FactSet

OverviewSuggest Edit

FactSet is a multinational financial data and software company. It provides financial information and analytical applications to global buy and sell-side professionals, including portfolio managers, market research and performance analysts, risk managers, sell-side equity researchers, investment bankers and fixed income professionals. The Company's software platform includes real-time news and quotes, company and portfolio analysis, multi-company comparisons, industry analysis, company screening, portfolio optimization and simulation, predictive risk measurements, alphatesting and tools to value and analyze fixed income securities and portfolios. FactSet provides clients with consultants, telephone support and training.


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TypePublic
Founded1978
HQNorwalk, USMap
Websitefactset.com
Employee Ratings3.7More
View Jobs (134)

Recent NewsAll News

Latest Updates

Employees (est.) (Feb 2019)9,600
Job Openings134
Revenue (FY, 2018)$1.4 B(+11%)
Share Price (Feb 2019)$221.9

Key People/Management at FactSet

Philip Snow

Philip Snow

CEO
Gene Fernandez

Gene Fernandez

EVP, Chief Technology and Product Officer
Maurizio Nicolelli

Maurizio Nicolelli

Svp & CFO
John Wiseman

John Wiseman

EVP, Global Head of Sales and Client Solutions
Edward Baker-Greene

Edward Baker-Greene

SVP and Chief Human Resources Officer
Rachel Stern

Rachel Stern

SVP, Strategic Resources & General Counsel
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FactSet Office Locations

FactSet has offices in Norwalk, Jersey City, Buffalo, Wilmington and in 34 other locations
Norwalk, US (HQ)
601 Merritt 7
Boston, US
53 State St
Jackson, US
1135 Maple Way
Tuscaloosa, US
205 2002 McFarland Blvd E
Toronto, CA
217 140 Yonge St
Hong Kong, HK
31 Queen's Road Central
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FactSet Financials and Metrics

FactSet Revenue

FactSet's revenue was reported to be $1.35 b in FY, 2018
USD

Revenue (Q1, 2019)

351.6m

Gross profit (Q1, 2019)

184.9m

Gross profit margin (Q1, 2019), %

52.6%

Net income (Q1, 2019)

84.3m

EBIT (Q1, 2019)

100.5m

Market capitalization (13-Feb-2019)

8.4b

Closing stock price (13-Feb-2019)

221.9

Cash (30-Nov-2018)

170.4m

EV

8.8b
FactSet's current market capitalization is $8.4 b.
Annual
USDFY, 2013FY, 2014FY, 2015FY, 2016FY, 2017FY, 2018

Revenue

858.1m920.3m1.0b1.1b1.2b1.4b

Revenue growth, %

7%9%12%

Cost of goods sold

405.3m487.4m566.6m659.3m

Gross profit

601.4m639.7m654.6m690.8m
Quarterly
USDQ1, 2014Q2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017Q2, 2017Q3, 2017Q1, 2018Q2, 2018Q3, 2018Q1, 2019

Revenue

254.5m270.5m281.8m287.5m312.1m329.1m335.2m339.9m351.6m

Cost of goods sold

100.7m114.7m123.9m124.6m127.3m131.6m146.4m161.5m163.2m165.1m166.8m

Gross profit

153.8m155.8m157.9m162.9m165.7m167.6m172.0m174.8m184.9m

Gross profit Margin, %

60%58%56%57%53%51%51%51%53%
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Annual
USDFY, 2013FY, 2014FY, 2015FY, 2016FY, 2017FY, 2018

Cash

196.6m116.4m158.9m228.4m194.7m208.6m

Accounts Receivable

Inventories

15.7m14.7m19.8m15.7m

Current Assets

318.0m249.8m304.2m369.3m409.4m430.9m
Quarterly
USDQ2, 2014Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017Q2, 2017Q3, 2017Q1, 2018Q2, 2018Q3, 2018Q1, 2019

Cash

88.8m157.9m180.1m175.2m187.4m173.3m155.4m161.8m221.9m233.6m213.1m170.4m

Current Assets

232.0m304.2m320.8m327.3m383.0m324.7m344.0m373.2m427.0m472.1m429.6m391.2m

Goodwill

287.5m307.2m498.6m489.3m460.4m507.7m506.8m695.7m712.5m716.9m704.8m694.9m

Total Assets

654.0m728.1m1.0b1.0b1.0b1.0b1.1b1.4b1.4b1.5b1.4b1.4b
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Annual
USDFY, 2013FY, 2014FY, 2015FY, 2016

Net Income

198.6m211.5m241.1m338.8m

Depreciation and Amortization

35.8m34.4m31.3m38.1m

Accounts Payable

3.4m(2.9m)8.1m5.5m
Quarterly
USDQ1, 2014Q2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017Q2, 2017Q3, 2017Q1, 2018Q2, 2018Q3, 2018Q1, 2019

Net Income

52.2m104.6m156.1m55.9m117.5m178.9m60.0m127.7m194.5m66.6m133.3m198.7m70.4m123.5m198.3m84.3m

Depreciation and Amortization

8.8m17.4m25.9m8.2m16.2m24.2m8.4m18.3m28.2m10.0m20.6m33.8m14.3m28.4m42.8m14.2m

Accounts Payable

(316.0k)(2.9m)(2.3m)4.5m4.2m6.0m1.1m1.9m3.5m2.0m3.4m1.5m8.6m147.0k3.4m(10.5m)

