FactSet Research Systems Inc. FDS

273.08 1.83 0.67% as of 25 Sep
Market cap
$9.7B
P/E
17.9×
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FactSet Research Systems Inc. (FDS) Return on invested capital

FactSet Research Systems Inc.'s return on invested capital over the twelve months to 31 May 2026 was 14.5%, down 0.2 percentage points from fiscal 2025 (14.6%). Over the past ten years it has ranged from 10.6% (fiscal 2022) to 54.0% (fiscal 2015); the current reading is higher than 27% of that period. That is above the Financial Data & Stock Exchanges industry median of 9.96% and above the Financial sector median of 4.85%.

Return on invested capital, annual

Annual

Period Return on invested capital Change (points)
FY2025 14.6% (1.11)
FY2024 15.7% 1.71
FY2023 14.0% 3.43
FY2022 10.6% (22.15)
FY2021 32.7% 2.02
FY2020 30.7% (1.08)
FY2019 31.8% 5.27
FY2018 26.5% 2.28
FY2017 24.3% (14.45)
FY2016 38.7% (15.30)

Against its own ten years

Low 10.6% High 54.0%
Ten-year median 26.5%
Current reading's percentile 27

Return on invested capital against peers

Company Return on invested capital
MSCI MSCI Inc compare 34.8%
MCO Moody's Corporation compare 26.5%
CBOE Cboe Global Markets, Inc. compare 23.5%
MORN Morningstar, Inc. compare 17.1%
FDS FactSet Research Systems Inc. 14.5%
NDAQ Nasdaq, Inc. compare 8.18%
ICE Intercontinental Exchange Inc. compare 7.48%
TRU TransUnion compare 5.99%
COIN Coinbase Global, Inc. compare 2.62%
Financial Data & Stock Exchanges industry median 9.96%
Financial sector median 4.85%
Market median 0.00%

What Return on invested capital is

Return on Invested Capital shows how much after-tax operating profit a company earns on the money its lenders and shareholders have put in.

TTM: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) (latest quarter) + Long Term Debt (Total) (latest quarter) + Current Part of Debt (latest quarter) − Cash & Short Term Investments (latest quarter)); Annual: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) + Long Term Debt (Total) + Current Part of Debt − Cash & Short Term Investments)

The full definition of Return on invested capital →

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