It's no wonder that FactSet Research Systems
In the just-reported fourth quarter, FactSet showed 18.7% year-over-year revenue growth to $153.7 million and a 12% earnings leap to $0.67 per diluted share.
The company also invested heavily in its own infrastructure during the quarter by buying a copy of the Thomson Fundamentals database from Thomson Reuters
Thomson remains a competitor with full access to its databases. Other rivals include Interactive Data
Every company I've mentioned so far has outperformed the S&P 500 in the last six months, lending strength to my personal theory that investors need more data when the market is in trouble. FactSet outperformed the rest of the gang in that period, and can boast a market-crushing 22% compound annual return over the last decade. Armed with Thomson's fresh data, there's lots of growth left to grab here.