FactSet Research Systems Inc. (FDS) EBITDA Margin: 41.60%
Is FactSet Research Systems Inc.’s EBITDA margin high or low?
FactSet Research Systems Inc.'s EBITDA margin of 41.60% is 11% above its 5-year average of 37.48%, near the high end of its 5-year range (33.10%–41.60%).
As of Sunday, June 21, 2026. 2.44% above its 12-month average of 40.61%.
FDS EBITDA Margin Chart
FDS Average EBITDA Margin Chart
FDS Current vs Average EBITDA Margin Chart
FDS EBITDA Margin Metrics
EBITDA MARGIN
41.60%
EBITDA MARGIN AVG TTM
40.61%
EBITDA MARGIN AVG 3Y
38.02%
EBITDA MARGIN AVG 5Y
37.48%
EBITDA MARGIN AVG 10Y
35.86%
EBITDA MARGIN AVG 15Y
36.43%
EBITDA MARGIN AVG 20Y
37.16%
CURRENT VS TTM AVG
+2.44%
CURRENT VS 3Y AVG
+9.40%
CURRENT VS 5Y AVG
+10.98%
CURRENT VS 10Y AVG
+16.02%
CURRENT VS 15Y AVG
+14.18%
CURRENT VS 20Y AVG
+11.96%
FDS Competitors' EBITDA Margin
| NAME | MARKET CAP | EBITDA MARGIN | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| FactSet Research Systems Inc. (FDS) | $8.06B | 41.60% | 40.61% | 38.02% | 37.48% |
| Kinsale Capital Group, Inc. (KNSL)vs › | $7.12B | 34.73% | 34.08% | 31.20% | 29.40% |
| Main Street Capital Corporation (MAIN)vs › | $4.74B | 81.72% | 78.38% | 74.45% | 65.57% |
| Assurant, Inc. (AIZ)vs › | $12.88B | 11.29% | 10.94% | 9.54% | 9.51% |
| Globe Life Inc. (GL)vs › | $13.26B | 26.54% | 25.85% | 24.58% | 24.27% |
| WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs › | $675.14M | N/A | N/A | N/A | N/A |
| Lufax Holding Ltd (LU)vs › | $524.09M | 2.34% | 2.34% | 17.49% | 25.31% |
| BlackRock Floating Rate Income Trust (BGT)vs › | $317.93M | 83.15% | 82.45% | 54.97% | 32.98% |
| Isabella Bank Corporation (ISBA)vs › | $295.51M | 19.89% | 19.03% | 25.52% | 26.47% |
| Global Payments Inc. (GPN)vs › | $15.83B | 44.71% | 44.72% | 38.80% | 38.24% |
Margin Comparison
Gross Margin
51.9%
EBITDA Margin
41.6%
Operating Margin
31.2%
Net Margin
24.5%
Formula: EBITDA Margin = (EBITDA / Revenue) × 100
Why EBITDA Margin matters:
- Removes effects of depreciation policies (D&A)
- Capital structure neutral (ignores interest)
- Tax neutral (ignores tax differences)
- Good proxy for operating cash generation
FactSet Research Systems Inc. EBITDA Margin Formula & Definition
EBITDA Margin = EBITDA / Revenue
EBITDA margin measures operating profitability before interest, taxes, depreciation, and amortization as a percentage of revenue.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
FactSet Research Systems Inc. EBITDA Margin FAQ
- What is the EBITDA margin for FactSet Research Systems Inc. (FDS)?
- The EBITDA margin for FDS stock is 41.60%.
- Is FactSet Research Systems Inc.'s EBITDA margin high or low?
- FactSet Research Systems Inc.'s EBITDA margin of 41.60% is 11% above its 5-year average of 37.48%, near the high end of its 5-year range (33.10%–41.60%).
- What is the TTM average EBITDA margin for FactSet Research Systems Inc. (FDS)?
- The TTM average EBITDA margin for FDS stock is 40.61%.
- What is the 3Y average EBITDA margin for FactSet Research Systems Inc. (FDS)?
- The 3Y average EBITDA margin for FDS stock is 38.02%.
- What is the 5Y average EBITDA margin for FactSet Research Systems Inc. (FDS)?
- The 5Y average EBITDA margin for FDS stock is 37.48%.
- What is the 10Y average EBITDA margin for FactSet Research Systems Inc. (FDS)?
- The 10Y average EBITDA margin for FDS stock is 35.86%.
- What is the 15Y average EBITDA margin for FactSet Research Systems Inc. (FDS)?
- The 15Y average EBITDA margin for FDS stock is 36.43%.
- What is the 20Y average EBITDA margin for FactSet Research Systems Inc. (FDS)?
- The 20Y average EBITDA margin for FDS stock is 37.16%.
FactSet Research Systems Inc. EBITDA Margin History
| DATE | EBITDA MARGIN |
|---|---|
| 2025-08-31 | 41.60% |
| 2024-08-31 | 39.62% |
| 2023-08-31 | 37.78% |
| 2022-08-31 | 33.10% |
| 2021-08-31 | 36.64% |
| 2020-08-31 | 36.17% |
| 2019-08-31 | 34.73% |
| 2018-08-31 | 31.51% |
| 2017-08-31 | 32.79% |
| 2016-08-31 | 34.40% |
| 2015-08-31 | 36.08% |
| 2014-08-31 | 36.58% |
| 2013-08-31 | 35.57% |
| 2012-08-31 | 38.07% |
| 2011-08-31 | 37.88% |
| 2010-08-31 | 40.40% |
| 2009-08-31 | 39.45% |
| 2008-08-31 | 38.17% |
| 2007-08-31 | 40.23% |
| 2006-08-31 | 38.80% |
| 2005-08-31 | 40.73% |
| 2004-08-31 | 40.59% |
| 2003-08-31 | 42.41% |
| 2002-08-31 | 38.96% |
| 2001-08-31 | 38.16% |
| 2000-08-31 | 38.03% |
| 1999-08-31 | 36.99% |
| 1998-08-31 | 34.73% |
| 1997-08-31 | 33.56% |
| 1996-08-31 | 30.93% |
Related Metrics
About FactSet Research Systems Inc.
FactSet Research Systems Inc. is a financial intelligence firm providing a comprehensive suite of integrated data and analytical software. The company serves the global investment community, with its operations spanning the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. FactSet delivers critical insights and information through specialized workflow solutions covering research, analytics, and trading, complemented by its content, technology platforms, and wealth management resources. Its diverse clientele includes portfolio managers, investment banks, asset managers, wealth advisors, corporate entities, and various other financial sector organizations. FactSet was established in 1978 and is headquartered in Norwalk, Connecticut.
- Sector
- Financial Services
- Industry
- Financial - Data & Stock Exchanges
- CEO
- Sanoke Viswanathan