FDSFactSet

Financials · Internet & Software Services · NYSE

FactSet Research Systems Inc. and its wholly-owned subsidiaries ("we," "our," "us," the "Company" or "FactSet") was founded in 1978 and has been publicly traded since June 1996. 10-K, Item 1

Employees: 8,652
Headquarters: Norwalk, CT
CEO: Sanoke Viswanathan
Next results: around Dec 17, 2026

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FDS and 9 peers, year by year

The 9 Financials companies closest to FDS in revenue over the last twelve months. Every number is from the 10-K and links to it in SEC's Inline XBRL viewer.

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Each company's latest fiscal year
Company	Year	Revenue	Sales growth	Gross margin	Operating margin	Net margin	FCF margin	Return on equity	Debt / equity
FDS FactSet	FY2026	$2.5B	+6.7%	-	28.3%	21.5%	28.6%	26.6%	0.68
JKHY Jack Henry & Associates	FY2026	$2.5B	+7.1%	-	25.0%	19.8%	27.3%	24.5%	0.02
MSCI MSCI	FY2025	$3.1B	+9.7%	-	54.7%	38.4%	49.4%	n/m	n/m
ERIE Erie Indemnity	FY2025	$4.1B	+7.2%	-	17.6%	13.8%	14.0%	24.5%	-
HOOD Robinhood Markets	FY2025	$4.5B	+51.6%	-	-	42.1%	-	20.6%	0.00
CPAY Corpay	FY2025	$4.5B	+13.9%	-	44.0%	23.6%	28.7%	27.5%	2.58
CBOE Cboe Global Markets	FY2025	$4.7B	+15.1%	51.5%	31.1%	23.3%	35.7%	21.4%	0.28
COIN Coinbase	FY2025	$7.2B	+9.4%	-	20.0%	17.6%	-	8.5%	0.52
ARES Ares Management	FY2025	$5.6B	+44.2%	-	-	9.4%	-	12.3%	-
GL Globe Life	FY2025	$6.0B	+3.7%	-	-	19.4%	20.9%	19.4%	0.44

Revenuepeer median $4.5B

Sales growthpeer median +9.7%

Operating marginpeer median 28.0%

Net marginpeer median 19.8%

FCF marginpeer median 28.0%

Return on equitypeer median 21.0%

Debt / equitypeer median 0.36

CPAY 2.58
FDS 0.68
COIN 0.52
GL 0.44
CBOE 0.28
JKHY 0.02
HOOD 0.00
MSCI n/m
ERIE -
ARES -

RevenueSales growthGross marginOperating marginNet marginFree cash flowFCF marginReturn on equityDebt / equityEPS (diluted)

Revenue, FY2017 to FY2026

Revenue as reported in the 10-K.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
FDS Aug	$1.2B	$1.4B	$1.4B	$1.5B	$1.6B	$1.8B	$2.1B	$2.2B	$2.3B	$2.5B
JKHY Jun	$1.4B	$1.5B	$1.6B	$1.7B	$1.8B	$1.9B	$2.1B	$2.2B	$2.4B	$2.5B
MSCI Dec	$1.3B	$1.4B	$1.6B	$1.7B	$2.0B	$2.2B	$2.5B	$2.9B	$3.1B	-
ERIE Dec	$1.7B	$2.4B	$2.5B	$2.5B	$2.6B	$2.8B	$3.3B	$3.8B	$4.1B	-
HOOD Dec	-	-	$277.5M	$958.0M	$1.8B	$1.4B	$1.9B	$3.0B	$4.5B	-
CPAY Dec	$2.2B	$2.4B	$2.6B	$2.4B	$2.8B	$3.4B	$3.8B	$4.0B	$4.5B	-
CBOE Dec	$2.2B	$2.8B	$2.5B	$3.4B	$3.5B	$4.0B	$3.8B	$4.1B	$4.7B	-
COIN Dec	-	-	$533.7M	$1.3B	$7.8B	$3.2B	$3.1B	$6.6B	$7.2B	-
ARES Dec	$1.5B	$1.2B	$1.8B	$1.8B	$4.2B	$3.1B	$3.6B	$3.9B	$5.6B	-
GL Dec	$4.2B	$4.3B	$4.5B	$4.7B	$5.1B	$5.2B	$5.4B	$5.8B	$6.0B	-
Peer median	$1.7B	$2.4B	$1.8B	$1.8B	$2.8B	$3.1B	$3.3B	$3.9B	$4.5B	-

