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FactSet

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(Q3, 2017)
$312.1 M
Market capitalization(2017-10-20)
$7.3 B
Enterprise Customers(Q3, 2017)
4.6 K
Company Growth (employees)
Type
Public
HQ
Norwalk, US
Founded
1978
Size (employees)
8,885 (est)+2%
Website
factset.com
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
Hong Kong, HK
31 Queen's Road Central
Tuscaloosa, US
205 2002 McFarland Blvd E
Jackson, US
1135 Maple Way
Toronto, CA
217 140 Yonge St
Boston, US
53 State St
Show all (37)

FactSet Financials and Metrics

FactSet Financials

FactSet's revenue was reported to be $312.1 m in Q3, 2017
USD

Revenue (Q3, 2017)

312.1 m

Gross profit (Q3, 2017)

165.7 m

Gross profit margin (Q3, 2017), %

53%

Net income (Q3, 2017)

198.7 m

EBIT (Q3, 2017)

87.6 m

Market capitalization (20-Oct-2017)

7.3 b

Cash (31-May-2017)

161.8 m
FactSet's current market capitalization is $7.3 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, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q2, 2017Q3, 2017

Revenue

270.5 m254.5 m281.8 m287.5 m312.1 m

Cost of goods sold

114.7 m100.7 m127.3 m123.9 m124.6 m131.6 m146.4 m

Gross profit

155.8 m153.8 m157.9 m162.9 m165.7 m

Gross profit Margin, %

58%60%56%57%53%
show all
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
show all
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, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017Q2, 2017Q3, 2017

Net Income

55.9 m117.5 m178.9 m60 m127.7 m194.5 m66.6 m133.3 m198.7 m

Depreciation and Amortization

8.2 m16.2 m24.2 m8.4 m18.3 m28.2 m10 m20.6 m33.8 m

Accounts Payable

4.5 m4.2 m6 m1.1 m1.9 m3.5 m2 m3.4 m1.5 m

Cash From Operating Activities

71.2 m120.7 m222.8 m71.1 m164.2 m261.1 m51.1 m128.1 m220.3 m
show all
Y, 2017

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
FY, 2014Q1, 2015Q2, 2015Q3, 2015FY, 2015Q1, 2016Q2, 2016Q3, 2016FY, 2016Q1, 2017Q2, 2017Q3, 2017

Annual Subscription Value

$963.6 m$970.2 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 k4.4 k4.63 k

Users

54.6 k55.59 k57.41 k59 k62.21 k63.17 k63.5 k63.54 k65.66 k66.96 k85.79 k86.03 k
Show all operating metrics

FactSet Market Value History

FactSet Revenue Breakdown

Market Position of FactSet

Competitors

Raymond James
Financial Services - Public
S&P Global
Financial Services - Public
Bloomberg
Financial Services - Private
Simply Wall St
Financial Services - Private
Compare competitors

Traffic Overview of FactSet

FactSet Online and Social Media Presence

FactSet News and Updates

October 03, 2017

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…
September 25, 2017

Weighing the Week Ahead: Time for Tax Reform?

This article is published in collaboration with Scutify, where you can find real-time markets a
August 18, 2017

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…
May 16, 2017

Encompass Corporation Integrates with FactSet to Offer Global Know Your Customer Capability

Encompass Corporation, creator of Know Your Customer (KYC) software for banking, finance, legal and accountancy, today announced that it is teaming with FactSet, a global provider of integrated financial information, analytical applications, and industry-leading services. The combination of FactSetâ…

FactSet Company Life and Culture

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