FactSet Research Systems Inc. (FDS:NYSE)の戦略的SWOTと財務分析

Report Overview

Report Summary

FactSet Research Systems Inc. Strategic SWOT Analysis and Financial Insights – A 360° Review of Opportunities, Challenges and Risk, Corporate and ESG Strategies, Competitive Intelligence, and Recent Trends Report is a comprehensive and easily accessible overview of FactSet Research Systems Inc.’s business operations. It provides a detailed analysis of the company’s financial and strategic standing, as well as its position in the industry compared to competitors. The report includes several key features to facilitate decision-making and provide insights into the company’s performance.

The report begins with in-depth information about FactSet Research Systems Inc. including key insights, business segments, key executives, locations, products and services, historical events, corporate strategy, and management discussions. This section provides a solid foundation for understanding the company’s key attributes.

Next, the report assesses FactSet Research Systems Inc.’s strategic standing through various analyses. The ESG spotlight evaluates the company’s environmental, social, and governance performance, providing insights into its sustainability efforts and ethical practices. The SWOT analysis examines the company’s internal strengths and weaknesses, as well as external opportunities and threats. Additionally, By integrating these strategic analyses, the report offers a comprehensive understanding of FactSet Research Systems Inc.’s overall strategic standing and supports informed decision-making and strategic planning.

The report also covers FactSet Research Systems Inc.’s financial analysis basis of latest income statement, balance sheet, and cash flow statement. Key financial ratios related to profitability, asset turnover, credit, market, and long-term solvency are outlined, providing guidance for investment decisions. Furthermore, the report compares FactSet Research Systems Inc.’s financial parameters with those of its competitors, offering a unique analysis of the competitive landscape. This information helps manage the business environment and improve sales activities by gaining insight into competitors’ operations.

Finally, the report includes recent news and deal activities undertaken by FactSet Research Systems Inc. enhancing awareness of the company’s business trends, growth perspectives, and more.

Key Highlights

FactSet Research Systems Inc. is a leading financial data and software company founded in 1978 and headquartered in Norwalk, Connecticut, United States. The firm operates globally through three reportable geographic segments, the Americas, EMEA (Europe, Middle East, Africa), and Asia Pacific, serving institutional asset managers, wealth managers, bankers, and other financial professionals. Its platform delivers integrated financial information, analytical applications, and workflow solutions supporting research, trading, portfolio management, and risk assessment. FactSet combines real-time data, customizable workstations, cloud based tools, data feeds, and APIs to provide deep insights into markets, companies, and industries. With more than 35 offices worldwide, the company supports operations across North America, Europe, Asia and Australasia. FactSets global presence and its segmentation by geography and client type help it deliver tailored solutions to sophisticated investment professionals while driving growth through innovation in analytics, data delivery, and workflow integration.

FactSet Research Systems Inc. in the News:-

2026-04-29 – FactSet and J.P. Morgan Expand Collaboration with Launch of Whole Portfolio Distribution, Transforming Portfolio Analytics
2026-04-15 – FactSet Ranks Sidley No. 1 for Company Defense in Q1 2026
2026-04-08 – FactSet Announces Chief Financial Officer Transition
2026-03-30 – FactSet Accelerates Innovation in Banking with Launch of a New AI-Native Solution in Partnership with Finster AI
2026-03-26 – FactSet Deploys AI Beta to More Than 85K Users, Announces AI-Enabled Document Search Functionality to Transform Financial Productivity

Scope

• Tactical Analysis:- Various strategic frameworks to gain insights into a FactSet Research Systems Inc.’s competitive position and operational environment. These analytical tools assist in identifying competitive advantages, potential risks, and areas for improvement and efficiency, enabling companies to make informed tactical decisions.
• Business Strategy:- Contributes to shaping the FactSet Research Systems Inc.’s overall direction, goals, and decision-making processes, ensuring long-term success and alignment with stakeholder expectations.
• Financial Position:- Provide valuable information on the financial performance and investor sentiment surrounding the company. Indicating the level of confidence and expectations in the company’s future prospects. These components collectively contribute to understanding the financial health and market perception of the company.
• Company Fundamentals:- These fundamentals offer valuable insights into the company’s history, operations, leadership, and geographical presence, aiding in a comprehensive understanding of the organization.
• Competitive Landscape:- An identification of the FactSet Research Systems Inc.’s main competitors, providing insights into the competitive landscape it operates in.

