Companies
FactSet
S&P 500Financials· USA

FDS

Status-Quo-Player

FactSet

$226.42

+6.99%

Open $212.42·Prev $211.62

as of 13 Apr

STATUS-QUO-PLAYER

Power Core

Power Core in one sentence: FactSet's moat is the workflow dependency it creates among buy-side investment professionals, reinforced by ownership of critical securities identification infrastructure through CUSIP.

Published1 Apr 2026
UniverseS&P 500
SectorFinancials

Direction of Movement

Lateral Trajectory With Incremental Margin Improvement

ROC 200

-46.0%

Company Profile

FactSet Research Systems Inc. is a global financial digital platform and enterprise solutions provider that delivers integrated data and software solutions to the investment community. The company offers comprehensive financial data, portfolio analytics, and analytical applications through its workstation platform, which includes real-time news, company and industry analysis, portfolio optimization, risk measurement tools, and fixed-income securities analysis. FactSet aggregates data from multiple third-party suppliers, news sources, exchanges, and brokerages to provide investment professionals with actionable market intelligence. The platform serves over 239,000 investment professionals worldwide, including portfolio managers, equity researchers, risk managers, wealth managers, and investment bankers across buy-side and sell-side organizations. FactSet also provides specialized solutions such as portfolio management, data delivery, index services, and transition services. The company has expanded its capabilities through strategic acquisitions and partnerships, including cloud-based execution management systems and AI-driven analytical solutions. Headquartered in Norwalk, Connecticut, and founded in 1978, FactSet competes with major financial data providers including Bloomberg, LSEG (Refinitiv), MSCI, and S&P Global in delivering critical workflow solutions for the global investment community.

Sector

Financial Services

Industry

Financial Data & Stock Exchanges

Employees

12,886

This page is for informational purposes only and does not constitute investment advice. L17X Research is an independent research service.