Sales growth, FY2017 to FY2026

Revenue against the fiscal year before.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
FDS Aug	+8.3%	+10.6%	+6.3%	+4.1%	+6.5%	+15.9%	+13.1%	+5.6%	+5.4%	+6.7%
JKHY Jun	+5.6%	+5.9%	+5.6%	+9.3%	+3.6%	+10.5%	+6.9%	+6.6%	+7.2%	+7.1%
MSCI Dec	+10.7%	+12.5%	+8.6%	+8.8%	+20.5%	+10.0%	+12.5%	+12.9%	+9.7%	-
ERIE Dec	+6.0%	+40.8%	+4.0%	+2.4%	+3.8%	+7.8%	+15.1%	+16.1%	+7.2%	-
HOOD Dec	-	-	-	+245%	+89.5%	−25.2%	+37.3%	+58.2%	+51.6%	-
CPAY Dec	+22.8%	+8.2%	+8.8%	−9.8%	+18.6%	+20.9%	+9.6%	+5.8%	+13.9%	-
CBOE Dec	+217%	+24.2%	−9.8%	+37.3%	+2.0%	+13.3%	−4.7%	+8.5%	+15.1%	-
COIN Dec	-	-	-	+139%	+514%	−59.3%	−2.7%	+111%	+9.4%	-
ARES Dec	+12.5%	−35.2%	+84.2%	−0.1%	+139%	−27.5%	+18.9%	+7.0%	+44.2%	-
GL Dec	+5.6%	+3.6%	+5.2%	+4.6%	+7.9%	+2.2%	+4.2%	+6.1%	+3.7%	-
Peer median	+10.7%	+8.2%	+5.6%	+8.8%	+18.6%	+7.8%	+9.6%	+8.5%	+9.7%	-

Gross margin, FY2017 to FY2026

Gross profit / revenue.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
FDS Aug	-	-	-	-	-	-	-	-	-	-
JKHY Jun	42.8%	-	-	-	-	-	-	-	-	-
MSCI Dec	-	-	-	-	-	-	-	-	-	-
ERIE Dec	-	-	-	-	-	-	-	-	-	-
HOOD Dec	-	-	-	-	-	-	-	-	-	-
CPAY Dec	-	-	-	-	-	-	-	-	-	-
CBOE Dec	44.7%	44.0%	45.5%	36.6%	42.2%	44.0%	50.8%	50.6%	51.5%	-
COIN Dec	-	-	-	-	-	-	-	-	-	-
ARES Dec	-	-	-	-	-	-	-	-	-	-
GL Dec	19.4%	20.1%	20.1%	19.0%	23.8%	22.6%	23.1%	-	-	-
Peer median	42.8%	-	-	-	-	-	-	-	-	-

Operating margin, FY2017 to FY2026

Operating income / revenue.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
FDS Aug	28.8%	27.1%	30.5%	29.4%	29.8%	25.8%	30.2%	31.8%	32.2%	28.3%
JKHY Jun	23.9%	23.3%	22.4%	22.4%	22.7%	24.4%	23.1%	22.1%	23.9%	25.0%
MSCI Dec	45.5%	47.9%	48.5%	52.2%	52.5%	53.7%	54.8%	53.5%	54.7%	-
ERIE Dec	17.2%	14.5%	14.4%	13.3%	12.1%	13.2%	15.9%	17.8%	17.6%	-
HOOD Dec	-	-	-	-	-	-	-	-	-	-
CPAY Dec	39.3%	44.8%	46.5%	40.7%	43.8%	42.2%	44.1%	45.0%	44.0%	-
CBOE Dec	16.7%	21.6%	21.5%	19.3%	23.1%	12.4%	28.0%	26.8%	31.1%	-
COIN Dec	-	-	−8.6%	32.0%	39.2%	−84.8%	−5.2%	35.1%	20.0%	-
ARES Dec	-	-	-	-	-	-	-	-	-	-
GL Dec	19.8%	20.2%	20.3%	19.1%	24.0%	22.7%	23.2%	-	-	-
Peer median	21.8%	22.5%	21.5%	22.4%	24.0%	22.7%	23.2%	31.0%	27.5%	-