Reasons to Buy

• Comprehensive Understanding of the FactSet Research Systems Inc.’s internal and external factors through SWOT analysis, Financial Analysis, and Competitors Benchmarking.
• Strive Strategic Decision Making with various analyses and identifying potential customers and suppliers.
• Mitigate Risk with help of thorough analysis of internal and external factors. Furthermore, develop strategies and contingency plans to address these challenges and minimize their impact on business operations.
• Competitive Benchmarking will help to gain a competitive advantage by understanding industry trends, customer preferences, and best practices.
• Financial Performance Evaluation provides crucial insights into key financial ratios and trends, supporting better financial decision-making and resource allocation.
• Valuable insights from the report enable investors and partners to make informed decisions regarding potential Collaborations, Investments, or Partnerships with the company.

Additionally, available deep-dive analysis on the company FactSet Research Systems Inc.:

• FactSet Research Systems Inc. PESTLE Analysis
• FactSet Research Systems Inc. Value Chain Analysis
• FactSet Research Systems Inc. Porter’s Five Forces Analysis
• FactSet Research Systems Inc. VRIO Analysis
• FactSet Research Systems Inc. BCG Analysis
• FactSet Research Systems Inc. Segmentation, Targeting and Positioning (STP) Analysis
• FactSet Research Systems Inc. Ansoff Matrix Analysis

