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VRSK vs FDS
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Data & Stock Exchanges
VRSK vs FDS — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Consulting Services | Financial - Data & Stock Exchanges |
| Market Cap | $22.89B | $9.63B |
| Revenue (TTM) | $3.10B | $2.32B |
| Net Income (TTM) | $910M | $600M |
| Gross Margin | 67.4% | 52.7% |
| Operating Margin | 44.9% | 32.2% |
| Forward P/E | 22.9x | 12.6x |
| Total Debt | $5.04B | $1.56B |
| Cash & Equiv. | $2.18B | $338M |
VRSK vs FDS — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Verisk Analytics, I… (VRSK) | 100 | 101.2 | +1.2% |
| FactSet Research Sy… (FDS) | 100 | 72.8 | -27.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: VRSK vs FDS
Each card shows where this stock fits in a portfolio — not just who wins on paper.
VRSK carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 6.6%, EPS growth -3.3%, 3Y rev CAGR 7.2%
- 137.1% 10Y total return vs FDS's 68.6%
- 6.6% revenue growth vs FDS's 5.4%
FDS is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 21 yrs, beta 0.43, yield 1.9%
- Lower volatility, beta 0.43, Low D/E 71.3%, current ratio 1.40x
- PEG 1.26 vs VRSK's 2.68
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 6.6% revenue growth vs FDS's 5.4% | |
| Value | Lower P/E (12.6x vs 22.9x), PEG 1.26 vs 2.68 | |
| Quality / Margins | 29.3% margin vs FDS's 25.7% | |
| Stability / Safety | Lower D/E ratio (71.3% vs 16.3%) | |
| Dividends | 1.9% yield, 21-year raise streak, vs VRSK's 1.0% | |
| Momentum (1Y) | -43.0% vs FDS's -48.1% | |
| Efficiency (ROA) | 16.7% ROA vs FDS's 14.2%, ROIC 33.0% vs 15.5% |
VRSK vs FDS — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
VRSK vs FDS — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
VRSK leads this category, winning 5 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
VRSK and FDS operate at a comparable scale, with $3.1B and $2.3B in trailing revenue. Profitability is closely matched — net margins range from 29.3% (VRSK) to 25.7% (FDS).
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $3.1B | $2.3B |
| EBITDAEarnings before interest/tax | $1.7B | $947M |
| Net IncomeAfter-tax profit | $910M | $600M |
| Free Cash FlowCash after capex | $1.1B | $647M |
| Gross MarginGross profit ÷ Revenue | +67.4% | +52.7% |
| Operating MarginEBIT ÷ Revenue | +44.9% | +32.2% |
| Net MarginNet income ÷ Revenue | +29.3% | +25.7% |
| FCF MarginFCF ÷ Revenue | +36.3% | +26.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +3.9% | — |
| EPS Growth (YoY)Latest quarter vs prior year | +4.8% | +4.4% |
Valuation Metrics
FDS leads this category, winning 7 of 7 comparable metrics.
Valuation Metrics
At 14.4x trailing earnings, FDS trades at a 46% valuation discount to VRSK's 26.9x P/E. Adjusting for growth (PEG ratio), FDS offers better value at 1.44x vs VRSK's 3.16x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $22.9B | $9.6B |
| Enterprise ValueMkt cap + debt − cash | $25.7B | $10.9B |
| Trailing P/EPrice ÷ TTM EPS | 26.92x | 14.40x |
| Forward P/EPrice ÷ next-FY EPS est. | 22.85x | 12.62x |
| PEG RatioP/E ÷ EPS growth rate | 3.16x | 1.44x |
| EV / EBITDAEnterprise value multiple | 15.34x | 11.59x |
| Price / SalesMarket cap ÷ Revenue | 7.45x | 4.15x |
| Price / BookPrice ÷ Book value/share | 78.44x | 3.93x |
| Price / FCFMarket cap ÷ FCF | 19.20x | 15.60x |
Profitability & Efficiency
FDS leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
VRSK delivers a 4.4% return on equity — every $100 of shareholder capital generates $4 in annual profit, vs $28 for FDS. FDS carries lower financial leverage with a 0.71x debt-to-equity ratio, signaling a more conservative balance sheet compared to VRSK's 16.26x. On the Piotroski fundamental quality scale (0–9), FDS scores 7/9 vs VRSK's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +4.4% | +27.7% |
| ROA (TTM)Return on assets | +16.7% | +14.2% |
| ROICReturn on invested capital | +33.0% | +15.5% |
| ROCEReturn on capital employed | +39.6% | +20.9% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 |
| Debt / EquityFinancial leverage | 16.26x | 0.71x |
| Net DebtTotal debt minus cash | $2.9B | $1.2B |
| Cash & Equiv.Liquid assets | $2.2B | $338M |
| Total DebtShort + long-term debt | $5.0B | $1.6B |
| Interest CoverageEBIT ÷ Interest expense | 7.87x | 14.22x |
Total Returns (Dividends Reinvested)
VRSK leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in VRSK five years ago would be worth $10,182 today (with dividends reinvested), compared to $7,219 for FDS. Over the past 12 months, VRSK leads with a -43.0% total return vs FDS's -48.1%. The 3-year compound annual growth rate (CAGR) favors VRSK at -5.1% vs FDS's -16.3% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -20.7% | -21.0% |
| 1-Year ReturnPast 12 months | -43.0% | -48.1% |
| 3-Year ReturnCumulative with dividends | -14.5% | -41.3% |
| 5-Year ReturnCumulative with dividends | +1.8% | -27.8% |
| 10-Year ReturnCumulative with dividends | +137.1% | +68.6% |
| CAGR (3Y)Annualised 3-year return | -5.1% | -16.3% |
Risk & Volatility
VRSK leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
