FactSet Research Systems Inc. Fundamental Company Report Including Financial, SWOT, Competitors and Industry Analysis

April 2024 | 50 pages | ID: FB96C0E9CFCBEN
BAC Reports

Abstracts

FactSet Research Systems Inc. Fundamental Company Report provides a complete overview of the company’s affairs. All available data is presented in a comprehensive and easily accessed format. The report includes financial and SWOT information, industry analysis, opinions, estimates, plus annual and quarterly forecasts made by stock market experts. The report also enables direct comparison to be made between FactSet Research Systems Inc. and its competitors. This provides our Clients with a clear understanding of FactSet Research Systems Inc. position in the Software and Technology Services Industry.

• The report contains detailed information about FactSet Research Systems Inc. that gives an unrivalled in-depth knowledge about internal business-environment of the company: data about the owners, senior executives, locations, subsidiaries, markets, products, and company history.
• Another part of the report is a SWOT-analysis carried out for FactSet Research Systems Inc.. It involves specifying the objective of the company's business and identifies the different factors that are favorable and unfavorable to achieving that objective. SWOT-analysis helps to understand company’s strengths, weaknesses, opportunities, and possible threats against it.
• The FactSet Research Systems Inc. financial analysis covers the income statement and ratio trend-charts with balance sheets and cash flows presented on an annual and quarterly basis. The report outlines the main financial ratios pertaining to profitability, margin analysis, asset turnover, credit ratios, and company’s long-term solvency. This sort of company's information will assist and strengthen your company’s decision-making processes.
• In the part that describes FactSet Research Systems Inc. competitors and the industry in whole, the information about company's financial ratios is compared to those of its competitors and to the industry. The unique analysis of the market and company’s competitors along with detailed information about the internal and external factors affecting the relevant industry will help to manage your business environment. Your company’s business and sales activities will be boosted by gaining an insight into your competitors’ businesses.
• Also the report provides relevant news, an analysis of PR-activity, and stock price movements. The latter are correlated with pertinent news and press releases, and annual and quarterly forecasts are given by a variety of experts and market research firms. Such information creates your awareness about principal trends of FactSet Research Systems Inc. business.

About FactSet Research Systems Inc.

FactSet Research Systems Inc. provides financial and economic information, including fundamental financial data on companies worldwide.

The company supports the investment process from initial research to published results for buy and sell-side professionals. These professionals include portfolio managers, research and performance analysts, risk managers, marketing professionals, sell-side equity research professionals, investment bankers and fixed income professionals.

The company’s applications provide users access to company analysis, multicompany comparisons, industry analysis, company screening, portfolio analysis, predictive risk measurements, alphatesting, portfolio optimization and simulation, real-time news, and quotes and tools to value and analyze fixed income securities and portfolios.

FactSet Platform

The platform is designed for the investment professional and consolidates data and analytics onto one comprehensive, intuitive interface. The new FactSet offers tools to analyze companies, view market data in real time, generate investment ideas, and manage portfolios. The platform can be customized to support a specific user’s workflow. The platform also provides access to a range of data, including prices, financials, earnings estimates, economic data, ownership, M&A, research reports, and news.

As of August 31, 2010, FactSet offers the following proprietary datasets that include the latest information available: fundamentals, estimates, ownership, corporate new issues, people, private equity and venture capital, mergers and acquisitions, corporate events and transcripts, fixed income, global filings, and benchmark data.

FactSet Fundamentals

FactSet Fundamentals database is a financial database fully integrated into the new FactSet platform with coverage of approximately 63,000 companies from 70 countries and history back to 1980.

FactSet Fundamentals provides the user with annual and interim data, historical financial statement content, per share data, calculated ratios, pricing and textual information.

The release of the FactSet Fundamentals database extends FactSet’s services of providing clients a choice of content sets over the FactSet system and expands the selection of fundamental providers for clients.

FactSet Estimates and Research Connect

FactSet Estimates is a broker estimates database that provides users with insight into an industry.

FactSet Estimates covers approximately 24,500 companies with 600 contributors providing consensus-level estimates and statistics with daily updates and history.

FactSet Research Connect makes available full text research reports. These firms include investment banks and regional and independent research providers.

