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 $9.7B against $302.1M — 31.9× the size. FactSet Research Systems Inc. trades at the lower P/E: 17.9× against 21.9×. FactSet Research Systems Inc. grew revenue faster over the last twelve months: 6.62% against −11.3%. FactSet Research Systems Inc. has the higher net margin (23.2% vs 0.70%) and the higher return on invested capital (14.5% vs 0.00%). Both pay a dividend; MarketWise, Inc. yields more (7.93% vs 0.86%). Across the 22 metrics below, FactSet Research Systems Inc. leads on 13 and MarketWise, Inc. on 9.

Valuation

Metric FDS MKTW Financial Data & Stock Exchanges median
P/E 17.90 21.87 21.77
P/S 4.05 0.17 7.79
P/B 4.85 n/m 3.85
Price to free cash flow 13.93 1.24 18.75
EV/EBITDA 11.78 0.87 15.55
EV/Sales 4.49 0.08 6.94
Earnings yield 5.59% 4.57% 4.49%
Free cash flow yield 7.18% 80.38% 4.68%

Profitability

Metric FDS MKTW Financial Data & Stock Exchanges median
Gross margin 51.38% 86.23% 70.90%
Operating margin 29.55% 8.08% 29.55%
Net margin 23.21% 0.70% 23.21%
Free cash flow margin 29.05% 13.89% 29.05%
Return on equity 27.03% (0.90%) 15.34%
Return on assets 13.27% 1.12% 6.82%
Return on invested capital 14.45% 0.00% 9.96%

Growth

Metric FDS MKTW Financial Data & Stock Exchanges median
Revenue growth (TTM) 6.62% (11.34%) 9.16%
EPS growth (last fiscal year) 11.79% (35.83%) —
Revenue growth, 5-year CAGR 9.22% (2.06%) 7.76%
Net income growth, 5-year CAGR 9.87% 0.00% 9.78%

Health

Metric FDS MKTW Financial Data & Stock Exchanges median
Debt to equity 0.68 0.00 0.48
Current ratio 0.68 0.35 1.06
Net debt to EBITDA 1.08 (1.08) 1.08

Dividend

Metric FDS MKTW Financial Data & Stock Exchanges median
Dividend yield 0.86% 7.93% 1.16%
Payout ratio 0.31 1.00 0.42

Size

Metric FDS MKTW Financial Data & Stock Exchanges median
Market cap 9.65b 302.08m 27.94b

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