OverviewSuggest Edit

FactSet (also known as FactSet Research Systems) is a company providing integrated financial data and software solutions for investment professionals. It operates in 4 segments: Research, Analytics and Trading, Wealth, and Content and Technology. The Research segment enables users to analyze public and private companies, discover opportunities with proprietary data, monitor the global markets, gain industry and market insights, and collaborate on and share information across teams. The Analytics and Trading segment addresses processes around portfolio analytics, risk management, and performance measurement and attribution as well as focuses on client reporting, portfolio construction, trade execution, and order management. The Wealth segment delivers portfolio analytics, market monitoring tools, multi-asset class research, and customized digital solutions. The Content and Technology segment focuses on data delivery services providing normalized data through APIs and direct delivery of local copies of standard data feeds. FactSet serves asset owners, corporations, hedge funds, insurance professionals, investment bankers, university professors and students, and wealth management and private equity markets.
TypePublic
Founded1978
HQNorwalk, US
Websitefactset.com
Employee Ratings3.7

Latest Updates

Employees (est.) (Nov 2019)9,865(+2%)
Job Openings194
Revenue (FY, 2019)$1.4 B(+7%)
Share Price (Aug 2020)$355.8
Cybersecurity ratingBMore

Key People/Management at FactSet

Philip Snow

Philip Snow

Chief Executive Officer
Phil Snow

Phil Snow

Chief Executive Officer
Gene Fernandez

Gene Fernandez

Chief Technology and Product Officer
Helen Shan

Helen Shan

Chief Financial Officer
Rima Hyder

Rima Hyder

Vice President, External Communications
Daniel Viens

Daniel Viens

Chief Human Resources Officer
Show more

FactSet Office Locations

FactSet has offices in Norwalk, Austin, Boston, Chicago and in 31 other locations
Norwalk, US (HQ)
45 Glover Ave 7th Floor
Austin, US
816 Congress Ave #800
Boston, US
53 State St
Boston, US
53 State St 6th floor
Chicago, US
181 W Madison St #3300
Jackson, US
1135 Maple Way
Show all (41)

FactSet Financials and Metrics

FactSet Revenue

Embed Graph
View revenue for all periods
FactSet's revenue was reported to be $1.44 b in FY, 2019 which is a 6.3% increase from the previous period.
USD

Revenue (Q3, 2020)

374.1m

Net income (Q3, 2020)

101.2m

EBIT (Q3, 2020)

121.6m

Market capitalization (7-Aug-2020)

13.5b

Closing stock price (7-Aug-2020)

355.8

Cash (31-May-2020)

457.7m

EV

13.9b
FactSet's current market capitalization is $13.5 b.
Annual
USDFY, 2016FY, 2017FY, 2018FY, 2019

Revenue

1.1b1.2b1.4b1.4b

Revenue growth, %

12%8%11%6%

Cost of goods sold

487.4m566.6m659.3m663.4m

Gross profit

639.7m654.6m690.8m771.9m
Quarterly
USDQ1, 2017Q2, 2017Q3, 2017Q1, 2018Q2, 2018Q3, 2018Q1, 2019Q2, 2019Q3, 2019Q1, 2020Q2, 2020Q3, 2020

Revenue

288.1m294.4m312.1m329.1m335.2m339.9m351.6m354.9m364.5m366.7m369.8m374.1m

Cost of goods sold

127.3m131.6m146.4m161.5m163.2m165.1m166.8m165.1m163.8m

Gross profit

160.8m162.7m165.7m167.6m172.0m174.8m184.9m189.8m200.7m

Gross profit Margin, %

56%55%53%51%51%51%53%53%55%
Annual
USDFY, 2016FY, 2017FY, 2018FY, 2019

Cash

228.4m194.7m208.6m359.8m

Accounts Receivable

97.8m148.3m156.6m146.3m

Prepaid Expenses

15.7m24.1m30.1m36.9m

Current Assets

369.3m409.4m430.9m583.8m
Annual
USDFY, 2016FY, 2017FY, 2018FY, 2019

Net Income

338.8m258.3m267.1m352.8m

Depreciation and Amortization

38.1m48.3m57.3m60.5m

Accounts Payable

5.5m(2.2m)12.1m(2.3m)

Cash From Operating Activities

331.1m320.5m385.7m427.1m
Quarterly
USDQ1, 2017Q2, 2017Q3, 2017Q1, 2018Q2, 2018Q3, 2018Q1, 2019Q2, 2019Q3, 2019Q1, 2020Q2, 2020Q3, 2020