Cash From Operating Activities

58.1m98.7m193.7m71.2m120.7m222.8m71.1m164.2m261.1m51.1m128.1m220.3m61.1m153.7m279.3m46.3m
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USDY, 2018

EV/EBIT

88 x

EV/CFO

190.9 x

Revenue/Employee

36.7k

Financial Leverage

2.5 x
Show all financial metrics

FactSet Operating Metrics

FactSet's Enterprise Customers was reported to be 4.6 k in Q3, 2017. FactSet's Users was reported to be 86 k in Q3, 2017.
FY, 2014Q1, 2015Q2, 2015Q3, 2015FY, 2015Q1, 2016Q2, 2016Q3, 2016FY, 2016Q1, 2017Q2, 2017Q3, 2017

Annual Subscription Value

$963.60 m$970.20 m$1 b$1.02 b$1.06 b$1.11 b$1.14 b$1.16 b$1.15 b$1.17 b$1.19 b$1.28 b

Enterprise Customers

2.74 k2.76 k2.87 k2.92 k2.98 k3.01 k3.06 k3.08 k3.09 k3.12 k4.40 k4.63 k

Users

54.60 k55.59 k57.41 k59 k62.21 k63.17 k63.50 k63.54 k65.66 k66.96 k85.79 k86.03 k
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FactSet Revenue Breakdown

Embed Graph

FactSet revenue breakdown by geographic segment: 8.3% from Asia Pacific, 24.6% from Europe and 67.0% from U.S.

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Competitors

Morningstar
Financial Services - Public
Raymond James
Financial Services - Public
S&P Global
Financial Services - Public
Bloomberg
Financial Services - Private
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FactSet Online and Social Media Presence

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FactSet News and Updates

February 05, 2019

Open: FactSet expands to offer IHS Markit investment data

FactSet, a global provider of integrated financial information, analytical applications, and industr...
February 05, 2019

Wealth Management Software 2019 Global Market Key Players - Misys, Temenos, FIS, SS&C Tech, SimCorp, Eze Software, Salesforce, FactSet Insight, AdvisorEngine, Miles Software......

Wealth Management Software – Global Market Growth, Opportunities, Analysis Of Top Key Players And Forecast To 2025 Posted via Industry Today. Follow us on Twitter @IndustryToday
December 18, 2018

FactSet Reports Strong Revenue and EPS Growth in First Quarter 2019

NORWALK, Conn., Dec. 18, 2018 (GLOBE NEWSWIRE) -- FactSet (the “Company”) (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading service, today announced its results for the first quarter ended November 30, 2018.
September 18, 2018

FactSet Celebrates 20 Years in Australia

SYDNEY, Australia, Sept. 19, 2018 (GLOBE NEWSWIRE) -- FactSet, a leading provider of integrated financial information and analytical applications, today celebrates 20 years of business in Australia.
August 20, 2018

Nikko Asset Management selects FactSet for fixed income ops

FactSet, a global provider of integrated financial information, analytical applications, and industr...
August 20, 2018

Nikko Asset Management Selects FactSet for its Fixed Income Operations

NORWALK, Conn., Aug. 19, 2018 (GLOBE NEWSWIRE) -- FactSet, a global provider of integrated financial information, analytical applications, and industry-leading services, announced today that Nikko Asset Management (“Nikko AM”) has selected the FactSet Linear Multi Asset Class (MAC) risk model to h…
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FactSet Blogs

February 05, 2019

IHS Markit Selects the Open:FactSet Marketplace

New Candidate Program and Community Forum launched, expanding FactSet’s alternative data ecosystem
January 07, 2019

FactSet Recognized for Excellence in Risk, Reporting, Data, and More in 2018

NORWALK, Conn., January 4, 2019 - FactSet, a global provider of integrated financial information, analytical applications, and industry-leading services has won top honors in nine leading industry awards competitions and four rankings and reports in 2018. Honors include “Best Middle Office Solution”…
December 10, 2018

RepRisk ESG Data Now Available on FactSet

Comprehensive ESG risk research and analytics on more than 110,000 public and private companies from developed and emerging markets now available to investment professionals RepRisk, a global leader in data science, specializing in premium ESG and business conduct risk research and quantitative sol…
November 20, 2018

FactSet Schedules First Quarter 2019 Earnings Call

NORWALK, Conn., Nov. 20, 2018 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS | NASDAQ:FDS) today announced that it will release its financial and...
November 13, 2018

Novare Actuaries and Consultants Selects FactSet’s Performance and Reporting Analytics

FactSet, a global provider of integrated financial information, analytical applications, and industry-leading services, announced that its B-One solution has been selected and successfully implemented by Novare Actuaries and Consultants (Pty) Limited, one of South Africa’s leading independent financ…
September 24, 2018

Finwire Financial News Available on FactSet

FactSet is excited to announce its collaboration with the Swedish financial news agency Finwire, which gives FactSet clients across the globe access to the complete Finwire news service. The agreement with Finwire is an important strategic step for FactSet’s expansion in the Nordic region.We are ple…
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FactSet Company Life and Culture

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 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, Gene Fernandez and Maurizio Nicolelli.

  • How many employees does FactSet have?

    FactSet has 9,600 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 $140.6 k.

  • Who are FactSet competitors?

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

  • Where is FactSet headquarters?

    FactSet headquarters is located at 601 Merritt 7, Norwalk.

  • Where are FactSet offices?

    FactSet has offices in Norwalk, Jersey City, Buffalo, Wilmington and in 34 other locations.

  • How many offices does FactSet have?

    FactSet has 40 offices.