Why ICE is the Better Bet Over FactSet
Saturday, Mar 29, 2025 5:47 pm ET
Ladies and gentlemen, let me tell you something: when it comes to investing, you need to be smart, you need to be quick, and you need to know where the real opportunities lie. Today, we're talking about two big names in the financial information sector: intercontinental exchange (ICE) and factset research systems (FDS). But let me tell you right now, if you're looking for the better bet, ice is where it's at!

First things first, let's talk about the numbers. ICE has a market cap of $92.517B and revenue of $9.903B. That's some serious cash flow right there! FactSet, on the other hand, has a market cap of $17.471B and revenue of $2.203B. Now, don't get me wrong, FactSet is a solid company, but when it comes to sheer size and market presence, ICE is in a league of its own.
Now, let's dive into the financials. ICE has a P/E ratio of 22.45, which is pretty reasonable given its earnings growth. FactSet, on the other hand, has a P/E ratio of 32.33. That's a bit steep, folks. You're paying a premium for those earnings, and that's something to keep in mind.
But it's not just about the numbers. It's about the story, the narrative. ICE is a global operator of regulated exchanges, clearing houses, and listings venues. They're the backbone of the financial world, providing the data and technology that keeps the markets running smoothly. FactSet, while also a leader in financial information, is more focused on the analytics and services side of things. Both are great, but ICE has that extra layer of stability and predictability that I love to see in an investment.
FDS, ICE Interval Percentage Change
Now, let's talk about growth prospects. ICE's earnings are forecast to grow 10% per year, and they have a history of increasing their dividends. That's the kind of consistency that investors love. FactSet, on the other hand, has seen more volatility in its stock price. Their earnings have grown 0.6% per year over the past five years, which is respectable but not as impressive as ICE's growth trajectory.
And let's not forget about market sentiment and insider activity. There's been significant insider selling at ICE over the past three months, which could be a red flag. But ICE's long-term growth prospects and deep moats make it a strong investment candidate. FactSet, on the other hand, has seen less insider selling, which could be a positive sign. But when you look at the bigger picture, ICE's stability and predictability make it the better bet.
So, what's the bottom line? If you're looking for a solid investment in the financial information sector, ICE is the way to go. It's got the size, the stability, and the growth prospects that you need to succeed in today's market. FactSet is a great company, but when it comes to the potential upside, ICE is the clear winner.
So, do yourself a favor and get in on ICE while you still can. This is a no-brainer, folks. Don't miss out on this opportunity to invest in one of the most stable and predictable companies in the financial world. BOO-YAH!