FactSet

FactSet is a provider of financial data and analytic applications for investment management and banking professionals. Read more

24,652 Followers on Owler
24,652 Followers on Owler
24,652 Followers on Owler
24,652 Followers on Owler

FactSet

FactSet is a provider of financial data and analytic applications for investment management and banking professionals. Read more

Philip Snow's photo - CEO of FactSet

CEO

Philip Snow

CEO Approval Rating

91/100

Founded:

1978

Status:

PublicIndependent CompanyNYSEFDS

FACTSET TOP COMPETITORS OR ALTERNATIVES

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Bloomberg is a top competitor of FactSet. Bloomberg was founded in New York, New York} in 1981. Bloomberg competes in the Internet Software industry. Compared to FactSet, Bloomberg generates $9B more revenue.

Refinitiv is FactSet's #2 competitor. Refinitiv is headquartered in London, England, and was founded in 2018. Refinitiv operates in the Business Support Services industry. Refinitiv generates 454% the revenue of FactSet.

S&P Global has been one of FactSet's top competitors. S&P Global is a Public company that was founded in 1941 in New York, New York. S&P Global operates in the Diversified Financial Services industry. Compared to FactSet, S&P Global has 13,319 more employees.

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FactSet Quarterly and Annual Revenue

Trailing 12-Months Trend (TTM)

Annual Revenue

$1.5B

FactSet's revenue is the ranked 8th among it's top 10 competitors. The top 10 competitors average 3B. Over the last four quarters, FactSet's revenue has grown by 4.7%. Specifically, in Q1 2021's revenue was $391.8M; in Q4 2020, it was $388.2M; in Q3 2020, it was $383.6M; in Q2 2020, FactSet's revenue was $374.1M.

FactSet Acquisitions

COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Truvalue Labs, Inc.

Oct 2020

Source »
undisclosed
Truvalue Labs is an AI-based platform that collects and provides environmental, social and governance data for the financial industry.
BI-SAM

Mar 2017

Source »
$205.2M
BI-SAM provides performance, attribution, market risk, portfolio construction, GIPS composites management and reporting solutions. 

-

Interactive Data Managed Solutions

Jan 2017

Source »
undisclosed
-
Vermilion Software Limited

Nov 2016

Source »
$67M
Vermilion Software is a provider of client reporting and communications software and services to the financial services industry.
Cymba Technologies Ltd

Sep 2016

Source »
$8M
-

These are all the companies that FactSet has acquired. FactSet has acquired 15 companies and its latest acquisition was Truvalue Labs, Inc. in Oct 2020. Truvalue Labs is an AI-based platform that collects and provides environmental, social and governance data for the financial industry.

FactSet Funding History

ROUND

FUNDING DATE

AMOUNT

INVESTORS

IPO
Jun 1996
--

Since FactSet was founded in 1978, it has participated in 1 round of funding. In total FactSet has raised $0. FactSet's funding round was on Jun 1996 for a total of $0

FactSet Investments

No recent investments found related to FactSet

These are all the companies that FactSet has invested in. FactSet has invested 15 companies and its latest investment was Truvalue Labs, Inc. in Oct 2020. Truvalue Labs is an AI-based platform that collects and provides environmental, social and governance data for the financial industry.

FactSet News

May 5, 2021MarketScreener

Keeping Up with Rapid Shifts in Research Management

(marketscreener.com) Keeping Up with Rapid Shifts in Research Management Data Science and Technology ... See more »
April 29, 2021MarketScreener

Five Calls-To-Action for the Wealth Management Industry

(marketscreener.com) Five Calls-To-Action for the Wealth Management Industry [Infographic] Wealth Man... See more »
April 20, 2021Martech Series

FactSet Appoints Helen Shan As Chief Revenue Officer

Shan Has Served as FactSet's Executive Vice President and Chief Financial Officer Since 2018; Will Re... See more »
April 19, 2021MarketScreener

Lower Provisions for Loan Losses Are Boosting Earnings for S&P 500 Banks for Q1

(marketscreener.com) Lower Provisions for Loan Losses Are Boosting Earnings for S&P 500 Banks for Q1 ... See more »
April 14, 2021The Trade

FactSet expands portfolio analytics with ICE liquidity indicators

The integration of ICE Liquidity Indicators by FactSet will offer clients a solution for the analysis... See more »
April 5, 2021MarketScreener

Quarterly Report (SEC Filing - 10-Q)

(marketscreener.com) fds-20210228 Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION ... See more »

