Factset Research Systems (FDS) Market Capitalization (2009 - 2026)
Factset Research Systems' (FDS) quarterly Market Capitalization came in at $8.8 billion in Q2 2026, down 49.38% on a YoY basis from $17.3 billion in Q2 2025, and up 10.55% quarter-over-quarter from $7.9 billion in Q1 2026.
Analysis
Factset Research Systems (FDS) Market Capitalization (2009 - 2026) Analysis & Trends
Factset Research Systems (FDS) has reported Market Capitalization for 18 consecutive years, with $8.8 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Market Capitalization fell 49.38% year-over-year to $8.8 billion; the trailing twelve-month figure through May 2026 stood at $8.8 billion (down 49.38% YoY), and the FY2025 full-year result was $14.1 billion, down 12.42% from the prior year.
- Market Capitalization advanced to $8.8 billion in Q2 2026 per FDS's latest filing, from $7.9 billion in the prior quarter.
- Across five years, Market Capitalization topped out at $18.7 billion in Q4 2024 and bottomed at $7.9 billion in Q1 2026.
- Historically, Market Capitalization has averaged $15.1 billion across 5 years, with a median of $16.0 billion in 2023.
- The sharpest annual moves came in 2022 and 2026: Market Capitalization surged 33.76% in 2022, then slumped 54.71% in 2026.
- Over 5 years, Market Capitalization stood at $17.6 billion in 2022, then declined by 2.09% to $17.3 billion in 2023, then increased by 8.18% to $18.7 billion in 2024, then plunged by 44.69% to $10.3 billion in 2025, then dropped by 14.95% to $8.8 billion in 2026.
- According to Business Quant data, Market Capitalization over the past three periods registered $8.8 billion, $7.9 billion, and $10.3 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | S&P Global | 130.73 Bn | 131.62 Bn | 2.98 Bn |
| 2 | Moodys | 85.51 Bn | 84.15 Bn | 1.67 Bn |
| 3 | Msci | 41.67 Bn | 41.32 Bn | 717.10 Mn |
| 4 | Verisk Analytics | 24.18 Bn | 23.63 Bn | 572.90 Mn |
| 5 | Factset Research Systems | 10.80 Bn | 10.50 Bn | 310.73 Mn |
| 6 | Morningstar | 7.86 Bn | 7.33 Bn | 423.90 Mn |
Historic Data
Download Data
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 |