Factset Research Systems (FDS) Equity Average (2010 - 2026)
Factset Research Systems (FDS) reported Equity Average of $2.1 billion for Q1 2026, up 6.14% on a YoY basis from $2.0 billion in Q1 2025, and down 1.32% quarter-over-quarter from $2.2 billion in Q4 2025.
Factset Research Systems (FDS) Equity Average (2010 - 2026) Analysis & Trends
Factset Research Systems has reported Equity Average for 17 years, with the latest figure 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.
- The five-year high for Equity Average was $2.2 billion in Q4 2025, with the low at $1.2 billion in Q1 2022.
- Historically, Equity Average has averaged $1.7 billion across 5 years, with a median of $1.8 billion in 2024.
- Annual changes were most pronounced in 2023 — Equity Average soared 33.11% — and 2026, when it advanced 6.14%.
- Factset Research Systems' Equity Average stood at $1.4 billion in 2022, then gained by 18.36% to $1.7 billion in 2023, then climbed by 17.57% to $2.0 billion in 2024, then advanced by 11.53% to $2.2 billion in 2025, then fell 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 | 122.27 Bn | 125.38 Bn | 2.94 Bn | 31.20 Bn |
| 2 | Cme | 88.49 Bn | 88.49 Bn | 1.83 Bn | 27.67 Bn |
| 3 | Moodys | 79.74 Bn | 78.38 Bn | 1.55 Bn | 3.67 Bn |
| 4 | Intercontinental Exchange | 76.18 Bn | 74.71 Bn | - | 29.22 Bn |
| 5 | Nasdaq | 46.59 Bn | 45.91 Bn | 1.41 Bn | 12.13 Bn |
| 6 | Coinbase Global | 43.23 Bn | 42.70 Bn | 1.33 Bn | 14.14 Bn |
| 7 | Msci | 42.63 Bn | 42.25 Bn | 765.10 Mn | -2.71 Bn |
| 8 | Cboe Global Markets | 26.37 Bn | 24.20 Bn | 728.90 Mn | 5.26 Bn |
| 9 | TransUnion | 12.50 Bn | 11.93 Bn | 726.20 Mn | 4.65 Bn |
| 10 | Factset Research Systems | 8.21 Bn | 7.92 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 |