FactSet Research Systems Inc. (FDS)

FactSet Research Systems Inc. (FDS) Total Return:-47.08%(TTM)

Stocks/FDS Stock/Performance/total return cagr

Over the latest trailing 12-month period, FactSet Research Systems Inc. (FDS)'s total return cagr is -47.08%. The comparable SPY value is +26.75%. Year-to-date total return is -22.99%. Total return includes price appreciation and reinvested dividends.

Growth of $10,000 in FDS

$648,433

(64.8x return)

Invested on Jun 28, 1996

Growth of $10,000 in SPY (S&P 500)

$186,093

(18.6x return)

Invested on Jun 28, 1996

Hypothetical Growth of $10,000

This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.

Recent Performance Indicators

YTD Total Return

-23.0%

1-Year Total Return

-47.1%

Current Dividend Yield

2.02%

Price CAGR vs. Total Return CAGR

Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.

Holding Period	Price CAGR	Total Return CAGR	Dividend Addition
1 Year	(48.0%)	(47.1%)	+0.9%
3 Years	(19.3%)	(18.3%)	+1.0%
5 Years	(7.4%)	(6.5%)	+1.0%
10 Years	+3.6%	+4.7%	+1.1%
15 Years	+5.6%	+6.8%	+1.2%
20 Years	+8.6%	+9.8%	+1.2%

About FactSet Research Systems Inc.

FactSet Research Systems Inc. is a financial intelligence firm providing a comprehensive suite of integrated data and analytical software. The company serves the global investment community, with its operations spanning the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. FactSet delivers critical insights and information through specialized workflow solutions covering research, analytics, and trading, complemented by its content, technology platforms, and wealth management resources. Its diverse clientele includes portfolio managers, investment banks, asset managers, wealth advisors, corporate entities, and various other financial sector organizations. FactSet was established in 1978 and is headquartered in Norwalk, Connecticut.

Norwalk, CT

12,598 employees

www.factset.com

Financial Services / Financial - Data & Stock Exchanges