Factset Research Systems (FDS) Return on Assets [ROA] (2010 - 2026)
Factset Research Systems' Return on Assets [ROA] was 12.81% in fiscal Q4 2026 (quarter ended Aug 31, 2026), down 1.01 percentage points from 13.82% a year earlier and down 0.65 percentage points from the prior quarter.
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Analysis
Factset Research Systems (FDS) Return on Assets [ROA] (2010 - 2026) Analysis & Trends
For FY2026 (ended Aug 31, 2026), Return on Assets [ROA] at Factset Research Systems came in at 12.64%, down 1.65 percentage points from FY2025.
- Return on Assets [ROA] shows a five-year change of -5.91 percentage points (FY2021 to FY2026).
- In earlier fiscal years, Return on Assets [ROA] was 14.28% in FY2025 (+0.89 pp), 13.40% in FY2024 (+1.66 pp), 11.74% in FY2023 (-0.99 pp) and 12.72% in FY2022 (-5.83 pp).
- The fiscal Q4 2026 figure marks the lowest quarterly Return on Assets [ROA] since fiscal Q3 2025.
- Compared with a year earlier, Return on Assets [ROA] was higher in six of the last eight quarters, with an average year-over-year change of +0.47 percentage points.
- 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 Q4 2026 was 13.46% (Q3 2026), 13.93% (Q2 2026) and 14.07% (Q1 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 133.53 Bn | 129.14 Bn | 2.98 Bn | 8.60% |
| 2 | Moodys | 84.66 Bn | 77.72 Bn | 1.50 Bn | 19.57% |
| 3 | Msci | 44.49 Bn | 42.98 Bn | 739.80 Mn | 24.71% |
| 4 | Verisk Analytics | 26.46 Bn | 21.10 Bn | 572.90 Mn | 19.47% |
| 5 | Equifax | 21.92 Bn | 21.32 Bn | 940.10 Mn | 6.26% |
| 6 | TransUnion | 16.01 Bn | 12.99 Bn | - | 6.20% |
| 7 | Factset Research Systems | 11.83 Bn | 10.68 Bn | 308.40 Mn | 12.81% |
| 8 | Morningstar | 8.38 Bn | 6.28 Bn | 423.90 Mn | 10.63% |
| 9 | Mastercard | 550.99 Bn | 510.91 Bn | - | 29.52% |
| 10 | Cme | 109.93 Bn | 98.03 Bn | - | 2.16% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 12.81% |
| 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% |
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();