Net margin, FY2017 to FY2026

Net income / revenue.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
FDS Aug	21.1%	19.8%	24.6%	25.0%	25.1%	21.5%	22.4%	24.4%	25.7%	21.5%
JKHY Jun	16.0%	23.8%	17.5%	17.5%	17.7%	18.7%	17.6%	17.2%	19.2%	19.8%
MSCI Dec	23.9%	35.4%	36.2%	35.5%	35.5%	38.7%	45.4%	38.8%	38.4%	-
ERIE Dec	11.6%	12.1%	12.8%	11.6%	11.3%	10.5%	13.6%	15.8%	13.8%	-
HOOD Dec	-	-	−38.4%	0.7%	−203.1%	−75.7%	−29.0%	47.8%	42.1%	-
CPAY Dec	32.9%	33.3%	33.8%	29.5%	29.6%	27.8%	26.1%	25.3%	23.6%	-
CBOE Dec	18.0%	15.4%	15.0%	13.7%	15.1%	5.9%	20.2%	18.7%	23.3%	-
COIN Dec	-	-	−5.7%	25.2%	46.2%	−82.2%	3.1%	39.3%	17.6%	-
ARES Dec	5.1%	4.7%	8.4%	8.6%	9.7%	5.5%	13.1%	11.9%	9.4%	-
GL Dec	35.0%	16.3%	16.8%	15.4%	20.2%	17.1%	17.8%	18.5%	19.4%	-
Peer median	18.0%	16.3%	15.0%	15.4%	17.7%	10.5%	17.6%	18.7%	19.4%	-

Free cash flow, FY2017 to FY2026

Cash from operations minus capital spending.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
FDS Aug	$283.7M	$352.1M	$367.8M	$428.2M	$493.9M	$487.1M	$584.8M	$614.7M	$617.5M	$707.5M
JKHY Jun	$315.4M	$372.0M	$377.5M	$457.0M	$439.1M	$470.0M	$342.4M	$509.9M	$588.1M	$694.9M
MSCI Dec	$371.0M	$582.5M	$680.4M	$789.3M	$922.6M	$1.1B	$1.2B	$1.5B	$1.5B	-
ERIE Dec	$168.2M	$207.3M	$262.5M	$287.1M	$254.0M	$298.9M	$288.6M	$486.4M	$571.0M	-
HOOD Dec	-	-	$1.3B	$1.9B	−$948.0M	−$880.0M	-	-	-	-
CPAY Dec	$610.0M	$822.0M	$1.1B	$1.4B	$1.1B	$603.4M	$1.9B	$1.8B	$1.3B	-
CBOE Dec	$336.9M	$498.4M	$597.7M	$1.4B	$545.8M	$591.3M	$1.0B	$1.0B	$1.7B	-
COIN Dec	-	-	−$114.1M	$283.6M	$4.0B	−$1.6B	-	-	-	-
ARES Dec	−$1.9B	−$1.4B	-	-	-	-	-	-	-	-
GL Dec	$1.4B	$1.2B	$1.3B	$1.4B	$1.4B	$1.4B	$1.4B	$1.3B	$1.3B	-
Peer median	$336.9M	$498.4M	$639.1M	$1.1B	$734.2M	$530.6M	$1.1B	$1.2B	$1.3B	-

FCF margin, FY2017 to FY2026

Free cash flow / revenue.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
FDS Aug	23.2%	26.1%	25.6%	28.7%	31.0%	26.4%	28.0%	27.9%	26.6%	28.6%
JKHY Jun	22.0%	24.2%	24.3%	26.9%	25.0%	24.2%	16.5%	23.0%	24.8%	27.3%
MSCI Dec	29.1%	40.6%	43.7%	46.6%	45.1%	48.1%	48.0%	51.4%	49.4%	-
ERIE Dec	9.9%	8.7%	10.6%	11.3%	9.6%	10.5%	8.8%	12.8%	14.0%	-
HOOD Dec	-	-	451.4%	193.3%	−52.2%	−64.8%	-	-	-	-
CPAY Dec	27.1%	33.8%	41.0%	58.4%	38.3%	17.6%	51.8%	44.4%	28.7%	-
CBOE Dec	15.1%	18.0%	23.9%	41.2%	15.6%	14.9%	27.3%	25.4%	35.7%	-
COIN Dec	-	-	−21.4%	22.2%	51.5%	−49.7%	-	-	-	-
ARES Dec	−128.1%	−117.8%	-	-	-	-	-	-	-	-
GL Dec	33.9%	28.6%	29.2%	30.3%	27.4%	26.7%	26.3%	23.0%	20.9%	-
Peer median	22.0%	24.2%	26.8%	35.7%	26.2%	16.3%	26.8%	24.2%	26.7%	-

