Erie Indemnity Company (ERIE) vs FactSet Research Systems Inc. (FDS)
ERIE and FDS are evenly matched — 7 metrics each of 14.
A side-by-side comparison of Erie Indemnity Company and FactSet Research Systems Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 29, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
ERIE
Erie Indemnity Company
$238.71Financial Services
FDS
FactSet Research Systems Inc.
$231.74Financial Services
Total return — ERIE vs FDS
growth of $100 · last 30yERIE +430.5%FDS +5084.3%FDS compounded faster
Log scale — wide-divergence pair
ERIE FDS
ERIE vs FDS: by the numbers
- •ERIE is the larger company ($11.03B vs $8.44B market cap).
- •FDS trades at the lower earnings multiple (14.89 vs 21.96 P/E).
- •FDS converts more revenue to profit (24.48% vs 13.97% net margin).
- •ERIE grew revenue faster over the past five years (9.91% vs 9.32% CAGR).
- •ERIE pays the higher dividend yield (2.45% vs 2.00%).
Which is better, ERIE or FDS?
Metric tally: ERIE 7 · FDS 7It depends on what you're optimizing for:
ValueFDS(lower P/E)
GrowthERIE(faster 5Y revenue CAGR)
IncomeERIE(higher dividend yield)
QualityERIE(higher ROIC)
Metrics side by side
Valuation
| Metric | ERIE | FDS |
|---|---|---|
| P/E ratio | 21.96 | 14.89● |
| Forward P/E | 18.86 | 11.98● |
| P/S ratio | 3.07● | 3.58 |
| P/B ratio | 5.34 | 4.03● |
| PEG ratio | 1.59● | 2.05 |
Profitability
| Metric | ERIE | FDS |
|---|---|---|
| Gross margin | 16.12% | 51.94%● |
| Operating margin | 17.94% | 31.17%● |
| Net margin | 13.97% | 24.48%● |
| ROE | 24.28% | 27.61%● |
| ROIC | 23.22%● | 16.24% |
Dividends
| Metric | ERIE | FDS |
|---|---|---|
| Dividend yield | 2.45%● | 2.00% |
| Payout ratio | 48.71% | 29.48% |
Growth (annualized)
| Metric | ERIE | FDS |
|---|---|---|
| Revenue CAGR (5Y) | 9.91%● | 9.32% |
| EPS CAGR (5Y) | 13.78%● | 9.87% |
| Total return CAGR (5Y) | 6.21%● | -5.97% |
Frequently asked
- Which is better, ERIE or FDS?
- It depends on your goal. value: FDS (lower P/E); growth: ERIE (faster 5Y revenue CAGR); income: ERIE (higher dividend yield); quality: ERIE (higher ROIC). Across all compared metrics, they are evenly matched.
- Is ERIE or FDS cheaper?
- On trailing earnings, FDS is cheaper: ERIE trades at a 21.96 P/E and FDS at 14.89.
- Which has grown faster, ERIE or FDS?
- Over the past five years, ERIE grew revenue faster — ERIE at a 9.91% CAGR versus FDS at 9.32%.
- Does ERIE or FDS pay a bigger dividend?
- ERIE yields 2.45% and FDS yields 2.00% based on trailing dividends and the latest price.
- Is ERIE or FDS more profitable?
- FDS runs the higher net margin — ERIE at 13.97% versus FDS at 24.48%.
- Which has been the better investment, ERIE or FDS?
- Over the past 10-year, ERIE delivered the higher annualized total return — ERIE at 11.87% versus FDS at 5.20%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Erie Indemnity P/E ratioFactSet Research Systems P/E ratioErie Indemnity dividend yieldFactSet Research Systems dividend yieldErie Indemnity ROEFactSet Research Systems ROEErie Indemnity operating marginFactSet Research Systems operating marginErie Indemnity revenue growthFactSet Research Systems revenue growthErie Indemnity free cash flowFactSet Research Systems free cash flow
Erie Indemnity & FactSet Research Systems appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 29, 2026.