P/B
5,8
FactSet Research Systems
FactSet provides financial data and portfolio analytics to the global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients (including wealth and corporate clients) account for over 80% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed its purchase of CUSIP Global Services.
FactSet provides financial data and portfolio analytics to the global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients (including wealth and corporate clients) account for over 80% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed its purchase of CUSIP Global Services.
$11.6B
Market Cap • 10/30/2026
1978
(48 years)
Founded
1996
(30 years ago)
IPO
NYSE
Listing Exchange
United States
Country
S&P500 Participant
Index Composite • 2026
Valuation
P/S
4,7
P/EBITDA
12,7
P/OCF
14,1
P/FCF
16,4
P/E
22,6
BVPS
56,8
EPS
14,6
Market Cap
Market Cap
11,6B
EV
12,9B
EV/Revenue
5,2
EV/EBITDA
14,1
EV/EBIT
18,4
Payout
Dividend Per Share
4,5
Dividend Yield
1,4%
Buyback Yield
5,3%
Total Yield
6,6%
Dividend Yield 5Y
1,3%
Payout
30,8%
Retained Earnings
2,7B
Profitability
Gross Margin
50,6%
EBITDA Margin
36,9%
EBIT Margin
28,3%
Net Margin
21,5%
D&A/EBITDA
0%
R&D/Revenue
0%
Capex/Revenue
4,6%
Capex/D&A
53,8%
Capex/OCF
14%
SBC/OCF
10,2%
% PPE
4,7%
% Goodwill
31%
ROE
25,5%
ROIC
15,1%
Growth
CAGR Revenue 5Y
9,2%
CAGR Op. Income 5Y
8,1%
CAGR Net Income 5Y
5,9%
CAGR EPS 5Y
7,1%
CAGR OCF 5Y
8,2%
Leverage
N.D./EBITDA
1,4
Debt/Equity
0%
Current Ratio
0,6
Quick Ratio
0,5
Interest Coverage
1280%
Premium
- Unrestricted access
- Unlimited data history
- Analysis videos
- Quarterly highlights
- Customizable financials table
- Ranking
- Discussions
...and much more!