Factset Research Systems (FDS) Assets (2010 - 2026)
Factset Research Systems (FDS) reported Assets of $4.19 billion for fiscal Q3 2026 (quarter ended May 31, 2026), down 3.4% from $4.34 billion a year earlier and down 0.7% from the prior quarter.
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Analysis
Factset Research Systems (FDS) Assets (2010 - 2026) Analysis & Trends
At the end of FY2025 (ended Aug 31, 2025), Factset Research Systems posted Assets of $4.3 billion, up 6.1% from FY2024.
- Assets has a five-year compound annual growth rate of 15.6% (FY2020 to FY2025).
- By fiscal year, Assets came in at $4.06 billion in FY2024 (+2.3%), $3.96 billion in FY2023 (-1.3%), $4.01 billion in FY2022 (+80.4%) and $2.22 billion in FY2021 (+6.8%).
- The fiscal Q3 2026 figure ranks as the lowest quarterly Assets since fiscal Q1 2025.
- Year over year, Assets gained in six of the last eight quarters, with growth averaging 3.1%.
- The high point for year-over-year Assets in five years was fiscal Q3 2022 (growth of 83.4%); the low point was fiscal Q3 2026 (a decline of 3.4%).
- Per Business Quant data, the three fiscal quarters before Q3 2026 came in at $4.22 billion (Q2 2026), $4.22 billion (Q1 2026) and $4.3 billion (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 115.73 Bn | 111.34 Bn | 2.98 Bn | 62.91 Bn |
| 2 | Moodys | 78.77 Bn | 71.20 Bn | 1.67 Bn | 14.68 Bn |
| 3 | Msci | 39.23 Bn | 37.58 Bn | 717.10 Mn | 5.60 Bn |
| 4 | Verisk Analytics | 21.59 Bn | 16.23 Bn | 572.90 Mn | 4.50 Bn |
| 5 | Equifax | 16.56 Bn | 15.96 Bn | 926.40 Mn | 11.98 Bn |
| 6 | TransUnion | 12.32 Bn | 9.30 Bn | - | 12.19 Bn |
| 7 | Factset Research Systems | 9.30 Bn | 8.06 Bn | 310.73 Mn | 4.19 Bn |
| 8 | Morningstar | 6.99 Bn | 4.89 Bn | 423.90 Mn | 3.95 Bn |
| 9 | Mastercard | 490.78 Bn | 450.70 Bn | - | 57.69 Bn |
| 10 | Cme | 94.57 Bn | 94.57 Bn | - | 194.68 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 4.19 Bn |
| Feb 28, 2026 | 4.22 Bn |
| Nov 30, 2025 | 4.22 Bn |
| Aug 31, 2025 | 4.30 Bn |
| May 31, 2025 | 4.34 Bn |
| Feb 28, 2025 | 4.24 Bn |
| Nov 30, 2024 | 4.05 Bn |
| Aug 31, 2024 | 4.06 Bn |
| May 31, 2024 | 4.04 Bn |
| Feb 29, 2024 | 3.99 Bn |
| Nov 30, 2023 | 3.95 Bn |
| Aug 31, 2023 | 3.96 Bn |
| May 31, 2023 | 4.00 Bn |
| Feb 28, 2023 | 4.00 Bn |
| Nov 30, 2022 | 3.98 Bn |
| Aug 31, 2022 | 4.01 Bn |
| May 31, 2022 | 4.07 Bn |
| Feb 28, 2022 | 2.37 Bn |
| Nov 30, 2021 | 2.25 Bn |
| Aug 31, 2021 | 2.22 Bn |
API Access
Factset Research Systems Assets API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=assets&ticker=FDS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "assets", "ticker": "FDS", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=assets&ticker=FDS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();