Net Income

66.6m133.3m198.7m70.4m123.5m198.3m84.3m169.0m261.3m94.0m182.6m283.9m

Depreciation and Amortization

10.0m20.6m33.8m14.3m28.4m42.8m14.2m29.1m43.9m14.4m28.3m41.3m

Accounts Payable

2.0m3.4m1.5m8.6m147.0k3.4m(10.5m)(5.4m)(4.8m)13.2m10.4m10.4m

Cash From Operating Activities

51.1m128.1m220.3m61.1m153.7m279.3m46.3m145.6m305.3m95.8m195.5m346.4m
USDFY, 2016

Revenue/Employee

134.6k

Debt/Equity

0.6 x

Debt/Assets

0.3 x

Financial Leverage

2 x
Show all financial metrics

FactSet Operating Metrics

FactSet's Users was reported to be 126.8 k in FY, 2019. FactSet's Enterprise Customers was reported to be 5.6 k in FY, 2019.
Show all operating metrics

FactSet Acquisitions / Subsidiaries

Company NameDateDeal Size
BI-SAM TechnologiesMarch 20, 2017$205.20 m
Interactive Data Managed SolutionsJanuary 27, 2017
CYMBA Technologies LimitedDecember 20, 2016
Vermilion Software Ltd.December 20, 2016
PortwareSeptember 22, 2015$265 m
Code RedFebruary 09, 2015$36 m
Matrix Solutions IncDecember 10, 2013£12 m
Revere Data LLCSeptember 05, 2013$15.30 m
StreetAccountJuly 02, 2012
Market MetricsJune 02, 2010
Show more

FactSet Cybersecurity Score

Cybersecurity ratingPremium dataset

B

88/100

SecurityScorecard logo

FactSet Revenue Breakdown

Embed Graph

FactSet revenue breakdown by geographic segment: 9.2% from Asia Pacific, 28.4% from Europe and 62.3% from U.S.

FactSet Online and Social Media Presence

Embed Graph

FactSet News and Updates

Tesla stock price target boosted to $2,000 by Wedbush, making it the highest among FactSet analysts

Wedbush analyst Dan Ives raised his stock price target for Telsa Inc. to $2,000 from $1,250 on Friday, making it the highest among analysts on FactSet. "We believe with demand for Model 3's ramping stronger than expectations in China heading into the summer timeframe, the lockdown easing in the US/…

FactSet Reports Solid Results for Third Quarter 2020

Company increases annual outlook for operating margin and EPS Company increases annual outlook for operating margin and EPS

FactSet Increases Revenue and EPS in Second Quarter 2020

NORWALK, Conn., March 26, 2020 (GLOBE NEWSWIRE) -- FactSet ("FactSet" or the “Company”) (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading service, today announced results for its second quarter ended February 29, 2020.

FactSet Reports Solid Revenue and EPS Growth in First Quarter 2020

NORWALK, Conn., Dec. 19, 2019 (GLOBE NEWSWIRE) -- FactSet (the “Company”) (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading service, today announced results for its first quarter ended November 30, 2019.

Delta Air sees 2020 EPS of $6.75 to $7.74, well ahead of $7.05 FactSet consensus

Delta Air Lines Inc. said Thursday it expects to generate per-share earnings of $6.75 to $7.75 in 2020 as revenue grows 4% to 6%. The current FactSet consensus is for EPS of $7.05. The airline offered the guidance ahead of an investor day, adding that it is expecting to generate free cash flow of $…

FactSet launches workstation on OpenFin

FactSet (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical a...
Show more

FactSet Blogs

FactSet to Launch Datasets on Snowflake

NORWALK, Conn., Jan. 07, 2020 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information,...

FactSet Schedules First Quarter 2020 Earnings Call

NORWALK, Conn., Nov. 21, 2019 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS | NASDAQ:FDS), a global provider of integrated financial information,...

FactSet® Launches Workstation on OpenFin

FactSet becomes first major market data provider to adopt the OpenFin and FDC3 interoperability standards, allowing additional openness and ...

FactSet Launches Digital Portals for Retail Banking and Wealth Management Industries

New products allow clients to offer personalized market data and portfolio analytics direct to customersNORWALK, Conn., Oct. 31, 2019 (GLO...

DataRobot Launches its First AI Investment Workflow with FactSet

NORWALK, Conn. and BOSTON, Aug. 06, 2019 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial ...

FactSet Schedules Third Quarter 2019 Earnings Call

NORWALK, Conn., May 30, 2019 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS | NASDAQ:FDS) today announced that it will release its financial and ...
Show more

FactSet Frequently Asked Questions

  • When was FactSet founded?

    FactSet was founded in 1978.

  • Who are FactSet key executives?

    FactSet's key executives are Philip Snow, Phil Snow and Gene Fernandez.

  • How many employees does FactSet have?

    FactSet has 9,865 employees.

  • What is FactSet revenue?

    Latest FactSet annual revenue is $1.4 b.

  • What is FactSet revenue per employee?

    Latest FactSet revenue per employee is $145.5 k.

  • Who are FactSet competitors?

    Competitors of FactSet include S&P Global, Morningstar and BlackRock.

  • Where is FactSet headquarters?

    FactSet headquarters is located at 45 Glover Ave 7th Floor, Norwalk.

  • Where are FactSet offices?

    FactSet has offices in Norwalk, Austin, Boston, Chicago and in 31 other locations.

  • How many offices does FactSet have?

    FactSet has 41 offices.