Factset Research Systems (FDS) Return on Capital Employed [ROCE] (2009 - 2026)
Factset Research Systems' Return on Capital Employed [ROCE] was 22.75% in fiscal Q4 2026 (quarter ended Aug 31, 2026), up 3.06 percentage points from 19.69% a year earlier but down 0.19 percentage points from the prior quarter.
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Analysis
Factset Research Systems (FDS) Return on Capital Employed [ROCE] (2009 - 2026) Analysis & Trends
For FY2026 (ended Aug 31, 2026), Return on Capital Employed [ROCE] at Factset Research Systems came in at 22.34%, up 1.89 percentage points from FY2025.
- Return on Capital Employed [ROCE] shows a five-year change of -3.44 percentage points (FY2021 to FY2026).
- In earlier fiscal years, Return on Capital Employed [ROCE] was 20.45% in FY2025 (-0.53 pp), 20.98% in FY2024 (+3.03 pp), 17.95% in FY2023 (+0.22 pp) and 17.73% in FY2022 (-8.05 pp).
- Quarterly Return on Capital Employed [ROCE] has moved between 13.20% (fiscal Q4 2022) and 24.18% (fiscal Q1 2022) over five years.
- Compared with a year earlier, Return on Capital Employed [ROCE] has increased for three straight quarters, with an average year-over-year change of +0.87 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Capital Employed [ROCE] over five years was fiscal Q4 2023 (a gain of 4.80 percentage points); the worst was fiscal Q4 2022 (a drop of 11.67 percentage points).
- Per Business Quant data, FDS's Return on Capital Employed [ROCE] in the three fiscal quarters before Q4 2026 was 22.94% (Q3 2026), 20.15% (Q2 2026) and 19.69% (Q1 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | Msci | 236.00 Bn | 234.48 Bn | 739.80 Mn | 47.47% |
| 2 | S&P Global | 137.30 Bn | 132.50 Bn | 2.64 Bn | 16.62% |
| 3 | Moodys | 87.63 Bn | 80.69 Bn | 1.50 Bn | 31.77% |
| 4 | Verisk Analytics | 26.66 Bn | 22.85 Bn | 567.00 Mn | 40.49% |
| 5 | Equifax | 22.03 Bn | 21.43 Bn | 940.10 Mn | 11.82% |
| 6 | TransUnion | 15.46 Bn | 12.30 Bn | - | 8.80% |
| 7 | Factset Research Systems | 11.73 Bn | 10.58 Bn | 308.40 Mn | 22.75% |
| 8 | Morningstar | 9.14 Bn | 7.03 Bn | 431.40 Mn | 21.94% |
| 9 | Mastercard | 572.29 Bn | 532.37 Bn | - | 63.06% |
| 10 | Cme | 113.65 Bn | 101.99 Bn | 359.20 Mn | 12.28% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 22.75% |
| 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% |
API Access
Factset Research Systems Return on Capital Employed [ROCE] 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-capital-employed-%5Broce%5D&ticker=FDS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-capital-employed-[roce]", "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-capital-employed-%5Broce%5D&ticker=FDS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();