Growth Metrics

Factset Research Systems (FDS) Return on Capital Employed (2010 - 2026)

Factset Research Systems posted quarterly Return on Capital Employed of 20.15% for Q1 2026, up 85.0% year-on-year from 10.89% in Q1 2025, and up 2.33% on a QoQ basis from 19.69% in Q4 2025.

Factset Research Systems (FDS) has 17 years of Return on Capital Employed data on file, last reported at 20.15% in Q1 2026.

  • For the quarter ending Q1 2026, Return on Capital Employed rose 85.0% year-over-year to 20.15%; the trailing twelve-month figure through Feb 2026 stood at 20.15% (up 85.0% YoY), and the FY2025 full-year result was 20.45%, down 53.0% from the prior year.
  • Return on Capital Employed for Q1 2026 stood at 20.15%, up from 19.69% in the prior quarter.
  • Across five years, Return on Capital Employed topped out at 23.89% in Q1 2022 and bottomed at 13.2% in Q3 2022.
  • The 5-year median for Return on Capital Employed is 18.77% (2024), against an average of 18.59%.
  • The widest annual swing landed in 2022, when Return on Capital Employed sank 1167 bps; it then jumped 480 bps in 2023.
  • A 5-year view of Return on Capital Employed shows it stood at 14.53% in 2022, then grew by 27 bps to 18.46% in 2023, then grew by 8 bps to 20.02% in 2024, then decreased by 2 bps to 19.69% in 2025, then grew by 2 bps to 20.15% in 2026.
  • The last three Return on Capital Employed figures came in at 20.15% (Q1 2026), 19.69% (Q4 2025), and 19.69% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 S&P Global 126.06 Bn 129.16 Bn 2.94 Bn 13.36%
2 Cme 98.29 Bn 98.29 Bn 1.83 Bn 12.95%
3 Intercontinental Exchange 83.83 Bn 82.37 Bn - 16.61%
4 Moodys 80.13 Bn 78.77 Bn 1.55 Bn 29.45%
5 Nasdaq 52.44 Bn 51.76 Bn 1.41 Bn 9.84%
6 Coinbase Global 50.05 Bn 49.52 Bn 1.33 Bn 3.53%
7 Msci 46.28 Bn 45.89 Bn 765.10 Mn 44.72%
8 Cboe Global Markets 34.92 Bn 32.75 Bn 728.90 Mn 28.43%
9 TransUnion 13.79 Bn 13.22 Bn 726.20 Mn 8.05%
10 Factset Research Systems 9.06 Bn 8.78 Bn 314.28 Mn 20.15%

Historic Data

Download Data 🔒
DateValue
Feb 28, 2026 20.15%
Nov 30, 2025 19.69%
Aug 31, 2025 19.69%
May 31, 2025 18.53%
Feb 28, 2025 19.30%
Nov 30, 2024 20.02%
Aug 31, 2024 20.75%
May 31, 2024 20.62%
Feb 29, 2024 18.77%
Nov 30, 2023 18.46%
Aug 31, 2023 18.00%
May 31, 2023 17.93%
Feb 28, 2023 15.95%
Nov 30, 2022 14.53%
Aug 31, 2022 13.20%
May 31, 2022 16.46%
Feb 28, 2022 23.89%
Nov 30, 2021 24.18%
Aug 31, 2021 24.87%
May 31, 2021 23.74%
Feb 28, 2021 24.59%
Nov 30, 2020 24.01%
Aug 31, 2020 25.28%
May 31, 2020 27.59%
Feb 29, 2020 28.61%
Nov 30, 2019 31.01%
Aug 31, 2019 33.26%
May 31, 2019 31.99%
Feb 28, 2019 32.12%
Nov 30, 2018 30.56%
Aug 31, 2018 30.72%
May 31, 2018 29.01%
Feb 28, 2018 28.03%
Nov 30, 2017 27.84%
Aug 31, 2017 29.73%
May 31, 2017 34.78%
Feb 28, 2017 39.95%
Nov 30, 2016 39.34%
Aug 31, 2016 40.15%
May 31, 2016 39.70%
Feb 29, 2016 39.07%
Nov 30, 2015 45.29%
Aug 31, 2015 56.01%
May 31, 2015 55.76%
Feb 28, 2015 53.30%
Nov 30, 2014 54.39%
Aug 31, 2014 56.58%
May 31, 2014 54.57%
Feb 28, 2014 52.77%
Nov 30, 2013 46.84%
Aug 31, 2013 45.32%
May 31, 2013 45.11%
Feb 28, 2013 44.69%
Nov 30, 2012 45.64%
Aug 31, 2012 46.97%
May 31, 2012 45.61%
Feb 29, 2012 44.45%
Nov 30, 2011 43.46%
Aug 31, 2011 42.44%
May 31, 2011 40.37%
Feb 28, 2011 39.77%
Nov 30, 2010 40.07%