, and existing CO2 pipeline and export infrastructure exists. 

Check out our latest Energy Market Insight analyzing Louisiana's recent approval here: https://lnkd.in/gaXBH5r8

#btuanalytics #factset #energy #energytransition #carboncapture 

In a presidential election year, more investors might wonder: Could the election impact existing market trends for stocks and bonds more so than macroeconomic or financial drivers? 

Take a look at our analysis of historical market data from the past 5 elections.

Read more: https://bit.ly/3OeRVq6

#elections #marketdata #economy 

Metric
Company Name	FactSet Research Systems Inc.	Cornerstone Advisors, LLC	Archer Financial Services	MarketWise, Inc.
Symbol	FDS			MKTW
MSH ID	COM:FACTSET	COM:ADVISORSTL	COM:ARCHERFINANCIALS	COM:MARKETWISE
Market	STOCKS	PRIVATE	PRIVATE	STOCKS
Sector	Financial Services	Financial Services & Finance	Financial Services & Finance	Technology
Industry	Financial - Data & Stock Exchanges	Investment Management	Investment Services	Software - Application
Country	US	US	US	US
Stage				Post-IPO Equity
Employee Count	12.26K			578
Website	factset.com	advisorstl.com	archerfinancials.com	marketwise.com
LinkedIn	factset
Founders

Metric
Market Cap	15.77B	49.65M
Enterprise Value
Monthly Web Traffic	785.58K	6.83K
Web Traffic Growth	0.05	0.39
Valuation
Raised Capital		150M

Metric
Revenue	2.20B	448.18M
Revenue (LTM)
Revenue (NTM)
Gross Profit	1.19B	387.56M
EBITDA	831.16M	59.49M
Operating Income	701.30M	55.67M
Net Income	537.13M	1.78M
EPS	14.11	0.06
Diluted EPS	13.91	0.05
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin	0.54	0.87
Operating Profit Margin	0.32	0.14
EBITDA Margin	0.38	0.13
Net Profit Margin	0.24	0.07
Return on Equity	0.29	-0.16
Return on Assets	0.13	0.08
Return on Capital Employed	0.21	24.27

COM:FACTSET

FactSet Research Systems Inc.

Last Close

485.77

22/11 21:00

Market Cap

15.77B

Beta: -

Volume Today

148.64K

Avg: -

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio	37.87	1.20
P/B Ratio	10.69	-5.26
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio	8.19	1.20
EV Multiple	19.64	12.21

Metric
Days Sales Outstanding	42.18	5.48
Days Payables Outstanding	54.94	12.25
Days Inventory Outstanding	20.56	0.00
Operating Cycle	58.34	7.91
Cash Conversion Cycle	39.70	6.28
Asset Turnover	0.54	1.37

Metric
Operating Cash Flow	700.34M	62.43M
Free Cash Flow	614.66M	60.70M
Cash Flow to Debt	0.51	10.74
Operating Cash Flow/Sales	0.32	0.14
Free Cash Flow Yield	0.03	0.65

Metric
Cash & Equivalents	422.98M	155.17M
Accounts Receivable	2.19M	-488K
Inventory	56.99M
Goodwill	1.01B	31.04M
Debt to Capitalization	0.49	-0.02
Debt to Assets	0.45	0.01
Current Ratio	1.68	0.86
Quick Ratio	1.57	0.63

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue	0.03	0.03
R&D to Revenue		0.02
SG&A to Revenue		0.25