Value
6.2/10data confidence 100%| Component | Sub-score |
|---|---|
| P/E | 7.6 |
| P/S | 7.7 |
| EV/EBITDA | 4.9 |
| Fwd P/E | 8.6 |
| PEG | 6.1 |
| Analyst target | 3.0 |
- ▸Forward P/E: 13.2x
- ▸PEG: 1.21
FDS · Why this verdict
Why FactSet Research Systems (FDS) is rated HOLD
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictHOLD
Overall score5.1/10
ConfidenceMEDIUM
MacroRISK_OFF
Per-dimension breakdown
Quality
7.9/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 9.4 |
| ROA | 7.3 |
| Gross margin | 6.4 |
| Op margin | 10.0 |
| Net margin | 10.0 |
| Current ratio | 5.3 |
| FCF quality | 7.0 |
| Moat | 7.6 |
| Piotroski F | 7.8 |
- ▸Excellent ROE: 28%
- ▸Strong margins: 24%
- ▸Wide economic moat
- ▸Compounder quality: strong returns + growth
Growth
2.7/10data confidence 67%| Component | Sub-score |
|---|---|
| Rev growth | 4.3 |
| EPS growth | 1.1 |
Momentum
4.2/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 2.6 |
| MACD | 10.0 |
| OBV | 1.0 |
| MA position | 6.0 |
| Volume | 1.3 |
- ▸Overbought bear rally (RSI 76)
- ▸Volume distribution (falling OBV)
- ▸Below 200-MA, MA slope -9.0%/30d — confirmed downtrend
Sentiment
4.9/10data confidence 100%| Component | Sub-score |
|---|---|
| Analyst rating | 5.0 |
| Price target | 4.8 |
| erm sentiment | 5.0 |
Insider
5.0/10data confidence 50%| Component | Sub-score |
|---|---|
| materiality | 5.0 |
| holder change | 5.1 |
- ▸No net insider activity — $0 (0.000% of mkt cap)
Peer rank
5.0/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 8.2 |
| quality rank | 4.9 |
| growth rank | 1.8 |
- ▸Attractive P/E vs peers
Technical
2.5/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 1.9 |
| support resistance | 2.2 |
| 52w position | 1.0 |
| gap | 5.0 |
Risk (lower is worse)
5.6/10data confidence 100%| Component | Sub-score |
|---|---|
| short interest | 7.9 |
| days to cover | 3.6 |
| volatility | 0.1 |
| put call | 10.0 |
| implied vol | 2.3 |
| beta | 8.8 |
| debt equity | 6.6 |
- ▸Short squeeze setup: 18% short, quality 7.5
- ▸High IV: 66%
- ▸Concentration risks: 2 HIGH, 1 MED (10-K Item 1A — sized via position_sizing, validated via buy_confidence)
Catalyst
4.6/10data confidence 100%| Component | Sub-score |
|---|---|
| erm | 5.0 |
| earnings history | 3.3 |
| earnings timing | 5.0 |
| surprise avg | 2.9 |
| dividend safety | 7.0 |
- ▸Earnings concerns: 2B/2M
- ▸Dividend: 182.0%
How the verdict was assembled
Engine trigger
Wide-moat business. Accumulate on weakness. | News modifier -1 (STRONG_BUY_WAIT → HOLD_IF_HOLDING).
Engine technical detail
verdict_path:
L4:PATH_E_WIDE_MOAT|L3:NEWS_MOD=-1Passed (5)
- INSIDER:OK
- NEWS_EVENTS:NONE_RECENT
- EARNINGS_PROXIMITY:23d clear
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (4)
- MOMENTUM:4.2<4.5
- ASYMMETRY:-0.8=NEGATIVE
- DEATH_CROSS:HARD_BLOCK
- FINSVC_REGIONAL_CLIFF:HARD_BLOCK
Warning (1)
- 8K_CSUITE_CHANGE:5.02 (officer departure/appointment)
Reward-to-Risk
-0.75
Upside
-11.2%
Downside
15.0%
Sizing output
AVOID
SetupRECOVERY — Death cross but MACD improving, RSI 76
EdgeNO_EDGE — No clear edge identified
SuitabilityMODERATE — Balanced profile
Investment implication
The HOLD_IF_HOLDING verdict reflects the MOMENTUM gate's 4.2<4.5 outcome against Quality at 7.9 and asymmetric R:R of -0.75.
The strongest dimensions are Quality at 7.9, Value at 6.2, and Risk (lower is worse) at 5.6; the weakest are Technical at 2.5, Growth at 2.7, and Momentum at 4.2. The V9 engine flagged 4 failed gates with 1 warning, producing an asymmetric reward-to-risk of -0.75 and an engine sizing output of AVOID.