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Alternative stocks to FactSet (NYSE:FDS)


These are the alternatives to FactSet that fall within the same industry, Financial Exchanges & Data, or region, USA.

How to read the ranks

For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. The higher the rank, the better the stock performs than its peers. And, we do this for six investment strategies:

Value - shows how good of a value the stock is. Green is "inexpensive"; red is "expensive".

Growth - shows a company's growth potential. Green is "high growth" expected; red is "tough times ahead".

Safety - relates to the amount of debt a company has. Green is low debt level; red is high debt level.

Combined Financial - this isn't an average of the first three ranks but rather a consolidated view across several financial indicators. Green = good; red = tread carefully.

(NEW) Sentiment - quantifies professional analyst ratings and holdings as well as market pulse. Green = positive sentiment; red = skepticism (Only available to Premium Subscribers).

(NEW) 360° View - the ultimate rating with all financial and non-financial indicators.

See FactSet Performance

FactSet stock research in summary

factset.com


FactSet shares have a market-typical stock price level. While they are good value, they are riskily financed, and show below average growth. We recommend evaluating whether the future of the company FactSet is typical for this industry which the market average price level of the shares suggests. If you believe that the future of the company is above average, that could be an argument for buying the shares and vice versa.


Latest Obermatt Ranks


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Country USA
Industry Financial Exchanges & Data
Index
Size class Large

Large companies - similar industry as FactSet

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. BlackRock (XXL, US)  Asset Management & Custody
1. BlackRock (XXL, US)   Asset Management & Custody 38 63 93 90
2. Stifel Financial (XL, US)  Investment Banking & Brokerage
2. Stifel Financial (XL, US)   Investment Banking & Brokerage 75 63 49 81
3. Invesco (XL, US)  Asset Management & Custody
3. Invesco (XL, US)   Asset Management & Custody 100 3 81 80
4. Pershing Squares (XL, US)  Asset Management & Custody
4. Pershing Squares (XL, US)   Asset Management & Custody 86 23 76 78
5. Franklin Resources (XL, US)  Asset Management & Custody
5. Franklin Resources (XL, US)   Asset Management & Custody 96 5 75 72
6. The Carlyle Group (XL, US)  Asset Management & Custody
6. The Carlyle Group (XL, US)   Asset Management & Custody 58 97 16 64
7. Goldman Sachs (XXL, US)  Investment Banking & Brokerage
7. Goldman Sachs (XXL, US)   Investment Banking & Brokerage 79 67 15 57
8. Coinbase (XL, US)  Financial Exchanges & Data
8. Coinbase (XL, US)   Financial Exchanges & Data 1 97 65 55
9. Morgan Stanley (XXL, US)  Investment Banking & Brokerage
9. Morgan Stanley (XXL, US)   Investment Banking & Brokerage 77 53 27 52
10. Evercore (XL, US)  Investment Banking & Brokerage
10. Evercore (XL, US)   Investment Banking & Brokerage 42 99 40 50

May 2, 2024

Why popular stocks have low ratings

It’s easier said than done. When your stock drops, it’s easy to want to sell it and find a better performer. Think twice, or even three times, before trading. Those fees (especially the hidden ones) can eat up your gains.

