Industries
Professional Information Services
All research in Professional Information Services — 9 reports.
45/100
FactSet Research Systems Deep Value Investment Research
FactSet is a high-retention, asset-light financial data and workflow software company with strong cash generation. At about $245, or roughly 15.8x PE, it trades at a clear discount to peers such as MSCI, Moody's, and S&P Global, although AI substitution risk and execution under the new CEO keep the margin of safety from being thick. Research rating Cautious Buy: a quality compounder at a reasonable discount, not a deeply mispriced asset.
49/100
Gartner Long-Term Value Investment Research
Gartner is a high-cash-flow, asset-light enterprise knowledge subscription company with $5.3 billion in contract value and $3.05 billion in deferred revenue. At about $162 per share, it trades at roughly 10x conservative Owner Earnings; valuation is reasonable, while the margin of safety is limited. Rating Cautious Buy: the ideal buy range is $135 to $155.
46/100
Equifax Inc. Deep Value Investment Research Report
Equifax is a high-barrier data infrastructure company with a deep moat in The Work Number. The core thesis is that its cloud and security overhaul has largely finished, cash flow is improving, but the current price leaves limited margin of safety. Research rating Watch: at about $163.84, the stock sits near the lower end of fair value, while a fair buy range is $130 to $145.
48/100
Fair Isaac: A Long-Term Owner's View
FICO is a high-quality scoring franchise embedded in the U.S. credit system. The core thesis is that Scores remains a powerful, high-margin business, but the current price of $1,278 has pulled forward too much of the optimistic case and leaves too little margin of safety versus an ideal buy range of $550-$700. Rating Watch: the business deserves close long-term tracking, but today's valuation does not support aggressive new buying.
50/100
MSCI Investment Research Report
MSCI is a global oligopoly in indexes and investment analytics, with a 2025 Index segment EBITDA margin of 76%. At $588.52, roughly 30x P/FCF and 3.2x EBITDA leverage, the ideal buy range is $380-440 and the margin of safety for new capital is thin. Research rating Watch: a high-quality compounder, but the current price already asks for a lot of future growth.
47/100
Moody's from a Long-Term Owner's Perspective
Moody's is a dual-engine platform built on credit ratings and risk analytics, with MA at 96% recurring revenue and ROIC around 30%. At the current price of $449.12, the stock trades at about 31x P/E and 29x owner earnings, while its OE yield of 3.4% sits below the 10Y U.S. Treasury yield of 4.67%. Report rating Watch: a high-quality compounder, but the margin of safety is not yet clear.
51/100
S&P Global: A Long-Term Owner's View
An institutionalized intangible-asset earnings machine, with 2025 free cash flow of 5.135 billion dollars and capex at just 1.3% of revenue. At the current price of 417.60 dollars, roughly 26.4x trailing PE, it sits in the middle of its fair-value band, leaving an inadequate margin of safety. Rating Watch: a superb compounder whose quality is already priced in, so buying here means paying for long-term quality rather than buying an obvious bargain.
46/100
Verisk Analytics Research from a Long-Term Owner's Perspective
Verisk is a leading insurance data and workflow SaaS company, with 2025 revenue of $3.073 billion, subscriptions at 83%, high gross margins, and strong FCF conversion. At 26.1x PE and a 4.9% FCF yield versus the 10-year Treasury yield of 4.57%, the spread is not wide. Report rating Watch: a high-quality compounder worth tracking, but new capital should wait for a wider margin of safety.
47/100
Thomson Reuters: A Long-Term Owner's Perspective
Thomson Reuters is a professional information and workflow platform serving legal, tax, compliance, corporate, government, and media customers. The core thesis is a high-quality recurring-revenue business with 2025 revenue of $7.5 billion, the Big 3 contributing 82%, a 39.2% adjusted EBITDA margin, and 33 consecutive years of dividend increases, but the stock at roughly 19-20x FCF leaves limited margin of safety. Rating Watch: a durable compounder worth following closely, with an ideal entry range of US$65-75.