PerpEquities

Equity

FactSet Research Systems Inc. (FDS) perpetual futures

FactSet Research Systems Inc. is a financial intelligence firm that provides integrated data and analytical software to the global investment community.

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Perpetual market activity

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24h volume
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Settlement mix
USDT · 1/1
Perp/spot vol.
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OI / float
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Spot performance
1D+0.28%
5D-0.97%
1M-5.61%
6M+22.34%
YTD-6.00%
1Y-3.09%

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Company data

Company fundamentals

Updated 1h ago
Market cap
$9.7B
Updated 1h ago
Revenue
$2.5B
Trailing 12 months
Revenue growth
+6%
Next fiscal year
Profit margin
+21.5%
P/E
18.7
Peer P/E -12.3
Free cash flow
$707.5M
Trailing 12 months
More metrics
Net income
$533.5M
Trailing 12 months
P/S
3.9
Peer P/E
-12.3
Similar listed perps
Revenue estimate
$2.6B
Next fiscal year
Earnings
2026-12-17
Revenue est. $643.6M · Updated 1h ago
Dividend
$1.16
2026-08-31

Fundamental detail

Annual + quarterly
Latest revenue$2.5B
Net margin+21.5%
Free cash flow$707.5M
Net debt$1.3B
2021$1.6B
2022$1.8B
2023$2.1B
2024$2.2B
2025$2.3B
2026$2.5B
PeriodRevenueGrowthNet incomeFCF
2021$1.6B+7%$399.6M$493.9M
2022$1.8B+16%$396.9M$487.1M
2023$2.1B+13%$468.2M$584.8M
2024$2.2B+6%$537.1M$614.7M
2025$2.3B+5%$597M$617.5M
2026$2.5B+7%$533.5M$707.5M
PeriodGross marginOperating marginNet marginROEROA
2021+50.6%+29.8%+25.1%+39.3%+18.0%
2022+52.8%+25.8%+21.5%+29.8%+9.9%
2023+53.3%+30.2%+22.4%+28.9%+11.8%
2024+54.1%+31.8%+24.4%+28.1%+13.2%
2025+52.7%+32.2%+25.7%+27.3%+13.9%
2026+50.6%+28.3%+21.5%+26.6%+12.9%
PeriodCashDebtNet debtCurrent ratio
2021$681.9M$866.2M$184.4M2.96
2022$503.3M$2.2B$1.7B1.99
2023$425.4M$1.8B$1.4B1.59
2024$423M$1.6B$1.2B1.25
2025$337.7M$1.6B$1.2B1.40
2026$233.3M$1.5B$1.3B0.60
PeriodMarket capEnterprise valueP/SP/E
2021$14.4B$14.6B9.036.0
2022$16.4B$18.1B8.941.3
2023$16.7B$18.1B8.035.6
2024$16.1B$17.2B7.330.0
2025$14.2B$15.4B6.123.7
2026$11.4B$12.7B4.621.4
Q1 2025$568.7M
Q2 2025$570.7M
Q3 2025$585.5M
Q4 2025$596.9M
Q1 2026$607.6M
Q2 2026$611M
Q3 2026$622.9M
Q4 2026$634.7M
PeriodRevenueGrowthNet incomeFCF
Q1 2025$568.7M+5%$150M$60.5M
Q2 2025$570.7M+5%$144.9M$150.2M
Q3 2025$585.5M+6%$148.5M$228.6M
Q4 2025$596.9M+6%$153.6M$178.1M
Q1 2026$607.6M+7%$152.6M$90.4M
Q2 2026$611M+7%$133.1M$185.7M
Q3 2026$622.9M+6%$126.7M$254M
Q4 2026$634.7M+6%$121.1M$177.3M
PeriodGross marginOperating marginNet marginROEROA
Q1 2025+54.5%+33.6%+26.4%+7.5%+3.7%
Q2 2025+52.8%+32.5%+25.4%+7.0%+3.4%
Q3 2025+52.1%+33.2%+25.4%+6.9%+3.4%
Q4 2025+51.6%+29.7%+25.7%+7.0%+3.6%
Q1 2026+52.6%+31.6%+25.1%+7.0%+3.6%
Q2 2026+51.4%+30.3%+21.8%+6.2%+3.2%
Q3 2026+49.9%+26.7%+20.3%+6.2%+3.0%
Q4 2026+48.6%+24.7%+19.1%+6.1%+2.9%
PeriodCashDebtNet debtCurrent ratio
Q1 2025$289.2M$1.6B$1.3B1.39
Q2 2025$278.5M$1.7B$1.4B1.47
Q3 2025$356.4M$1.6B$1.3B1.47
Q4 2025$337.7M$1.6B$1.2B1.40
Q1 2026$275.4M$1.6B$1.3B1.54
Q2 2026$268.3M$1.6B$1.3B1.40
Q3 2026$288.1M$1.6B$1.3B0.68
Q4 2026$233.3M$1.5B$1.3B0.60
PeriodMarket capEnterprise valueP/SP/E
Q1 2025$18.6B$19.9B32.831.1
Q2 2025$17.6B$18.9B30.830.3
Q3 2025$17.4B$18.7B29.729.2
Q4 2025$14.1B$15.3B23.622.9
Q1 2026$10.4B$11.7B17.117.0
Q2 2026$8B$9.3B13.115.1
Q3 2026$10B$11.3B16.019.2
Q4 2026$11.1B$12.4B17.522.9

