Company Snapshot

Investment Thesis

FactSet provides financial data, analytics, and workflow software to investment professionals. Integrated research, portfolio, and risk tools plus an open data marketplace drive sticky recurring revenue.

  • Workflow Coverage: Front-to-back solutions for research, trading, and risk.
  • Content+: Marketplace offers curated alternative and ESG datasets.
  • Cloud Delivery: Snowflake partnership and APIs accelerate adoption.

Strategic Mix

Buy-Side Asset managers, hedge funds
Sell-Side Investment banks
Wealth Advisory platforms
Geography Americas, EMEA, APAC

Mix aligns with FactSet's client segment disclosures.

Recent Performance

MTD TBD
QTD TBD
YTD TBD
5Y TBD

Maxim is cueing up returns data for this security. Once the nightly supported.csv job runs, these metrics will auto-populate.

Strategic Insights

Digital Transformation

Open architecture attracts quant and developer communities.

Workflow Expansion

Portfolio lifecycle solutions increase net retention.

M&A

Acquisitions like CUSIP deepen data moat.

Latest Coverage

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