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FactSet Research Systems stock: key metrics
FDSFactSet Research Systems had an operating margin of 28.3% and a return on invested capital (ROIC) of 17.2% in fiscal 2026.
Margins show how much of revenue is left over, returns on capital how hard the invested money works.
Daily figure as of 13 Nov 2026
Margins
- Gross margin
- Operating margin
- Net margin
Figures as a table
| Year | Gross margin | Operating margin | Net margin |
|---|---|---|---|
| 2007 | 67.9% | 32.6% | 23.0% |
| 2008 | 66.8% | 32.0% | 21.7% |
| 2009 | 66.3% | 33.9% | 23.3% |
| 2010 | 67.8% | 34.6% | 23.4% |
| 2011 | 66.3% | 32.8% | 23.5% |
| 2012 | 65.8% | 33.9% | 23.4% |
| 2013 | 64.3% | 33.5% | 23.1% |
| 2014 | 61.6% | 32.8% | 23.0% |
| 2015 | 59.7% | 33.0% | 23.9% |
| 2016 | 56.8% | 31.0% | 30.1% |
| 2017 | 53.6% | 28.8% | 21.1% |
| 2018 | 51.2% | 27.1% | 19.8% |
| 2019 | 53.8% | 30.5% | 24.6% |
| 2020 | 53.5% | 29.4% | 25.0% |
| 2021 | 50.6% | 29.8% | 25.1% |
| 2022 | 52.8% | 25.8% | 21.5% |
| 2023 | 53.3% | 30.2% | 22.4% |
| 2024 | 54.1% | 31.8% | 24.4% |
| 2025 | 52.7% | 32.2% | 25.7% |
| 2026 | 50.6% | 28.3% | 21.5% |
Returns on capital
- ROE
- ROIC
- ROA
Figures as a table
| Year | ROE | ROIC | ROA |
|---|---|---|---|
| 2007 | 26.8% | 46.8% | 20.9% |
| 2008 | 26.9% | 44.6% | 21.3% |
| 2009 | 28.9% | 47.5% | 22.9% |
| 2010 | 29.9% | 50.7% | 23.3% |
| 2011 | 33.2% | 53.3% | 26.0% |
| 2012 | 34.2% | 55.0% | 27.2% |
| 2013 | 36.7% | 61.9% | 28.8% |
| 2014 | 41.4% | 59.6% | 31.9% |
| 2015 | 45.3% | 63.2% | 32.7% |
| 2016 | 65.5% | 54.2% | 33.2% |
| 2017 | 46.1% | 35.9% | 18.3% |
| 2018 | 50.8% | 31.4% | 18.8% |
| 2019 | 52.5% | 42.5% | 22.6% |
| 2020 | 41.5% | 37.8% | 17.9% |
| 2021 | 39.3% | 34.7% | 18.0% |
| 2022 | 29.8% | 20.4% | 9.9% |
| 2023 | 28.9% | 16.8% | 11.8% |
| 2024 | 28.1% | 19.3% | 13.2% |
| 2025 | 27.3% | 19.4% | 13.9% |
| 2026 | 26.6% | 17.2% | 12.9% |
Data status and sources
- Score
- Daily value of 13 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2026, period end 31 Aug 2026
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Strong, published since 7 Nov 2026 (in the score history since 26 Jun 2026)
- Valuation signal Undervalued since 13 Nov 2026, previously Fairly valued
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.