WallStSmart

FactSet Research Systems Inc (FDS)vsS&P Global Inc (SPGI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

S&P Global Inc generates 550% more annual revenue ($15.34B vs $2.36B). SPGI leads profitability with a 29.1% profit margin vs 25.4%. FDS appears more attractively valued with a PEG of 1.16. FDS earns a higher WallStSmart Score of 69/100 (B-).

FDS

Strong Buy

69

out of 100

Grade: B-

Growth: 5.3Profit: 9.5Value: 8.7Quality: 6.3
Piotroski: 4/9Altman Z: 2.57

SPGI

Strong Buy

67

out of 100

Grade: B-

Growth: 8.0Profit: 8.0Value: 10.0Quality: 6.0
Piotroski: 5/9Altman Z: 1.97
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FDSUndervalued (+11.6%)

Margin of Safety

+11.6%

Fair Value

$219.23

Current Price

$209.27

$9.96 discount

UndervaluedFair: $219.23Overvalued
SPGIUndervalued (+37.9%)

Margin of Safety

+37.9%

Fair Value

$686.56

Current Price

$424.43

$262.13 discount

UndervaluedFair: $686.56Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FDS4 strengths · Avg: 9.0/10
Operating MarginProfitability
32.6%10/10

Strong operational efficiency at 32.6%

Return on EquityProfitability
28.8%9/10

Every $100 of equity generates 29 in profit

Profit MarginProfitability
25.4%9/10

Keeps 25 of every $100 in revenue as profit

P/E RatioValuation
13.2x8/10

Attractively priced relative to earnings

SPGI5 strengths · Avg: 8.8/10
Operating MarginProfitability
38.3%10/10

Strong operational efficiency at 38.3%

Market CapQuality
$129.17B9/10

Large-cap with strong market position

Profit MarginProfitability
29.1%9/10

Keeps 29 of every $100 in revenue as profit

EPS GrowthGrowth
32.0%8/10

Earnings expanding 32.0% YoY

Free Cash FlowQuality
$1.70B8/10

Generating 1.7B in free cash flow

Areas to Watch

FDS1 concerns · Avg: 4.0/10
EPS GrowthGrowth
4.4%4/10

4.4% earnings growth

SPGI2 concerns · Avg: 4.0/10
P/E RatioValuation
29.1x4/10

Moderate valuation

Altman Z-ScoreHealth
1.974/10

Grey zone — moderate risk

Comparative Analysis Report

WallStSmart Research

Bull Case : FDS

The strongest argument for FDS centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 25.4% and operating margin at 32.6%. PEG of 1.16 suggests the stock is reasonably priced for its growth.

Bull Case : SPGI

The strongest argument for SPGI centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 29.1% and operating margin at 38.3%.

Bear Case : FDS

The primary concerns for FDS are EPS Growth.

Bear Case : SPGI

The primary concerns for SPGI are P/E Ratio, Altman Z-Score.

Key Dynamics to Monitor

SPGI carries more volatility with a beta of 1.22 — expect wider price swings.

SPGI is growing revenue faster at 9.0% — sustainability is the question.

SPGI generates stronger free cash flow (1.7B), providing more financial flexibility.

Monitor FINANCIAL DATA & STOCK EXCHANGES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

FDS scores higher overall (69/100 vs 67/100), backed by strong 25.4% margins. SPGI offers better value entry with a 37.9% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

FactSet Research Systems Inc

FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA

FactSet Research Systems Inc. provides integrated financial information and analytical applications to investment and corporate communities in the Americas, EMEA, and Asia Pacific. The company is headquartered in Norwalk, Connecticut.

S&P Global Inc

FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA

S&P Global Inc. is an American publicly traded corporation headquartered in Manhattan, New York City. Its primary areas of business are financial information and analytics.

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