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FactSet Research Systems

FDS

FactSet is a global financial digital platform and enterprise solutions provider that delivers financial intelligence and open technology to investment professionals.

Market cap
$11.29B+15.5%
Revenue$2.5B+6.7%
Net income$533.5M-10.7%
Free cash flow$707.5M+14.6%
EPS (diluted)$14.56-6.3%
Trailing twelve months · change vs. prior year

Earnings

Q4 2026 report

September 30, 2026
Revenue$634.7MBeat by $4.9MEPS$4.52Beat by $0.17

Next report

Dec 17, 2026 (in a month)
Revenue estimate$643.6M
EPS estimate$5.04

Financials

Q4 2026

Income statement

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Revenue$634.7M+6.3%
Gross profit$308.4M+0.1%
Operating income$156.6M-11.7%
Net income$121.1M-21.1%
EPS (diluted)$3.41-15.2%

Balance sheet

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Cash & equivalents$233.3M-33.7%
Total debt$1.5B-1.0%
Total equity$2.0B-8.4%
Total assets$4.1B-3.8%

Cash flow

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Operating cash flow$204.7M-3.5%
CapEx$27.4M-19.3%
Free cash flow$177.3M-0.5%

Valuation & ratios

Valuation

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Market cap$11.29B+15.5%
Enterprise value$12.6B+11.7%
P/E21.2×+4.3×
P/S4.6×+0.2×

Profitability

See full
Gross margin50.6%-2.1pp
Operating margin28.3%-4.0pp
Net margin21.5%-4.2pp
FCF margin28.6%+2.0pp

Returns & leverage

See full
Return on equity25.5%-3.7pp
Debt / equity0.8×+0.1×
Current ratio0.6×-0.8×

Segments

By segment

See full
Americas$414.3M+6.6%
EMEA$154.8M+5.0%
Asia Pacific$65.6M+8.0%

By geography

See full
All other countries$179.4M+120%

Competitors

By market cap

S&P Global logo
S&P Global$133.55B-10.5%
MSCI logo
MSCI$45.0B+2.6%
FactSet Research Systems logo
FactSet Research Systems$11.3B+12.1%
Morningstar logo
Morningstar$8.3B-8.7%
Mirion Technologies logo
Mirion Technologies$4.6B-35.4%
VAL
Value Line$389.8M+13.1%
MarketWise, Inc. logo
MarketWise, Inc.$55.8M+20.3%
ATH
Aether Holdings$32.4M-55.2%

By revenue growth

Mirion Technologies logo
Mirion Technologies+19.7%
MSCI logo
MSCI+12.3%
Morningstar logo
Morningstar+9.4%
FactSet Research Systems logo
FactSet Research Systems+6.7%
S&P Global logo
S&P Global+6.0%
ATH
Aether Holdings-3.3%
VAL
Value Line-5.5%

By net margin

VAL
Value Line60.27%-0.8pp
MSCI logo
MSCI40.31%+0.3pp
S&P Global logo
S&P Global31.34%+3.2pp
FactSet Research Systems logo
FactSet Research Systems21.54%-4.2pp
Morningstar logo
Morningstar17.0%+1.3pp
Mirion Technologies logo
Mirion Technologies2.69%—
ATH
Aether Holdings-378.47%-229pp

Profile

FactSet is a global financial digital platform and enterprise solutions provider that delivers financial intelligence and open technology to investment professionals. The company provides expansive data, sophisticated analytics, and AI-powered tools to support critical investment workflows across the entire portfolio lifecycle. Its core value proposition centers on solving complex challenges for financial firms through a connected data and technology platform.

Competitive position

FactSet is a leading provider of integrated financial data and analytics, distinguished by its open architecture and deep integration into client workflows.

GeographiesNorth America, Europe, Middle East, Africa, Asia Pacific
Customer segmentsInstitutional Investors, Investment Banks, Wealth Management Firms, Corporations
Business modelSubscription SaaS, Data-as-a-Service, Managed Services
SuppliersPublic Stock Exchanges, Third-party Data Providers, Cloud Infrastructure Providers, Regulatory Bodies
CustomersAsset Management Firms, Global Investment Banks, Wealth Management Advisory Firms, Hedge Funds, Corporate Finance Departments
CountryUnited States of America
Listed1996
Employees12.3K
CEOSanoke Viswanathan
SectorFinancial Services
IndustryFinancial - Data & Stock Exchanges
Websitefactset.com
FilingsSEC EDGAR

FAQ

What is FactSet Research Systems's market cap?
FactSet Research Systems (FDS) has a market capitalization of $11.3B and trades on NYSE.
What is FactSet Research Systems's revenue and profitability?
FactSet Research Systems generated $2.5B in trailing twelve-month revenue with net income of $533.5M, representing a net margin of 21.5%. Gross margin stands at 50.6%, with free cash flow of $707.5M. The latest reported period is Q4 2026.
Who are FactSet Research Systems's competitors?
FactSet Research Systems's key competitors include MSCI Inc., S&P Global, Morningstar, Inc., and others. These companies compete in similar markets and product categories.
Who does FactSet Research Systems partner with?
FactSet Research Systems's notable partners include Microsoft, New York Stock Exchange, NASDAQ.
What subsidiaries does FactSet Research Systems have?
FactSet Research Systems's subsidiaries include CUSIP Global Services.
Where is FactSet Research Systems headquartered?
FactSet Research Systems is headquartered in United States of America and employs approximately 12,279 people. It has been publicly traded since 1996.