FactSet · Financials
FDS
$258.09
FactSet Research Systems Inc., trading as FactSet, is an American financial data and software company headquartered in Norwalk, Connecticut, United States. The company provides integrated data and software.FactSetResearchSystemsInc.（以FactSet名义运营）是一家美国金融数据和软件公司，总部位于美国康涅狄格州诺沃克，提供集成数据和软件服务。
Financial金融股
Mid cap中盘
$10B
Engine stance引擎立场2026-07-20
Extended — don't chase; wait for a pullback过度拉升 — 勿追高；等待回撤
You missed the bottoming entry — the low already formed and price is now extended (momentum is fading — the daily moment已错过筑底入场——低点已经形成，目前价格已拉伸（动量正在衰竭——日线动量已开始掉头向下）。不要追高；等待回调至 10 日均线或下一个周期低点。若已持有则继续持有。
Key Statistics关键统计
Price价格
$258.09
39.9% below 52-week high低于52周高点 39.9%
Market Cap市值
$10B
Normal volume正常成交量
P/E Ratio市盈率
16.1x
15.0x sector median
Beta贝塔
0.05
Moves about 0.1x the market波动幅度约为市场的 0.1 倍
RSI (14)RSI（14）
58
Neutral zone中性区域
Next Earnings下次财报
2026-07-01 (-18d)
Volatility Rank波动率分位
92th pctile
hist. vol. percentile历史波动率分位数
Short Interest空头兴趣
14.2% of float
Performance价格表现
| Period周期 | FDS | S&P 500 | vs Index对比指数 |
|---|---|---|---|
| 1 Week近1周 | +4.4% | -1.5% | Beat the index by 5.9 points跑赢指数 5.9 个百分点 |
| 1 Month近1月 | +13.0% | +0.6% | Beat the index by 12.4 points跑赢指数 12.4 个百分点 |
| 3 Months近3月 | +11.4% | +4.7% | Beat the index by 6.7 points跑赢指数 6.7 个百分点 |
| 6 Months近6月 | -9.7% | +7.8% | Lagged the index by 17.5 points落后指数 17.5 个百分点 |
| Year to date年初至今 | -8.5% | +9.1% | Lagged the index by 17.6 points落后指数 17.6 个百分点 |
| 1 Year近1年 | -39.9% | +19.4% | Lagged the index by 59.3 points落后指数 59.3 个百分点 |
Technicals技术面
RSI (14)RSI（14）
58
Neutral zone中性区域
vs 50-day相对50日均线
+9.4% vs 50-day avg
vs 200-day相对200日均线
+4.6% vs 200-day avg
Volatility rank波动率分位
92th percentile 分位
Engine reference levels — not advice引擎参考水平 — 非投资建议
Buy zone买入区间
$247.00
Don't chase above不追高于
$258.10
Stop止损
$208.80
Extended — wait for a pullback过度拉伸 — 等待回撤
Earnings财务业绩
Estimates roughly stable预期基本稳定
Earnings call transcripts — coming soon财报电话会议记录 — 即将上线
Valuation估值
| Multiple指标 | FDS | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| P/E (trailing)市盈率（历史） | 16.10x | 14.99 | 42% |
| P/B市净率 | 4.43x | 1.52 | 8% |
| P/S市销率 | 4.14x | 2.87 | 36% |
| Earnings yield盈利收益率 | 6.21% | 6.58 | 44% |
| Shareholder yield股东收益率 | 3.13% | 3.91 | 38% |
Analyst price targets — coming soon分析师目标价 — 即将上线
Financials财务数据
Revenue营业收入
5yr CAGR5年复合增速: 9.2%
Earnings Per Share每股收益
5yr CAGR5年复合增速: 10.0%
Free Cash Flow自由现金流
Margins利润率
27.5%Return on Equity股本回报率
14.1%Return on Assets资产回报率
Leverage杠杆
| Net debt / EBITDA净债务/EBITDA | 1.14 |
Capital Allocation资本配置
| Buybacks (TTM)回购（TTM） | $300.5M |
| Stock-based comp股权薪酬 | $61.2M |
| Share count change (1y)股数变化（1年） | -2.1% |
Piotroski皮奥特罗斯基 5/9
Altman Z阿尔特曼Z: safe (4.7)
Clean稳健
Snapshot Gauges综合指标
Valuation vs Sector估值相对行业
Expensive vs sector相对行业偏贵
Cheaper than 29% of its sector on blended multiples综合估值倍数低于行业内 29% 的公司
Beta市场敏感度
0.05×
0.21×3×
Moves about 0.1× the market波动幅度约为市场的 0.1 倍
Financial Health财务健康
