Factset Research Systems (FDS) Return on Equity [ROE] (2009 - 2026)
Factset Research Systems (FDS) recorded Return on Equity [ROE] of 26.45% in fiscal Q4 2026 (quarter ended Aug 31, 2026), down 1.06 percentage points from 27.50% a year earlier and down 0.75 percentage points from the prior quarter.
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Analysis
Factset Research Systems (FDS) Return on Equity [ROE] (2009 - 2026) Analysis & Trends
For FY2026 (ended Aug 31, 2026), Factset Research Systems reported Return on Equity [ROE] of 25.47%, down 3.66 percentage points from FY2025.
- Annual Return on Equity [ROE] has declined for seven straight fiscal years, with a five-year change of -16.31 percentage points (FY2021 to FY2026).
- Across earlier fiscal years, Return on Equity [ROE] came in at 29.13% in FY2025 (-1.28 pp), 30.41% in FY2024 (-1.31 pp), 31.73% in FY2023 (-2.09 pp) and 33.81% in FY2022 (-7.97 pp).
- The fiscal Q4 2026 figure is the lowest quarterly Return on Equity [ROE] since fiscal Q3 2025.
- On a year-over-year basis, Return on Equity [ROE] rose in two of the last eight quarters, with an average year-over-year change of -0.54 percentage points.
- Peak year-over-year performance for Return on Equity [ROE] in the last five years was a gain of 1.90 percentage points in fiscal Q3 2026, against a drop of 8.49 percentage points in fiscal Q4 2022 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at 27.20% (Q3 2026), 27.36% (Q2 2026) and 27.54% (Q1 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Msci | 235.55 Bn | 234.03 Bn | 739.80 Mn | - |
| 2 | S&P Global | 137.22 Bn | 132.42 Bn | 2.64 Bn | 20.99% |
| 3 | Moodys | 88.04 Bn | 81.11 Bn | 1.50 Bn | 87.78% |
| 4 | Verisk Analytics | 26.17 Bn | 22.36 Bn | 567.00 Mn | - |
| 5 | Equifax | 22.05 Bn | 21.44 Bn | 940.10 Mn | 16.83% |
| 6 | TransUnion | 15.64 Bn | 12.48 Bn | - | 16.25% |
| 7 | Factset Research Systems | 11.49 Bn | 10.35 Bn | 308.40 Mn | 26.45% |
| 8 | Morningstar | 9.15 Bn | 7.04 Bn | 431.40 Mn | 43.48% |
| 9 | Mastercard | 570.55 Bn | 530.63 Bn | - | 274.42% |
| 10 | Cme | 110.48 Bn | 98.81 Bn | 359.20 Mn | 16.64% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 26.45% |
| May 31, 2026 | 27.20% |
| Feb 28, 2026 | 27.36% |
| Nov 30, 2025 | 27.54% |
| Aug 31, 2025 | 27.50% |
| May 31, 2025 | 25.30% |
| Feb 28, 2025 | 26.80% |
| Nov 30, 2024 | 27.59% |
| Aug 31, 2024 | 28.25% |
| May 31, 2024 | 27.78% |
| Feb 29, 2024 | 27.94% |
| Nov 30, 2023 | 28.91% |
| Aug 31, 2023 | 28.47% |
| May 31, 2023 | 30.98% |
| Feb 28, 2023 | 29.06% |
| Nov 30, 2022 | 30.37% |
| Aug 31, 2022 | 30.54% |
| May 31, 2022 | 31.69% |
| Feb 28, 2022 | 36.23% |
| Nov 30, 2021 | 38.39% |
API Access
Factset Research Systems Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=FDS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=FDS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();