Factset Research Systems (FDS) Return on Invested Capital [ROIC] (2015 - 2026)
Factset Research Systems (FDS) posted Return on Invested Capital [ROIC] of 16.92% for fiscal Q4 2026 (quarter ended Aug 31, 2026), down 0.44 percentage points from 17.36% a year earlier and down 0.06 percentage points from the prior quarter.
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Analysis
Factset Research Systems (FDS) Return on Invested Capital [ROIC] (2015 - 2026) Analysis & Trends
For FY2026 (ended Aug 31, 2026), Factset Research Systems' Return on Invested Capital [ROIC] came in at 16.60%, down 1.54 percentage points from FY2025.
- Annual Return on Invested Capital [ROIC] shows a five-year change of -9.87 percentage points (FY2021 to FY2026).
- In prior fiscal years, Factset Research Systems' Return on Invested Capital [ROIC] was 18.14% in FY2025 (+0.38 pp), 17.76% in FY2024 (+2.35 pp), 15.41% in FY2023 (-1.94 pp) and 17.35% in FY2022 (-9.11 pp).
- The fiscal Q4 2026 figure stands as the lowest quarterly Return on Invested Capital [ROIC] since fiscal Q3 2025.
- On a year-over-year basis, Return on Invested Capital [ROIC] increased in four of the last eight quarters, with an average year-over-year change of +0.30 percentage points.
- The strongest year-over-year quarter for Return on Invested Capital [ROIC] in the past five years was fiscal Q4 2023, with a gain of 2.62 percentage points; the weakest was fiscal Q4 2022, with a drop of 12.62 percentage points.
- According to Business Quant data, Return on Invested Capital [ROIC] for the three prior fiscal quarters was 16.98% (Q3 2026), 17.37% (Q2 2026) and 17.32% (Q1 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 132.72 Bn | 128.33 Bn | 2.98 Bn | 12.14% |
| 2 | Moodys | 83.35 Bn | 76.42 Bn | 1.50 Bn | 27.86% |
| 3 | Msci | 44.14 Bn | 42.62 Bn | 739.80 Mn | 44.06% |
| 4 | Verisk Analytics | 25.49 Bn | 20.13 Bn | 572.90 Mn | 31.88% |
| 5 | Equifax | 21.35 Bn | 20.74 Bn | 940.10 Mn | 9.29% |
| 6 | TransUnion | 15.61 Bn | 12.59 Bn | - | 7.06% |
| 7 | Factset Research Systems | 11.68 Bn | 10.53 Bn | 308.40 Mn | 16.92% |
| 8 | Morningstar | 8.44 Bn | 6.34 Bn | 423.90 Mn | 16.56% |
| 9 | Mastercard | 542.86 Bn | 502.77 Bn | - | 58.97% |
| 10 | Cme | 109.27 Bn | 97.61 Bn | - | 11.69% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 16.92% |
| May 31, 2026 | 16.98% |
| Feb 28, 2026 | 17.37% |
| Nov 30, 2025 | 17.32% |
| Aug 31, 2025 | 17.36% |
| May 31, 2025 | 16.13% |
| Feb 28, 2025 | 16.91% |
| Nov 30, 2024 | 17.43% |
| Aug 31, 2024 | 17.53% |
| May 31, 2024 | 16.67% |
| Feb 29, 2024 | 16.07% |
| Nov 30, 2023 | 15.91% |
| Aug 31, 2023 | 15.34% |
| May 31, 2023 | 16.52% |
| Feb 28, 2023 | 14.82% |
| Nov 30, 2022 | 13.97% |
| Aug 31, 2022 | 12.72% |
| May 31, 2022 | 15.82% |
| Feb 28, 2022 | 24.63% |
| Nov 30, 2021 | 25.32% |
API Access
Factset Research Systems Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=FDS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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-invested-capital-%5Broic%5D&ticker=FDS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();