More stocks to consider
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. Invesco (XL, US) Asset Management & Custody
|
|
1. Invesco (XL, US) Asset Management & Custody
|
100
|
|
7
|
|
87
|
|
89
|
|
|
2. CME Group (XL, US) Financial Exchanges & Data
|
|
2. CME Group (XL, US) Financial Exchanges & Data
|
24
|
|
57
|
|
98
|
|
77
|
|
|
3. INTL FCStone (XXL, US) Investment Banking & Brokerage
|
|
3. INTL FCStone (XXL, US) Investment Banking & Brokerage
|
59
|
|
81
|
|
35
|
|
71
|
|
|
4. Stifel Financial (XL, US) Investment Banking & Brokerage
|
|
4. Stifel Financial (XL, US) Investment Banking & Brokerage
|
77
|
|
49
|
|
49
|
|
69
|
|
|
5. Franklin Resources (XL, US) Asset Management & Custody
|
|
5. Franklin Resources (XL, US) Asset Management & Custody
|
95
|
|
1
|
|
73
|
|
66
|
|
|
6. BlackRock (XXL, US) Asset Management & Custody
|
|
6. BlackRock (XXL, US) Asset Management & Custody
|
40
|
|
37
|
|
91
|
|
65
|
|
|
7. Nasdaq (XL, US) Financial Exchanges & Data
|
|
7. Nasdaq (XL, US) Financial Exchanges & Data
|
46
|
|
79
|
|
38
|
|
61
|
|
|
8. Intercontinental Exchange (XL, US) Financial Exchanges & Data
|
|
8. Intercontinental Exchange (XL, US) Financial Exchanges & Data
|
36
|
|
51
|
|
61
|
|
52
|
|
|
9. Goldman Sachs (XXL, US) Investment Banking & Brokerage
|
|
9. Goldman Sachs (XXL, US) Investment Banking & Brokerage
|
71
|
|
55
|
|
17
|
|
51
|
|
|
10. Interactive Brokers (XL, US) Investment Banking & Brokerage
|
|
10. Interactive Brokers (XL, US) Investment Banking & Brokerage
|
7
|
|
83
|
|
70
|
|
48
|
|
May 22, 2025
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. First Republic Bank (XL, US) Regional Banks
|
|
1. First Republic Bank (XL, US) Regional Banks
|
100
|
|
59
|
|
93
|
|
100
|
|
|
2. Plains GP Holdings (XXL, US) Oil & Gas Transportation
|
|
2. Plains GP Holdings (XXL, US) Oil & Gas Transportation
|
87
|
|
100
|
|
71
|
|
100
|
|
|
3. Alphabet (XXL, US) Interactive Media & Services
|
|
3. Alphabet (XXL, US) Interactive Media & Services
|
80
|
|
63
|
|
98
|
|
100
|
|
|
4. Fluor (XXL, US) Construction & Engineering
|
|
4. Fluor (XXL, US) Construction & Engineering
|
87
|
|
73
|
|
100
|
|
100
|
|
|
5. Universal Health Services (XXL, US) Health Care Facilities
|
|
5. Universal Health Services (XXL, US) Health Care Facilities
|
81
|
|
55
|
|
86
|
|
100
|
|
|
6. Cheesecake Factory (XL, US) Restaurants
|
|
6. Cheesecake Factory (XL, US) Restaurants
|
74
|
|
91
|
|
90
|
|
100
|
|
|
7. Jones Lang LaSalle (XXL, US) Real Estate Services
|
|
7. Jones Lang LaSalle (XXL, US) Real Estate Services
|
66
|
|
82
|
|
97
|
|
100
|
|
|
8. Voya Financial (XL, US) Other Financial Services
|
|
8. Voya Financial (XL, US) Other Financial Services
|
93
|
|
41
|
|
67
|
|
100
|
|
|
9. Yum! (XL, US) Restaurants
|
|
9. Yum! (XL, US) Restaurants
|
74
|
|
77
|
|
64
|
|
100
|
|
|
10. Zimmer (XL, US) Health Care Equipment
|
|
10. Zimmer (XL, US) Health Care Equipment
|
96
|
|
53
|
|
81
|
|
100
|
|
May 22, 2025
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Mid sized companies - similar industry as FactSet
