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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(2017-08-18)
$6.3 B
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 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 Data and Metrics

FactSet Financial Metrics

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 (18-Aug-2017)

6.3 b

Cash (31-May-2017)

161.8 m
FactSet's current market capitalization is $6.3 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

Gross profit Margin, %

60%57%

EBIT

331.9 m349.7 m

EBIT margin, %

33%31%

Pre tax profit

333.8 m461 m

Net Income

241.1 m338.8 m
USDQ1, 2014Q2, 2015Q3, 2015Q1, 2015Q2, 2016Q3, 2016Q1, 2016Q2, 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%

General and administrative expense

68.5 m68.5 m72.5 m73.6 m70.5 m71 m78.1 m

EBIT

85.4 m87.3 m85.3 m89.3 m90.3 m91.7 m87.6 m

EBIT margin, %

34%32%30%31%28%

Pre tax profit

85.8 m87.4 m84.9 m88.9 m89.8 m89.5 m85.2 m

Net Income

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

Total Assets

690.2 m663.2 m736.7 m1 b

Accounts Payable

29.9 m27 m33.9 m45.8 m

Dividends Payable

15.2 m16.3 m18.2 m20 m

Total Debt

300 m

Current Liabilities

118.3 m127.3 m139.8 m158.2 m

Total Liabilities

501.8 m

Additional Paid-in Capital

326.9 m413.8 m542.4 m623.2 m

Retained Earnings

700.5 m849.5 m1 b1.3 b

Total Equity

531.6 m517.4 m

Debt to Equity Ratio

0.6 x

Debt to Assets Ratio

0.3 x

Financial Leverage

1.4 x2 x
USDQ3, 2015Q1, 2015Q2, 2016Q3, 2016Q1, 2016Q2, 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

Accounts Payable

31.4 m36.5 m39.2 m38 m50.5 m51.1 m63.6 m

Dividends Payable

18.3 m18.2 m18 m20.3 m19.9 m19.7 m22 m

Current Liabilities

134.9 m128.7 m140 m154.7 m136.2 m155.1 m182.1 m

Additional Paid-in Capital

508.4 m577.9 m595 m617 m675.8 m704.5 m720 m

Retained Earnings

977.6 m1.1 b1.1 b1.2 b1.3 b1.4 b1.4 b

Total Equity

532.4 m557.8 m541.1 m543.7 m496.8 m493.2 m527.6 m

Financial Leverage

1.4 x1.8 x1.9 x1.9 x2.1 x2.2 x2.6 x
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

Cash From Investing Activities

(20.4 m)(70.7 m)(64.9 m)(158.4 m)

Dividends Paid

(56 m)(61 m)(66.6 m)(74.2 m)

Cash From Financing Activities

(238.4 m)(276.7 m)(187.3 m)(91 m)
USDQ1, 2014Q2, 2015Q3, 2015Q1, 2015Q2, 2016Q3, 2016Q1, 2016Q2, 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

Cash From Investing Activities

(9.7 m)(46.8 m)(53.8 m)(278.2 m)(290.6 m)(299.3 m)(81.4 m)(95.4 m)(334.4 m)

Long-term Borrowings

(300 m)

Dividends Paid

(16.2 m)(32.3 m)(48.4 m)(18.1 m)(36.1 m)(54 m)(19.9 m)(39.6 m)(59.1 m)

Cash From Financing Activities

(56.9 m)(57.5 m)(115.2 m)231.7 m150.8 m70.3 m(17.5 m)(98.5 m)51.4 m
USDY, 2017

Revenue/Employee

35.1 k

Financial Leverage

2.6 x

FactSet Market Value History

Market Position of FactSet

Competitors

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Traffic Overview of FactSet

FactSet Online and Social Media Presence

FactSet News and Updates

September 02, 2016

The most irrational chart in the world strikes again (SPX, SPY)

This chart is crazy. In a note to clients on Friday, FactSet's John Butters highlighted what is, forever and always, the most irrational chart in the market. The green line going up is the S&P 500, which, since the beginning of the third quarter, has risen by 3.4%. The b…

FactSet Company Life and Culture

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