Factset Research Systems (FDS) Market Capitalization (2009 - 2026)
Factset Research Systems' Market Capitalization came in at $8.78 billion for fiscal Q3 2026 (quarter ended May 31, 2026), down 49.4% from $17.35 billion a year earlier but up 10.6% from the prior quarter.
Factset Research Systems (FDS) Market Capitalization (2009 - 2026) Analysis & Trends
For FY2025 (ended Aug 31, 2025), Factset Research Systems' Market Capitalization was $14.05 billion, down 12.4% from FY2024.
- Market Capitalization carries a five-year compound annual growth rate of 1.1% (FY2020 to FY2025).
- Going back by fiscal year, Market Capitalization was $16.05 billion in FY2024 (-3.3%), $16.59 billion in FY2023 (+0.7%), $16.49 billion in FY2022 (+15.3%) and $14.3 billion in FY2021 (+7.3%).
- The five-year range for quarterly Market Capitalization is $7.94 billion (fiscal Q2 2026) to $18.67 billion (fiscal Q1 2025).
- Year-over-year, Market Capitalization has declined for four consecutive quarters, with an average decline of 18.0% over the last eight quarters.
- The fastest year-over-year change in Market Capitalization over five years came in fiscal Q1 2022 (growth of 39.5%), and the weakest in fiscal Q2 2026 (a decline of 54.7%).
- Business Quant data shows FDS's Market Capitalization at $7.94 billion (Q2 2026), $10.33 billion (Q1 2026) and $14.05 billion (Q4 2025) in the three fiscal quarters before Q3 2026.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | S&P Global | 116.73 Bn | 112.33 Bn | 2.98 Bn |
| 2 | Moodys | 79.69 Bn | 72.12 Bn | 1.67 Bn |
| 3 | Msci | 39.48 Bn | 37.82 Bn | 717.10 Mn |
| 4 | Verisk Analytics | 21.83 Bn | 16.47 Bn | 572.90 Mn |
| 5 | Equifax | 17.14 Bn | 16.54 Bn | 926.40 Mn |
| 6 | TransUnion | 12.68 Bn | 9.66 Bn | - |
| 7 | Factset Research Systems | 9.57 Bn | 8.33 Bn | 310.73 Mn |
| 8 | Morningstar | 7.19 Bn | 5.09 Bn | 423.90 Mn |
| 9 | Mastercard | 494.77 Bn | 454.69 Bn | - |
| 10 | Cme | 94.58 Bn | 94.58 Bn | - |
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 8.78 Bn |
| Feb 28, 2026 | 7.94 Bn |
| Nov 30, 2025 | 10.33 Bn |
| Aug 31, 2025 | 14.05 Bn |
| May 31, 2025 | 17.35 Bn |
| Feb 28, 2025 | 17.54 Bn |
| Nov 30, 2024 | 18.67 Bn |
| Aug 31, 2024 | 16.05 Bn |
| May 31, 2024 | 15.39 Bn |
| Feb 29, 2024 | 17.63 Bn |
| Nov 30, 2023 | 17.26 Bn |
| Aug 31, 2023 | 16.59 Bn |
| May 31, 2023 | 14.71 Bn |
| Feb 28, 2023 | 15.88 Bn |
| Nov 30, 2022 | 17.63 Bn |
| Aug 31, 2022 | 16.49 Bn |
| May 31, 2022 | 14.50 Bn |
| Feb 28, 2022 | 15.38 Bn |
| Nov 30, 2021 | 17.70 Bn |
| Aug 31, 2021 | 14.30 Bn |
Factset Research Systems Market Capitalization 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=market-capitalization&ticker=FDS&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "market-capitalization", "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=market-capitalization&ticker=FDS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();