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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.

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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.


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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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