FactSet Research Systems Inc. (FDS) Return on Invested Capital (ROIC): 16.24%
Is FactSet Research Systems Inc.’s return on invested capital (ROIC) high or low?
FactSet Research Systems Inc.'s return on invested capital (ROIC) of 16.24% is in line with its 5-year average of 16.75%, around the middle of its 5-year range (11.80%–20.91%).
As of Sunday, June 21, 2026. 0.22% below its 12-month average of 16.27%.
FDS Return on Invested Capital (ROIC) Chart
FDS Average Return on Invested Capital (ROIC) Chart
FDS Current vs Average Return on Invested Capital (ROIC) Chart
FDS Return on Invested Capital (ROIC) Metrics
RETURN ON INVESTED CAPITAL (ROIC)
16.24%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
16.27%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
14.68%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
16.75%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
22.10%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
25.67%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
25.35%
CURRENT VS TTM AVG
-0.22%
CURRENT VS 3Y AVG
+10.61%
CURRENT VS 5Y AVG
-3.05%
CURRENT VS 10Y AVG
-26.50%
CURRENT VS 15Y AVG
-36.74%
CURRENT VS 20Y AVG
-35.95%
FDS Competitors' Return on Invested Capital (ROIC)
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| FactSet Research Systems Inc. (FDS) | $8.06B | 16.24% | 16.27% | 14.68% | 16.75% |
| Kinsale Capital Group, Inc. (KNSL)vs › | $7.12B | 22.98% | 23.88% | 22.14% | 52.74% |
| Main Street Capital Corporation (MAIN)vs › | $4.74B | 8.64% | 9.32% | 8.53% | 7.29% |
| Assurant, Inc. (AIZ)vs › | $12.88B | 7.04% | 6.96% | 5.78% | 4.68% |
| Globe Life Inc. (GL)vs › | $13.26B | 4.05% | 3.97% | 3.79% | 51.00% |
| 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 | -0.21% | -0.21% | 3.46% | 4.01% |
| BlackRock Floating Rate Income Trust (BGT)vs › | $317.93M | 4.57% | 5.10% | 3.12% | 1.85% |
| Isabella Bank Corporation (ISBA)vs › | $295.51M | 4.45% | 4.27% | 5.52% | 5.21% |
| Global Payments Inc. (GPN)vs › | $15.83B | 2.50% | 3.54% | 3.38% | 3.30% |
Capital Efficiency
ROIC
16.2%
ROE
27.6%
FactSet Research Systems Inc. Return on Invested Capital (ROIC) Formula & Definition
ROIC = NOPAT / Invested Capital
Return on invested capital measures the after-tax return a company earns on all capital (debt and equity) invested in the business.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
FactSet Research Systems Inc. Return on Invested Capital (ROIC) FAQ
- What is the return on invested capital (ROIC) for FactSet Research Systems Inc. (FDS)?
- The return on invested capital (ROIC) for FDS stock is 16.24%.
- Is FactSet Research Systems Inc.'s return on invested capital (ROIC) high or low?
- FactSet Research Systems Inc.'s return on invested capital (ROIC) of 16.24% is in line with its 5-year average of 16.75%, around the middle of its 5-year range (11.80%–20.91%).
- What is the TTM average return on invested capital (ROIC) for FactSet Research Systems Inc. (FDS)?
- The TTM average return on invested capital (ROIC) for FDS stock is 16.27%.
- What is the 3Y average return on invested capital (ROIC) for FactSet Research Systems Inc. (FDS)?
- The 3Y average return on invested capital (ROIC) for FDS stock is 14.68%.
- What is the 5Y average return on invested capital (ROIC) for FactSet Research Systems Inc. (FDS)?
- The 5Y average return on invested capital (ROIC) for FDS stock is 16.75%.
- What is the 10Y average return on invested capital (ROIC) for FactSet Research Systems Inc. (FDS)?
- The 10Y average return on invested capital (ROIC) for FDS stock is 22.10%.
- What is the 15Y average return on invested capital (ROIC) for FactSet Research Systems Inc. (FDS)?
- The 15Y average return on invested capital (ROIC) for FDS stock is 25.67%.
- What is the 20Y average return on invested capital (ROIC) for FactSet Research Systems Inc. (FDS)?
- The 20Y average return on invested capital (ROIC) for FDS stock is 25.35%.
FactSet Research Systems Inc. Return on Invested Capital (ROIC) History
| DATE | RETURN ON INVESTED CAPITAL (ROIC) |
|---|---|
| 2025-08-31 | 16.24% |
| 2024-08-31 | 16.31% |
| 2023-08-31 | 14.38% |
| 2022-08-31 | 11.80% |
| 2021-08-31 | 20.87% |
| 2020-08-31 | 20.91% |
| 2019-08-31 | 27.54% |
| 2018-08-31 | 23.20% |
| 2017-08-31 | 21.79% |
| 2016-08-31 | 29.85% |
| 2015-08-31 | 40.16% |
| 2014-08-31 | 39.31% |
| 2013-08-31 | 36.89% |
| 2012-08-31 | 32.30% |
| 2011-08-31 | 31.13% |
| 2010-08-31 | 28.05% |
| 2009-08-31 | 27.02% |
| 2008-08-31 | 24.58% |
| 2007-08-31 | 24.09% |
| 2006-08-31 | 21.01% |
| 2005-08-31 | 25.02% |
| 2004-08-31 | 33.04% |
| 2003-08-31 | 23.47% |
| 2002-08-31 | 51.93% |
| 2001-08-31 | 22.57% |
| 2000-08-31 | 24.14% |
| 1999-08-31 | 22.21% |
| 1998-08-31 | 22.72% |
| 1997-08-31 | 22.29% |
| 1996-08-31 | 21.26% |
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