Refreshed 1h ago

Charts: revenue, profit, cash flow & valuation
Revenue$634.7MQ4 2026
$158.7M$317.3M$476M$634.7MQ1 2024: $542.2MQ2 2024: $545.9MQ3 2024: $552.7MQ4 2024: $562.2MQ1 2025: $568.7MQ2 2025: $570.7MQ3 2025: $585.5MQ4 2025: $596.9MQ1 2026: $607.6MQ2 2026: $611MQ3 2026: $622.9MQ4 2026: $634.7MQ1 2024Q4 2026
Net income$121.1MQ4 2026
$39.5M$79.1M$118.6M$158.1MQ1 2024: $148.6MQ2 2024: $140.9MQ3 2024: $158.1MQ4 2024: $89.5MQ1 2025: $150MQ2 2025: $144.9MQ3 2025: $148.5MQ4 2025: $153.6MQ1 2026: $152.6MQ2 2026: $133.1MQ3 2026: $126.7MQ4 2026: $121.1MQ1 2024Q4 2026
EBITDA$211.7MQ4 2026
$63.9M$127.8M$191.7M$255.6MQ1 2024: $226.6MQ2 2024: $225.5MQ3 2024: $247.6MQ4 2024: $174.3MQ1 2025: $237.4MQ2 2025: $232.2MQ3 2025: $243.9MQ4 2025: $252.4MQ1 2026: $255.6MQ2 2026: $226.1MQ3 2026: $221.9MQ4 2026: $211.7MQ1 2024Q4 2026
Free cash flow$177.3MQ4 2026
$63.5M$127M$190.5M$254MQ1 2024: $138.7MQ2 2024: $121.9MQ3 2024: $216.9MQ4 2024: $137.2MQ1 2025: $60.5MQ2 2025: $150.2MQ3 2025: $228.6MQ4 2025: $178.1MQ1 2026: $90.4MQ2 2026: $185.7MQ3 2026: $254MQ4 2026: $177.3MQ1 2024Q4 2026
EPS$3.41Q4 2026
$1.02$2.05$3.07$4.09Q1 2024: $3.84Q2 2024: $3.65Q3 2024: $4.09Q4 2024: $2.32Q1 2025: $3.89Q2 2025: $3.76Q3 2025: $3.88Q4 2025: $4.03Q1 2026: $4.06Q2 2026: $3.59Q3 2026: $3.51Q4 2026: $3.41Q1 2024Q4 2026
Cash / Debt$233.3MQ4 2026
$443.2M$886.3M$1.3B$1.8BQ1 2024 · Cash: $411.9MQ1 2024 · Debt: $1.8BQ2 2024 · Cash: $381.7MQ2 2024 · Debt: $1.7BQ3 2024 · Cash: $453.1MQ3 2024 · Debt: $1.6BQ4 2024 · Cash: $423MQ4 2024 · Debt: $1.6BQ1 2025 · Cash: $289.2MQ1 2025 · Debt: $1.6BQ2 2025 · Cash: $278.5MQ2 2025 · Debt: $1.7BQ3 2025 · Cash: $356.4MQ3 2025 · Debt: $1.6BQ4 2025 · Cash: $337.7MQ4 2025 · Debt: $1.6BQ1 2026 · Cash: $275.4MQ1 2026 · Debt: $1.6BQ2 2026 · Cash: $268.3MQ2 2026 · Debt: $1.6BQ3 2026 · Cash: $288.1MQ3 2026 · Debt: $1.6BQ4 2026 · Cash: $233.3MQ4 2026 · Debt: $1.5BQ1 2024Q4 2026
CashDebt
Profitability+48.6%Q4 2026