Table of Contents

Table of Contents 2
Tables 6
Charts 7
FactSet Research Systems Inc. – Key Company Facts 8
FactSet Research Systems Inc. – Company Description 9
FactSet Research Systems Inc. – Top Executives 10
FactSet Research Systems Inc. – Head Office & Locations 11
Head Office – Country 11
FactSet Research Systems Inc. – Products and Services 12
Products 12
Services 13
FactSet Research Systems Inc. – Corporate Strategy 14
FactSet Research Systems Inc. – Business Description 18
Americas Segment 18
EMEA Segment 19
Asia Pacific Segment 19
FactSet Research Systems Inc. – ESG Spotlight 21
Environment 21
Social 22
Corporate Governance 23
FactSet Research Systems Inc. – SWOT Analysis 24
Overview 24
Strengths 26
Weaknesses 28
Opportunities 30
Threats 32
FactSet Research Systems Inc. – Financial Deep Dive 33
Share Price Trend – Jun-2025 to Jun-2026 (Average Share Closing Price) 33
Profit and Loss Statement 35
Summary of Profit and Loss Statement 35
Balance Sheet 39
Summary of Balance Sheet 39
Cash Flow Statement 43
Summary of Cash Flow Statement 43
Key Financial Ratio Analysis 47
FactSet Research Systems Inc. – Ratio Charts 49
Activity Ratio Charts 49
Growth Ratios Charts 50
Leverage Ratio Charts 54
Liquidity Ratio Charts 56
Profitability Ratio Charts 58
Competing Players 60
Snapshot of Competing Players 61
IHS Markit Ltd 61
Key Company Facts 61
Company Description 61
Morningstar, Inc 62
Key Company Facts 62
Company Description 62
Key Financials 63
Share Price Trend – Jun-2025 to Jun-2026 (Average Share Closing Price) 63
Key Financial Ratio Analysis 68
S&P Global Inc 70
Key Company Facts 70
Company Description 70
S&P Global Inc – SWOT Spotlight 71
Key Financials 73
Share Price Trend – Jun-2025 to Jun-2026 (Average Share Closing Price) 73
Key Financial Ratio Analysis 78
Thomson Reuters Corp 80
Key Company Facts 80
Company Description 80
Thomson Reuters Corp – SWOT Spotlight 81
Key Financials 83
Share Price Trend – Jun-2025 to Jun-2026 (Average Share Closing Price) 83
Key Financial Ratio Analysis 88
Bloomberg LP 90
Key Company Facts 90
Company Description 90
FactSet Research Systems Inc. – In the News 91
29-Apr-2026 – FactSet and J.P. Morgan Expand Collaboration with Launch of Whole Portfolio Distribution, Transforming Portfolio Analytics 91
15-Apr-2026 – FactSet Ranks Sidley No. 1 for Company Defense in Q1 2026 93
08-Apr-2026 – FactSet Announces Chief Financial Officer Transition 94
30-Mar-2026 – FactSet Accelerates Innovation in Banking with Launch of a New AI-Native Solution in Partnership with Finster AI 96
26-Mar-2026 – FactSet Deploys AI Beta to More Than 85K Users, Announces AI-Enabled Document Search Functionality to Transform Financial Productivity 98
04-Mar-2026 – FactSet Announces Appointments of Chief AI Officer and Chief Technology Officer to Accelerate Enterprise AI and Platform Strategy 100
03-Mar-2026 – FactSet Integrates Advanced AI Financial Crime Risk Management Tools into Workstation for Corporate Banks 102
02-Feb-2026 – Latham Ranked #1 Legal Advisor for Defending Public Companies Against Shareholder Activism, Hostile Takeover Offers, and Short Seller Attacks 104
23-Jan-2026 – Sidley Ranked No. 1 for Shareholder Activism and Corporate Defense in All League Tables for 2025 With Record Number of Campaigns 105
15-Oct-2025 – FactSet Unveils 2025 APAC Buy-Side Forum: Shaping the Future of Finance in Hong Kong, Tokyo, Sydney, and Singapore 106
08-Oct-2025 – Universal Health Services Announces Marc D. Miller Is Featured in LEADERS Magazine 107
25-Sep-2025 – FactSet Recognized by U.S. News, TIME 107
25-Sep-2025 – FactSet’s Portware and Jefferies First to Launch IntelligentCross JumpStart, Linking Buy-Side EMS and U.S.’ Top ATS by Volumeⁱ 108
16-Sep-2025 – BlueMatrix Expands Global Reach and Product Breadth Through Acquisition of RMS 109
09-Sep-2025 – FactSet Brings AI-Powered Fixed Income Data to Investors, First to Add MarketAxess CP+ to the Desktop 111
07-Aug-2025 – FactSet Declares Dividend 111
01-Aug-2025 – FactSet and Itochu Techno-Solutions Collaborate to Enhance GPIF’s Cloud Platform with Integrated Data Solutions 112
FactSet Research Systems Inc. – Key Deals 113
01-Aug-2025 – FactSet and Itochu Techno-Solutions Collaborate to Enhance GPIF’s Cloud Platform with Integrated Data Solutions 113
04-Mar-2025 – FactSet Acquires LogoIntern 115
10-Feb-2025 – FactSet Acquires LiquidityBook 116
28-Oct-2024 – FactSet to Acquire Irwin 118
05-Sep-2024 – FactSet Partners with Criat to Deliver Credit Risk Data 119
Appendix 120
Definitions 120
SWOT Analysis 120
PESTLE Analysis 120
Value Chain Analysis 120
ESG Spotlight 120
Financial Deep Dive 120
Financial Ratios 121
Activity Ratios 121
Growth Ratios 123
Leverage Ratios 126
Liquidity Ratios 128
Market Ratios 130
Profitability Ratios 132
Research Methodology 134
Disclaimer 135
Contact Us 135

