Factset Research Systems (FDS) Price to Book (2009 - 2026)
Factset Research Systems' (FDS) quarterly Price to Book came in at 4.32 in Q2 2026, down 46.32% on a YoY basis from 8.05 in Q2 2025, and up 15.82% quarter-over-quarter from 3.73 in Q1 2026.
Analysis
Factset Research Systems (FDS) Price to Book (2009 - 2026) Analysis & Trends
Factset Research Systems (FDS) has reported Price to Book for 18 consecutive years, with 4.32 the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Price to Book fell 46.32% year-over-year to 4.32; the trailing twelve-month figure through May 2026 stood at 4.32 (down 46.32% YoY), and the FY2025 full-year result was 6.43, down 23.4% from the prior year.
- Price to Book advanced to 4.32 in Q2 2026 per FDS's latest filing, from 3.73 in the prior quarter.
- Across five years, Price to Book topped out at 12.65 in Q1 2022 and bottomed at 3.73 in Q1 2026.
- Historically, Price to Book has averaged 8.83 across 5 years, with a median of 9.09 in 2023.
- The sharpest annual moves came in 2022 and 2026: Price to Book climbed 7.85% in 2022, then tumbled 56.25% in 2026.
- Over 5 years, Price to Book stood at 11.96 in 2022, then slipped by 15.14% to 10.15 in 2023, then declined by 7.62% to 9.37 in 2024, then sank by 49.19% to 4.76 in 2025, then retreated by 9.28% to 4.32 in 2026.
- According to Business Quant data, Price to Book over the past three periods registered 4.32, 3.73, and 4.76 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 | 4.32 |
| Feb 28, 2026 | 3.73 |
| Nov 30, 2025 | 4.76 |
| Aug 31, 2025 | 6.43 |
| May 31, 2025 | 8.05 |
| Feb 28, 2025 | 8.53 |
| Nov 30, 2024 | 9.37 |
| Aug 31, 2024 | 8.39 |
| May 31, 2024 | 8.14 |
| Feb 29, 2024 | 9.79 |
| Nov 30, 2023 | 10.15 |
| Aug 31, 2023 | 10.24 |
| May 31, 2023 | 8.81 |
| Feb 28, 2023 | 9.88 |
| Nov 30, 2022 | 11.96 |
| Aug 31, 2022 | 12.38 |
| May 31, 2022 | 11.44 |
| Feb 28, 2022 | 12.65 |
| Nov 30, 2021 | 16.11 |
| Aug 31, 2021 | 14.07 |