FactSet Research Systems Inc. (FDS) Return on Equity (ROE): 27.61%
Is FactSet Research Systems Inc.’s return on equity (ROE) high or low?
FactSet Research Systems Inc.'s return on equity (ROE) of 27.61% is 15% below its 5-year average of 32.49%, near the low end of its 5-year range (27.31%–41.52%).
As of Sunday, June 21, 2026. 0.32% below its 12-month average of 27.70%.
FDS Return on Equity (ROE) Chart
FDS Average Return on Equity (ROE) Chart
FDS Current vs Average Return on Equity (ROE) Chart
FDS Return on Equity (ROE) Metrics
RETURN ON EQUITY (ROE)
27.61%
RETURN ON EQUITY (ROE) AVG TTM
27.70%
RETURN ON EQUITY (ROE) AVG 3Y
28.53%
RETURN ON EQUITY (ROE) AVG 5Y
32.49%
RETURN ON EQUITY (ROE) AVG 10Y
41.38%
RETURN ON EQUITY (ROE) AVG 15Y
39.41%
RETURN ON EQUITY (ROE) AVG 20Y
34.88%
CURRENT VS TTM AVG
-0.32%
CURRENT VS 3Y AVG
-3.22%
CURRENT VS 5Y AVG
-15.02%
CURRENT VS 10Y AVG
-33.28%
CURRENT VS 15Y AVG
-29.94%
CURRENT VS 20Y AVG
-20.83%
FDS Competitors' Return on Equity (ROE)
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| FactSet Research Systems Inc. (FDS) | $8.06B | 27.61% | 27.70% | 28.53% | 32.49% |
| Kinsale Capital Group, Inc. (KNSL)vs › | $7.12B | 26.78% | 26.83% | 25.84% | 23.42% |
| Main Street Capital Corporation (MAIN)vs › | $4.74B | 13.78% | 17.32% | 15.85% | 13.97% |
| Assurant, Inc. (AIZ)vs › | $12.88B | 17.04% | 14.88% | 12.41% | 13.66% |
| Globe Life Inc. (GL)vs › | $13.26B | 19.35% | 19.80% | 20.98% | 17.36% |
| 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 | -4.14% | -2.55% | 2.58% | 8.19% |
| BlackRock Floating Rate Income Trust (BGT)vs › | $317.93M | 7.75% | 6.65% | 6.19% | 5.29% |
| Isabella Bank Corporation (ISBA)vs › | $295.51M | 8.53% | 7.39% | 8.93% | 8.32% |
| Global Payments Inc. (GPN)vs › | $15.83B | -2.97% | 6.58% | 4.49% | 3.98% |
Return Analysis
ROE
27.6%
ROA
13.9%
FactSet Research Systems Inc. Return on Equity (ROE) Formula & Definition
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
FactSet Research Systems Inc. Return on Equity (ROE) FAQ
- What is the return on equity (ROE) for FactSet Research Systems Inc. (FDS)?
- The return on equity (ROE) for FDS stock is 27.61%.
- Is FactSet Research Systems Inc.'s return on equity (ROE) high or low?
- FactSet Research Systems Inc.'s return on equity (ROE) of 27.61% is 15% below its 5-year average of 32.49%, near the low end of its 5-year range (27.31%–41.52%).
- What is the TTM average return on equity (ROE) for FactSet Research Systems Inc. (FDS)?
- The TTM average return on equity (ROE) for FDS stock is 27.70%.
- What is the 3Y average return on equity (ROE) for FactSet Research Systems Inc. (FDS)?
- The 3Y average return on equity (ROE) for FDS stock is 28.53%.
- What is the 5Y average return on equity (ROE) for FactSet Research Systems Inc. (FDS)?
- The 5Y average return on equity (ROE) for FDS stock is 32.49%.
- What is the 10Y average return on equity (ROE) for FactSet Research Systems Inc. (FDS)?
- The 10Y average return on equity (ROE) for FDS stock is 41.38%.
- What is the 15Y average return on equity (ROE) for FactSet Research Systems Inc. (FDS)?
- The 15Y average return on equity (ROE) for FDS stock is 39.41%.
- What is the 20Y average return on equity (ROE) for FactSet Research Systems Inc. (FDS)?
- The 20Y average return on equity (ROE) for FDS stock is 34.88%.
FactSet Research Systems Inc. Return on Equity (ROE) History
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2025-08-31 | 27.31% |
| 2024-08-31 | 28.09% |
| 2023-08-31 | 28.90% |
| 2022-08-31 | 29.81% |
| 2021-08-31 | 39.32% |
| 2020-08-31 | 41.52% |
| 2019-08-31 | 52.48% |
| 2018-08-31 | 50.79% |
| 2017-08-31 | 46.14% |
| 2016-08-31 | 65.49% |
| 2015-08-31 | 45.35% |
| 2014-08-31 | 41.39% |
| 2013-08-31 | 36.66% |
| 2012-08-31 | 34.19% |
| 2011-08-31 | 33.20% |
| 2010-08-31 | 29.90% |
| 2009-08-31 | 28.94% |
| 2008-08-31 | 26.86% |
| 2007-08-31 | 26.77% |
| 2006-08-31 | 23.12% |
| 2005-08-31 | 26.77% |
| 2004-08-31 | 35.26% |
| 2003-08-31 | 24.24% |
| 2002-08-31 | 23.08% |
| 2001-08-31 | 24.16% |
| 2000-08-31 | 24.54% |
| 1999-08-31 | 23.97% |
| 1998-08-31 | 25.10% |
| 1997-08-31 | 23.67% |
| 1996-08-31 | 23.05% |
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