FactSet Research Systems Overview
- Year Founded
-
1978

- Status
-
Public
- Employees
-
12,575

- Stock Symbol
-
FDS

- Investments
-
35
- Share Price
-
$466.79
- (As of Friday Closing)
FactSet Research Systems General Information
Description
FactSet provides financial data and portfolio analytics to the Global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients (including wealth and corporate clients) account for 82% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed its purchase of CUSIP Global Services.
Contact Information
Website
www.factset.comCorporate Office
- 45 Glover Avenue
- 7th Floor
- Norwalk, CT 06850
- United States
Corporate Office
- 45 Glover Avenue
- 7th Floor
- Norwalk, CT 06850
- United States
FactSet Research Systems Stock Performance
As of 07-Feb-2025, FactSet Research Systems’s stock price is $466.79. Its current market cap is $17.8B with 38M shares.
(As of Friday Closing)
Stock Price | Previous Close | 52 wk Range | Market Cap | Shares | Average Volume | EPS |
---|---|---|---|---|---|---|
$466.79 | $469.28 | $391.84 - $499.87 | $17.8B | 38M | 300K | $14.15 |
FactSet Research Systems Financials Summary
As of 30-Nov-2024, FactSet Research Systems has a trailing 12-month revenue of $2.23B.
In Thousands, USD |
TTM 30-Nov-2024 | FY 2024 31-Aug-2024 | FY 2023 31-Aug-2023 | FY 2022 31-Aug-2022 |
---|---|---|---|---|
EV | 19,721,956 | 17,204,337 | 18,033,152 | 18,260,498 |
Revenue | 2,229,507 | 2,203,056 | 2,085,508 | 1,843,892 |
EBITDA | 869,547 | 858,428 | 775,192 | 602,831 |
Net Income | 538,593 | 537,126 | 468,173 | 396,917 |
Total Assets | 4,048,585 | 4,055,040 | 3,962,922 | 4,014,305 |
Total Debt | 1,551,909 | 1,574,567 | 1,839,921 | 2,220,231 |
FactSet Research Systems Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
FactSet Research Systems Comparisons
Industry
Financing
Details
FactSet Research Systems Competitors (39)
One of FactSet Research Systems’s 39 competitors is Morningstar, a Corporation company based in Chicago, IL.
Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
---|---|---|---|---|---|---|
Morningstar | Corporation | Chicago, IL | ||||
PrivCo | Venture Capital-Backed | New York, NY | ||||
Markit | Formerly PE-Backed | London, United Kingdom | ||||
Derivitec | Venture Capital-Backed | London, United Kingdom | ||||
Equifax | Corporation | Atlanta, GA |
FactSet Research Systems Patents
FactSet Research Systems Recent Patent Activity
Publication ID | Patent Title | Status | First Filing Date | Technology (CPC) | Citations |
---|---|---|---|---|---|
AU-2021270505-A1 | Method and system for mapping labels in standardized tables using machine learning | Pending | 13-May-2020 | ||
EP-4150486-A1 | Method and system for mapping labels in standardized tables using machine learning | Pending | 13-May-2020 | ||
US-20210357775-A1 | Method and system for mapping labels in standardized tables using machine learning | Active | 13-May-2020 | ||
CA-3178258-A1 | Method and system for mapping labels in standardized tables using machine learning | Pending | 13-May-2020 | ||
US-11900272-B2 | Method and system for mapping labels in standardized tables using machine learning | Active | 13-May-2020 | G06N5/04 |
FactSet Research Systems Signals
FactSet Research Systems Investments & Acquisitions (35)
FactSet Research Systems’s most recent deal was a Merger/Acquisition with LiquidityBook for . The deal was made on 07-Feb-2025.
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
---|---|---|---|---|---|
LiquidityBook | 07-Feb-2025 | Merger/Acquisition | Financial Software | ||
Irwin | 28-Oct-2024 | Merger/Acquisition | Financial Software | ||
BMLL Technologies | 01-Oct-2024 | Later Stage VC | Media and Information Services (B2B) | ||
Aidentified | 12-Jun-2024 | Later Stage VC | Business/Productivity Software | ||
Accelex | 31-Oct-2023 | Later Stage VC | Business/Productivity Software |
FactSet Research Systems ESG
Risk Overview
Risk Rating
Updated January, 11, 2025
15.51 | Low Risk
Risk Scale
A lower score indicates better sustainability
Negl
0-10
Low
10-20
Med
20-30
High
30-40
Severe
40+
Exposure
Exposure refers to the extent to which a company is exposed to different material ESG issues
Management
Management is related to actions taken to manage ESG issues
Peers Analysis
Peer performance insights compare the company’s ESG performance to the performance of selected peers to help inform future ESG decisions and drive internal performance improvements.
Global
Covered Companies
of 15,120
Rank
Percentile

Diversified Financials
Industry
of 877
Rank
Percentile

Financial Exchanges and Data Services
Subindustry
of 54
Rank
Percentile

FactSet Research Systems Exits (2)
FactSet Research Systems’s most recent exit was on 28-Feb-2014 from Matrix-Data. The exit was categorized as .
Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
---|---|---|---|---|---|
Matrix-Data | 28-Feb-2014 | Completed |
|
||
Market Metrics | 01-Jun-2010 | Merger/Acquisition | Completed |
Affiliates
Subsidiaries (6)
Name | Industry | Location | Year Founded |
---|---|---|---|
Irwin | Toronto, Canada | 2017 | |
Cobalt Software | Boston, MA | 2011 | |
LiquidityBook | New York, NY | 2005 | |
StreetAccount | Jackson, WY | 2003 | |
Factset TrueCourse | New York, NY | 2001 |
FactSet Research Systems FAQs
-
When was FactSet Research Systems founded?
FactSet Research Systems was founded in 1978.
-
Where is FactSet Research Systems headquartered?
FactSet Research Systems is headquartered in Norwalk, CT.
-
What is the size of FactSet Research Systems?
FactSet Research Systems has 12,575 total employees.
-
What industry is FactSet Research Systems in?
FactSet Research Systems’s primary industry is Financial Software.
-
Is FactSet Research Systems a private or public company?
FactSet Research Systems is a Public company.
-
What is FactSet Research Systems’s stock symbol?
The ticker symbol for FactSet Research Systems is FDS.
-
What is the current stock price of FactSet Research Systems?
As of 07-Feb-2025 the stock price of FactSet Research Systems is $466.79.
-
What is the current market cap of FactSet Research Systems?
The current market capitalization of FactSet Research Systems is $17.8B.
-
What is FactSet Research Systems’s current revenue?
The trailing twelve month revenue for FactSet Research Systems is $2.23B.
-
Who are FactSet Research Systems’s competitors?
Morningstar, PrivCo, Markit, Derivitec, and Equifax are some of the 39 competitors of FactSet Research Systems.
-
What is FactSet Research Systems’s annual earnings per share (EPS)?
FactSet Research Systems’s EPS for 12 months was $14.15.
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