FactSet Research Systems Inc.

FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth. It serves portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and other financial services entities. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.

FactSet Research Systems Inc. trades as FDS on NYSE. The company is classified in Financial Services / Financial - Data & Stock Exchanges and reports in USD.

The current profile places the business in Financial - Data & Stock Exchanges. This section is intended to summarize the operating segments, products, geographies, and main revenue lines from official filings.

Latest available fiscal data shows $2.32B of revenue and $597.04M of net income.

Use this area for management strategy, capital allocation priorities, target markets, and measurable goals from the latest annual report or investor presentation.

The app now provides the structure, but exact strategic claims should come from official company documents before being treated as a finished investment thesis.

FactSet Research Systems Inc. can be compared against peers such as American Financial Group, Inc., Assurant, Inc., Comerica Incorporated, Grupo Financiero Galicia S.A., Invesco Ltd., Jefferies Financial Group Inc..

A complete thesis should compare growth, margins, balance-sheet risk, valuation multiples, and market position against direct competitors.

Current signals to investigate include market capitalization of $9.31B, beta of 0.71, and return on equity of +27.3%.

This section should be validated with evidence such as durable margins, brand strength, regulation, switching costs, cost advantage, distribution, or technology.

Key risks should include financial leverage, cyclicality, customer concentration, regulatory exposure, currency risk, and execution risk.

FDS currently shows total debt of $1.56B and beta of 0.71. Missing data should be treated as a research gap, not as low risk.

Production-capacity detail is not available as structured data yet. For industrial, defense, semiconductor, or real-estate companies, this should be reviewed from annual reports and investor presentations.

No structured backlog field is available yet. If the company reports backlog, review the relevant filing section before adding it to the thesis.

Use this section for major contracts, product launches, construction projects, acquisitions, or strategic programs that can materially affect valuation.

Recent filings to review: 4 (2026-05-05 00:00:00), SC 13G (2026-04-29 00:00:00), 3 (2026-04-22 00:00:00), 8-K (2026-04-08 00:00:00).

Customer concentration is not available as structured data here. Add it from official filings when a company discloses material customers or revenue concentration.

Supplier concentration and critical supply-chain dependencies are not available as structured data here. This should be researched from annual reports and risk disclosures.

Company website: https://www.factset.com

For US-listed stocks, verify the thesis against official filings, earnings call transcripts, and company investor relations materials.