CoreLogic (CLGX) vs. FactSet Research Systems (FDS) Head-To-Head Analysis

CoreLogic (NYSE: CLGX) and FactSet Research Systems (NYSE:FDS) are both mid-cap professional information services – nec companies, but which is the better investment? We will contrast the two businesses based on the strength of their institutional ownership, risk, valuation, analyst recommendations, dividends, earnings and profitability.

Risk and Volatility

CoreLogic has a beta of 0.87, indicating that its share price is 13% less volatile than the S&P 500. Comparatively, FactSet Research Systems has a beta of 0.96, indicating that its share price is 4% less volatile than the S&P 500.

Valuation & Earnings

This table compares CoreLogic and FactSet Research Systems’ gross revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio NetIncome Earnings Per Share Price/Earnings Ratio
CoreLogic $1.95 billion 1.89 $106.55 million $1.06 42.33
FactSet Research Systems $1.22 billion 6.28 $258.25 million $6.52 30.09

FactSet Research Systems has higher revenue, but lower earnings than CoreLogic. FactSet Research Systems is trading at a lower price-to-earnings ratio than CoreLogic, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a summary of current ratings and recommmendations for CoreLogic and FactSet Research Systems, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CoreLogic 1 4 3 0 2.25
FactSet Research Systems 1 6 2 0 2.11

CoreLogic currently has a consensus price target of $45.86, indicating a potential upside of 2.20%. FactSet Research Systems has a consensus price target of $180.22, indicating a potential downside of 8.15%. Given CoreLogic’s stronger consensus rating and higher possible upside, research analysts plainly believe CoreLogic is more favorable than FactSet Research Systems.

Insider & Institutional Ownership

90.8% of CoreLogic shares are owned by institutional investors. Comparatively, 94.1% of FactSet Research Systems shares are owned by institutional investors. 1.2% of CoreLogic shares are owned by insiders. Comparatively, 2.7% of FactSet Research Systems shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Profitability

This table compares CoreLogic and FactSet Research Systems’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
CoreLogic 4.86% 17.10% 4.37%
FactSet Research Systems 21.15% 55.76% 23.74%

Dividends

FactSet Research Systems pays an annual dividend of $2.24 per share and has a dividend yield of 1.1%. CoreLogic does not pay a dividend. FactSet Research Systems pays out 34.4% of its earnings in the form of a dividend. FactSet Research Systems has increased its dividend for 11 consecutive years.

Summary

FactSet Research Systems beats CoreLogic on 12 of the 17 factors compared between the two stocks.

About CoreLogic

CoreLogic, Inc. is a provider of property information, analytics and data-enabled services. The Company provides detailed coverage of property, mortgages and other encumbrances, property risk and replacement cost, consumer credit, tenancy, location, hazard risk and related performance information. Its segments include Property Intelligence (PI), Risk Management and Work Flow (RMW), and Corporate. The Property Intelligence segment owns or licenses real property, mortgage and consumer information, which includes loan information, property sales and characteristic information, property risk and replacement cost, natural hazard data, geospatial data, parcel maps and mortgage-backed securities information. The RMW segment owns or licenses real property information, mortgage information and consumer information, which includes loan information, property sales and characteristic information, natural hazard data, parcel maps, employment verification, criminal records and eviction records.

About FactSet Research Systems

Factset Research Systems Inc. is engaged in providing integrated financial information and big data analytical applications for the global investment community. The Company’s segments include the U.S., Europe and Asia Pacific. The U.S. segment services finance professionals, including financial institutions throughout the Americas. The European segment maintains offices in France, Germany, Italy, Ireland, Latvia, Luxembourg, the Netherlands, Spain, South Africa, Sweden and Dubai. The Asia Pacific segment maintains office locations in Australia, Hong Kong, Singapore and Mumbai, India. The Company delivers insight and information to investment professionals through its analytics, service, content, and technology. Its offerings include a complete services solution focused on verifying, cleaning and loading portfolio data across asset classes, and an execution management system. The Company offers third-party content through desktop, wireless and off-platform solutions.

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