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FactSet

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    • Financial Servicesanalyticsdata managementfinancial datafinancial newsfintech

    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.


    Revenue(FY, 2016)
    $1.1 B
    Market capitalization(2018-06-22)
    $8.2 B
    Users(Q3, 2017)
    86 K
    Type
    Public
    HQ
    Norwalk, US
    Founded
    1978
    Size (employees)
    9,421 (est)+4%
    Website
    factset.com
    FactSet was founded in 1978 and is headquartered in Norwalk, US
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    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

    FactSet Office Locations

    FactSet has offices in Cologne, Paris, Reston, Jersey City and in 32 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
    Show all (37)
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    FactSet Financials and Metrics

    FactSet Financials

    FactSet's revenue was reported to be $1.13 b in FY, 2016 which is a 12% increase from the previous period.
    USD

    Revenue (Q1, 2018)

    		329.1 m

    Gross profit (Q1, 2018)

    		167.6 m

    Gross profit margin (Q1, 2018), %

    		50.9%

    Net income (Q1, 2018)

    		70.4 m

    EBIT (Q1, 2018)

    		89.1 m

    Market capitalization (22-Jun-2018)

    		8.2 b

    Closing share price (22-Jun-2018)

    		211

    Cash (30-Nov-2017)

    		221.9 m

    EV

    		8.6 b
    FactSet's current market capitalization is $8.2 b.
    Annual
    USDFY, 2013FY, 2014FY, 2015FY, 2016

    Revenue

    		858.1 m920.3 m1 b1.1 b

    Revenue growth, %

    		7%9%12%

    Cost of goods sold

    		405.3 m487.4 m

    Gross profit

    		601.4 m639.7 m
    Quarterly
    USDQ1, 2014Q2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017Q2, 2017Q3, 2017Q1, 2018

    Revenue

    		254.5 m270.5 m281.8 m287.5 m312.1 m329.1 m

    Cost of goods sold

    		100.7 m114.7 m123.9 m124.6 m127.3 m131.6 m146.4 m161.5 m

    Gross profit

    		153.8 m155.8 m157.9 m162.9 m165.7 m167.6 m

    Gross profit Margin, %

    		60%58%56%57%53%51%
    show all
    Annual
    USDFY, 2013FY, 2014FY, 2015FY, 2016

    Cash

    		196.6 m116.4 m158.9 m228.4 m

    Inventories

    		15.7 m14.7 m19.8 m15.7 m

    Current Assets

    		318 m249.8 m304.2 m369.3 m
    Quarterly
    USDQ3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017Q2, 2017Q3, 2017Q1, 2018

    Cash

    		157.9 m180.1 m175.2 m187.4 m173.3 m155.4 m161.8 m221.9 m

    Current Assets

    		304.2 m320.8 m327.3 m383 m324.7 m344 m373.2 m427 m

    Goodwill

    		307.2 m498.6 m489.3 m460.4 m507.7 m506.8 m695.7 m712.5 m

    Total Assets

    		728.1 m1 b1 b1 b1 b1.1 b1.4 b1.4 b
    show all
    Annual
    USDFY, 2013FY, 2014FY, 2015FY, 2016

    Net Income

    		198.6 m211.5 m241.1 m338.8 m

    Depreciation and Amortization

    		35.8 m34.4 m31.3 m38.1 m

    Accounts Payable

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

    Net Income

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

    Depreciation and Amortization

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

    Accounts Payable

    		(316 k)(2.9 m)(2.3 m)4.5 m4.2 m6 m1.1 m1.9 m3.5 m2 m3.4 m1.5 m8.6 m

    Cash From Operating Activities

    		58.1 m98.7 m193.7 m71.2 m120.7 m222.8 m71.1 m164.2 m261.1 m51.1 m128.1 m220.3 m61.1 m
    show all
    USDY, 2017

    EV/EBIT

    		96 x

    EV/CFO

    		139.9 x

    Revenue/Employee

    		35.6 k

    Financial Leverage

    		2.3 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
    Show all operating metrics

    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

    Bloomberg
    Entertainment & Publishing - Private
    S&P Global
    Financial Services - Public
    Raymond James
    Financial Services - Public
    Quiet Signal
    Technology - Private
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    FactSet Online and Social Media Presence

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    FactSet News and Updates

    June 09, 2018

    BDCs Responding Favorably To Recent Fiscal Policy

    May 21, 2018

    3 Reasons Investors Should Be Cheering And Buying These Undervalued Sectors

    May 10, 2018

    Macro Update - May 8, 2018

    May 07, 2018

    Ignore The Doomsayers: 3 Reasons Stocks Are Likely Going Up Over The Next Year

    April 26, 2018

    GM 1Q earnings fall 60 percent, triggering stock slide

    General Motors' first-quarter net income fell 60 percent from a year ago, and its shares fell even though the numbers beat Wall Street estimates
    April 26, 2018

    Ford promises more savings as 1Q earnings rise 9 percent

    Ford's net income rises 9 percent in the first quarter while company says it's found more cost efficiencies
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