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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |