Factset Research Systems (FDS) Return on Equity [ROE] (2010 - 2026)
Factset Research Systems (FDS) recorded Return on Equity [ROE] of 27.20% in fiscal Q3 2026 (quarter ended May 31, 2026), up 1.90 percentage points from 25.30% a year earlier but down 0.16 percentage points from the prior quarter.
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Analysis
Factset Research Systems (FDS) Return on Equity [ROE] (2010 - 2026) Analysis & Trends
For FY2025 (ended Aug 31, 2025), Factset Research Systems reported Return on Equity [ROE] of 29.13%, down 1.28 percentage points from FY2024.
- Annual Return on Equity [ROE] has declined for six straight fiscal years, with a five-year change of -18.42 percentage points (FY2020 to FY2025).
- Across earlier fiscal years, Return on Equity [ROE] came in at 30.41% in FY2024 (-1.31 pp), 31.73% in FY2023 (-2.09 pp), 33.81% in FY2022 (-7.97 pp) and 41.78% in FY2021 (-5.77 pp).
- Quarterly Return on Equity [ROE] has ranged from 25.30% in fiscal Q3 2025 to 39.03% in fiscal Q4 2021 over the past five years.
- 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 -0.44 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 27.36% (Q2 2026), 27.54% (Q1 2026) and 27.50% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 116.38 Bn | 111.98 Bn | 2.98 Bn | 16.90% |
| 2 | Moodys | 78.67 Bn | 71.10 Bn | 1.67 Bn | 88.70% |
| 3 | Msci | 39.16 Bn | 37.50 Bn | 717.10 Mn | - |
| 4 | Verisk Analytics | 21.84 Bn | 16.48 Bn | 572.90 Mn | - |
| 5 | Equifax | 16.14 Bn | 15.54 Bn | 926.40 Mn | 15.54% |
| 6 | TransUnion | 11.72 Bn | 8.70 Bn | - | 15.17% |
| 7 | Factset Research Systems | 9.66 Bn | 8.43 Bn | 310.73 Mn | 27.20% |
| 8 | Morningstar | 7.13 Bn | 5.03 Bn | 423.90 Mn | 41.28% |
| 9 | Mastercard | 480.27 Bn | 440.19 Bn | - | 263.63% |
| 10 | Cme | 94.12 Bn | 94.12 Bn | - | 16.14% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| 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% |
| Aug 31, 2021 | 39.03% |
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();