Factset Research Systems (FDS) Invested Capital (2014 - 2026)
Factset Research Systems' Invested Capital came in at $3.37 billion for fiscal Q4 2026 (quarter ended Aug 31, 2026), down 5.1% from $3.55 billion a year earlier and down 1.5% from the prior quarter.
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Analysis
Factset Research Systems (FDS) Invested Capital (2014 - 2026) Analysis & Trends
Going back to fiscal Q4 2014, Factset Research Systems' Invested Capital data covers 48 quarters.
- Invested Capital carries a five-year compound annual growth rate of 16.2% (FY2021 to FY2026).
- Going back by fiscal year, Invested Capital was $3.55 billion in FY2025 (+8.4%), $3.28 billion in FY2024 (+1.4%), $3.23 billion in FY2023 (-2.5%) and $3.31 billion in FY2022 (+108.3%).
- The fiscal Q4 2026 figure represents the lowest quarterly Invested Capital since fiscal Q1 2025.
- Year-over-year, Invested Capital has declined for three consecutive quarters, with growth averaging 2.7% over the last eight quarters.
- The fastest year-over-year change in Invested Capital over five years came in fiscal Q3 2022 (growth of 110.0%), and the weakest in fiscal Q4 2026 (a decline of 5.1%).
- Business Quant data shows FDS's Invested Capital at $3.42 billion (Q3 2026), $3.5 billion (Q2 2026) and $3.54 billion (Q1 2026) in the three fiscal quarters before Q4 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 133.53 Bn | 129.14 Bn | 2.98 Bn | 46.79 Bn |
| 2 | Moodys | 84.66 Bn | 77.72 Bn | 1.50 Bn | 10.32 Bn |
| 3 | Msci | 44.49 Bn | 42.98 Bn | 739.80 Mn | 3.70 Bn |
| 4 | Verisk Analytics | 26.46 Bn | 21.10 Bn | 572.90 Mn | 3.28 Bn |
| 5 | Equifax | 21.92 Bn | 21.32 Bn | 940.10 Mn | 9.70 Bn |
| 6 | TransUnion | 16.01 Bn | 12.99 Bn | - | 10.58 Bn |
| 7 | Factset Research Systems | 11.83 Bn | 10.68 Bn | 308.40 Mn | 3.37 Bn |
| 8 | Morningstar | 8.38 Bn | 6.28 Bn | 423.90 Mn | 2.74 Bn |
| 9 | Mastercard | 550.99 Bn | 510.91 Bn | - | 30.25 Bn |
| 10 | Cme | 109.93 Bn | 98.03 Bn | - | 29.94 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 3.37 Bn |
| May 31, 2026 | 3.42 Bn |
| Feb 28, 2026 | 3.50 Bn |
| Nov 30, 2025 | 3.54 Bn |
| Aug 31, 2025 | 3.55 Bn |
| May 31, 2025 | 3.59 Bn |
| Feb 28, 2025 | 3.53 Bn |
| Nov 30, 2024 | 3.35 Bn |
| Aug 31, 2024 | 3.28 Bn |
| May 31, 2024 | 3.32 Bn |
| Feb 29, 2024 | 3.29 Bn |
| Nov 30, 2023 | 3.25 Bn |
| Aug 31, 2023 | 3.23 Bn |
| May 31, 2023 | 3.34 Bn |
| Feb 28, 2023 | 3.34 Bn |
| Nov 30, 2022 | 3.33 Bn |
| Aug 31, 2022 | 3.31 Bn |
| May 31, 2022 | 3.37 Bn |
| Feb 28, 2022 | 1.79 Bn |
| Nov 30, 2021 | 1.67 Bn |
API Access
Factset Research Systems Invested Capital 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=invested-capital&ticker=FDS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "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=invested-capital&ticker=FDS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();