Professional
Added to YB: 2026-05-22
Pitch date: 2026-04-17
FDS [neutral]
FactSet Research Systems Inc.
+25.85%
current return
Author Info
No bio for this author
Company Info
FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community.
Market Cap
$9.2B
Pitch Price
$230.22
Price Target
N/A
Dividend
1.79%
EV/EBITDA
10.69
P/E
17.10
EV/Sales
4.31
Sector
Capital Markets
Category
N/A
Jensen Quality Mid Cap Fund Portfolio Holding: FactSet Research Systems Inc.
FDS (exited position): Liquidated on AI disruption risk. Historically strong market position w/ high recurring rev from switching costs & multi-year contracts, but underlying data is publicly available, analytics replicable by AI-native competitors. Seat-based subscription model vulnerable to customer headcount cuts as AI adoption rises across asset mgmt/banking clients.
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