Factset Research Systems (FDS) Invested Capital (2021 - 2026)
Factset Research Systems' Invested Capital came in at $3.42 billion for fiscal Q3 2026 (quarter ended May 31, 2026), down 4.6% from $3.59 billion a year earlier and down 2.2% from the prior quarter.
Powered by 
Analysis
Factset Research Systems (FDS) Invested Capital (2021 - 2026) Analysis & Trends
For FY2025 (ended Aug 31, 2025), Factset Research Systems' Invested Capital was $3.55 billion, up 8.4% from FY2024.
- Invested Capital carries a four-year compound annual growth rate of 22.3% (FY2021 to FY2025).
- Going back by fiscal year, Invested Capital was $3.28 billion in FY2024 (+1.4%), $3.23 billion in FY2023 (-2.5%), $3.31 billion in FY2022 (+108.3%) and $1.59 billion in FY2021.
- The fiscal Q3 2026 figure represents the lowest quarterly Invested Capital since fiscal Q1 2025.
- Year-over-year, Invested Capital increased in six of the last eight quarters, with growth averaging 3.5%.
- The fastest year-over-year change in Invested Capital over five years came in fiscal Q4 2022 (growth of 108.3%), and the weakest in fiscal Q3 2026 (a decline of 4.6%).
- Business Quant data shows FDS's Invested Capital at $3.5 billion (Q2 2026), $3.54 billion (Q1 2026) and $3.55 billion (Q4 2025) in the three fiscal quarters before Q3 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 116.38 Bn | 111.98 Bn | 2.98 Bn | 46.79 Bn |
| 2 | Moodys | 78.67 Bn | 71.10 Bn | 1.67 Bn | 10.11 Bn |
| 3 | Msci | 39.16 Bn | 37.50 Bn | 717.10 Mn | 3.69 Bn |
| 4 | Verisk Analytics | 21.84 Bn | 16.48 Bn | 572.90 Mn | 3.28 Bn |
| 5 | Equifax | 16.14 Bn | 15.54 Bn | 926.40 Mn | 9.87 Bn |
| 6 | TransUnion | 11.72 Bn | 8.70 Bn | - | 10.58 Bn |
| 7 | Factset Research Systems | 9.66 Bn | 8.43 Bn | 310.73 Mn | 3.42 Bn |
| 8 | Morningstar | 7.13 Bn | 5.03 Bn | 423.90 Mn | 1.04 Bn |
| 9 | Mastercard | 480.27 Bn | 440.19 Bn | - | 30.25 Bn |
| 10 | Cme | 94.12 Bn | 94.12 Bn | - | 29.94 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |
| Aug 31, 2021 | 1.59 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();