FactSet Corporate Events and Transcripts

FactSet Events and Transcripts provides transcripts for conference calls, and information regarding upcoming corporate events, such as conference call date and time, phone number and password, type of conference call, and important company investor relations contact information.

FactSet Ownership

FactSet Ownership provides summary and detailed institutional, mutual fund, and insider/stakeholder share ownership data. Available information includes position, position change, market value, percent of portfolio and shares outstanding, source, metro region, state, style, and turnover.

Other Proprietary Content

The FactSet Corporate New Issues database covers firm commitment offers, including IPO and follow-on common stock offerings sourced from U.S. prospectuses. Summary-level information, including IPO and offer type, shares offered, offer price and date, and proceed information is available, along with detailed data involving the syndicate members’ names, roles, and shares.

The FactSet People database provides personal and professional information for individuals associated with public and private companies. Details include biographical, education, professional, and direct ownership information, along with management and board affiliations.

The FactSet Private Equity and Venture Capital database contains information on private equity and venture capital firms located across the world. It offers access firm and fund profiles, information about active and exited portfolio companies, funds under management, investment trends, industry, and geographic holdings.

FactSet Mergers provides information on publicly announced mergers, acquisitions, and divestitures involving both public and private companies. Obtain comprehensive transaction data such as deal terms, dates of announcement and closing, financial multiples, financial and legal advisors, fees, and industry analytics.

The FactSet Private Company database provides global private company intelligence and in-depth profiles, including hard-to-find details for companies.

The FactSet Fixed Income database contains current and historical pricing, ratings, and terms data for public debt issues for public and private companies.

FactSet Global Filings integrates global company filings from various sources, including EDGAR, SEDAR, FactSet Prospectus+, and Global Reports annual reports.

FactSet Benchmark provides constituent- and index-level data for a variety of equity and fixed income benchmarks, including details, such as price, shares, weight, market value, sector, industry, and maturity date.

Competition

The company’s main competitors and competitive products include online database suppliers and integrators and their applications, such as Thomson Reuters Inc.; Bloomberg L.P.; Standard & Poor’s Financial Services LLC, including its Capital IQ product line (a subsidiary of The McGraw-Hill Companies, Inc.); RiskMetrics Group, Inc. (a wholly owned subsidiary of MSCI Inc.); Dealogic PLC; Bond Edge (owned by Interactive Data Corporation); The Yield Book, Inc. (a wholly owned subsidiary of Citigroup Capital Markets); Polypaths LLC; and Wilshire Associates Incorporated.

History

FactSet Research Systems Inc. was founded in 1978.

The above Company Fundamental Report is a half-ready report and contents are subject to change.
It means that we have all necessary data in our database to prepare the report but need 2-3 days to complete it. During this time we are also updating the report with respect to the current moment. So, you can get all the most recent data available for the same price. Please note that preparation of additional types of analyses requires extra time.

Contents

RESEARCH METHODOLOGY

DISCLAIMER

1. FACTSET RESEARCH SYSTEMS INC. COMPANY PROFILE

1.1. Key facts
1.2. Financial Performance
1.3. Key Executives
1.4. Ownership and Major Holders
1.5. Company History

2. FACTSET RESEARCH SYSTEMS INC. BUSINESS OVERVIEW

2.1. Business Description
2.2. Major Products and Services
2.3. Markets and Sales Activities
2.4. Locations, Subsidiaries, Operating Units

3. FACTSET RESEARCH SYSTEMS INC. SWOT ANALYSIS

3.1. Overview
3.2. Strengths
3.3. Weaknesses
3.4. Opportunities
3.5. Threats

4. FACTSET RESEARCH SYSTEMS INC. FINANCIAL ANALYSIS

4.1. Financial Statements
4.1.1. Income Statement
4.1.2. Balance Sheet
4.1.3. Cash Flow
4.2. Financial Ratios
4.2.1. Profitability
4.2.2. Margin Analysis
4.2.3. Asset Turnover
4.2.4. Credit Ratios
4.2.5. Long-Term Solvency
4.2.6. Growth Over Prior Year
4.2.7. Financial Ratios Charts
4.3. Stock Market Snapshot

