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FDS vs MA

FDS
FactSet Research Systems Inc.
BEARISH
Price
$224.12
Market Cap
$8.16B
Sector
Financial Services
AI Confidence
85%
MA
Mastercard Incorporated
NEUTRAL
Price
$499.66
Market Cap
$445.92B
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
FDS
14.43
MA
30.28
Forward P/E
FDS
11.54
MA
22.05
P/B Ratio
FDS
3.86
MA
57.74
P/S Ratio
FDS
3.4
MA
13.6
EV/EBITDA
FDS
10.37
MA
22.13

Profitability

Gross Margin
FDS
51.94%
MA
100.0%
Operating Margin
FDS
29.8%
MA
57.73%
Profit Margin
FDS
24.48%
MA
45.65%
ROE
FDS
28.08%
MA
209.91%
ROA
FDS
10.91%
MA
23.72%

Growth

Revenue Growth
FDS
7.1%
MA
17.6%
Earnings Growth
FDS
-4.5%
MA
24.2%

Financial Health

Debt/Equity
FDS
0.73
MA
2.56
Current Ratio
FDS
1.43
MA
1.03
Quick Ratio
FDS
1.2
MA
0.68

Dividends

Dividend Yield
FDS
1.96%
MA
0.7%
Payout Ratio
FDS
28.31%
MA
18.4%

AI Verdict

FDS BEARISH

FDS presents a stable but mediocre financial profile with a Piotroski F-Score of 4/9, indicating a lack of strong fundamental momentum. The stock is severely overvalued relative to its deterministic baselines, trading at $224.12 against a Graham Number of $142.49 and an Intrinsic Value of $108.71. While the company maintains high profitability (ROE 28.08%), it is currently plagued by negative earnings growth and a maximum bearish technical trend (0/100). The long-term price trajectory is deeply concerning, with a 1-year decline of 46.9%.

Strengths
Strong Return on Equity (ROE) of 28.08%
Healthy operating margins at 29.80%
Low dividend payout ratio (28.31%) suggesting sustainability
Risks
Negative YoY earnings growth (-4.50%) and Q/Q earnings growth (-8.10%)
Significant premium over Graham and Intrinsic value estimates
Severe long-term price decay (5Y change of -30.1%)
MA NEUTRAL

MA shows neutral fundamentals based on deterministic rules. Financial strength is strong (F-Score 6/9). Mixed signals with both opportunities and risks present.

Strengths
Strong profitability (45.6% margin)
Strong revenue growth of 17.6%
Strong ROE of 209.9%
Risks
High valuation with P/E of 30.3
Premium vs Graham Number ($56.68)
High debt burden with D/E of 2.56

Compare Another Pair

FDS vs MA: Head-to-Head Comparison

This page compares FactSet Research Systems Inc. (FDS) and Mastercard Incorporated (MA) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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