FactSet Research Systems Overview

  • Year Founded
  • 1978

Year Founded

  • Status
  • Public

  • Employees
  • 12,575

Employees

  • Stock Symbol
  • FDS

Stock Symbol

  • 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.com
Ownership Status
Publicly Held
Financing Status
Corporation
Corporate Office
  • 45 Glover Avenue
  • 7th Floor
  • Norwalk, CT 06850
  • United States
+1 (203)
Primary Industry
Financial Software
Other Industries
Media and Information Services (B2B)
Other Financial Services
Stock Exchange
NYS
Vertical(s)
TMT, FinTech
Corporate Office
  • 45 Glover Avenue
  • 7th Floor
  • Norwalk, CT 06850
  • United States
+1 (203)

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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
Public Fundamental Data provided by Morningstar, Inc. disclaimer

FactSet Research Systems Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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FactSet Research Systems Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
FactSet provides financial data and portfolio analytics to the Global investment community. The company aggregates data
Financial Software
Norwalk, CT
12,575 As of 2024

Chicago, IL
 

New York, NY
 
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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
You’re viewing 5 of 39 competitors. Get the full list »

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
To view FactSet Research Systems’s complete patent history, request access »

FactSet Research Systems Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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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
You’re viewing 5 of 35 investments and acquisitions. Get the full list »

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

To view FactSet Research Systems’s complete esg history, request access »

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
To view FactSet Research Systems’s complete exits history, request access »

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
You’re viewing 5 of 6 affiliates. Get the full list.  »

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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