Factset Research Systems (FDS) Return on Invested Capital [ROIC] (2022 - 2026)
Factset Research Systems (FDS) posted Return on Invested Capital [ROIC] of 16.98% for fiscal Q3 2026 (quarter ended May 31, 2026), up 0.85 percentage points from 16.13% a year earlier but down 0.39 percentage points from the prior quarter.
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Analysis
Factset Research Systems (FDS) Return on Invested Capital [ROIC] (2022 - 2026) Analysis & Trends
For FY2025 (ended Aug 31, 2025), Factset Research Systems' Return on Invested Capital [ROIC] came in at 18.14%, up 0.38 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] shows a three-year change of +0.79 percentage points (FY2022 to FY2025).
- In prior fiscal years, Factset Research Systems' Return on Invested Capital [ROIC] was 17.76% in FY2024 (+2.35 pp), 15.41% in FY2023 (-1.94 pp) and 17.35% in FY2022.
- Quarterly Return on Invested Capital [ROIC] has run from a low of 13.97% in fiscal Q1 2023 to a high of 17.53% in fiscal Q4 2024 over five years.
- On a year-over-year basis, Return on Invested Capital [ROIC] increased in five of the last eight quarters, with an average year-over-year change of +0.63 percentage points.
- The strongest year-over-year quarter for Return on Invested Capital [ROIC] in the past five years was fiscal Q4 2024, with a gain of 2.19 percentage points; the weakest was fiscal Q3 2025, with a drop of 0.54 percentage points.
- According to Business Quant data, Return on Invested Capital [ROIC] for the three prior fiscal quarters was 17.37% (Q2 2026), 17.32% (Q1 2026) and 17.36% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 113.90 Bn | 109.50 Bn | 2.98 Bn | 12.14% |
| 2 | Moodys | 76.48 Bn | 68.91 Bn | 1.67 Bn | 28.14% |
| 3 | Msci | 38.99 Bn | 37.33 Bn | 717.10 Mn | 43.25% |
| 4 | Verisk Analytics | 21.33 Bn | 15.96 Bn | 572.90 Mn | 31.88% |
| 5 | Equifax | 16.47 Bn | 15.87 Bn | 926.40 Mn | 8.63% |
| 6 | TransUnion | 12.16 Bn | 9.14 Bn | - | 7.06% |
| 7 | Factset Research Systems | 9.52 Bn | 8.28 Bn | 310.73 Mn | 16.98% |
| 8 | Morningstar | 6.89 Bn | 4.79 Bn | 423.90 Mn | 43.57% |
| 9 | Mastercard | 480.84 Bn | 440.75 Bn | - | 58.97% |
| 10 | Cme | 94.54 Bn | 94.54 Bn | - | 11.27% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| 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% |
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();