Factset Research Systems (FDS) Return on Assets [ROA] (2010 - 2026)
Factset Research Systems' Return on Assets [ROA] was 13.46% in fiscal Q3 2026 (quarter ended May 31, 2026), up 1.03 percentage points from 12.42% a year earlier but down 0.47 percentage points from the prior quarter.
Powered by 
Analysis
Factset Research Systems (FDS) Return on Assets [ROA] (2010 - 2026) Analysis & Trends
For FY2025 (ended Aug 31, 2025), Return on Assets [ROA] at Factset Research Systems came in at 14.28%, up 0.89 percentage points from FY2024.
- Return on Assets [ROA] shows a five-year change of -6.19 percentage points (FY2020 to FY2025).
- In earlier fiscal years, Return on Assets [ROA] was 13.40% in FY2024 (+1.66 pp), 11.74% in FY2023 (-0.99 pp), 12.72% in FY2022 (-5.83 pp) and 18.55% in FY2021 (-1.92 pp).
- Quarterly Return on Assets [ROA] has moved between 9.82% (fiscal Q4 2022) and 18.13% (fiscal Q1 2022) over five years.
- Compared with a year earlier, Return on Assets [ROA] has increased for four straight quarters, with an average year-over-year change of +0.79 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Assets [ROA] over five years was fiscal Q4 2023 (a gain of 1.94 percentage points); the worst was fiscal Q4 2022 (a drop of 8.16 percentage points).
- Per Business Quant data, FDS's Return on Assets [ROA] in the three fiscal quarters before Q3 2026 was 13.93% (Q2 2026), 14.07% (Q1 2026) and 13.82% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 116.38 Bn | 111.98 Bn | 2.98 Bn | 8.60% |
| 2 | Moodys | 78.67 Bn | 71.10 Bn | 1.67 Bn | 19.03% |
| 3 | Msci | 39.16 Bn | 37.50 Bn | 717.10 Mn | 24.36% |
| 4 | Verisk Analytics | 21.84 Bn | 16.48 Bn | 572.90 Mn | 19.47% |
| 5 | Equifax | 16.14 Bn | 15.54 Bn | 926.40 Mn | 5.82% |
| 6 | TransUnion | 11.72 Bn | 8.70 Bn | - | 6.20% |
| 7 | Factset Research Systems | 9.66 Bn | 8.43 Bn | 310.73 Mn | 13.46% |
| 8 | Morningstar | 7.13 Bn | 5.03 Bn | 423.90 Mn | 10.63% |
| 9 | Mastercard | 480.27 Bn | 440.19 Bn | - | 29.52% |
| 10 | Cme | 94.12 Bn | 94.12 Bn | - | 2.16% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 13.46% |
| Feb 28, 2026 | 13.93% |
| Nov 30, 2025 | 14.07% |
| Aug 31, 2025 | 13.82% |
| May 31, 2025 | 12.42% |
| Feb 28, 2025 | 13.09% |
| Nov 30, 2024 | 13.29% |
| Aug 31, 2024 | 13.27% |
| May 31, 2024 | 12.77% |
| Feb 29, 2024 | 12.32% |
| Nov 30, 2023 | 12.13% |
| Aug 31, 2023 | 11.76% |
| May 31, 2023 | 12.69% |
| Feb 28, 2023 | 11.22% |
| Nov 30, 2022 | 10.66% |
| Aug 31, 2022 | 9.82% |
| May 31, 2022 | 12.22% |
| Feb 28, 2022 | 18.12% |
| Nov 30, 2021 | 18.13% |
| Aug 31, 2021 | 17.99% |
API Access
Factset Research Systems Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=FDS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "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=return-on-assets-%5Broa%5D&ticker=FDS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();