List of Tables

Table 1: FactSet Research Systems Inc. – Company Facts 8
Table 2: FactSet Research Systems Inc. – Digital Presence 8
Table 3: FactSet Research Systems Inc. – Top Executives 10
Table 4: FactSet Research Systems Inc. – Products 12
Table 5: FactSet Research Systems Inc. – Services 13
Table 6: FactSet Research Systems Inc. – Share Price Trend – Jun-2025 to Jun-2026 33
Table 7: FactSet Research Systems Inc. – Profit and Loss Statement – 2022-2025 36
Table 8: FactSet Research Systems Inc. – Balance Sheet – 2022-2025 40
Table 9: FactSet Research Systems Inc. – Cash Flow Statement – 2022-2025 44
Table 10: FactSet Research Systems Inc. – Ratio Analysis – 2022-2025 47
Table 11: FactSet Research Systems Inc. – Competing Players 60
Table 12: Competing Players – IHS Markit Ltd – Key Company Facts 61
Table 13: Competing Players – Morningstar, Inc. – Key Company Facts 62
Table 14: Morningstar, Inc. – Share Price Trend – Jun-2025 to Jun-2026 63
Table 15: Competing Players – Morningstar, Inc. – Profit and Loss Statement – 2022-2025 65
Table 16: Morningstar, Inc. – Balance Sheet 2022-2025 66
Table 17: Morningstar, Inc. – Cash Flow Statement 2022-2025 67
Table 18: Morningstar, Inc. – Ratio Analysis – 2022-2025 68
Table 19: Competing Players – S&P Global Inc – Key Company Facts 70
Table 20: S&P Global Inc – Share Price Trend – Jun-2025 to Jun-2026 73
Table 21: Competing Players – S&P Global Inc – Profit and Loss Statement – 2022-2025 75
Table 22: S&P Global Inc – Balance Sheet 2022-2025 76
Table 23: S&P Global Inc – Cash Flow Statement 2022-2025 77
Table 24: S&P Global Inc – Ratio Analysis – 2022-2025 78
Table 25: Competing Players – Thomson Reuters Corp – Key Company Facts 80
Table 26: Thomson Reuters Corp – Share Price Trend – Jun-2025 to Jun-2026 83
Table 27: Competing Players – Thomson Reuters Corp – Profit and Loss Statement – 2022-2025 85
Table 28: Thomson Reuters Corp – Balance Sheet 2022-2025 86
Table 29: Thomson Reuters Corp – Cash Flow Statement 2022-2025 87
Table 30: Thomson Reuters Corp – Ratio Analysis – 2022-2025 88
Table 31: Competing Players – Bloomberg LP – Key Company Facts 90

List of Figures

Figure 1: FactSet Research Systems Inc. – SWOT Analysis 25
Figure 2: FactSet Research Systems Inc. – Average Share Price Trend – Jun-2025 to Jun-2026 34
Figure 3: FactSet Research Systems Inc. – Profit and Loss Statement – 2022-2025 38
Figure 4: FactSet Research Systems Inc. – Balance Sheet – 2022-2025 42
Figure 5: FactSet Research Systems Inc. – Cash Flow Statement 2022-2025 46
Figure 6: FactSet Research Systems Inc. – Activity Ratio Charts 49
Figure 7: FactSet Research Systems Inc. – Growth Ratio Charts (Value %) 50
Figure 8: FactSet Research Systems Inc. – Leverage Ratio Charts 54
Figure 9: FactSet Research Systems Inc. – Liquidity Ratio Charts 56
Figure 10: FactSet Research Systems Inc. – Profitability Ratio Charts (Value %) 58
Figure 11: Morningstar, Inc. – Average Share Price Trend – Jun-2025 to Jun-2026 64
Figure 12: Morningstar, Inc. – Profit and Loss Statement – 2022-2025 65
Figure 13: Morningstar, Inc. – Balance Sheet – 2022-2025 66
Figure 14: Morningstar, Inc. – Cash Flow Statement 2022-2025 67
Figure 15: Competing Players – S&P Global Inc – SWOT Spotlight 72
Figure 16: S&P Global Inc – Average Share Price Trend – Jun-2025 to Jun-2026 74
Figure 17: S&P Global Inc – Profit and Loss Statement – 2022-2025 75
Figure 18: S&P Global Inc – Balance Sheet – 2022-2025 76
Figure 19: S&P Global Inc – Cash Flow Statement 2022-2025 77
Figure 20: Competing Players – Thomson Reuters Corp – SWOT Spotlight 82
Figure 21: Thomson Reuters Corp – Average Share Price Trend – Jun-2025 to Jun-2026 84
Figure 22: Thomson Reuters Corp – Profit and Loss Statement – 2022-2025 85
Figure 23: Thomson Reuters Corp – Balance Sheet – 2022-2025 86
Figure 24: Thomson Reuters Corp – Cash Flow Statement 2022-2025 87

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