FactSet (FDS)
Financials · Financial data and analytics software
FactSet is a critical financial data, analytics and software platform serving institutional investors with comprehensive market intelligence and research tools.
What FactSet does
FactSet Research Systems provides integrated financial data, analytics, and software solutions to institutional investment professionals worldwide. The company aggregates and standardizes vast amounts of global market data from multiple sources and delivers it through proprietary platforms and tools that enable portfolio analysis, research, trading, and decision-making. FactSet's core offering combines real-time pricing data, fundamental and alternative data, workflow software, and analytics capabilities designed to serve asset managers, hedge funds, investment banks, and other financial institutions.
Themes: ["Financial data infrastructure"]
Fundamentals
- Price$241.90 as of 2026-07-09 close
- Market cap$8.5B as of 2026-07-10
- 1-year return-46.0% as of 2026-07-09 close
- P/E15.09 as of 2026-07-10
- Net margin+23.2% as of 2026-07-10
- Gross margin+51.4% as of 2026-07-10
- ROE+26.6% as of 2026-07-10
- Debt / equity0.68 as of 2026-07-10
- Revenue growth (YoY)+6.6% as of 2026-07-10
- Revenue CAGR (3y)+8.0% SEC XBRL
- Beta0.70 as of 2026-07-10
Dividend: yield +1.9%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Revenue growth deceleration and margin compression reflected in nine-month net income decline of 7% YoY despite 6.6% revenue growth, indicating pricing pressure or unfavorable revenue mix shift"]
Competitors & peers
- Bloomberg L.P.
- Refinitiv (LSEG)
- S&P Global (SPGI)
- Morningstar (MORN)
- MSCI (MSCI)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.