+13.8%+27.7%+41.5%+55.3%Q1 2024 · Gross margin: +53.6%Q2 2024 · Gross margin: +53.3%Q3 2024 · Gross margin: +55.3%Q4 2024 · Gross margin: +54.1%Q1 2025 · Gross margin: +54.5%Q2 2025 · Gross margin: +52.8%Q3 2025 · Gross margin: +52.1%Q4 2025 · Gross margin: +51.6%Q1 2026 · Gross margin: +52.6%Q2 2026 · Gross margin: +51.4%Q3 2026 · Gross margin: +49.9%Q4 2026 · Gross margin: +48.6%Q1 2024 · Operating margin: +34.9%Q2 2024 · Operating margin: +33.3%Q3 2024 · Operating margin: +36.6%Q4 2024 · Operating margin: +22.7%Q1 2025 · Operating margin: +33.6%Q2 2025 · Operating margin: +32.5%Q3 2025 · Operating margin: +33.2%Q4 2025 · Operating margin: +29.7%Q1 2026 · Operating margin: +31.6%Q2 2026 · Operating margin: +30.3%Q3 2026 · Operating margin: +26.7%Q4 2026 · Operating margin: +24.7%Q1 2024 · Net margin: +27.4%Q2 2024 · Net margin: +25.8%Q3 2024 · Net margin: +28.6%Q4 2024 · Net margin: +15.9%Q1 2025 · Net margin: +26.4%Q2 2025 · Net margin: +25.4%Q3 2025 · Net margin: +25.4%Q4 2025 · Net margin: +25.7%Q1 2026 · Net margin: +25.1%Q2 2026 · Net margin: +21.8%Q3 2026 · Net margin: +20.3%Q4 2026 · Net margin: +19.1%Q1 2024Q4 2026
Gross marginOperating marginNet margin
Revenue growth+6.3%Q4 2026
+1.8%+3.5%+5.3%+7.1%Q1 2025: +4.9%Q2 2025: +4.5%Q3 2025: +5.9%Q4 2025: +6.2%Q1 2026: +6.9%Q2 2026: +7.1%Q3 2026: +6.4%Q4 2026: +6.3%Q1 2024Q4 2026
Shares outstanding35.6MQ4 2026
9.7M19.3M29M38.7MQ1 2024: 38.6MQ2 2024: 38.7MQ3 2024: 38.6MQ4 2024: 38.5MQ1 2025: 38.5MQ2 2025: 38.5MQ3 2025: 38.5MQ4 2025: 38.2MQ1 2026: 37.6MQ2 2026: 37.1MQ3 2026: 37MQ4 2026: 35.6MQ1 2024Q4 2026
Valuation22.9Q4 2026
11.222.533.745.0Q1 2024 · P/E: 29.0Q2 2024 · P/E: 31.3Q3 2024 · P/E: 24.4Q4 2024 · P/E: 45.0Q1 2025 · P/E: 31.1Q2 2025 · P/E: 30.3Q3 2025 · P/E: 29.2Q4 2025 · P/E: 22.9Q1 2026 · P/E: 17.0Q2 2026 · P/E: 15.1Q3 2026 · P/E: 19.2Q4 2026 · P/E: 22.9Q1 2024 · P/S: 31.8Q2 2024 · P/S: 32.3Q3 2024 · P/S: 27.9Q4 2024 · P/S: 29.0Q1 2025 · P/S: 32.8Q2 2025 · P/S: 30.8Q3 2025 · P/S: 29.7Q4 2025 · P/S: 23.6Q1 2026 · P/S: 17.1Q2 2026 · P/S: 13.1Q3 2026 · P/S: 16.0Q4 2026 · P/S: 17.5Q1 2024Q4 2026
P/EP/S
Revenue$2.5B2026
$619.1M$1.2B$1.9B$2.5B2019: $1.4B2020: $1.5B2021: $1.6B2022: $1.8B2023: $2.1B2024: $2.2B2025: $2.3B2026: $2.5B20192026
Net income$533.5M2026
$149.3M$298.5M$447.8M$597M2019: $352.8M2020: $372.9M2021: $399.6M2022: $396.9M2023: $468.2M2024: $537.1M2025: $597M2026: $533.5M20192026
