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.


Company Growth (employees)
Type
Public
HQ
Norwalk, US
Founded
1978
Size (employees)
9,074 (est)+3%
FactSet was founded in 1978 and is headquartered in Norwalk, US

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 Norwalk, London, Boston, Toronto and in 37 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)

FactSet Financials and Metrics

FactSet Financials

FactSet's revenue was reported to be $1.1 b in FY, 2016
USD

Revenue (Q3, 2017)

312.1 m

Gross profit (Q3, 2017)

165.7 m

Gross profit margin (Q3, 2017), %

53%

Net income (Q3, 2017)

65.4 m

EBIT (Q3, 2017)

87.6 m

Market capitalization (22-Dec-2017)

7.6 b

Cash (31-May-2017)

161.8 m
FactSet's current market capitalization is $7.6 b.
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
USDQ1, 2014Q2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017Q2, 2017Q3, 2017

Revenue

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

Cost of goods sold

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

Gross profit

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

Gross profit Margin, %

60%58%56%57%53%
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

Goodwill

244.6 m285.6 m308.3 m452.9 m
USDQ3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017Q2, 2017Q3, 2017

Cash

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

Current Assets

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

Goodwill

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

Total Assets

728.1 m1 b1 b1 b1 b1.1 b1.4 b
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

Cash From Operating Activities

269.8 m265 m306.4 m331.1 m
USDQ1, 2014Q2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017Q2, 2017Q3, 2017

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 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 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 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 m
USDY, 2017

Revenue/Employee

35.1 k

Financial Leverage

2.6 x
Show all financial metrics

FactSet Operating Metrics

FactSet's Users was reported to be 86 k in Q3, 2017. FactSet's Enterprise Customers was reported to be 4.6 k in Q3, 2017
Show all operating metrics

FactSet Market Value History

FactSet Revenue Breakdown

FactSet's Web-traffic and Trends

FactSet Online and Social Media Presence

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…

European stocks stand up to terrorism

London. Manchester. Brussels. Paris. Nice. Copenhagen. Stockholm. Normandy. These are just a few of the European cities struck by terrorists in recent years. Attacks are sadly becoming increasingly frequent, and whenever they occur, people speculate about the potential market and economic impact. It…

Positive surprise as protectionism fears not bearing out

Despite Trump election and Brexit, free trade appears to be growing stronger Investors who worried that recent protectionist sentiment would slow free trade can breathe easier. Over the last 18+ months, Brexit, Donald Trump’s election, nationalist sentiment in Europe and other developments sparke…

Why the Fed's 'quantitative tightening' will be held back

Janet Yellen, the chair of the Federal Reserve (Fed), says she hopes that the reversal of QE will be as dull as “watching paint dry”. John Williams, San Francisco Fed President, said he hoped it is “boring”. Will they get their wish? Between 2009 and 2014 the QE programme saw the Fed create $3…

Weighing the Week Ahead: Time for Tax Reform?

This article is published in collaboration with Scutify, where you can find real-time markets a

Are stocks overvalued? Unusually strong earnings may justify sky-high valuations

Equity analysts are an optimistic bunch. When they forecast future corporate earnings, they tend to start out bullish. But as time goes on, and reality…
Show more

FactSet Company Life and Culture

You may also be interested in