VRSK is the less volatile stock with a -0.04 beta — it tends to amplify market swings less than FDS's 0.43 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. VRSK currently trades 54.1% from its 52-week high vs FDS's 47.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -0.04x | 0.43x |
| 52-Week HighHighest price in past year | $322.92 | $474.79 |
| 52-Week LowLowest price in past year | $161.70 | $189.07 |
| % of 52W HighCurrent price vs 52-week peak | +54.1% | +47.2% |
| RSI (14)Momentum oscillator 0–100 | 39.5 | 39.7 |
| Avg Volume (50D)Average daily shares traded | 1.9M | 908K |
Analyst Outlook
FDS leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates VRSK as "Hold" and FDS as "Hold". Consensus price targets imply 32.4% upside for VRSK (target: $231) vs 24.1% for FDS (target: $278). For income investors, FDS offers the higher dividend yield at 1.86% vs VRSK's 1.03%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $231.25 | $277.89 |
| # AnalystsCovering analysts | 25 | 28 |
| Dividend YieldAnnual dividend ÷ price | +1.0% | +1.9% |
| Dividend StreakConsecutive years of raises | 7 | 21 |
| Dividend / ShareAnnual DPS | $1.81 | $4.17 |
| Buyback YieldShare repurchases ÷ mkt cap | +2.7% | +3.1% |
VRSK leads in 3 of 6 categories (Income & Cash Flow, Total Returns). FDS leads in 3 (Valuation Metrics, Profitability & Efficiency).
VRSK vs FDS: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is VRSK or FDS a better buy right now?
For growth investors, Verisk Analytics, Inc.
(VRSK) is the stronger pick with 6. 6% revenue growth year-over-year, versus 5. 4% for FactSet Research Systems Inc. (FDS). FactSet Research Systems Inc. (FDS) offers the better valuation at 14. 4x trailing P/E (12. 6x forward), making it the more compelling value choice. Analysts rate Verisk Analytics, Inc. (VRSK) a "Hold" — based on 25 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — VRSK or FDS?
On trailing P/E, FactSet Research Systems Inc.
(FDS) is the cheapest at 14. 4x versus Verisk Analytics, Inc. at 26. 9x. On forward P/E, FactSet Research Systems Inc. is actually cheaper at 12. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: FactSet Research Systems Inc. wins at 1. 26x versus Verisk Analytics, Inc. 's 2. 68x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — VRSK or FDS?
Over the past 5 years, Verisk Analytics, Inc.
(VRSK) delivered a total return of +1. 8%, compared to -27. 8% for FactSet Research Systems Inc. (FDS). Over 10 years, the gap is even starker: VRSK returned +137. 1% versus FDS's +68. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — VRSK or FDS?
By beta (market sensitivity over 5 years), Verisk Analytics, Inc.
(VRSK) is the lower-risk stock at -0. 04β versus FactSet Research Systems Inc. 's 0. 43β — meaning FDS is approximately -1307% more volatile than VRSK relative to the S&P 500. On balance sheet safety, FactSet Research Systems Inc. (FDS) carries a lower debt/equity ratio of 71% versus 16% for Verisk Analytics, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — VRSK or FDS?
By revenue growth (latest reported year), Verisk Analytics, Inc.
(VRSK) is pulling ahead at 6. 6% versus 5. 4% for FactSet Research Systems Inc. (FDS). On earnings-per-share growth, the picture is similar: FactSet Research Systems Inc. grew EPS 11. 8% year-over-year, compared to -3. 3% for Verisk Analytics, Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — VRSK or FDS?
Verisk Analytics, Inc.
(VRSK) is the more profitable company, earning 29. 6% net margin versus 25. 7% for FactSet Research Systems Inc. — meaning it keeps 29. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: VRSK leads at 44. 6% versus 32. 2% for FDS. At the gross margin level — before operating expenses — VRSK leads at 67. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is VRSK or FDS more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, FactSet Research Systems Inc. (FDS) is the more undervalued stock at a PEG of 1. 26x versus Verisk Analytics, Inc. 's 2. 68x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, FactSet Research Systems Inc. (FDS) trades at 12. 6x forward P/E versus 22. 9x for Verisk Analytics, Inc. — 10. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for VRSK: 32. 4% to $231. 25.
08Which pays a better dividend — VRSK or FDS?
All stocks in this comparison pay dividends.
FactSet Research Systems Inc. (FDS) offers the highest yield at 1. 9%, versus 1. 0% for Verisk Analytics, Inc. (VRSK).
09Is VRSK or FDS better for a retirement portfolio?
For long-horizon retirement investors, Verisk Analytics, Inc.
(VRSK) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 04), 1. 0% yield, +137. 1% 10Y return). Both have compounded well over 10 years (VRSK: +137. 1%, FDS: +68. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between VRSK and FDS?
These companies operate in different sectors (VRSK (Industrials) and FDS (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: VRSK is a mid-cap quality compounder stock; FDS is a small-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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