| Similar Stocks |
VALUEVVV
|
GROWTHVV
|
SAFETYVV
|
COMBINED
|
|
1. Perella Weinberg (M, US) Investment Banking & Brokerage
|
|
1. Perella Weinberg (M, US) Investment Banking & Brokerage
|
83
|
|
87
|
|
58
|
|
100
|
|
|
2. StepStone Group (M, US) Asset Management & Custody
|
|
2. StepStone Group (M, US) Asset Management & Custody
|
18
|
|
100
|
|
96
|
|
98
|
|
|
3. Federated Investors (L, US) Asset Management & Custody
|
|
3. Federated Investors (L, US) Asset Management & Custody
|
81
|
|
45
|
|
87
|
|
96
|
|
|
4. Houlihan Lokey (L, US) Investment Banking & Brokerage
|
|
4. Houlihan Lokey (L, US) Investment Banking & Brokerage
|
20
|
|
97
|
|
96
|
|
96
|
|
|
5. Piper Jaffray (L, US) Investment Banking & Brokerage
|
|
5. Piper Jaffray (L, US) Investment Banking & Brokerage
|
37
|
|
69
|
|
91
|
|
89
|
|
|
6. The Carlyle Group (L, US) Asset Management & Custody
|
|
6. The Carlyle Group (L, US) Asset Management & Custody
|
59
|
|
73
|
|
54
|
|
84
|
|
|
7. Tradeweb Markets (L, US) Financial Exchanges & Data
|
|
7. Tradeweb Markets (L, US) Financial Exchanges & Data
|
54
|
|
45
|
|
89
|
|
80
|
|
|
8. BGC (L, US) Investment Banking & Brokerage
|
|
8. BGC (L, US) Investment Banking & Brokerage
|
68
|
|
85
|
|
25
|
|
79
|
|
|
9. Morningstar (L, US) Financial Exchanges & Data
|
|
9. Morningstar (L, US) Financial Exchanges & Data
|
72
|
|
67
|
|
43
|
|
76
|
|
|
10. SEI Investments (L, US) Asset Management & Custody
|
|
10. SEI Investments (L, US) Asset Management & Custody
|
35
|
|
37
|
|
92
|
|
70
|
|
May 22, 2025
Mid sized companies - similar region as FactSet
| Similar Stocks |
VALUEVVV
|
GROWTHVV
|
SAFETYVV
|
COMBINED
|
|
1. Cal-Maine Foods (L, US) Packaged Foods & Meats
|
|
1. Cal-Maine Foods (L, US) Packaged Foods & Meats
|
72
|
|
93
|
|
100
|
|
100
|
|
|
2. Ocwen Financial (L, US) Thrifts & Mortgage Finance
|
|
2. Ocwen Financial (L, US) Thrifts & Mortgage Finance
|
93
|
|
100
|
|
87
|
|
100
|
|
|
3. National Fuel Gas (L, US) Gas Utilities
|
|
3. National Fuel Gas (L, US) Gas Utilities
|
53
|
|
99
|
|
81
|
|
100
|
|
|
4. NW Natural (L, US) Gas Utilities
|
|
4. NW Natural (L, US) Gas Utilities
|
93
|
|
83
|
|
63
|
|
100
|
|
|
5. Apollo Medical Holdings (L, US) Health Care Services
|
|
5. Apollo Medical Holdings (L, US) Health Care Services
|
67
|
|
97
|
|
58
|
|
100
|
|
|
6. AdvanSix (L, US) Commodity Chemicals
|
|
6. AdvanSix (L, US) Commodity Chemicals
|
97
|
|
43
|
|
98
|
|
100
|
|
|
7. Bumble (L, US) Interactive Media & Services
|
|
7. Bumble (L, US) Interactive Media & Services
|
80
|
|
41
|
|
96
|
|
100
|
|
|
8. Axway Software (M, US) Application Software
|
|
8. Axway Software (M, US) Application Software
|
100
|
|
41
|
|
93
|
|
100
|
|
|
9. TEGNA (L, US) Broadcasting
|
|
9. TEGNA (L, US) Broadcasting
|
77
|
|
93
|
|
88
|
|
100
|
|
|
10. Hooker Furniture (M, US) Home Furnishings
|
|
10. Hooker Furniture (M, US) Home Furnishings
|
98
|
|
82
|
|
67
|
|
100
|
|
May 22, 2025
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