Factset Research Systems (FDS) Return on Capital Employed [ROCE] (2010 - 2026)
Factset Research Systems' Return on Capital Employed [ROCE] was 22.94% in fiscal Q3 2026 (quarter ended May 31, 2026), up 4.41 percentage points from 18.53% a year earlier and up 2.79 percentage points from the prior quarter.
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Analysis
Factset Research Systems (FDS) Return on Capital Employed [ROCE] (2010 - 2026) Analysis & Trends
For FY2025 (ended Aug 31, 2025), Return on Capital Employed [ROCE] at Factset Research Systems came in at 20.45%, down 0.53 percentage points from FY2024.
- Return on Capital Employed [ROCE] shows a five-year change of -7.99 percentage points (FY2020 to FY2025).
- In earlier fiscal years, Return on Capital Employed [ROCE] was 20.98% in FY2024 (+3.03 pp), 17.95% in FY2023 (+0.22 pp), 17.73% in FY2022 (-8.05 pp) and 25.78% in FY2021 (-2.66 pp).
- The fiscal Q3 2026 figure marks the highest quarterly Return on Capital Employed [ROCE] since fiscal Q2 2022.
- Compared with a year earlier, Return on Capital Employed [ROCE] was higher in five of the last eight quarters, with an average year-over-year change of +0.83 percentage points.
- 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 Q3 2026 was 20.15% (Q2 2026), 19.69% (Q1 2026) and 19.69% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 114.46 Bn | 110.07 Bn | 2.98 Bn | 13.59% |
| 2 | Moodys | 77.50 Bn | 69.93 Bn | 1.67 Bn | 32.18% |
| 3 | Msci | 39.67 Bn | 38.01 Bn | 717.10 Mn | 46.76% |
| 4 | Verisk Analytics | 21.91 Bn | 16.55 Bn | 572.90 Mn | 40.09% |
| 5 | Equifax | 16.44 Bn | 15.84 Bn | 926.40 Mn | 12.32% |
| 6 | TransUnion | 11.91 Bn | 8.89 Bn | - | 8.33% |
| 7 | Factset Research Systems | 9.93 Bn | 8.69 Bn | 310.73 Mn | 22.94% |
| 8 | Morningstar | 7.17 Bn | 5.07 Bn | 423.90 Mn | 20.23% |
| 9 | Mastercard | 479.32 Bn | 439.24 Bn | - | 68.07% |
| 10 | Cme | 95.24 Bn | 95.24 Bn | - | 11.13% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| 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% |
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();