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FACTSET RESEARCH SYSTEMS INC: Business Overview, Financials & Competitive Analysis

FACTSET RESEARCH SYSTEMS INC is a globally recognized provider of integrated financial information and analytical applications. Founded in 1978, the company has grown exponentially, serving more than...

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Company Overview of FACTSET RESEARCH SYSTEMS INCProduct Portfolio of FACTSET RESEARCH SYSTEMS INCFACTSET RESEARCH SYSTEMS INC Leadership and Management TeamFinancial Overview of FACTSET RESEARCH SYSTEMS INCMarketing Strategies of FACTSET RESEARCH SYSTEMS INCMarket Overview and Competitors of FACTSET RESEARCH SYSTEMS INC
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8/10Strong
FactSet Research Systems Inc.

FDS demonstrates resilient fundamentals with 95% client retention, 5.9% ASV growth, and a predominantly proprietary revenue base with expanding AI integration.

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8/ 10Strong

Cyborg Score thesis

FDS demonstrates resilient fundamentals with 95% client retention, 5.9% ASV growth, and a predominantly proprietary revenue base...

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Industry Financial Data & Analytics / Capital Markets Technology
4 named competitors
3 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: August 17, 2026
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FACTSET RESEARCH SYSTEMS INC is a globally recognized provider of integrated financial information and analytical applications. Founded in 1978, the company has grown exponentially, serving more than 140,000 users worldwide. Its innovative solutions cater to investment professionals, helping them make informed decisions with comprehensive data and powerful analytics tools.

Company Overview of FACTSET RESEARCH SYSTEMS INC

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FACTSET RESEARCH SYSTEMS INC was established with a mission to provide financial data and software solutions that empower investment professionals. The company’s headquarters are located in Norwalk, Connecticut, and it operates in over 60 offices globally. FactSet is known for its user-friendly platforms that seamlessly integrate financial data, analytics, and expertise, revolutionizing the way financial professionals work.

Product Portfolio of FACTSET RESEARCH SYSTEMS INC

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FACTSET RESEARCH SYSTEMS INC offers a diverse range of products and services designed to meet the needs of various financial sectors. Key offerings include:

  • Analytical Tools: Sophisticated software for portfolio analysis, risk management, and performance measurement.
  • Data Integration: Comprehensive financial data feeds and APIs for seamless integration into clients’ systems.
  • Research Solutions: In-depth reports and research tools for equity, fixed income, and market analysis.
  • Trading Solutions: Advanced trading platforms and execution management systems.

FACTSET RESEARCH SYSTEMS INC Leadership and Management Team

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The leadership team at FACTSET RESEARCH SYSTEMS INC comprises experienced professionals dedicated to driving innovation and growth. Key members include:

  • Phil Snow, CEO: Leading the company with a focus on strategic expansion and technological innovation.
  • Helen Shan, CFO: Overseeing financial operations and driving fiscal strategy.
  • Gene Fernandez, CTO: Spearheading technology initiatives and product development.

Financial Overview of FACTSET RESEARCH SYSTEMS INC

FACTSET RESEARCH SYSTEMS INC has demonstrated strong financial performance, with consistent revenue growth and profitability. Key financial metrics include:

  • Revenue: Over $1.5 billion annually.
  • Net Income: Approximately $300 million.
  • Market Cap: Over $14 billion.

The company’s robust financial health is a testament to its effective business strategies and market position.

Marketing Strategies of FACTSET RESEARCH SYSTEMS INC

FACTSET RESEARCH SYSTEMS INC employs a multifaceted marketing approach to reach its target audience. Strategies include:

  • Content Marketing: Producing high-quality research reports and thought leadership articles.
  • Digital Marketing: Utilizing SEO, PPC, and social media campaigns to engage with clients.
  • Event Marketing: Sponsoring and participating in industry conferences and events.

Market Overview and Competitors of FACTSET RESEARCH SYSTEMS INC

The financial data and analytics market is highly competitive, with key players including Bloomberg, Thomson Reuters, and S&P Global. FACTSET RESEARCH SYSTEMS INC differentiates itself through its comprehensive data integration and user-friendly platforms, positioning it as a leader in the industry.

Sales Strategies of FACTSET RESEARCH SYSTEMS INC

FACTSET RESEARCH SYSTEMS INC utilizes a direct sales approach, focusing on building long-term relationships with clients. Key sales channels include:

  • Direct Sales: Dedicated sales teams targeting institutional investors and financial firms.
  • Partnerships: Collaborating with industry leaders to expand market reach.
  • Online Sales: Offering subscription-based services through their website.

Technologies Utilized by FACTSET RESEARCH SYSTEMS INC

FACTSET RESEARCH SYSTEMS INC leverages advanced technologies to provide cutting-edge solutions. Key technologies include:

  • Big Data Analytics: Processing vast amounts of financial data for actionable insights.
  • Artificial Intelligence: Enhancing data accuracy and predictive analytics.
  • Cloud Computing: Ensuring scalability and accessibility of their platforms.

HR Practices at FACTSET RESEARCH SYSTEMS INC

FACTSET RESEARCH SYSTEMS INC is committed to fostering a positive work environment. Key HR practices include:

  • Diversity and Inclusion: Promoting a diverse and inclusive workplace.
  • Professional Development: Offering continuous learning opportunities and career growth.
  • Employee Well-being: Providing comprehensive health and wellness programs.

Corporate Responsibility of FACTSET RESEARCH SYSTEMS INC

FACTSET RESEARCH SYSTEMS INC is dedicated to corporate social responsibility. Initiatives include:

  • Sustainability: Implementing environmentally friendly practices.
  • Community Engagement: Supporting local communities through volunteerism and philanthropy.
  • Ethical Standards: Upholding high ethical standards in all business operations.

Future Plans of FACTSET RESEARCH SYSTEMS INC

FACTSET RESEARCH SYSTEMS INC continues to innovate and expand. Future plans include:

  • Global Expansion: Increasing presence in emerging markets.
  • Product Innovation: Developing new products and enhancing existing ones.
  • Technology Investments: Investing in AI and machine learning to improve analytics capabilities.

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What the analysts stress-tested

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Recent developments

Material events tracked by the AskCyborg corpus.

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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

BloombergFinancial data and analytics platformRefinitivFinancial data and analytics softwareMorningstarInvestment research and dataS&P GlobalFinancial intelligence and analytics

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Industry context

FACTSET RESEARCH SYSTEMS INC operates in Financial Data & Analytics / Capital Markets Technology. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does FACTSET RESEARCH SYSTEMS INC do?+
FACTSET RESEARCH SYSTEMS INC is a globally recognized provider of integrated financial information and analytical applications. Founded in 1978, the company has grown exponentially, serving more than...
What is FACTSET RESEARCH SYSTEMS INC's Cyborg Score?+
FACTSET RESEARCH SYSTEMS INC has a Cyborg Score of 8/10 (Strong). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are FACTSET RESEARCH SYSTEMS INC's main competitors?+
Named competitors include Bloomberg, Refinitiv, Morningstar, S&P Global. The full competitive landscape is in the AskCyborg report.
How can I get the full FACTSET RESEARCH SYSTEMS INC research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the FACTSET RESEARCH SYSTEMS INC research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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