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Provides a financial data and analytics terminal/platform used by investment professionals for research and portfolio management.
Provides a financial data and analytics terminal/platform used by investment professionals for research and portfolio management.
Clients pay yearly subscriptions, mostly priced by the number of users and the data they use, and renewal rates are high, so revenue is largely recurring. It bundles data from many outside providers with its own software, and asset managers are the largest client group. Founded in 1978.
Moat: narrow (switching costs, installed base). Deeply embedded in analyst workflows and models; switching disrupts entrenched research processes.
Headquarters: Norwalk, Connecticut, US · Founded: 1978 · Employees: 12,444
Size FactSet (FDS) is a United States Financials company (Financial Publishing/Services) with a market value of $11.6B, the 713th largest of 3,117 United States companies the cockpit tracks. Shares closed at $327.89 on 6 Nov 2026.
Performance Over six months the shares gained 47.4%, against +9.9% for the median peer and -1.1% for the United States market (cap-weighted) — highest of 12 in its peer set.
Growth Revenue grew 6.7% over the last twelve months (peer median +9.0%); the operating margin is 30.5% (peer median 31.0%).
Valuation It trades at 16.7× forward earnings against a peer median of 19.6× (2nd cheapest of 11).
Credit FactSet has 2 bonds outstanding ($1.00B), rated Baa3 by the agencies and trading like BBB- at a weighted spread of 120 bp.
Short interest Short interest is 10.8% of the free float (15 Oct 2026).
Next results Next results expected around 17 Dec 2026 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | $2.48B | $2.48B | $2.32B | $2.20B | $2.09B |
| Revenue growth | — | +7% | +5% | +6% | — |
| Gross profit | $1.25B | $1.25B | $1.22B | $1.19B | $1.11B |
| EBITDA | $969M | $970M | $955M | $868M | $823M |
| Net income | $533M | $533M | $597M | $537M | $468M |
| Free cash flow | $707M | $707M | $617M | $615M | $585M |
| Capital expenditure | $115M | $115M | $109M | $85.7M | $60.8M |
| Total debt | $1.54B | $1.54B | $1.56B | $1.57B | $1.84B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| FactSet FDS | $11.6B | +47% | +7% | 31% | 16.7× | n/a |
| S&P Global SPGI | $136B | +18% | +6% | 46% | 24.1× | n/a |
| London Stock Exchange LSEG.L | $60.9B | +1% | +6% | 26% | 19.6× | n/a |
| Morningstar MORN | $9.06B | +38% | +9% | 24% | 17.3× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | FDS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +14.4% | +9.9% | 3rd highest of 12 |
| 6-month return | +47.4% | +9.9% | highest of 12 |
| Distance from 52-week high | -5.8% | -7.1% | 4th highest of 12 |
| Revenue growth (TTM) | +6.7% | +9.0% | 6th lowest of 12 |
| Operating margin | 30.5% | 31.0% | 6th lowest of 12 |
| Forward P/E | 16.7× | 19.6× | 2nd cheapest of 11 |
| Bond spread | 120 bp | 70 bp | widest of 5 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| FactSet FDS | United States | $11.6B | +47% | +7% | 31% | 16.7× | n/a | n/a |
| Morningstar MORN | United States | $9.06B | +38% | +9% | 24% | 17.3× | n/a | n/a |
| MSCI MSCI | United States | $45.8B | +10% | +12% | 56% | 29.5× | n/a | n/a |
| London Stock Exchange LSEG.L | United Kingdom | $60.9B | +1% | +6% | 26% | 19.6× | n/a | n/a |
| Moody's MCO | United States | $87.2B | +12% | +9% | 46% | 28.1× | n/a | n/a |
| S&P Global SPGI | United States | $136B | +18% | +6% | 46% | 24.1× | n/a | n/a |
| NICE Information Service 030190.KS | South Korea | $754M | +17% | +9% | 18% | 11.2× | n/a | n/a |
| CARE Ratings CARERATING.NS | India | $499M | -5% | +19% | 40% | 23.3× | n/a | n/a |
| ICRA ICRA.NS | India | $452M | -18% | +31% | 30% | 19.6× | n/a | n/a |
| Enento ENENTO.HE | Finland | $438M | +10% | +4% | 24% | 17.3× | n/a | n/a |
| Korea Ratings 034950.KS | South Korea | $330M | -5% | +1% | 31% | n/a | n/a | n/a |
| Credit Bureau Asia TCU.SI | Singapore | $179M | -20% | +1% | 47% | 18.1× | n/a | n/a |
FactSet has 2 bonds outstanding with $1.00B face value. The agencies rate it Baa3; its bonds trade like BBB-. Weighted yield 5.83%, a spread of 120 bp over government bonds.