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.


Type
Public
HQ
Norwalk, US
Founded
1978
Size (employees)
9,421 (est)+4%
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
Maurizio Nicolelli

Maurizio Nicolelli

SVP & CFO
Scott Miller

Scott Miller

EVP, Global Director of Sales
Mark Hale

Mark Hale

EVP & COO
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
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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 (20-Apr-2018)

7.7 b

Cash (30-Nov-2017)

221.9 m

EV

8 b
FactSet's current market capitalization is $7.7 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%
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
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
USDY, 2017

EV/EBIT

90.1 x

EV/CFO

131.3 x

Revenue/Employee

35.6 k

Financial Leverage

2.3 x
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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.
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FactSet News and Updates

Are UK markets overstretched?

With the FTSE 100 and All-Share a wee bit below their all-time highs and valuations above average, many fear equities are too high and will soon fall. However, in our view, such worries are misplaced. Valuations aren’t predictive, and markets routinely set all-time highs during bull markets. We expe…
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