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 $10.7B against $298.3M — 36.0× the size. MarketWise, Inc. trades at the lower P/E: 19.4× against 20.6×. FactSet Research Systems Inc. grew revenue faster over the last twelve months: 6.65% against −11.3%. FactSet Research Systems Inc. has the higher net margin (21.5% vs 0.70%) and the higher return on invested capital (14.1% vs 0.00%). Both pay a dividend; MarketWise, Inc. yields more (2.78% vs 1.50%). Across the 20 metrics below, FactSet Research Systems Inc. leads on 11 and MarketWise, Inc. on 9.

Valuation

Metric FDS MKTW Financial Data & Stock Exchanges median
P/E 20.65 19.35 23.59
P/S 4.31 0.15 6.89
P/B 5.26 n/m 4.00
Price to free cash flow 15.10 1.10 19.63
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 4.84% 5.17% 4.04%
Free cash flow yield 6.62% 90.83% 4.39%

Profitability

Metric FDS MKTW Financial Data & Stock Exchanges median
Gross margin 50.61% 86.23% 70.90%
Operating margin 28.27% 8.08% 28.27%
Net margin 21.54% 0.70% 22.52%
Free cash flow margin 28.57% 13.89% 28.57%
Return on equity 0.00% (0.90%) 15.12%
Return on assets 12.63% 1.12% 6.82%
Return on invested capital 14.08% 0.00% 9.96%

Growth

Metric FDS MKTW Financial Data & Stock Exchanges median
Revenue growth (TTM) 6.65% (11.34%) 9.16%
EPS growth (last fiscal year) (6.29%) (35.83%) 15.41%
Revenue growth, 5-year CAGR 9.24% (2.06%) 8.62%
Net income growth, 5-year CAGR 5.95% 0.00% 10.27%

Health

Metric FDS MKTW Financial Data & Stock Exchanges median
Debt to equity 0.68 0.00 0.48
Current ratio 0.60 0.35 1.06
Net debt to EBITDA 1.21 (1.08) 1.19

Dividend

Metric FDS MKTW Financial Data & Stock Exchanges median
Dividend yield 1.50% 2.78% 1.28%
Payout ratio 0.31 0.57 0.32

Size

Metric FDS MKTW Financial Data & Stock Exchanges median
Market cap 10.73b 298.30m 32.17b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack