Erie Indemnity Company (ERIE) vs FactSet Research Systems Inc. (FDS)

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 September 13, 2026. Differences are shown without an overall score or investment verdict.

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Total return — ERIE vs FDS

growth of $100 · dividends reinvested · last 10y
ERIE +200.3% (+11.6%/yr)FDS +63.9% (+5.1%/yr)ERIE compounded faster over this window
200400600Start $10020182020202220242026$300$164
ERIE FDS

ERIE vs FDS: by the numbers

  • •ERIE is the larger company ($10.29B vs $9.71B market cap).
  • •FDS trades at the lower trailing earnings multiple (17.98 vs 20.30 P/E), one valuation lens rather than an overall verdict.
  • •FDS converts more revenue to profit (23.21% vs 14.00% net margin).
  • •ERIE grew revenue faster over the past five years (9.88% vs 9.30% CAGR).
  • •ERIE pays the higher dividend yield (2.35% vs 1.74%).

Metrics side by side

Valuation

MetricERIEFDS
P/E ratio20.3017.98
Forward P/E17.5813.85
P/S ratio2.503.98
P/B ratio4.174.78

Profitability

MetricERIEFDS
Gross margin16.53%51.38%
Operating margin17.91%29.55%
Net margin14.00%23.21%
ROE23.39%27.85%

Dividends

MetricERIEFDS
Dividend yield2.35%1.74%
Payout ratio52.39%29.76%

Growth (annualized)

MetricERIEFDS
Revenue CAGR (5Y)9.88%9.30%
EPS CAGR (5Y)13.78%9.87%
Total return CAGR (5Y)8.78%-6.53%

Frequently asked

Which has the lower trailing P/E, ERIE or FDS?
FDS has the lower trailing P/E: ERIE trades at 20.30 and FDS at 17.98. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, ERIE or FDS?
Over the past five years, ERIE grew revenue faster — ERIE at a 9.88% CAGR versus FDS at 9.30%.
Does ERIE or FDS pay a bigger dividend?
ERIE yields 2.35% and FDS yields 1.74% based on trailing dividends and the latest price.
Is ERIE or FDS more profitable?
FDS runs the higher net margin — ERIE at 14.00% versus FDS at 23.21%.
How have ERIE and FDS total returns compared?
Over the past 10 years, ERIE delivered 11.85% and FDS delivered 5.07% annualized total return. Past performance doesn't predict future results.

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 September 13, 2026.