FactSet Blogs

May 11, 2021FactSet Blog

SEC Addresses Fund Leverage Risk with Rule 18f-4

The 2008 financial crisis cast a long regulatory shadow. New Rule 18f-4 addressing funds' use of deri... See more »
May 10, 2021FactSet Blog

S&P 500 Earnings Growth Rate for Q1 Is Now More Than Double the Estimate on March 31

As of today, the blended (combines actual results for companies that have reported and estimated resu... See more »
May 4, 2021FactSet Blog

Capture Today's Five Market Megatrends with Thematic ETFs

Investors should focus on market megatrends and consider the thematic exchange-traded fund (ETF) appr... See more »
May 3, 2021FactSet Blog

Second-Highest Increase in S&P 500 EPS Estimates for Q2 2021 Since 2002

During the month of April, analysts increased earnings estimates for companies in the S&P 500 for the... See more »
April 28, 2021FactSet Blog

Uncovering the Value of Individuals Through Client Relationship Management Systems

The human capital theme spans specific features such as employee history, relationships and connectio... See more »
April 27, 2021FactSet Blog

Three Ways the Pandemic is Shifting Risk Technology

No one could have foreseen the degree to which COVID-19 would disrupt lives, economies, and markets w... See more »
April 26, 2021FactSet Blog

S&P 500 Is Reporting Third Highest Net Profit Margin for Q1 Since 2008

Concerns about inflation may be rising. U.S. consumer prices increased 2.6% (year-over-year) in March... See more »

FactSet Press Releases

March 8, 2021StreetInsider

FactSet and Ping An to Offer Investors ESG Content and Analytics on Chinese Companies

NORWALK, Conn., SHANGHAI and HONG KONG, March 7, 2021 /PRNewswire/ -- FactSet (NYSE: FDS) (NASDAQ:..... See more »
March 4, 2021GlobeNewswire

FactSet Schedules Second Quarter 2021 Earnings Call

NORWALK, Conn., March 04, 2021 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS | NASDAQ:FDS), a global provider... See more »
February 18, 2021GlobeNewswire

FactSet Launches Integration with Microsoft Teams

Microsoft users will be able to access FactSet's financial news and content directly in TeamsMicrosof... See more »
November 10, 2020Business Wire

Aviatrix Cloud Network Platform Selected by FactSet to Support Digital Transformation Initiatives

SANTA CLARA, Calif.--(BUSINESS WIRE)--Aviatrix Cloud Network Platform Selected by FactSet to Support ... See more »
June 25, 2020GlobeNewswire

FactSet Reports Solid Results for Third Quarter 2020

Company increases annual outlook for operating margin and EPSCompany increases annual outlook for ope... See more »
March 28, 2020University Chronicle

CSRHub & FactSet On-Demand Webcast

As previously seen on the CSRHub blogCSRHub® co-founders Cynthia Figge CEO and Bahar Gidwani CTO gave... See more »
January 29, 2020GlobeNewswire

FactSet Launches Comprehensive Sector Data for Insurance Industry

Addition of AM Best brings enhanced insurance-specific content to investment professionalsAddition of... See more »

FactSet Videos

Social Media

FactSet Headquarters

45 Glover Avenue 7th Floor

Norwalk, Connecticut06850

1-203-810-1000

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FactSet Summary

ABOUT

Overview

Factset Research Systems, Inc. (NYSE, NASDAQ: FDS) is a provider of financial data and analytic applications for investment management and banking professionals around the globe. It was founded in 1978 and has been publicly-held since 1996. Fiscal 201...

CEO

FactSet's CEO, Philip Snow, currently has an approval rating of 91%. FactSet's primary competitors are Bloomberg, Refinitiv & S&P Global.

Website

factset.com

Frequently Asked Questions about FactSet

  1. When was FactSet founded?

    FactSet was founded in 1978
  2. Who is FactSet's CEO?

    FactSet's CEO is Philip Snow
  3. How much revenue does FactSet generate?

    FactSet generates $1.5B in revenue
  4. How much funding does FactSet have?

    FactSet has historically raised $0 in funding
  1. Where is FactSet's headquarters?

    FactSet's headquarters is in Norwalk Connecticut, USA
  2. How many employees does FactSet have?

    FactSet has 9,681 employees
  3. What sector does FactSet operate in?

    FactSet is in Internet Software, IT Services, Analytics
  4. Who are FactSet's competitors?

    FactSet's top competitors are Bloomberg, Refinitiv, S&P Global