FactSet Research Systems Inc. (FDS) vs MarketWise, Inc. (MKTW)

FactSet Research Systems Inc. and MarketWise, Inc. are both Financial Data & Stock Exchanges companies. FactSet Research Systems Inc. is the larger, with a market value of $12.0B against $342.8M — 35.0× the size. FactSet Research Systems Inc. trades at the lower P/E: 23.2× against 24.7×. FactSet Research Systems Inc. grew revenue faster over the last twelve months: 6.65% against −7.56%. FactSet Research Systems Inc. has the higher net margin (21.5% vs 0.72%) and the higher return on invested capital (14.1% vs 0.00%). Both pay a dividend; MarketWise, Inc. yields more (2.30% vs 1.33%). Across the 20 metrics below, FactSet Research Systems Inc. leads on 13 and MarketWise, Inc. on 7.

Valuation

Metric FDS MKTW Financial Data & Stock Exchanges median
P/E 23.22 24.73 24.85
P/S 5.00 0.19 6.75
P/B 6.18 n/m 4.56
Price to free cash flow 17.49 1.24 20.23
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 4.31% 4.04% 4.00%
Free cash flow yield 5.72% 80.51% 4.59%

Profitability

Metric FDS MKTW Financial Data & Stock Exchanges median
Gross margin 50.61% 86.12% 72.83%
Operating margin 28.27% 7.50% 29.06%
Net margin 21.54% 0.72% 25.36%
Free cash flow margin 28.57% 15.76% 32.14%
Return on equity 25.47% (0.93%) 17.00%
Return on assets 12.64% 1.17% 8.22%
Return on invested capital 14.08% 0.00% 10.55%

Growth

Metric FDS MKTW Financial Data & Stock Exchanges median
Revenue growth (TTM) 6.65% (7.56%) 10.44%
EPS growth (last fiscal year) (6.30%) (35.83%) 13.54%
Revenue growth, 5-year CAGR 9.24% (2.06%) 9.24%
Net income growth, 5-year CAGR 5.95% 0.00% 10.85%

Health

Metric FDS MKTW Financial Data & Stock Exchanges median
Debt to equity 0.68 0.00 0.67
Current ratio 0.60 0.35 1.04
Net debt to EBITDA 1.21 (1.08) 1.20

Dividend

Metric FDS MKTW Financial Data & Stock Exchanges median
Dividend yield 1.33% 2.30% 1.13%
Payout ratio 0.31 0.60 0.29

Size

Metric FDS MKTW Financial Data & Stock Exchanges median
Market cap 12.00b 342.78m 38.07b

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