Correlation
The correlation between FDS and J is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
FDS vs. J
Compare and contrast key facts about FactSet Research Systems Inc. (FDS) and Jacobs Engineering Group Inc. (J).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDS or J.
Performance
FDS vs. J - Performance Comparison
Loading data...
Key characteristics
FDS:
0.64
J:
0.51
FDS:
0.71
J:
0.81
FDS:
1.08
J:
1.11
FDS:
0.45
J:
0.47
FDS:
1.25
J:
1.15
FDS:
6.85%
J:
10.51%
FDS:
22.21%
J:
24.33%
FDS:
-58.96%
J:
-74.14%
FDS:
-6.93%
J:
-14.10%
Fundamentals
FDS:
$17.67B
J:
$15.22B
FDS:
$14.25
J:
$3.01
FDS:
32.67
J:
41.87
FDS:
2.31
J:
1.90
FDS:
7.84
J:
1.30
FDS:
8.49
J:
3.92
FDS:
$2.25B
J:
$8.92B
FDS:
$1.22B
J:
$2.54B
FDS:
$891.51M
J:
$906.71M
Returns By Period
The year-to-date returns for both investments are quite close, with FDS having a -4.14% return and J slightly higher at -4.06%. Over the past 10 years, FDS has underperformed J with an annualized return of 11.80%, while J has yielded a comparatively higher 14.16% annualized return.
FDS
-4.14%
6.28%
-6.17%
14.08%
7.24%
9.29%
11.80%
J
-4.06%
3.30%
-9.23%
12.16%
3.79%
13.59%
14.16%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
FDS vs. J — Risk-Adjusted Performance Rank
FDS
J
FDS vs. J - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FactSet Research Systems Inc. (FDS) and Jacobs Engineering Group Inc. (J). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Loading data...
Dividends
FDS vs. J - Dividend Comparison
FDS's dividend yield for the trailing twelve months is around 1.15%, more than J's 0.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDS FactSet Research Systems Inc. | 1.15% | 0.85% | 0.80% | 0.87% | 0.66% | 0.91% | 1.04% | 1.24% | 1.13% | 1.19% | 1.05% | 1.08% |
J Jacobs Engineering Group Inc. | 0.92% | 0.76% | 0.81% | 0.77% | 0.60% | 0.70% | 0.76% | 1.03% | 0.91% | 0.00% | 0.00% | 0.00% |
Drawdowns
FDS vs. J - Drawdown Comparison
The maximum FDS drawdown since its inception was -58.96%, smaller than the maximum J drawdown of -74.14%. Use the drawdown chart below to compare losses from any high point for FDS and J.
Loading data...
Volatility
FDS vs. J - Volatility Comparison
The current volatility for FactSet Research Systems Inc. (FDS) is 5.28%, while Jacobs Engineering Group Inc. (J) has a volatility of 9.01%. This indicates that FDS experiences smaller price fluctuations and is considered to be less risky than J based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...
Financials
FDS vs. J - Financials Comparison
This section allows you to compare key financial metrics between FactSet Research Systems Inc. and Jacobs Engineering Group Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
FDS vs. J - Profitability Comparison
FDS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, FactSet Research Systems Inc. reported a gross profit of 301.06M and revenue of 570.66M. Therefore, the gross margin over that period was 52.8%.
J - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Jacobs Engineering Group Inc. reported a gross profit of 738.35M and revenue of 2.91B. Therefore, the gross margin over that period was 25.4%.
FDS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, FactSet Research Systems Inc. reported an operating income of 185.49M and revenue of 570.66M, resulting in an operating margin of 32.5%.
J - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Jacobs Engineering Group Inc. reported an operating income of 208.65M and revenue of 2.91B, resulting in an operating margin of 7.2%.
FDS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, FactSet Research Systems Inc. reported a net income of 144.86M and revenue of 570.66M, resulting in a net margin of 25.4%.
J - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Jacobs Engineering Group Inc. reported a net income of 5.61M and revenue of 2.91B, resulting in a net margin of 0.2%.