5. FACTSET RESEARCH SYSTEMS INC. COMPETITORS AND INDUSTRY ANALYSIS

5.1. FactSet Research Systems Inc. Direct Competitors
5.2. Comparison of FactSet Research Systems Inc. and Direct Competitors Financial Ratios
5.3. Comparison of FactSet Research Systems Inc. and Direct Competitors Stock Charts
5.4. FactSet Research Systems Inc. Industry Analysis
5.4.1. Software and Technology Services Industry Snapshot
  5.4.2. FactSet Research Systems Inc. Industry Position Analysis

6. FACTSET RESEARCH SYSTEMS INC. NEWS & EVENTS

6.1. News & PR Activity Analysis
6.2. IR Corporate News
6.3. Marketing News
6.4. Corporate Events

7. FACTSET RESEARCH SYSTEMS INC. EXPERTS REVIEW¹

7.1. Experts Consensus
7.2. Experts Revisions

8. FACTSET RESEARCH SYSTEMS INC. ENHANCED SWOT ANALYSIS²

9. UNITED STATES PESTEL ANALYSIS²

9.1. Political Factors
9.2. Economic Factors
9.3. Social Factors
9.4. Technological Factors
9.5. Environmental Factors
9.6. Legal Factors

10. FACTSET RESEARCH SYSTEMS INC. IFE, EFE, IE MATRICES²

10.1. Internal Factor Evaluation Matrix
10.2. External Factor Evaluation Matrix
10.3. Internal External Matrix

11. FACTSET RESEARCH SYSTEMS INC. PORTER FIVE FORCES ANALYSIS²

12. FACTSET RESEARCH SYSTEMS INC. VRIO ANALYSIS²

APPENDIX: RATIO DEFINITIONS

LIST OF FIGURES

FactSet Research Systems Inc. Annual Revenues in Comparison with Cost of Goods Sold and Gross Profit
Profit Margin Chart
Operating Margin Chart
Return on Equity (ROE) Chart
Return on Assets (ROA) Chart
Debt to Equity Chart
Current Ratio Chart
FactSet Research Systems Inc. 1-year Stock Charts
FactSet Research Systems Inc. 5-year Stock Charts
FactSet Research Systems Inc. vs. Main Indexes 1-year Stock Chart
FactSet Research Systems Inc. vs. Direct Competitors 1-year Stock Charts
FactSet Research Systems Inc. Article Density Chart

1 – Data availability depends on company’s security policy.
2 – These sections are available only when you purchase a report with appropriate additional types of analyses.
The complete financial data is available for publicly traded companies.

List Of Tables

LIST OF TABLES

FactSet Research Systems Inc. Key Facts
Profitability
Management Effectiveness
Income Statement Key Figures
Balance Sheet Key Figures
Cash Flow Statement Key Figures
Financial Performance Abbreviation Guide
FactSet Research Systems Inc. Key Executives
FactSet Research Systems Inc. Major Shareholders
FactSet Research Systems Inc. History
FactSet Research Systems Inc. Products
Revenues by Segment
Revenues by Region
FactSet Research Systems Inc. Offices and Representations
FactSet Research Systems Inc. SWOT Analysis
Yearly Income Statement Including Trends
Income Statement Latest 4 Quarters Including Trends
Yearly Balance Sheet Including Trends
Balance Sheet Latest 4 Quarters Including Trends
Yearly Cash Flow Including Trends
Cash Flow Latest 4 Quarters Including Trends
FactSet Research Systems Inc. Profitability Ratios
Margin Analysis Ratios
Asset Turnover Ratios
Credit Ratios
Long-Term Solvency Ratios
Financial Ratios Growth Over Prior Year
FactSet Research Systems Inc. Capital Market Snapshot
FactSet Research Systems Inc. Direct Competitors Key Facts
Direct Competitors Profitability Ratios
Direct Competitors Margin Analysis Ratios
Direct Competitors Asset Turnover Ratios
Direct Competitors Credit Ratios
Direct Competitors Long-Term Solvency Ratios
Software and Technology Services Industry Statistics
FactSet Research Systems Inc. Industry Position
Company vs. Industry Income Statement Analysis
Company vs. Industry Balance Sheet Analysis
Company vs. Industry Cash Flow Analysis
Company vs. Industry Ratios Comparison
FactSet Research Systems Inc. Consensus Recommendations¹
Analyst Recommendation Summary¹
Price Target Summary¹
Experts Recommendation Trends¹
Revenue Estimates Analysis¹
Earnings Estimates Analysis¹
Historical Surprises¹
Revenue Estimates Trend¹
Earnings Estimates Trend¹
Revenue Revisions¹

