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

Compare

Total returnERIE vs FDS

growth of $100 · dividends reinvested · last 10y
ERIE +223.8% (+12.5%/yr)FDS +76.0% (+5.8%/yr)ERIE compounded faster over this window
200400600Start $10020182020202220242026$324$176
ERIE FDS

ERIE vs FDS: by the numbers

  • ERIE is the larger company ($11.92B vs $9.89B market cap).
  • FDS trades at the lower trailing earnings multiple (18.30 vs 23.51 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 (2.23% vs 1.60%).

Metrics side by side

Valuation

MetricERIEFDS
P/E ratio23.5118.30
Forward P/E20.3615.63
P/S ratio3.284.21
P/B ratio5.475.06

Profitability

MetricERIEFDS
Gross margin16.53%51.38%
Operating margin17.91%29.55%
Net margin14.00%23.21%
ROE23.39%27.85%
ROIC23.22%16.24%

Dividends

MetricERIEFDS
Dividend yield2.23%1.60%
Payout ratio47.90%28.34%

Growth (annualized)

MetricERIEFDS
Revenue CAGR (5Y)9.88%9.30%
EPS CAGR (5Y)13.78%9.87%
Total return CAGR (5Y)10.30%-4.20%

Frequently asked

Which has the lower trailing P/E, ERIE or FDS?
FDS has the lower trailing P/E: ERIE trades at 23.51 and FDS at 18.30. 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 2.23% and FDS yields 1.60% 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 12.46% and FDS delivered 6.00% 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 August 13, 2026.