FactSet: AI fears create valuation opportunity. The forecast increase faces a 60% price discount. The P/E ratio is just 12.

The stock of FactSet Research Systems (FDS) is one of those fallen angels. From its peak in autumn 2024, the stock lost around 60%. The fear behind the sell-off: AI could disrupt the data analysis platform. This platform is currently firmly integrated into the workflows of professional financial market participants. The continuous digitization of the entire value chain, from due diligence in private equity to portfolio management in wealth management, represents a structural growth driver. The market loved the stock as FactSet generates recurring...