ANALYSIS FEATURES

SWOT Analysis

SWOT, which stands for Strengths, Weaknesses, Opportunities and Threats, is an analytical framework that identifies the internal and external factors that are favorable and unfavorable for a company.

Enhanced SWOT Analysis

Enhanced SWOT is a 3×3 grid that arranges strengths, weaknesses, opportunities and threats into one scheme:

• How to use the strengths to take advantage of the opportunities?
• How to use the strengths to reduce likelihood and impact of the threats?
• How to overcome the weaknesses that obstruct taking advantage of the opportunities?
• How to overcome the weaknesses that can make the threats a reality?

Upon answering these questions a company can develop a project plan to improve its business performance.

PESTEL Analysis

PESTEL (also termed as PESTLE) is an ideal tool to strategically analyze what influence different outside factors – political, economic, sociocultural, technological, environmental and legal – exert on a business to later chart its long term targets.

Being part of the external analysis when carrying out a strategic assessment or performing a market study, PESTEL gives an overview of diverse macro-environmental factors that any company should thoughtfully consider. By perceiving these outside environments, businesses can maximally benefit from the opportunities while minimizing the threats to the organization.

Key Factors Examined by PESTEL Analysis:

• Political – What opportunities and pressures are brought by political bodies and what is the degree of public regulations’ impact on the business?
• Economic – What economic policies, trends and structures are expected to affect the organization, what is this influence’s degree?
• Sociological – What cultural and societal aspects will work upon the demand for the business’s products and operations?
• Technological – What impact do the technological aspects, innovations, incentives and barriers have on the organization?
• Environmental – What environmental and ecological facets, both locally and farther afield, are likely to predetermine the business?
• Legal – What laws and legislation will exert influence on the style the business is carried out?

IFE, EFE, IE Matrices

The Internal Factor Evaluation matrix (IFE matrix) is a strategic management tool helping audit or evaluate major weaknesses and strengths in a business’s functional areas. In addition, IFE matrix serves as a basis for identifying and assessing relationships amongst those areas. The IFE matrix is utilised in strategy formulation.

The External Factor Evaluation matrix (EFE matrix) is a tool of strategic management that is typically utilised to assess current market conditions. It is an ideal instrument for visualising and prioritising the threats and opportunities a firm is facing.

The essential difference between the above mentioned matrices lies in the type of factors incorporated in the model; whilst the latter is engaged in internal factors, the former deals exceptionally with external factors – those exposed to social, political, economic, legal, etc. external forces.

Being a continuation of the EFE matrix and IFE matrix models, the Internal External matrix (IE matrix) rests upon an investigation of external and internal business factors integrated into one suggestive model.

Porter Five Forces Analysis

The Porter’s five forces analysis studies the industry of operation and helps the company find new sources of competitive advantage. The analysis surveys an industry through five major questions:

1. What composes a threat of substitute products and services?
2. Is there a threat of new competitors entering the market?
3. What is the intensity of competitive rivalry?
4. How big is the bargaining power of buyers?
5. How significant is the bargaining power of suppliers?

VRIO Analysis

VRIO stands for Value, Rarity, Imitability, Organization. This analysis helps to evaluate all company’s resources and capabilities and bring them together into one aggregate table that includes:

• Tangible resources
  • Financial
  • Physical
  • Technological
  • Organizational
• Intangible resources
  • Human
  • Innovation and Creativity
  • Reputation
• Organizational capabilities

The result of the analysis gives a clear picture of company’s competitive and economic implications, answering the questions if the resources mentioned above are:

• Valuable?
• Rare?
• Costly to imitate?
• Organized properly?