Factset Research Systems (FDS) Equity Average (2010 - 2026)
Factset Research Systems posted quarterly Equity Average of $2.1 billion for Q1 2026, up 6.14% year-on-year from $2.0 billion in Q1 2025, and down 1.32% on a QoQ basis from $2.2 billion in Q4 2025.
Factset Research Systems (FDS) has 17 years of Equity Average data on file, last reported at $2.1 billion in Q1 2026.
- For the quarter ending Q1 2026, Equity Average rose 6.14% year-over-year to $2.1 billion; the trailing twelve-month figure through Feb 2026 stood at $2.1 billion (up 6.14% YoY), and the FY2025 full-year result was $2.0 billion, up 16.04% from the prior year.
- Equity Average for Q1 2026 stood at $2.1 billion, down from $2.2 billion in the prior quarter.
- Across five years, Equity Average topped out at $2.2 billion in Q4 2025 and bottomed at $1.2 billion in Q1 2022.
- The 5-year median for Equity Average is $1.8 billion (2024), against an average of $1.7 billion.
- The widest annual swing landed in 2023, when Equity Average soared 33.11%; it then advanced 6.14% in 2026.
- A 5-year view of Equity Average shows it stood at $1.4 billion in 2022, then advanced by 18.36% to $1.7 billion in 2023, then grew by 17.57% to $2.0 billion in 2024, then climbed by 11.53% to $2.2 billion in 2025, then retreated by 1.32% to $2.1 billion in 2026.
- The last three Equity Average figures came in at $2.1 billion (Q1 2026), $2.2 billion (Q4 2025), and $2.2 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 126.06 Bn | 129.16 Bn | 2.94 Bn | 31.20 Bn |
| 2 | Cme | 98.29 Bn | 98.29 Bn | 1.83 Bn | 27.67 Bn |
| 3 | Intercontinental Exchange | 83.83 Bn | 82.37 Bn | - | 29.22 Bn |
| 4 | Moodys | 80.13 Bn | 78.77 Bn | 1.55 Bn | 3.67 Bn |
| 5 | Nasdaq | 52.44 Bn | 51.76 Bn | 1.41 Bn | 12.13 Bn |
| 6 | Coinbase Global | 50.05 Bn | 49.52 Bn | 1.33 Bn | 14.14 Bn |
| 7 | Msci | 46.28 Bn | 45.89 Bn | 765.10 Mn | -2.71 Bn |
| 8 | Cboe Global Markets | 34.92 Bn | 32.75 Bn | 728.90 Mn | 5.26 Bn |
| 9 | TransUnion | 13.79 Bn | 13.22 Bn | 726.20 Mn | 4.65 Bn |
| 10 | Factset Research Systems | 9.06 Bn | 8.78 Bn | 314.28 Mn | 2.15 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Feb 28, 2026 | 2.15 Bn |
| Nov 30, 2025 | 2.18 Bn |
| Aug 31, 2025 | 2.17 Bn |
| May 31, 2025 | 2.11 Bn |
| Feb 28, 2025 | 2.02 Bn |
| Nov 30, 2024 | 1.95 Bn |
| Aug 31, 2024 | 1.90 Bn |
| May 31, 2024 | 1.85 Bn |
| Feb 29, 2024 | 1.75 Bn |
| Nov 30, 2023 | 1.66 Bn |
| Aug 31, 2023 | 1.64 Bn |
| May 31, 2023 | 1.64 Bn |
| Feb 28, 2023 | 1.54 Bn |
| Nov 30, 2022 | 1.40 Bn |
| Aug 31, 2022 | 1.30 Bn |
| May 31, 2022 | 1.24 Bn |
| Feb 28, 2022 | 1.16 Bn |
| Nov 30, 2021 | 1.06 Bn |
| Aug 31, 2021 | 1.02 Bn |
| May 31, 2021 | 1.01 Bn |
| Feb 28, 2021 | 966.52 Mn |
| Nov 30, 2020 | 924.47 Mn |
| Aug 31, 2020 | 844.67 Mn |
| May 31, 2020 | 754.86 Mn |
| Feb 29, 2020 | 704.32 Mn |
| Nov 30, 2019 | 682.07 Mn |
| Aug 31, 2019 | 663.33 Mn |
| May 31, 2019 | 626.97 Mn |
| Feb 28, 2019 | 570.37 Mn |
| Nov 30, 2018 | 533.55 Mn |
| Aug 31, 2018 | 530.62 Mn |
| May 31, 2018 | 573.71 Mn |
| Feb 28, 2018 | 615.15 Mn |
| Nov 30, 2017 | 588.95 Mn |
| Aug 31, 2017 | 543.62 Mn |
| May 31, 2017 | 510.39 Mn |
| Feb 28, 2017 | 495.01 Mn |
| Nov 30, 2016 | 507.08 Mn |
| Aug 31, 2016 | 530.52 Mn |
| May 31, 2016 | 542.36 Mn |
| Feb 29, 2016 | 549.41 Mn |
| Nov 30, 2015 | 544.68 Mn |
| Aug 31, 2015 | 531.98 Mn |
| May 31, 2015 | 530.73 Mn |
| Feb 28, 2015 | 515.36 Mn |
| Nov 30, 2014 | 506.36 Mn |
| Aug 31, 2014 | 513.18 Mn |
| May 31, 2014 | 516.46 Mn |
| Feb 28, 2014 | 532.14 Mn |
| Nov 30, 2013 | 544.20 Mn |
| Aug 31, 2013 | 572.53 Mn |
| May 31, 2013 | 575.23 Mn |
| Feb 28, 2013 | 566.85 Mn |
| Nov 30, 2012 | 569.39 Mn |
| Aug 31, 2012 | 556.33 Mn |
| May 31, 2012 | 552.21 Mn |
| Feb 29, 2012 | 540.19 Mn |
| Nov 30, 2011 | 525.78 Mn |
| Aug 31, 2011 | 534.81 Mn |
| May 31, 2011 | 556.31 Mn |
| Feb 28, 2011 | 550.37 Mn |
| Nov 30, 2010 | 522.48 Mn |