Return on equity, FY2017 to FY2026

Net income / shareholders' equity at the year end.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
FDS Aug	46.1%	50.8%	52.5%	41.6%	39.3%	29.8%	28.9%	28.1%	27.3%	26.6%
JKHY Jun	20.9%	27.6%	19.0%	19.1%	23.6%	26.3%	22.8%	20.7%	21.4%	24.5%
MSCI Dec	75.8%	n/m	n/m	n/m	n/m	n/m	n/m	n/m	n/m	-
ERIE Dec	23.0%	29.6%	28.0%	24.7%	22.2%	20.6%	26.8%	30.2%	24.5%	-
HOOD Dec	-	-	n/m	n/m	−50.6%	−14.8%	−8.1%	17.7%	20.6%	-
CPAY Dec	20.1%	24.3%	24.1%	21.0%	29.3%	37.5%	29.9%	32.1%	27.5%	-
CBOE Dec	12.9%	13.2%	11.2%	14.0%	14.7%	6.8%	19.1%	17.9%	21.4%	-
COIN Dec	-	-	−6.1%	33.4%	56.8%	−48.1%	1.5%	25.1%	8.5%	-
ARES Dec	5.2%	9.7%	19.4%	12.7%	22.4%	10.5%	25.1%	13.1%	12.3%	-
GL Dec	23.3%	13.0%	10.4%	8.3%	51.5%	22.6%	21.6%	20.2%	19.4%	-
Peer median	20.9%	18.7%	19.0%	19.1%	23.0%	15.6%	22.2%	20.5%	21.0%	-

Debt / equity, FY2017 to FY2026

Total debt / shareholders' equity at the year end.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
FDS Aug	1.03	1.09	0.85	0.64	0.57	1.49	1.00	0.71	0.63	0.68
JKHY Jun	0.05	0.00	0.00	0.00	0.08	0.08	0.17	0.03	0.00	0.02
MSCI Dec	5.18	n/m	n/m	n/m	n/m	n/m	n/m	n/m	n/m	-
ERIE Dec	0.09	0.10	0.09	0.08	0.07	0.00	-	-	-	-
HOOD Dec	-	-	-	-	-	-	-	-	0.00	-
CPAY Dec	1.23	1.44	1.36	1.28	2.09	2.77	2.05	2.56	2.58	-
CBOE Dec	0.40	0.38	0.26	0.36	0.36	0.50	0.36	0.34	0.28	-
COIN Dec	-	-	-	0.00	0.53	0.63	0.47	0.45	0.52	-
ARES Dec	-	-	-	-	-	-	-	-	-	-
GL Dec	0.24	0.31	0.23	0.22	1.09	0.57	0.47	0.52	0.44	-
Peer median	0.32	0.31	0.23	0.15	0.45	0.54	0.47	0.45	0.36	-

EPS (diluted), FY2017 to FY2026

Diluted earnings per share, on today's share count after splits.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
FDS Aug	$6.51	$6.78	$9.08	$9.65	$10.36	$10.25	$12.04	$13.91	$15.55	$14.57
JKHY Jun	$2.93	$4.70	$3.52	$3.86	$4.12	$4.94	$5.02	$5.23	$6.24	$6.98
MSCI Dec	$3.31	$5.66	$6.59	$7.12	$8.70	$10.72	$14.39	$14.05	$15.69	-
ERIE Dec	-	-	-	-	-	-	-	-	-	-
HOOD Dec	-	-	−$0.48	$0.01	−$7.49	−$1.17	−$0.61	$1.56	$2.05	-
CPAY Dec	$7.91	$8.81	$9.94	$8.12	$9.99	$12.42	$13.20	$13.97	$15.03	-
CBOE Dec	$3.69	$3.76	$3.34	$4.27	$4.92	$2.19	$7.13	$7.21	$10.42	-
COIN Dec	-	-	−$0.50	$1.40	$14.50	−$11.83	$0.37	$9.48	$4.45	-
ARES Dec	-	-	-	-	-	-	-	-	-	-
GL Dec	$12.22	$6.09	$6.83	$6.82	$9.99	$9.04	$10.07	$11.94	$14.07	-
Peer median	$3.69	$5.66	$3.52	$4.27	$8.70	$4.94	$7.13	$9.48	$10.42	-

Fiscal years are lined up as each company's 10-K names them; the month next to a ticker is when its year ends. Hover a number for the XBRL line items and the filing; click it to open the filing on sec.gov. "n/m" means not meaningful: equity below zero, or a base so close to zero that the ratio says nothing. The peer median leaves out FDS and needs at least three peers with the number. P/E, P/S and P/FCF at each year end appear here once the site has daily prices. What the same companies write about AI, tariffs and more →

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