FactSet Research Systems, Inc. (NYSE:FDS)

For reference point and to allow for comments by others. As of the end of March, 2013.

ROE 34.98%
Trailing PE 23.14
PB 7.75
Div yield 1.40%

As of Feb 28

80 mill in insiders sells @ 88- scroll about half way down

http://insidertrading.org/large-stock-selling.php

Good margins and no debt

ready for correction

too rich a multiple for decreasing rates of growth

CAPScall from my blog article "One Simple Stock Screen For Bargain Stocks"
http://beta.fool.com/shawnrobinson/2012/01/31/bargainstocks/1466/

The stock has fallen recently as investors are concerned over the recent decline in subscriber growth, hinting that the company is showing signs of weakness. FDS earns revenue on a per-user basis and any cost-cutting measures conducted by financial institutions is a valid concern. But given that FDS has grown revenue every year since 1996, and has successfully captured market share from their larger rivals Bloomberg and Thomson Reuters, long-term investors should evaluate if the weakness is temporary.

Current Parameters
LT Debt-to-Equity Ratio
0.00 - 0.00
Return on Equity (TTM)
25.00 - 7078.00
Market Capitalization
1B - 10B
Gross Margin
60.00 - 100.00
CAPS Rating
All on 2011-11-04

High, flat margin business. Used by many in the financial industry. Growth internationally. Track record of 20% a year growth. Strong free cash flow. Dividend is a plus.

Continuing to take share from Thomson and Bloomberg. Also, Investment banking is finally back and will cease to be a burden on revenues. A little expensive at current levels, but a great long term buy.

'The New Buffettology' Screen

Result of my fundamental-quality screen: high dividend yield, high ROE, some insider ownership, consistently high CAPS rating (4-5 stars over three years).

This stock has seen a 45% run-up since I bought it 12 months ago and is seeing some profit taking at the moment. Since it is efficient relative to it's peers, I expect to see continuing growth for the foreseeable future (notice I did not say "going forward." Can we all find a better phrase?)

It has bewen outperforming for months according to its charts vs. S&P

Based on my analysis, the fair value of FDS is $75 a share. As of September 27, 2010, the stock was trading at $80.46 and was overvalued by approximately 7%.

My analysis results are consistent with the analyst from Stifel Nicolaus. He recently cut FDS from Buy to Hold. In my opinion, this stock is a short candidate if you believe that a minor correction in S&P 500 is warranted (which I do). Based on the most recent data, FDS had a short interest ratio of 6.75% (2.8 million shares).

http://seekingalpha.com/article/227404-factset-research-systems-is-wall-street-correct

Growing financial data provider. Recent RB selection. Even pays a dividend.

Sales growth 20-25% for last five years, excellent cash flow, profit margins, flow ratio,

Have owned it several years. No debt. Predictable EPS, dividend, and steady price increases.

2/116 in Application Software -(78.6 @ A-/A+)

fds is a must watch for all the info it provides the world. right now just a watch. fools if you buy do it on a long term 3/5 yr. fool on