Factset Research Systems (FDS) Enterprise Value (2009 - 2026)
Factset Research Systems (FDS) recorded Enterprise Value of $10.79 billion in fiscal Q4 2026 (quarter ended Aug 31, 2026), down 21.2% from $13.7 billion a year earlier but up 27.3% from the prior quarter.
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Analysis
Factset Research Systems (FDS) Enterprise Value (2009 - 2026) Analysis & Trends
Starting with fiscal Q1 2010, Factset Research Systems' Enterprise Value history includes 68 quarters.
- Annual Enterprise Value has declined for three straight fiscal years, with a five-year compound annual growth rate of -4.5% (FY2021 to FY2026).
- Across earlier fiscal years, Enterprise Value came in at $13.7 billion in FY2025 (-11.9%), $15.56 billion in FY2024 (-3.6%), $16.14 billion in FY2023 (+1.2%) and $15.95 billion in FY2022 (+17.4%).
- Quarterly Enterprise Value has ranged from $7.66 billion in fiscal Q2 2026 to $18.31 billion in fiscal Q1 2025 over the past five years.
- On a year-over-year basis, Enterprise Value has declined for five consecutive quarters, with an average decline of 20.1% over the last eight quarters.
- Peak year-over-year performance for Enterprise Value in the last five years was growth of 40.3% in fiscal Q1 2022, against a decline of 55.6% in fiscal Q2 2026 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at $8.48 billion (Q3 2026), $7.66 billion (Q2 2026) and $10.03 billion (Q1 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | S&P Global | 136.14 Bn | 125.99 Bn | 2.64 Bn |
| 2 | Moodys | 87.37 Bn | 80.29 Bn | 1.50 Bn |
| 3 | Msci | 46.53 Bn | 45.01 Bn | 739.80 Mn |
| 4 | Verisk Analytics | 25.76 Bn | 20.40 Bn | 572.90 Mn |
| 5 | Equifax | 21.57 Bn | 20.84 Bn | 940.10 Mn |
| 6 | TransUnion | 15.42 Bn | 12.11 Bn | - |
| 7 | Factset Research Systems | 11.51 Bn | 10.36 Bn | 308.40 Mn |
| 8 | Morningstar | 9.02 Bn | 6.91 Bn | 431.40 Mn |
| 9 | Mastercard | 571.76 Bn | 531.85 Bn | - |
| 10 | Cme | 109.34 Bn | 97.67 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 10.79 Bn |
| 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 |
API Access
Factset Research Systems Enterprise Value 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=enterprise-value&ticker=FDS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "enterprise-value", "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=enterprise-value&ticker=FDS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();