FactSet Research Systems Inc. (FDS) vs RLI Corp. (RLI)

A side-by-side comparison of FactSet Research Systems Inc. and RLI Corp. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 27, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnFDS vs RLI

growth of $100 · dividends reinvested · last 10y
FDS +84.2% (+6.3%/yr)RLI +144.0% (+9.3%/yr)RLI compounded faster over this window
100150200250300Start $10020182020202220242026$184$244
FDS RLI

FDS vs RLI: by the numbers

  • FDS is the larger company ($10.83B vs $5.89B market cap).
  • RLI trades at the lower trailing earnings multiple (13.49 vs 19.45 P/E), one valuation lens rather than an overall verdict.
  • FDS converts more revenue to profit (23.21% vs 22.22% net margin).
  • RLI grew revenue faster over the past five years (11.29% vs 9.30% CAGR).
  • RLI pays the higher dividend yield (3.86% vs 1.51%).

Metrics side by side

Valuation

MetricFDSRLI
P/E ratio19.4513.49
Forward P/E16.6122.45
P/S ratio4.483.00
P/B ratio5.373.38

Profitability

MetricFDSRLI
Gross margin51.38%29.82%
Operating margin29.55%28.42%
Net margin23.21%22.22%
ROE27.85%25.04%

Dividends

MetricFDSRLI
Dividend yield1.51%3.86%
Payout ratio28.34%56.62%

Growth (annualized)

MetricFDSRLI
Revenue CAGR (5Y)9.30%11.29%
EPS CAGR (5Y)9.87%20.14%
Total return CAGR (5Y)-3.61%5.66%

Frequently asked

Which has the lower trailing P/E, FDS or RLI?
RLI has the lower trailing P/E: FDS trades at 19.45 and RLI at 13.49. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, FDS or RLI?
Over the past five years, RLI grew revenue faster — FDS at a 9.30% CAGR versus RLI at 11.29%.
Does FDS or RLI pay a bigger dividend?
FDS yields 1.51% and RLI yields 3.86% based on trailing dividends and the latest price.
Is FDS or RLI more profitable?
FDS runs the higher net margin — FDS at 23.21% versus RLI at 22.22%.
How have FDS and RLI total returns compared?
Over the past 10 years, FDS delivered 6.35% and RLI delivered 9.20% 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 27, 2026.