EBITDA$913.1M2026
$241.5M$483M$724.5M$966M2019: $498.5M2020: $537.8M2021: $583.1M2022: $610.4M2023: $788M2024: $872.9M2025: $966M2026: $913.1M20192026
Free cash flow$707.5M2026
$176.9M$353.7M$530.6M$707.5M2019: $367.8M2020: $428.2M2021: $493.9M2022: $487.1M2023: $584.8M2024: $614.7M2025: $617.5M2026: $707.5M20192026
EPS$14.62026
$3.89$7.78$11.7$15.62019: $9.082020: $9.652021: $10.42022: $10.32023: $122024: $13.92025: $15.62026: $14.620192026
Cash / Debt$233.3M2026
$555.1M$1.1B$1.7B$2.2B2019 · Cash: $359.8M2019 · Debt: $574.2M2020 · Cash: $585.6M2020 · Debt: $875.7M2021 · Cash: $681.9M2021 · Debt: $866.2M2022 · Cash: $503.3M2022 · Debt: $2.2B2023 · Cash: $425.4M2023 · Debt: $1.8B2024 · Cash: $423M2024 · Debt: $1.6B2025 · Cash: $337.7M2025 · Debt: $1.6B2026 · Cash: $233.3M2026 · Debt: $1.5B20192026
CashDebt
Profitability+50.6%2026
+13.5%+27.0%+40.5%+54.1%2019 · Gross margin: +53.8%2020 · Gross margin: +53.5%2021 · Gross margin: +50.6%2022 · Gross margin: +52.8%2023 · Gross margin: +53.3%2024 · Gross margin: +54.1%2025 · Gross margin: +52.7%2026 · Gross margin: +50.6%2019 · Operating margin: +30.5%2020 · Operating margin: +29.4%2021 · Operating margin: +29.8%2022 · Operating margin: +25.8%2023 · Operating margin: +30.2%2024 · Operating margin: +31.8%2025 · Operating margin: +32.2%2026 · Operating margin: +28.3%2019 · Net margin: +24.6%2020 · Net margin: +25.0%2021 · Net margin: +25.1%2022 · Net margin: +21.5%2023 · Net margin: +22.4%2024 · Net margin: +24.4%2025 · Net margin: +25.7%2026 · Net margin: +21.5%20192026
Gross marginOperating marginNet margin
Revenue growth+6.7%2026
+4.0%+7.9%+11.9%+15.9%2020: +4.1%2021: +6.5%2022: +15.9%2023: +13.1%2024: +5.6%2025: +5.4%2026: +6.7%20192026
Shares outstanding36.6M2026
9.7M19.4M29.2M38.9M2019: 38.9M2020: 38.6M2021: 38.6M2022: 38.7M2023: 38.9M2024: 38.6M2025: 38.4M2026: 36.6M20192026
Valuation21.42026
10.320.731.041.32019 · P/E: 29.42020 · P/E: 35.62021 · P/E: 36.02022 · P/E: 41.32023 · P/E: 35.62024 · P/E: 30.02025 · P/E: 23.72026 · P/E: 21.42019 · P/S: 7.22020 · P/S: 8.92021 · P/S: 9.02022 · P/S: 8.92023 · P/S: 8.02024 · P/S: 7.32025 · P/S: 6.12026 · P/S: 4.620192026
P/EP/S

