NASDAQ · STOCK
FactSet
$263.23
52W $185.00 – $404.09
56/100
$9.36B
17.2
0.71
⚠
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.
Is FDS Bullish or Bearish?
Bullish.
Innellis AI committee rates FactSet (FDS) Buy with a composite score of 56/100
, based on 7 analysts with 43% agreement.
Last updated July 31, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +19.23 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Watch
- Requires the score to fall below 55.0 — -0.77 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The committee is genuinely divided. Growth Analyst sees a compelling case — 3 consecutive earnings beats -- consistent execution. Risk Analyst remains cautious — bollinger bandwidth of 17.9% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
- ROE of 26.6% shows genuine earnings power backing the valuation — Value
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- Price-to-book of 6.5x prices in significant intangible value — Value
- Bollinger bandwidth of 17.9% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of July 31, 2026
Overall Committee Score
56/100
Agreement
43%
Analysts
7
Conviction
Contested
Sector Rank
Top 63%
of 141 Financial Services peers
Value Analyst
neutral
55
/ 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 26.6% shows genuine earnings power backing the valuation
− Price-to-book of 6.5x prices in significant intangible value
Growth Analyst
bullish
68
/ 100 · High confidence
Strong, accelerating growth with consistent execution
+ 3 consecutive earnings beats -- consistent execution
Technical Analyst
bullish
61
/ 100 · High confidence
Price action is constructive -- trend and momentum agree
+ MACD histogram positive -- bullish momentum
Risk Analyst
bearish
35
/ 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 17.9% signals elevated volatility
Macro Analyst
neutral
58
/ 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst
bullish
68
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.33 across 84 articles, 14d)
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
Investment Thesis Evolution
Committee score moved marginally from 55.8 to 55.8.
- New bearish signals: 3 appeared.
- Bullish support removed: 1 signal(s) disappeared.
- New bullish signals: 2 appeared.
- Bearish pressure eased: 5 signal(s) disappeared.
- Analyst(s) changed stance: Macro Analyst, Technical Analyst.
Analyst-level changes:
- Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
- News Analyst: +1 bullish signal(s).
- Portfolio Manager: +2 bearish signal(s).
- Risk Analyst: +1 bearish signal(s).
- Technical Analyst: stance neutral->bullish; score 54->61 (+8).
Comparing 2026-07-30 to 2026-07-31 (1 day apart).
Technical Analysis
RSI (14)
52.8
Neutral
MACD Histogram
1.072
Bullish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Hh Hl
Support
$250.77
Resistance
$272.25
Bollinger %B
0.64
Inside Bands
Price vs Moving Averages
EMA 9
$263.80
Below
EMA 21
$256.38
Above
EMA 50
$246.45
Above
EMA 200
$263.18
Above
Fundamental Analysis
Valuation
64
Growth
70
Profitability
1
Financial Health
43
Cash Flow
37
Valuation
P/E Ratio
17.2×
P/B Ratio
4.77×
PEG Ratio
1.95
Dividend Yield
0.02%
52W High
$404.09
52W Low
$185.00
Quality & Growth
ROE
27.3%
ROA
13.9%
Gross Margin
51.4%
Operating Margin
29.5%
Revenue Growth YoY
—
Debt / Equity
0.77
AI Fundamental Assessment
P/E ratio of 17.2 (inexpensive relative to a 15-40x range); Price-to-book of 4.8x; PEG ratio of 2.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.3%; Return on assets of 0.1%; Net margin of 0.2%; Gross margin of 0.5%; Current ratio of 0.68 (tight short-term liquidity); Debt-to-equity of 0.77; Free cash flow margin of 0.9% (thin cash generation); Free cash flow per share is positive (19.24); Most recent quarter beat estimates by 0.6%; 3 consecutive earnings beats; EPS growth accelerating (-1.1% -> +1.6% QoQ); Analyst estimates rising over recent quarters
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