Factset Research Systems FDS
NYSE FDS
$298.39 -1.67 (-0.56%)
As of: Aug 21, 2026 · 3:12 PM EDT

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

Factset Research Systems' (FDS) quarterly Return on Capital Employed came in at 22.94% in Q2 2026, up 441.0% YoY from 4.24% in Q2 2025, and up 13.85% on a QoQ basis from 20.15% in Q1 2026.

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

Factset Research Systems (FDS) has 17 years of Return on Capital Employed data on file, last reported at 22.94% in Q2 2026.

  • Quarterly Return on Capital Employed rose 441.0% year-over-year to 22.94% in Q2 2026, while the trailing twelve-month figure through May 2026 was 22.94% (up 441.0% YoY) and the FY2025 annual result came in at 20.45%, down 53.0% from the prior year.
  • Return on Capital Employed advanced to 22.94% in Q2 2026, from 20.15% in the prior quarter.
  • In the past five years, Return on Capital Employed ranged from a high of 23.89% in Q1 2022 to a low of 13.2% in Q3 2022.
  • A 5-year average of 18.83% and a median of 19.04% in 2024 frame the typical range for Return on Capital Employed.
  • Annual changes were most pronounced in 2022 — Return on Capital Employed tumbled 1167 bps — and 2023, when it jumped 480 bps.
  • Tracing FDS's Return on Capital Employed over 5 years: stood at 14.53% in 2022, then climbed by 27 bps to 18.46% in 2023, then climbed by 8 bps to 20.02% in 2024, then retreated by 2 bps to 19.69% in 2025, then advanced by 17 bps to 22.94% in 2026.
  • The last three Return on Capital Employed figures came in at 22.94% (Q2 2026), 20.15% (Q1 2026), and 19.69% (Q4 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 S&P Global 127.15 Bn 123.01 Bn 2.98 Bn 13.59%
2 Cme 99.16 Bn 99.16 Bn 1.65 Bn 11.13%
3 Intercontinental Exchange 90.82 Bn 88.86 Bn - 9.74%
4 Moodys 87.69 Bn 86.20 Bn 1.67 Bn 32.18%
5 Nasdaq 55.29 Bn 54.57 Bn 1.50 Bn 11.33%
6 Coinbase Global 48.96 Bn 40.17 Bn 1.16 Bn 3.03%
7 Msci 41.12 Bn 40.76 Bn 717.10 Mn 46.76%
8 Cboe Global Markets 31.58 Bn 29.19 Bn 731.60 Mn 24.89%
9 TransUnion 16.26 Bn 15.42 Bn 765.00 Mn 8.33%
10 Factset Research Systems 10.77 Bn 10.46 Bn 310.73 Mn 22.94%

Historic Data

Download Data
DateValue
May 31, 2026 22.94%
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%