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FactSet Research Systems Inc FDS Stock Quote

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Morningstar‘s Stock Analysis FDS

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FactSet's Business Model Is Robust Amid Increasing Market Volatility

Rajiv Bhatia, CFA Equity Analyst

Business Strategy and Outlook

| Rajiv Bhatia, CFA |

Over the years, FactSet has built up an attractive subscription-based business providing data and analytics to the financial-services industry. FactSet is best known for its research solutions, which include its core desktop offering geared toward buy-side asset managers and sell-side investment bankers. Research makes up about 41% of the firm’s annual subscription value, or ASV, but is FactSet’s slowest growing segment due to its maturity and pressures on asset managers. Beyond research, FactSet offers analytics and trading solutions (35% of firm ASV), which include portfolio analytics, risk management, performance reporting, trade execution, and order management.

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Key Statistics FDS

Company Profile FDS

Business Description

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 account for 84% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software and in 2017 the company acquired BISAM, a risk management and performance measurement provider.

45 Glover Avenue, 7th Floor
Norwalk, CT, 06850
T +1 203 810-1000
Industry Financial Data & Stock Exchanges
Most Recent Earnings Aug 31, 2022
Fiscal Year End Aug 31, 2023
Employees 11,203