Large companies - similar region as FactSet

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Telephone and Data Systems (XL, US)  Wireless Telecommunication
1. Telephone and Data Systems (XL, US)   Wireless Telecommunication 88 91 90 100
2. Global Partners (XXL, US)  Oil & Gas Transportation
2. Global Partners (XXL, US)   Oil & Gas Transportation 83 100 63 100
3. Umpqua (XXL, US)  Regional Banks
3. Umpqua (XXL, US)   Regional Banks 97 32 93 100
4. Summit Financial (XXL, US)  Regional Banks
4. Summit Financial (XXL, US)   Regional Banks 80 97 79 100
5. Jones Lang LaSalle (XXL, US)  Real Estate Services
5. Jones Lang LaSalle (XXL, US)   Real Estate Services 66 97 97 100
6. Orrstown (XXL, US)  Regional Banks
6. Orrstown (XXL, US)   Regional Banks 70 100 75 100
7. Alphabet (XXL, US)  Interactive Media & Services
7. Alphabet (XXL, US)   Interactive Media & Services 81 69 93 100
8. Cognizant Technology (XXL, US)  IT Consulting & oth. Services
8. Cognizant Technology (XXL, US)   IT Consulting & oth. Services 96 45 95 100
9. Meta (XXL, US)  Interactive Media & Services
9. Meta (XXL, US)   Interactive Media & Services 63 93 98 100
10. First Republic Bank (XXL, US)  Regional Banks
10. First Republic Bank (XXL, US)   Regional Banks 100 89 92 100

May 2, 2024


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Mid sized companies - similar industry as FactSet

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Perella Weinberg (L, US)  Investment Banking & Brokerage
1. Perella Weinberg (L, US)   Investment Banking & Brokerage 54 100 54 96
2. Moelis (L, US)  Investment Banking & Brokerage
2. Moelis (L, US)   Investment Banking & Brokerage 19 87 83 96
3. Robinhood Markets (L, US)  Investment Banking & Brokerage
3. Robinhood Markets (L, US)   Investment Banking & Brokerage 18 91 69 94
4. Cowen (L, US)  Investment Banking & Brokerage
4. Cowen (L, US)   Investment Banking & Brokerage 98 13 50 93
5. Piper Jaffray (L, US)  Investment Banking & Brokerage
5. Piper Jaffray (L, US)   Investment Banking & Brokerage 44 89 91 92
6. Victory Capitals (L, US)  Asset Management & Custody
6. Victory Capitals (L, US)   Asset Management & Custody 67 93 32 91
7. Riverstone Energy (M, US)  Asset Management & Custody
7. Riverstone Energy (M, US)   Asset Management & Custody 14 9 100 84
8. Houlihan Lokey (L, US)  Investment Banking & Brokerage
8. Houlihan Lokey (L, US)   Investment Banking & Brokerage 14 75 98 80
9. StepStone Group (L, US)  Asset Management & Custody
9. StepStone Group (L, US)   Asset Management & Custody 18 83 86 78
10. Federated Investors (L, US)  Asset Management & Custody
10. Federated Investors (L, US)   Asset Management & Custody 84 13 84 78

May 2, 2024


Mid sized companies - similar region as FactSet

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Bassett Furniture Industries (M, US)  Home Furnishings
1. Bassett Furniture Industries (M, US)   Home Furnishings 82 97 100 100
2. Cheesecake Factory (L, US)  Restaurants
2. Cheesecake Factory (L, US)   Restaurants 90 77 70 100
3. Portland General Electric (L, US)  Electric Utilities
3. Portland General Electric (L, US)   Electric Utilities 86 81 77 100
4. Livent (M, US)  Specialty Chemicals
4. Livent (M, US)   Specialty Chemicals 44 94 84 100
5. Laureate Education (L, US)  Education Services
5. Laureate Education (L, US)   Education Services 88 87 78 100
6. Foster (M, US)  Industrial Machinery
6. Foster (M, US)   Industrial Machinery 45 97 96 100
7. Snowflake (L, US)  Internet Services & Infrastructure
7. Snowflake (L, US)   Internet Services & Infrastructure 12 53 95 100
8. NextEra Energy Partners (L, US)  Renewable Electricity
8. NextEra Energy Partners (L, US)   Renewable Electricity 92 87 81 100
9. National Instruments (L, US)  Electronic Equipment
9. National Instruments (L, US)   Electronic Equipment 76 88 81 100
10. Cue Health (M, US)  Health Care Equipment
10. Cue Health (M, US)   Health Care Equipment 87 81 89 100

May 2, 2024



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