FactSet Research SystemsvsMorgan Stanley

FDS and MS stock compared: price, dividend, valuation and results, from SEC filings.

FDS

FactSet Research Systems Inc.

$332.69

Value $11.7B

+0.30%
FDS's page

FactSet Research Systems (FDS) has a market value of $11.7B and Morgan Stanley (MS) $303B. Over the last year, with dividends, FDS moved +24.5% and MS +14.7%. The P/E is 22.0 for FDS and 15.3 for MS. Dividend yield: FDS 1.36%, MS 2.26%.

At a glance

The main figures of both. A bar only shows which number is larger, not which is better.

  • Market value

    FDS$11.7B

    MS$303B

    MS is 26 times FDS

  • Revenue, 12 months

    FDS$2.5B

    MS$80.2B

    MS is 32 times FDS

  • Net income, 12 months

    FDS$533M

    MS$20.5B

    MS is 38 times FDS

  • Operating margin

    FDS28.3%

    MS–

  • ROIC

    FDS16.5%

    MS4.4%

    12.1 points apart

  • P/E

    FDS22.0

    MS15.3

    FDS is 1.4 times MS

  • Dividend yield

    FDS1.4%

    MS2.3%

    0.9 points apart

  • 5-year return

    FDS-23.2%

    MS+123.5%

    146.7 points apart

A fainter bar means a negative number. The 5-year return includes dividends.

The price over time

Both start at 100 at the beginning of the period, so the lines show how much each changed. With dividends means each dividend buys more shares.

FDS-23.2%

MS+123.5%

10020020222023202420252026
Returns by period
PeriodFDSWith dividendsMSWith dividends
1 year since November 12, 2025+24.5%Price +22.4%+14.7%Price +12.2%
3 years since November 13, 2023-23.9%-8.7% a yearPrice -26.6%+176.8%+40.4% a yearPrice +154.1%
5 years since November 12, 2021-23.2%-5.1% a yearPrice -27.1%+123.5%+17.5% a yearPrice +90.9%
10 years since November 15, 2016+131.2%+8.7% a yearPrice +107.5%+530.5%+20.2% a yearPrice +376.6%

Each cell: the total return with dividends, its yearly rate, and the price change alone. Before taxes and costs. Past returns do not predict future ones.

Every figure

As on each company's page. A description, not a recommendation: no one figure says which is better.

FDSFactSet Research SystemsMSMorgan Stanley

Valuation

FDSMS
Valuation
Price$332.69$190.65
Market value$11.7B$303B
Enterprise value (EV)$12.8B–
P/E22.015.3
P/E, 5-year median30.415.8
P/B5.92.6
EV/EBIT18.3–
Free cash flow yield6.0%–

Results and growth

FDSMS
Results and growth
Revenue, 12 months$2.5B$80.2B
Net income, 12 months$533M$20.5B
Free cash flow, 12 months$707M–
Earnings per share, 12 months$14.57$12.60
Revenue growth, year on year6.7%14.4%
Revenue growth a year, past+9.2%over 5 years+7.7%over 5 years
EPS growth a year, past+7.1%over 5 years+9.6%over 5 years

Margins and returns on capital

FDSMS
Margins and returns on capital
Gross margin50.6%–
Operating margin28.3%–
Net margin21.5%25.5%
ROIC16.5%4.4%
ROE25.4%18.0%

Balance sheet

FDSMS
Balance sheet
Cash$265M$244B
Total debt$1.5B$378B
Net debt / EBITDA1.3–
Interest cover12.9×–

Dividends and buybacks

FDSMS
Dividends and buybacks
Dividend yield1.4%2.3%
Dividend per share, 12 months$4.52$4.30
Dividend growth a year, past+7.7%over 5 years–
Buyback yield5.5%1.5%
Shareholder yield6.9%3.8%

Last 12 months from the latest 10-Q and 10-K. Value, P/E and yields at today's price. A dash means the figure does not exist or did not pass our checks.

Questions: FDS or MS

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Which is bigger, FactSet Research Systems or Morgan Stanley?

By market value, Morgan Stanley ($303B) is about 25.8 times FactSet Research Systems ($11.7B), at today's prices.

How did FDS and MS stock do over the last 10 years?

Since November 15, 2016, FDS's price moved +107.5% and MS's +376.6%. With dividends: FDS +131.2% (+8.7% a year), MS +530.5% (+20.2% a year). Past returns do not predict future ones.

Which pays the higher dividend, FDS or MS?

The dividend yield at today's price is 1.36% for FactSet Research Systems and 2.26% for Morgan Stanley. Over the last twelve months they paid $4.52 and $4.30 per share.

What is the P/E of FDS and MS?

At today's price, the P/E is 22.0 for FDS and 15.3 for MS. The median of the last five years was 30.4 and 15.8, which shows where each stands against its own past.

Which has the higher profit margins, FactSet Research Systems or Morgan Stanley?

Over the last twelve months, the net margin was 21.5% for FactSet Research Systems and 25.5% for Morgan Stanley, and the operating margin 28.3% and –. Revenue was $2.5B and $80.2B.

Which is the better investment, FactSet Research Systems or Morgan Stanley?

The page does not answer that and does not suggest buying or selling. It puts the two companies' numbers side by side, from their SEC filings, for you to read and form your own view. The decision depends on your goals and situation.

Other comparisons

With each of the two, and with the largest in its sector.

Related pages

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Descriptive data from SEC filings and market prices.