5/9
Altman阿尔特曼: safe
Adequate financial health财务健康状况一般
Dividend分红
—
Does not pay a dividend不派发股息
Why Is It Moving为何波动
Sector / Theme行业/主题
Financials (Equal-Weight) theme — #10 of 46 themes「金融（等权）」主题 — 46 个主题中第 10 位
Macro宏观
Short-duration name into a restrictive, rising-real-rate regime → rate tailwind.短久期标的进入偏紧、实际利率上行的环境→利率顺风。
Positioning持仓
Insider cluster activity内部人集中交易
Technical技术面
FDS took relative-strength leadershipFDS 取得相对强弱领先
Options Positioning期权持仓
Market makers are net short gamma — price moves may amplify做市商净持有负伽玛，价格波动可能被放大
Expected daily move预期日波动
±3.08%
Expected weekly move预期周波动
±6.88%
Call wall看涨密集区
$260
Put wall看跌密集区
$250
25d risk reversal25d风险逆转
-2.7%
Skew: 偏斜：balanced
Ownership & Smart Money持仓与聪明钱
Insider activity内部人员活动: -$1.3M net (2 buyers, 2 sellers)-$1.3M 净值（2 买家，2 卖家）
Signal History信号历史
TOP WATCH
NEARING A HIGH
Jul 16, 2026
FDS took relative-strength leadershipFDS 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $262.46.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$262.46。
Jul 15, 2026
BOTTOMING → UPTREND筑底中 → 上涨趋势
HOLD持有
Jul 13, 2026
FDS reclaimed its 200-day averageFDS 收复200日均线
Price closed back above the 200-day moving average — the classic bull dividing line. $263.11.收盘重回200日均线 — 经典的多头分界线。$263.11。
Jul 13, 2026
FDS took relative-strength leadershipFDS 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $263.11.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$263.11。
Jul 9, 2026
NEARING A HIGH → BOTTOMING接近高点 → 筑底中
BUY SETUP买入预备
Jul 8, 2026
BOTTOMING → NEARING A HIGH筑底中 → 接近高点
TAKE PROFITS止盈
Jul 8, 2026
FDS lost its 200-day averageFDS 跌破200日均线
Price closed below the 200-day moving average — the classic bear dividing line. $247.82.收盘跌破200日均线 — 经典的空头分界线。$247.82。
Jul 7, 2026
FDS took relative-strength leadershipFDS 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $258.30.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$258.30。
Jul 2, 2026
FDS reclaimed its 200-day averageFDS 收复200日均线
Price closed back above the 200-day moving average — the classic bull dividing line. $250.09.收盘重回200日均线 — 经典的多头分界线。$250.09。
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Factor Profile因子特征
Composite factor score综合因子得分: -0.20
Value价值
-0.4
Quality质量
-0.2
Investment资本投入
+0.2
Shareholder payout股东回报
-0.2
Low volatility低波动
-0.4
Low market beta低市场敏感度
+1.1
Earnings quality盈利质量
-0.3
Short interest空头兴趣
-1.2
Company Profile公司档案
FactSet Research Systems Inc., trading as FactSet, is an American financial data and software company headquartered in Norwalk, Connecticut, United States. The company provides integrated data and software.FactSetResearchSystemsInc.（以FactSet名义运营）是一家美国金融数据和软件公司，总部位于美国康涅狄格州诺沃克，提供集成数据和软件服务。
Watch items — what could change the thesis关注项 — 可能改变论点的因素
- Margin compression despite revenue growth
- Receivables stretch
- Capital intensity rising
Get the full picture获取完整视图
Nightly signals, options flow, and factor analysis across all S&P 500 names.每日更新的信号、期权资金流向和因子分析，覆盖所有标普500成分股。