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| Date | Value |
|---|---|
| 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% |