Unlocking Q2 Potential of FactSet (FDS): Exploring Wall Street Estimates for Key Metrics

Core Insights - Analysts expect FactSet Research (FDS) to report quarterly earnings of $4.19 per share, reflecting a year-over-year decline of 0.7% [1] - Revenue projections stand at $570.21 million, indicating a 4.4% increase from the previous year [1] - The consensus EPS estimate has been adjusted downward by 0.4% over the past 30 days, showing a reassessment by analysts [1][2] Revenue Breakdown - 'Revenues from clients- US' are projected to reach $368.02 million, a year-over-year change of +4.4% [4] - 'Revenues from clients- International' are estimated at $201.57 million, reflecting a +4.3% change from the previous year [4] - 'Revenues from clients- EMEA' are expected to be $144.53 million, indicating a +3.8% year-over-year change [4] - 'Revenues from clients- Asia Pacific' are likely to reach $57.33 million, with a year-over-year change of +6% [5] Subscription Value and User Metrics - The estimated 'Total Annual Subscription Value' is projected at $2.30 billion, up from $2.21 billion in the same quarter last year [5] - 'Total Users' are expected to reach 221,880, compared to 206,478 in the same quarter of the previous year [6] - 'ASV - Domestic' is predicted to be $1.48 billion, up from $1.42 billion year-over-year [6] - 'ASV - International' is estimated at $811.93 million, compared to $773.10 million in the same quarter last year [7] Client Segmentation - 'ASV from buy-side clients' is expected to reach 82.2%, up from 82% year-over-year [7] - 'ASV from sell-side clients' is projected at 17.9%, slightly down from 18% in the previous year [7] Market Performance - FactSet shares have returned -4.2% over the past month, compared to the Zacks S&P 500 composite's -7.7% change [8] - With a Zacks Rank 4 (Sell), FDS is anticipated to underperform the overall market in the near future [8]