FactSet Research Systems Inc. Overview
Pro stress-test →FactSet operates as a financial digital platform and enterprise solutions provider for the investment community, offering data, products, and analytical applications; workstations, portfolio analytics, and enterprise data solutions. With a market capitalization of approximately $10.27 billion, FactSet serves the Capital Markets industry within the Financial Services sector.
Strategic Profile
Pro stress-test →FactSet's client relationships average over 16 years, with roughly three-quarters of the top global investment banks and 95 of the top 100 global asset managers as clients. The company's AI products have seen broad-based user adoption with sequential growth of more than 45%, highlighting successful integration of AI into its offerings. More than 90% of ASV is linked to proprietary data, tools, and client-facing solutions.
Competitive Landscape
Pro stress-test →FactSet faces challenges in maintaining competitive position among larger data incumbents and AI startups. Primary competitors include Bloomberg and Refinitiv in financial data distribution, with increasing competition from specialized AI tools and cloud-based analytics platforms. FactSet differentiates through deep proprietary data, extensive client relationships (95% retention), and investment in AI-enabled workflow automation.
Industry Context
FactSet Research Systems Inc. operates in Financial Data & Analytics / Capital Markets Technology.
Key facts
Founded: 1978 · Headquarters: Norwalk, Connecticut, US · Revenue: $2.3B · Market cap: $7.8B