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FactSet Valuation Multiples
Discover revenue and EBITDA valuation multiples for FactSet and similar public comparables like Beijing Compass Technology, Oracle Financial Services, Hundsun, Clearwater Analytics and more.
FactSet Overview
About FactSet
FactSet provides financial data and portfolio analytics to the global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients (including wealth and corporate clients) account for over 80% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed its purchase of CUSIP Global Services.
Founded
1978
HQ
Employees
12.8K
Website
Financials (LTM)
EV
$10B
FactSet Financials
FactSet reported last 12-month revenue of $2B and EBITDA of $951M.
In the same LTM period, FactSet generated $1B in gross profit, $951M in EBITDA, and $654M in net income.
Revenue (LTM)
FactSet P&L
In the most recent fiscal year, FactSet reported revenue of $2B and EBITDA of $966M.
FactSet expects next 12-month revenue of XXX and NTM EBITDA of XXX
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue | $2B | XXX | $2B | XXX | XXX | XXX |
| Gross Profit | $1B | XXX | $1B | XXX | XXX | XXX |
| Gross Margin | 52% | XXX | 53% | XXX | XXX | XXX |
| EBITDA | $951M | XXX | $966M | XXX | XXX | XXX |
| EBITDA Margin | 39% | XXX | 42% | XXX | XXX | XXX |
| EBIT Margin | 35% | XXX | 36% | XXX | XXX | XXX |
| Net Profit | $654M | XXX | $652M | XXX | XXX | XXX |
| Net Margin | 27% | XXX | 28% | XXX | XXX | XXX |
| Net Debt | — | — | $1B | XXX | XXX | XXX |
Financial data powered by Morningstar, Inc.
FactSet Stock Performance
FactSet has current market cap of $8B, and enterprise value of $10B.
Market Cap Evolution
FactSet's stock price is $232.73.
| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $10B | $8B | 0.0% | XXX | XXX | XXX | $17.89 |
Benchmark Trading Valuation Multiples by Industry
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Start Free TrialFactSet Valuation Multiples
FactSet trades at 4.0x EV/Revenue multiple, and 10.2x EV/EBITDA.
EV / Revenue (LTM)
FactSet Financial Valuation Multiples
As of April 19, 2026, FactSet has market cap of $8B and EV of $10B.
Equity research analysts estimate FactSet's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
FactSet has a P/E ratio of 13.0x.
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Market cap (current) | $8B | XXX | $8B | XXX | XXX | XXX |
| EV (current) | $10B | XXX | $10B | XXX | XXX | XXX |
| EV/Revenue | 4.0x | XXX | 4.2x | XXX | XXX | XXX |
| EV/EBITDA | 10.2x | XXX | 10.1x | XXX | XXX | XXX |
| EV/EBIT | 11.4x | XXX | 11.6x | XXX | XXX | XXX |
| EV/Gross Profit | 7.7x | XXX | 8.0x | XXX | XXX | XXX |
| P/E | 13.0x | XXX | 13.0x | XXX | XXX | XXX |
| EV/FCF | 15.2x | XXX | 15.7x | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Verified FactSet Valuation Multiples
Access all public comps and forward-looking valuation multiples like EV/Revenue in 2027, based on consensus analyst estimates. Powered by FactSet and Morningstar.
FactSet Margins & Growth Rates
FactSet's revenue in the last 12 month grew by 6%.
FactSet's revenue per employee in the last FY averaged $0.2M, while opex per employee averaged $0.0M for the same period.
FactSet's rule of 40 is 45% (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).
FactSet's rule of X is 54% (created by Bessemer, rule of X is another metric to measure SaaS companies, ~1.5x stronger vs. the traditional Rule of 40, counted as revenue growth rate multiplied by 2.5 plus EBITDA margin).
FactSet Operational Valuation Multiples
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 6% | XXX | 6% | XXX | XXX | XXX |
| EBITDA Margin | 39% | XXX | 42% | XXX | XXX | XXX |
| EBITDA Growth | 5% | XXX | (1%) | XXX | XXX | XXX |
| Rule of 40 | — | XXX | 45% | XXX | XXX | XXX |
| Bessemer Rule of X | — | XXX | 54% | XXX | XXX | XXX |
| Revenue per Employee | — | XXX | $0.2M | XXX | XXX | XXX |
| Opex per Employee | — | XXX | $0.0M | XXX | XXX | XXX |
| R&D Expenses to Revenue | 0% | XXX | 0% | XXX | XXX | XXX |
| Opex to Revenue | — | XXX | 20% | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
FactSet Public Comps
See public comps and valuation multiples for other Financial Services Software and Financial Data & Information comps.
| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| LTM | 2026E | 2027E | LTM | 2026E | 2027E | |
| FactSet | XXX | XXX | XXX | XXX | XXX | XXX |
| Beijing Compass Technology | XXX | XXX | XXX | XXX | XXX | XXX |
| Oracle Financial Services | XXX | XXX | XXX | XXX | XXX | XXX |
| Hundsun | XXX | XXX | XXX | XXX | XXX | XXX |
| Clearwater Analytics | XXX | XXX | XXX | XXX | XXX | XXX |
| Morningstar | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc.
FactSet M&A Activity
FactSet acquired XXX companies to date.
Last acquisition by FactSet was on XXXXXXXX, XXXXX. FactSet acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Acquisitions by FactSet
| Acquired Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
Get Verified M&A Valuation Multiples
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Start Free TrialFactSet Investment Activity
FactSet invested in XXX companies to date.
FactSet made its latest investment on XXXXXXXX, XXXXX. FactSet invested in XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Investments by FactSet
| Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
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Start Free TrialAbout FactSet
| When was FactSet founded? | FactSet was founded in 1978. |
| Where is FactSet headquartered? | FactSet is headquartered in United States. |
| How many employees does FactSet have? | As of today, FactSet has over 12K employees. |
| Who is the CEO of FactSet? | FactSet's CEO is Sanoke Viswanathan. |
| Is FactSet publicly listed? | Yes, FactSet is a public company listed on NYSE. |
| What is the stock symbol of FactSet? | FactSet trades under FDS ticker. |
| When did FactSet go public? | FactSet went public in 1996. |
| Who are competitors of FactSet? | FactSet main competitors are Beijing Compass Technology, Oracle Financial Services, Hundsun, Clearwater Analytics. |
| What is the current market cap of FactSet? | FactSet's current market cap is $8B. |
| What is the current revenue of FactSet? | FactSet's last 12 months revenue is $2B. |
| What is the current revenue growth of FactSet? | FactSet revenue growth (NTM/LTM) is 6%. |
| What is the current EV/Revenue multiple of FactSet? | Current revenue multiple of FactSet is 4.0x. |
| Is FactSet profitable? | Yes, FactSet is EBITDA-positive (as of the last 12 months). |
| What is the current EBITDA of FactSet? | FactSet's last 12 months EBITDA is $951M. |
| What is FactSet's EBITDA margin? | FactSet's last 12 months EBITDA margin is 39%. |
| What is the current EV/EBITDA multiple of FactSet? | Current EBITDA multiple of FactSet is 10.2x. |
| What is the current FCF of FactSet? | FactSet's last 12 months FCF is $641M. |
| What is FactSet's FCF margin? | FactSet's last 12 months FCF margin is 27%. |
| What is the current EV/FCF multiple of FactSet? | Current FCF multiple of FactSet is 15.2x. |
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