What is FactSet Research Systems's market cap?

FactSet Research Systems (FDS) has a market capitalization of $8.8B and trades on NYSE.

What is FactSet Research Systems's revenue and profitability?

FactSet Research Systems generated $2.4B in trailing twelve-month revenue with net income of $566.0M, representing a net margin of 23.2%. Gross margin stands at 51.9%, with free cash flow of $708.3M. These figures are based on the Q2 2026 filing.

Who are FactSet Research Systems's competitors?

FactSet Research Systems's key competitors include S&P Global, MSCI Inc., SEI Investments Co, 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.

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

$8.81B-48.0%

Revenue$2.4B+6.6%

Net income$566.0M+6.2%

Free cash flow$708.3M+22.9%

EPS (diluted)$15.17+9.5%

Trailing twelve months · change vs. prior year

Table of contents

Earnings

Q3 2026 report

July 1, 2026

Revenue$622.9MBeat by $5.0M EPS$4.53Beat by $0.09

Read the full report

Next report

Sep 17, 2026 (in 2 months)

Revenue estimate$628.5M

EPS estimate$4.30

Financials

Q3 2026

Income statement

See full

Revenue$622.9M+6.4%

Gross profit$310.7M+1.9%

Operating income$166.3M-14.3%

Net income$126.7M-14.7%

EPS (diluted)$3.50-9.6%

Balance sheet

See full

Cash & equivalents$294.4M-20.5%

Total debt$1.6B-3.1%

Total equity$2.0B-5.7%

Total assets$4.2B-3.4%

Cash flow

See full

Operating cash flow$284.5M+12.1%

CapEx$30.5M+20.8%

Free cash flow$254.0M+11.1%

Valuation & ratios

Valuation

See full

Market cap$9.19B-48.0%

Enterprise value$10.46B-48.2%

P/E16.2×-16.9×

P/S3.8×-4.0×

Profitability

See full

Operating margin29.6%-1.0pp

Net margin23.2%-0.1pp

FCF margin24.4%-0.8pp

Returns & leverage

See full

Return on equity27%+0.7pp

Debt / equity0.4×-0.3×

Current ratio0.7×-0.8×

Segments

By segment

See full

Americas$407.2M+7.0%

EMEA$151.9M+4.3%

Asia Pacific$63.7M+7.5%

Competitors

By market cap

S&P Global$131.26B-18.6%

State Street$49.8B+59.5%

MSCI$44.3B-1.8%

Fidelity National Information Services$22.0B-48.4%

SEI Investments$11.5B+0.8%

Stifel Financial$11.5B+4.3%

FactSet Research Systems$9.2B-45.7%

Virtu Financial$5.5B+44.1%

By revenue growth

Virtu Financial+26.6%

Stifel Financial+13.6%

Fidelity National Information Services+12.3%

FactSet Research Systems+6.6%

By net margin

MSCI40.74%+1.7pp

SEI Investments31.17%+3.4pp

S&P Global30.37%+3.1pp

Fidelity National Information Services23.35%+15.3pp

FactSet Research Systems23.21%-0.1pp

State Street21.2%-0.6pp

Stifel Financial15.34%+3.1pp

Virtu Financial14.17%+3.7pp

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

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Questions, answered.

What is FactSet Research Systems's market cap?: FactSet Research Systems (FDS) has a market capitalization of $8.8B and trades on NYSE.
What is FactSet Research Systems's revenue and profitability?: FactSet Research Systems generated $2.4B in trailing twelve-month revenue with net income of $566.0M, representing a net margin of 23.2%. Gross margin stands at 51.9%, with free cash flow of $708.3M. These figures are based on the Q2 2026 filing.
Who are FactSet Research Systems's competitors?: FactSet Research Systems's key competitors include S&P Global, MSCI Inc., SEI Investments Co, 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.