Factset Research Systems FDS
NYSE FDS
$281.71 +2.54 (+0.91%)
As of: Sep 10, 2026 · 12:53 PM EDT

Factset Research Systems (FDS) Enterprise Value (2009 - 2026)

Factset Research Systems' (FDS) quarterly Enterprise Value came in at $8.5 billion in Q2 2026, down 50.09% on a YoY basis from $17.0 billion in Q2 2025, and up 10.7% quarter-over-quarter from $7.7 billion in Q1 2026.

Analysis

Factset Research Systems (FDS) Enterprise Value (2009 - 2026) Analysis & Trends

Factset Research Systems (FDS) has reported Enterprise Value for 18 consecutive years, with $8.5 billion the latest figure, recorded in Q2 2026.

  • For the quarter ending Q2 2026, Enterprise Value fell 50.09% year-over-year to $8.5 billion; the trailing twelve-month figure through May 2026 stood at $8.5 billion (down 50.09% YoY), and the FY2025 full-year result was $13.7 billion, down 11.93% from the prior year.
  • Enterprise Value advanced to $8.5 billion in Q2 2026 per FDS's latest filing, from $7.7 billion in the prior quarter.
  • Across five years, Enterprise Value topped out at $18.3 billion in Q4 2024 and bottomed at $7.7 billion in Q1 2026.
  • Historically, Enterprise Value has averaged $14.7 billion across 5 years, with a median of $15.5 billion in 2023.
  • The sharpest annual moves came in 2022 and 2026: Enterprise Value surged 33.96% in 2022, then plunged 55.61% in 2026.
  • Over 5 years, Enterprise Value stood at $17.2 billion in 2022, then slipped by 2.0% to $16.8 billion in 2023, then advanced by 8.9% to $18.3 billion in 2024, then plunged by 45.2% to $10.0 billion in 2025, then declined by 15.51% to $8.5 billion in 2026.
  • According to Business Quant data, Enterprise Value over the past three periods registered $8.5 billion, $7.7 billion, and $10.0 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 S&P Global 123.21 Bn 119.07 Bn 2.98 Bn
2 Moodys 82.09 Bn 80.60 Bn 1.67 Bn
3 Msci 40.11 Bn 39.75 Bn 717.10 Mn
4 Verisk Analytics 23.13 Bn 22.58 Bn 572.90 Mn
5 Factset Research Systems 10.17 Bn 9.86 Bn 310.73 Mn
6 Morningstar 7.41 Bn 6.89 Bn 423.90 Mn
Historic Data

Historic Data

Download Data
DateValue
May 31, 2026 8.48 Bn
Feb 28, 2026 7.66 Bn
Nov 30, 2025 10.03 Bn
Aug 31, 2025 13.70 Bn
May 31, 2025 16.99 Bn
Feb 28, 2025 17.26 Bn
Nov 30, 2024 18.31 Bn
Aug 31, 2024 15.56 Bn
May 31, 2024 14.87 Bn
Feb 29, 2024 17.18 Bn
Nov 30, 2023 16.81 Bn
Aug 31, 2023 16.14 Bn
May 31, 2023 14.19 Bn
Feb 28, 2023 15.41 Bn
Nov 30, 2022 17.16 Bn
Aug 31, 2022 15.95 Bn
May 31, 2022 13.94 Bn
Feb 28, 2022 14.58 Bn
Nov 30, 2021 16.99 Bn
Aug 31, 2021 13.58 Bn