Next catalyst

Catalysts

Earnings
2026-12-17
Revenue est. $643.6M · Updated 1h ago
Dividend
$1.16
2026-08-31

No unusual perp activity right now.

Research data

Analysts, filings and peer context

Estimates

6
DateEPS estimateRevenue estimateGrowthAnalysts
FY 202617.85$2.5B+6%12
FY 202719.66$2.6B+6%10
FY 202821.69$2.8B+12%11
FY 202924.02$2.9B+18%6
FY 203026.50$3.1B+25%3
FY 203130.70$3.2B+31%3

Company events

6
2026-12-17EarningsActual - / Estimate 5.01-
2026-09-30EarningsActual 4.52 / Estimate 4.35Beat
2026-08-31Dividend$1.16-
2026-07-01EarningsActual 4.53 / Estimate 4.45Beat
2026-05-29Dividend$1.16-
2026-03-31EarningsActual 4.46 / Estimate 4.38Beat

Peer comparison

Similar listed perps
NameMarket capP/SP/EProfit marginVenues
SKYD$9.7B0.3-15.9-2.1%1TWST$9.7B22.4-70.1-31.7%14AGNC$9.7B3.14.3+72.0%1ESTC$9.7B5.425.8+20.8%1PCVX$9.7B--8.80.0%2SIMO$9.6B7.38.3+22.1%4SNAP$9.8B1.5-31.5-4.9%3AAOI$9.8B16.5-157.3-9.6%22

Analyst track record

How the analysts covering FDS have done: ratings, price-target accuracy and the measured reaction after their calls.

12 months3 years
Ratings72224
Analysts1928
Buy / hold / sell7 / 38 / 279 / 142 / 73
Upgrades / downgrades / initiations2 / 1 / 15 / 8 / 4
Price targets hit / missed37 / 29 (56%)37 / 165 (18%)
Avg. return after a rating (TipRanks)+5.5%-22.6%
Best / worst call+39.9% / -30.9%+39.9% / -48.0%

After buy calls on this stock: not enough measured cases yet

Most accurate on this stock

Share of an analyst's price targets on this stock that the price reached within 12 months (our measurement over the last 3 years, at least 8 targets). It describes past calls, not the odds of the current one.

  1. Manav PatnaikBarclays91% hit rate on this stock · 11 targets measuredSelltarget $250Sep 30, 2026
  2. Toni KaplanMorgan Stanley75% hit rate on this stock · 12 targets measuredHoldtarget $300Oct 1, 2026

Latest ratings

DateAnalystCallTarget
Oct 1, 2026Curtis NagleBank of America SecuritiesSellMaintained$212article ↗
Oct 1, 2026Faiza AlwyDeutsche BankHoldReiterated$301article ↗
Oct 1, 2026Alex KrammUBSBuyReiterated$340article ↗
Oct 1, 2026Toni KaplanMorgan StanleyHoldReiterated$300article ↗
Oct 1, 2026David MotemadenEvercore ISIHoldMaintained$275article ↗

TipRanks data via FMP · computed Oct 8, 2026 · 72 ratings

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